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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?

85 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 78)
Companies can't remove reviews or game the system. Here's why
December 16, 2022

Tax Technology

FG
Felisha Gainey
Tax Technology Analyst
Martin Marietta (Building Materials, 5001-10,000 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Product Configurability
9
I think the configuration is not limited for our organization. We are able to use the ERP system and O Series together with little to no issue. We are currently in the process of upgrading to 9.0 and look forward the the capabilities that we are not able to achieve on 6.0.
October 31, 2019

Vertex - not sexy, but built to last!

Verified User
Employee in Finance and Accounting
Consumer Electronics Company, 1001-5000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Product Configurability
8
Configurability is a bit complex. We are about to implement Accelerator, which will enable more direct and user friendly access to settings that are typically configured and managed by IT or consultants. Vertex takes effort to master!
October 30, 2019

Vertex is a use tax friendly program and has reduced our exposure in audits

CB
Collette Brown
Tax Accountant
Dyno Nobel Inc. (Wholesale, 1001-5000 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Product Configurability
9
Some of the configurations are simple and easy to apply. However, most of the configuration work was completed by the Vertex Consulting employee who assisted with the implementation. There are definitely some very complex configurations involved in implementation that are hard for tax personnel to understand or use. Although we do believe that the extensive config options are what makes Vertex the product that is able to adapt to a variety of customers.
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