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Vertex Reviews and Ratings

Rating: 8.2 out of 10
Score
8.2 out of 10
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Community insights

TrustRadius Insights for Vertex are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Efficient Tax Calculation: Users have consistently praised the platform for its precision in determining taxes at the jurisdictional level, leading to enhanced efficiency in various tax management tasks and ensuring accurate financial transactions. This precise tax calculation capability has been noted as a key strength by many reviewers.

Comprehensive Reporting: Reviewers appreciate the platform's ability to generate clear and detailed reports easily, demonstrating its effectiveness in presenting data for analysis, trend identification, compliance requirements, and strategic decision-making. The comprehensive reporting feature has been highlighted as crucial for users seeking valuable insights from their tax data.

User-Friendly Interface: Customers value the intuitive design of the platform, making it easy to navigate and manage tax-related settings efficiently, ultimately contributing to a seamless user experience. The user-friendly interface has garnered positive feedback from multiple reviewers for its accessibility and ease of use.

Reviews

160 Reviews

Experience

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

Vertex is used for both sales and purchase transactions in most of the countries we are doing tax returns. We are also using it for U.S. sales and use tax and for VAT in EU countries. We are using Vertex O for tax calculation it communicates Oracle and calculates tax on invoices and also exports data from there. Also using VVC and VITR for the preparation of the sales listings and tax returns.

Pros

  • tax calculation
  • easier tax codes
  • automatic maintenance

Cons

  • returns was transmitted through VITR, but now it is not working
  • VVC return fomats are not so good
  • VVC should improve

Likelihood to Recommend

I think the tax calculation is very good because of the automated maintenance of the tax rates. The Vertex export and import to VITR/VVC is also good, but for the U.S. we are using VITR which is better for me than VVC. Easier to generate EDI files for trasmitting data or only uploading those to the companies web page rather than manual data import.

VU
Verified User
Employee in Finance and Accounting (10,001+ employees)
Vetted Review
Vertex
3 years of experience

Vertex Tax for SAP S4 HANA

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

Vertex is in global rollout in our company and our key Tax Calculation Tool in future for all our sales & service offerings. Vertex supports Europe and US Taxes; in US the full package rg. sales tax, use tax and VAT. Vertex plays a key role.

Pros

  • Pre Calculation of Webshop offerings
  • Sales Tax calculation
  • VAT calculation
  • Good Integration with SAP S/4 Hana

Cons

  • No E2E Implementation offering
  • Better supporting Daily Operations
  • Better solutions for Latin America region

Likelihood to Recommend

Overall market leader in tax calculations and good Integration into S/4 Hana

VU
Verified User
Vice-President in Information Technology (10,001+ employees)
Vetted Review
Vertex
2 years of experience

Would Recommend!

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We utilize Vertex for all of our purchasing and sales transactions in the US and Canada.

Pros

  • Our Customer Success Representative has been fantastic in assisting with research and resolving questions.
  • The community resources provide an excellent source of information and documentation related to the Vertex line of products.
  • Communication of changes in tax laws.

Cons

  • Some of the mapping tools within Vertex could use some updating.

Likelihood to Recommend

Ease of use and availability of assistance when needed.

VU
Verified User
Contributor in Information Technology (5001-10,000 employees)
Vetted Review
Vertex
1 year of experience

Vertex

Rating: 10 out of 10

Use Cases and Deployment Scope

Sales Transaction, Use Tax

Pros

  • Implementation help
  • Resolution of Issues
  • working to correctly setup tax billing

Cons

  • The User Interface column width could be improved it hard to see all field

Likelihood to Recommend

We are happy with the use tax and sales transactions

The Certificate exempt customer process could be improved for large customers but has good basis functionality

The on demand data storage need to be improved

VU
Verified User
Manager in Finance and Accounting (10,001+ employees)
Vetted Review
Vertex
5 years of experience

Current Satisfied Vertex O Series User

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Vertex supports both our sales transactions and purchase transactions for U.S. sales and use tax.

Pros

  • Completes timely filings on our behalf.
  • Completes accurate filings on our behalf.
  • Communicates directly with us should the need arise.
  • Vertex has dedicated, knowledgeable personnel assigned to our account.
  • Vertex does an excellent job of handling our U.S. sales and use tax filings.

