Vertex

Overall we have no complaints as a company about Vertex. They provide efficiency and efficacy for all of our stores. When it comes to taxes, we love knowing we have a partner that manages that part for us.

The program itself works well, and now that I've used it for a year, I am comfortable with the maintenance process. However, it's very frustrating that all communications with the support team are done via email. It feels like they assume our job is 100% sales tax, so when they do finally respond there is very little time to react.

Vertex requires strong technical knowledge to achieve full performance & functionality. I don't believe it's a plug-and-play resource.

Vertex can manage properly a huge classification of products. You can map your catalog by different attributes in order to set it up properly and retrieve the correct tax data for any transaction. You can use the O'series version for both your online and brick-and-mortar business with no distinction. You can test transactions [by] backdating them to verify old taxation rules. Vertex support is pretty responsive and quick to resolve tickets.

Vertex deals with complex tax computations, more so the sales and VAT taxes for companies. It supports complex transactions and high-volume computation for business sales tax. They offer reliable and updated tax content that is industry-specific. They have put technology at the forefront, which lets us set up custom taxability and automate exceptions management for every purchase and sales transaction.

I have used Vertex for years. Vertex is a great option for users with complex tax requirements, and it is the best option for companies with complex ERP's such as Oracle and SAP. For companies such as manufacturing, the ability to automate use tax for purchasing transactions is a huge plus. Vertex may not be a great option for a small company with low transaction volume, a basic ERP system with very simple tax requirements.

Offers reliable and updated tax content that is industry specific. They have put technology at the forefront, which lets us set up custom taxability and automate exceptions management for every purchase and sales transaction.

It is well suited for organizations that are buying and selling with lots of volume. It is not appropriate for small organizations that have little volume or have straight forward tax calculations.

Vertex O Series works very well with applying the correct jurisdictions to transactions.

Vertex O Series is great for complex transactions in numerous jurisdictions. It is less appropriate for use tax calculation/reporting.

Vertex O Series is suitable for managing all the various rates across North America. Our legacy system managed the various tax rates through pricing conditions and it was extremely manual and prone to errors. Handheld offline solution options need to be enhanced as the CONA team had to work with DMA and design a solution that supports offline tax calculations when the order is changed at the delivery point.

I think Vertex is more suited for larger companies with more complex taxing situations.

Vertex O Series is well suited for trying to find a specific jurisdiction.

Vertex is an excellent all in one solution for sales and use tax. On the sales tax side you can set up exceptions, exemption certificates, special rates. The same can be done for Use Tax.

Vertex O Series is especially well-suited for retail companies in the U.S. Vertex's global tax function could be expanded on to include intricacies required by other countries, such as Canada's product source tracking requirement.

Vertex O Series is well suited for large retailers with lots of stores.

Works well with SAP and is an all-round best choice for enterprise level sales and use tax requirements. Pricing can be a barrier for some organizations, and it’s not a product that you can license and configure on your own, you’ll need to budget for consulting and testing. Would like to see Vertex become more active in addressing use tax challenges posed by newer P2P systems, like Coupa, that don’t directly integrate with Vertex, and in fact create gaps in the accuracy of use tax accruals. Since Coupa pretends this is not an issue, I want Vertex to step up with a solution for tax departments who have to find workarounds for P2P software that operates in a vacuum.

Vertex is very easy to configure, although building tax assist rules could be a little easier. I recommend adding some examples directly on the screens or fields.

Vertex has so many options to make the software work for your individual company and its business. The Vertex implementation group was great to work with and they spend time helping us understand how all the pieces fit together to work for your system. They also assisted with the user testing which was so helpful since the tax department was new to Vertex and how it looked and worked as well. Vertex has been fantastic at helping us be more accurate for use tax on our vendor invoices. We have seen reduced fees on audits and even had auditors comment that they can tell when the implementation took place since the error rate for use tax took a dramatic dip after go-live of our Vertex O Series. We do not love the reporting options for Vertex. Vertex has a line in the report for each line item on the invoice. We have several customers that only get billed once a week so their invoices can be 100's of lines long. Our old system only had 1 line per invoice with the tax levels in columns for the total invoice. We miss the simplification of the reports out of the older system.

Best for post calculations and allocations.

As a manufacturer with multiple companies Vertex has helped us with the calculation of sales tax. Each of our companies has different tax issues which Vertex O Series has been able to address.

I believe Vertex is well suited for implementation and integrations with ERPs for indirect tax calculations. I also believe the returns module and exemption certificate module are an added benefit to its customers. I would say Vertex is less suited for LATAM countries, however, the complexity of taxes in those regions is difficult no matter what system you attempt to utilize.

Vertex O Series is well suited when there is a large number of customers and products to tax. Also, the sales tax return function is great.

I think Vertex O Series is very well suited to a U.S.-based country and would like to see more appropriate compatibility in the VAT/GST world. Vertex O Series has been well known to handle the U.S.-based indirect tax structure but can improve on its international capabilities and content.

Vertex O Series On-Demand provides live-time update so no manual update needed. Consultants are very knowledgeable and helpful. They make suggestions and point out areas that we need to pay attention to.
I also like the fact that Vertex offers the needs for leasing companies as well. Tax rule and matrix set up are also very important to us as well.