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Vertex

Vertex

Overview

What is Vertex?

Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e-commerce,…

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Recent Reviews

My Vertex Experience

10 out of 10
February 29, 2024
Incentivized
My organization is using both Vertex O and Vertex Returns and reporting for calculating, validating, and reporting sales tax and VAT. We …
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E-Filing options to EU

10 out of 10
February 23, 2024
Incentivized
We are using for VAT in EMEA region for both sales and purchases to determine taxation on invoices, validate and prepare the VAT returns …
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Satisfied

9 out of 10
May 22, 2023
Incentivized
We use Vertex for sales and purchases transactions as well. Regarding to tax types we use it for US sales tax, use tax and value added tax …
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How Vertex Differs From Its Competitors

Key Differentiators

Tax content support Ease-of-Use Scalability Tax accuracy Reporting
Having the tax content support correctly and accurately was a plus. Knowing the data to prepare compliance was accurate.
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Key Differentiators

Tax content support Ease-of-Use Scalability Tax accuracy Reporting
We were looking for tax software that would be easy to maintain, provide accurate compliance, and had regular updates for new rates and laws. We wanted a tax software that was flexible and allowed for some of our more nuanced tax …
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Vertex O Series Impact

The best way to measure the success of the O series is by audits. The past few audits we have had our tax exposure has significantly decrease. The ability to provide auditors with reports and documents during an audit has improved, we no longer need to reply on our ERP system to provide the …
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Vertex O Series Impact

While the complete impact of Vertex O Series is still in progress, it has helped streamline the process of excluding sales and use tax charges against tax exempt customers. Our primary sales and use tax analyst is also looking forward to the capabilities to send automatic tax exemption certificate …
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Vertex O Series Impact

So now with the Wayfair decision, we have reviewed the many states we need to register in. It will be a simile flipping the switch for the taxing to begin. Yes I need to be considerate with my work to ensure I turn the clock back to the appropriate date to ensure we capture our backlog. The more …
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Vertex O Series Impact

Our in-house ERP was previously calculating sales tax, and its tax answers were probably right around 80% of the time, while Vertex O should be in the 95-98% range. In addition, our in-house ERP required manual updates to tax content in each of its 70+ servers. As a result, tax content was rarely …
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Vertex O Series Impact

It has simplified the calculation and accrual process which was done manually prior to the Vertex go-live. It has also streamlined the reporting functionality which prior to go-live was not centralized. Tax returns have been easier to work on based on the improved reporting, allowing for the …
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Vertex O Series Impact

We still manually prepare returns but the reporting functionality is much, much better than it was under our old legacy system. Vertex does provide the option to automatically generate returns but we still have to make manual adjustments to the data before preparing returns so we don't feel …

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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 11 features
  • Sales and Use Taxes (120)
    9.4
    94%
  • Geolocation for Tax Assessment (85)
    9.4
    94%
  • Tax Data Reporting (103)
    9.1
    91%
  • Tax Exemption Processing (86)
    8.3
    83%

Reviewer Pros & Cons

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Pricing

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Vertex

Vertex

N/A
Unavailable

What is Vertex?

Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.vertexinc.com/solutions

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

84 people also want pricing

Alternatives Pricing

Avalara

Avalara

$21
per month
What is Avalara?

Avalara AvaTax connects to the software that businesses already have and delivers sales tax decisions based on precise geo-location in more than 12,000 taxing jurisdictions in the U.S.

TaxJar

TaxJar

$19
for up to 200 orders/month
What is TaxJar?

TaxJar offers automated sales tax reporting and filing. According to the vendor, capabilities include: Accurate, Detailed Sales Tax Reports: TaxJar’s local jurisdiction reports show sales and sales tax collected not only for each state, but for local jurisdiction (counties, cities, special…

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Features

Type of tax

A list of the different types of taxes that can be filed using tax compliance software.

8.8
Avg 8.4

Tax Reporting & Compliance

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

8.5
Avg 8.4
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Product Details

What is Vertex?

Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e-commerce, procurement, and other billing systems enables a single tax engine to seamlessly support a growing business. In addition to tax determination, Vertex provides tools and services to automate and streamline exemption certificate management and compliance filings.

Vertex Features

Type of tax Features

  • Supported: Sales and Use Taxes
  • Supported: Cross-border Taxes
  • Supported: VAT / GST Taxes

Tax Reporting & Compliance Features

  • Supported: Geolocation for Tax Assessment
  • Supported: 3rd-Party Software Integrations
  • Supported: Tax Data Reporting
  • Supported: Compliance Administration Management
  • Supported: Tax Exemption Processing
  • Supported: Tax Document Management
  • Supported: Complex Tax Scenario Management

Vertex Screenshots

Screenshot of Vertex dashboard

Vertex Videos

Vertex Integrations

Vertex Competitors

Vertex Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux
Mobile ApplicationNo
Supported CountriesNorth America, EMEA, Central/South America, Asia Pacific
Supported LanguagesEnglish

Vertex Downloadables

Frequently Asked Questions

Avalara, TaxJar, and CCH Axcess are common alternatives for Vertex.