Cons

  • Would appreciate notification status and updates from the notice portal (i.e. active notice notification; closed notice notification). Although we don't receive many notices this would be a nice feature.

Likelihood to Recommend

To us Vertex's customer service approach and support is the best in the business. We really value Vertex's focus on this critical piece of our client partnership.

VU
Verified User
Team Lead in Corporate (501-1000 employees)
Vetted Review
Vertex
4 years of experience

The Vertex Advantage: How this Indispensable Tool Transformed our Operations

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Vertex Cloud for US sales tax transactions.

Pros

  • Consulting arm if very helpful especially in year 1 and 2
  • I like the portal for everything reporting
  • Their billing process is seamless

Cons

  • Missing macro reporting options- each taxpayer has its own report set
  • Sales summary if woefully difficult - have to filter city county out of data in transactional files
  • dashboard not useful because we dont use Vertex returns, but it would be valuable for tracking our own work on returns

Likelihood to Recommend

Vertex Cloud is very well suited for a multistate retail operation with our taxability matrix. Our [...] footprint is far reaching and the compliance for zero tax due returns would be impossible without Vertex

VU
Verified User
Director in Finance and Accounting (501-1000 employees)
Vetted Review
Vertex
35 years of experience

VERTEX for tax support

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

We use Vertex both for Sales and purchase transactions for VAT and Sales listings (in EU) support.

Pros

  • Vertex supports real time tax calculation.
  • It provides up-to-date VAT rules and rates.
  • It helps in keeping deadlines.

Cons

  • I am fresh user of the tool, cannot advise improvements yet.

Likelihood to Recommend

Vertex is a great tool for reporting data, for preparing VAT, checking deadlines and for being compliant.

VU
Verified User
Employee in Finance and Accounting (10,001+ employees)
Vetted Review
Vertex
1 year of experience

Vertex - A good tax calculation engine.

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Sales transaction tax.

Pros

  • Calculate tax effectively.
  • Easy user interface.
  • User friendly.

Cons

  • Quick customer service.
  • More features.
  • Webinars will be held to explain more working areas and how to use them.

Likelihood to Recommend

It is easy to use, and the user interface is very interactive. A beginner can also work with ease and have no difficulty accessing Vertex. It is straightforward to understand how Vertex works. The tax calculation mechanism is good and accurate.

VU
Verified User
Consultant (11-50 employees)
Vetted Review
Vertex
2 years of experience

Great Tax Engine!

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

We use Vertex for all US Tax and VAT/GST calculations for various other entities, such as Canada, India, and the EU region.

Pros

  • The O series product of vertex is very stable and we have not had any major tax calculations issues.
  • No Product/Environment outages.
  • Helpful UI to setup additional tax rules if/as needed
  • Provide upfront notifications for upcoming maintenance/technical changes to plan for the change.

Cons

  • Enhanced product UI - sometimes navigation is confusing
  • More reporting for Quotes Taxes (currently reports are available for only invoiced transactions.
  • allow for logging for a particular transaction/Integration etc filter's to debug currently need to enable debug for entire instance making it slow and the log very big.

Likelihood to Recommend

I give Vertex a nine because there are no downtimes, and it covers multiple geographies seamlessly.

VU
Verified User
Director in Finance and Accounting (1001-5000 employees)
Vetted Review
Vertex
6 years of experience

Vertex Review on TrustRadius

Rating: 6 out of 10
Incentivized

Use Cases and Deployment Scope

We use the Vertex sales tax engine to calculate U.S. Sales Tax, Canada GST/PST/QST, and Mexico VAT on our customer invoices.

Pros

  • It is a robust tool that can handle a variety cases.
  • It can handle high volume and data sets.
  • The reporting is customizable for different use cases.

Cons

  • Make it easier to search for a transaction directly on the portal.
  • Make it easier to identify the transaction between systems.
  • More user friendly reporting on the portal itself.

Likelihood to Recommend

We have very high volume of customers which requires a lot of monthly, quarterly, and annual invoices, credit memos, debit memos to be processed.

VU
Verified User
Director in Finance and Accounting (1001-5000 employees)
Vetted Review
Vertex
4 years of experience