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Vertex

Score8.5 out of 10

285 Reviews and Ratings

Top Performing Features

+5%

Sales and Use Taxes

Software is capable of calculating and filing sales and use taxes.

Cat avg: 8.9

+10%

3rd-Party Software Integrations

Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.

Cat avg: 7.9

+6%

Tax Exemption Processing

Ability to generate, track, exemption certificates from sales invoices.

Cat avg: 8.2

+6%

Compliance Administration Management

Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.

Cat avg: 8.2

Worst Performing Features

-10%

Energy and Fuel Taxes

Ability to calculate and manage energy and/or fuel taxes.

Cat avg: 8.1

0%

Cross-border Taxes

Software is capable of calculating and filing taxes, such as customs, across countries.

Cat avg: 8

+14%

Complex Tax Scenario Management

Ability to automate handling of tax holidays and other anomalies.

Cat avg: 7

Vertex Features from Reviews

Type of tax

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

8.3+1%
  • Sales and Use Taxes

    Software is capable of calculating and filing sales and use taxes.

    Category average: 8.9

  • Cross-border Taxes

    Software is capable of calculating and filing taxes, such as customs, across countries.

    Category average: 8

  • VAT / GST Taxes

    Ability to calculate and manage VAT and GST taxes.

    Category average: 8.1

  • Energy and Fuel Taxes

    Ability to calculate and manage energy and/or fuel taxes.

    Category average: 8.1

Tax Reporting & Compliance

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

8.6+6%
  • Geolocation for Tax Assessment

    Ability to use geolocation, which is more precise than zip codes, for mapping taxes to specific jurisdictions.

    Category average: 8.6

  • 3rd-Party Software Integrations

    Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.

    Category average: 7.9

  • Tax Data Reporting

    Ability to export transaction data for tax filing.

    Category average: 8.3

  • Compliance Administration Management

    Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.

    Category average: 8.2

  • Tax Exemption Processing

    Ability to generate, track, exemption certificates from sales invoices.

    Category average: 8.2

  • Tax Document Management

    Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.

    Category average: 8.2

  • Complex Tax Scenario Management

    Ability to automate handling of tax holidays and other anomalies.

    Category average: 7

Vertex Features from the Vendor

Type of tax

Vendor-reviewed
  • Sales and Use Taxes

    Software is capable of calculating and filing sales and use taxes.

  • Cross-border Taxes

    Software is capable of calculating and filing taxes, such as customs, across countries.

  • VAT / GST Taxes

    Ability to calculate and manage VAT and GST taxes.

Tax Reporting & Compliance

Vendor-reviewed
  • Geolocation for Tax Assessment

    Ability to use geolocation, which is more precise than zip codes, for mapping taxes to specific jurisdictions.

  • 3rd-Party Software Integrations

    Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.

  • Tax Data Reporting

    Ability to export transaction data for tax filing.

  • Compliance Administration Management

    Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.

  • Tax Exemption Processing

    Ability to generate, track, exemption certificates from sales invoices.

  • Tax Document Management

    Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.

  • Complex Tax Scenario Management

    Ability to automate handling of tax holidays and other anomalies.