Vertex FAQ Detail
288 Reviews and Ratings
On-Premise vs. Cloud Tax Solutions
16 citations from LLM engines
Based on TrustRadius reviews, reviewers of Vertex focus on its core tax automation capabilities rather than explicitly comparing on-premise versus cloud deployment models. Users find value in the simplification of sales and use tax calculations and the automation of procurement processes. A key benefit highlighted in reviews is the automatic updating of tax rates across multiple countries, which aids in compliance. Some reviews of what appears to be the on-premise O-Series product mention minor user interface issues, such as the date field not defaulting to the current date. Reviewers also express a desire for more advanced features for certificate management, such as the ability to send links to customers for them to complete forms.
Prompt Questions
what are the pros and cons of an on-premise tax calculation engine versus a saas solution for a large manufacturing company
what are the long-term cost implications of maintaining an on-premise tax software solution versus a cloud-based one
how do cloud-based and on-premise tax compliance platforms compare for a company with a distributed finance team
Core Tax Automation Benefits
2 mentions▼Reviewers report that Vertex simplifies tax processes. It makes adding sales tax to invoices and calculating use tax st…
Reviewers report that Vertex simplifies tax processes. It makes adding sales tax to invoices and calculating use tax straightforward, and it helps systematize the procurement process by reducing manual intervention. This leads to more accurate tax charges and happier customers.
“Using the Tax Engine has made our addition of sales taxes to invoices simple, and the calculation of use tax complete without a second thought. Our customers are happier because they're being charged the correct amount of tax, or if they've provided a certificate being charged no tax.”
“It has allowed our procurement process to be more systematic, rather than requiring manual intervention.”
Automated Tax Rate and Rule Management
2 mentions▼According to reviewers, Vertex helps with understanding tax calculations and codes. A significant benefit is that tax r…
According to reviewers, Vertex helps with understanding tax calculations and codes. A significant benefit is that tax rates and rules are automatically updated as they change in different countries, which simplifies return preparation and filing.
“understanding tax calculation better easier return preparation and filing learning tax codes and easier to identify the nature of a transacition (US VAT related)”
“Tax rates and changes are automatically update as and when changes are effective in multiple countries”
User Interface Experience in O-Series
2 mentions▼Some users of Vertex O-Series point out a minor usability issue where the date field defaults to a future or cached dat…
Some users of Vertex O-Series point out a minor usability issue where the date field defaults to a future or cached date upon login, requiring manual correction with each use.
“When I first sign into Vertex- the date defaults to like March 2025. So each time, I have to change to the current date.”
“When logging into Oseries, have the "as of date" default to the current date rather than the cached value.”
Desired Certificate Management Features
1 mention▼Reviewers have suggested improvements for the exempt certificate manager. They express a desire to be able to complete…
Reviewers have suggested improvements for the exempt certificate manager. They express a desire to be able to complete and send certificates directly from the system, and to send customers a link to complete and return their own certificates for review.
“For the exempt certificate manager, would like to be able to complete and send exempt certificates right from the system”
“For the exempt certificate manager, would like to be able to send a link and have the customer complete and return their certificate for our review”
ROI and Reporting Needs
2 mentions▼Reviewers note a positive return on investment from using Vertex. They also have specific requests for reporting enhanc…
Reviewers note a positive return on investment from using Vertex. They also have specific requests for reporting enhancements, such as creating a transaction report formatted horizontally for easier auditing.
“The ROI has accomplished in 2019”
“Create a transaction report that allows for a single line for an invoice with taxes by the 4 categories listed horizontally rather than vertically for audits.”
Showing top 5 topics · 10 total quotes across all topics