Reviewers rate Cross-border Taxes highest, with a score of 9.8.

The most common users of Vertex are from Enterprises (1,001+ employees).
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Comparisons

View all alternatives
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Reviews and Ratings

(251)

Attribute Ratings

Reviews

(1-25 of 37)
Companies can't remove reviews or game the system. Here's why
February 29, 2024

My Vertex Experience

Verified User
Engineer in Finance and Accounting
Semiconductors Company, 5001-10,000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Scalability
10
With Vertex, we were able to automate not just the tax calculations but also the returns and reporting processes. Many years ago several people worked on tax-related tasks all over the globe at my company, but now, thanks to Vertex, we are able to centralize and standardize our tax-related workflows.
January 16, 2024

Vertex Review

Verified User
Manager in Finance and Accounting
Retail Company, 1001-5000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Scalability
9
We've been consistently adding 8-10 stores every year. Adding a new location is very simple and allows us to focus on other things.
October 12, 2023

Using Vertex from a Costarican user in charge of Latam and Canada Indirect Tax Matters

PO
Pedro Orozco Alvarado
Latam and Canada Indirect Tax Manager
Baxter (Hospital & Health Care, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Scalability
8
In my case with Latinoamerican markets, we found out that doesn't work or doesn't give us the benefits that we receive in Canada. So, we can say that depends on the new markets, Vertex will help you or not.
May 30, 2023

Vertex will save you time & money, while giving you the confidence that you're getting tax right!

Verified User
Manager in Finance and Accounting
Retail Company, 10,001+ employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Scalability
10
As our companies have grown and expanded, Vertex has allowed us to handle taxation in these new areas seamlessly. Over the years we have navigated acquisitions and mergers, adding new locations, and adding new products. With simple setup, we were easily able to add all of these to our Vertex products and ensure that we were getting tax right.
May 30, 2023

Vertex is a powerful, and highly customizable tax engine.

Verified User
Director in Finance and Accounting
Consumer Services Company, 10,001+ employees
Score 9 out of 10
Vetted Review
Verified User
Scalability
10
Our company has completed several acquisitions in the recent past and Vertex has scaled with our company's resulting growth. Vertex allows much of our company's taxability configuration to be stored at various levels (e.g. division, company, parent, etc.). As a result, our company can apply certain configuration that applies across our portfolio of businesses but also introduce new configuration or customization as needed where a certain business might be unique.
May 22, 2023

Satisfied

Verified User
Employee in Finance and Accounting
Electrical & Electronic Manufacturing Company, 5001-10,000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Scalability
9
I prepare more than 20 returns per month in different countries in Europe.
April 19, 2023

Vertex makes life easy!

Verified User
Employee in Finance and Accounting
Retail Company, 5001-10,000 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Scalability
10
Vertex makes scalability easy. They offered great support and ideas through several of our acquisitions which helped streamline the processes on our end as we worked to integrate the separate businesses.
April 17, 2023

Vertex

Verified User
Employee in Information Technology
Legal Services Company, 501-1000 employees
Score 10 out of 10
Vetted Review
Verified User
Scalability
5
Our organization looks at more and more transactions to be taxed depending on the number of vendors onboarded for tax purposes. Would like to see how soon the system can be scalable for minimal downtime.
April 11, 2023

Vertex saved us tens of thousands of dollars every year

Verified User
Employee in Information Technology
Retail Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Scalability
10
We have recently switched to Vertex, and have not grown much yet, and we are not planning on extending beyond the borders of the United States, but one incredibly important benefit to Vertex and its scalability is that we have locked in our pricing for three years, even if we have tremendous growth. They are not seeking to penalize us and charge us more if we grow in the next three years, which is very much appreciated.
February 17, 2023

Vertex is a Must for Large SAP Companies

CT
Cesar Tioseco
Senior Tax Accountant
GERDAU (Mining & Metals, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Scalability
9
There needs to be a time-consuming setup both in the Enterprise Resource Platform and in Vertex and the related tools as well but once this is all established, Vertex is very proficient at calculating Sales and Use Tax in the USA and in Canada with GST/HST, as well as several of the provinces where we are located. As we added plants in different jurisdictions via greenfield expansion and aquisition, Vertex was able to integrate those as long as the tax department is fully informed of the system.
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