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TrustRadius
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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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
  • Geolocation for Tax Assessment (85)
    9.4
    94%
  • Sales and Use Taxes (120)
    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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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

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.

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

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

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Reviews and Ratings

(253)

Attribute Ratings

Reviews

(1-25 of 126)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (2)
100%
10.0
Sales and Use Taxes
100%
10.0
VAT / GST Taxes
100%
10.0
Tax Reporting & Compliance (7)
100%
10.0
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
100%
10.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
100%
10.0
Tax Exemption Processing
100%
10.0
Tax Document Management
100%
10.0
Complex Tax Scenario Management
100%
10.0
February 29, 2024

My Vertex Experience

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
100%
10.0
Sales and Use Taxes
100%
10.0
Cross-border Taxes
100%
10.0
VAT / GST Taxes
100%
10.0
Tax Reporting & Compliance (7)
N/A
N/A
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
N/A
N/A
Tax Data Reporting
N/A
N/A
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
N/A
N/A
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
February 23, 2024

E-Filing options to EU

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
26.666666666666664%
2.7
Sales and Use Taxes
N/A
N/A
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
80%
8.0
Tax Reporting & Compliance (7)
57.142857142857146%
5.7
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
80%
8.0
Tax Data Reporting
90%
9.0
Compliance Administration Management
60%
6.0
Tax Exemption Processing
70%
7.0
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
Jeff Zhao | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (1)
90%
9.0
Sales and Use Taxes
90%
9.0
Tax Reporting & Compliance (6)
83.33333333333334%
8.3
3rd-Party Software Integrations
90%
9.0
Tax Data Reporting
90%
9.0
Compliance Administration Management
80%
8.0
Tax Exemption Processing
80%
8.0
Tax Document Management
80%
8.0
Complex Tax Scenario Management
80%
8.0
January 16, 2024

Vertex Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (1)
50%
5.0
Sales and Use Taxes
50%
5.0
Tax Reporting & Compliance (6)
76.66666666666667%
7.7
Geolocation for Tax Assessment
80%
8.0
Tax Data Reporting
80%
8.0
Compliance Administration Management
80%
8.0
Tax Exemption Processing
80%
8.0
Tax Document Management
80%
8.0
Complex Tax Scenario Management
60%
6.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
100%
10.0
Sales and Use Taxes
100%
10.0
Cross-border Taxes
100%
10.0
VAT / GST Taxes
100%
10.0
Tax Reporting & Compliance (5)
84%
8.4
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
80%
8.0
Tax Data Reporting
80%
8.0
Tax Exemption Processing
80%
8.0
Tax Document Management
80%
8.0
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (2)
100%
10.0
Sales and Use Taxes
100%
10.0
VAT / GST Taxes
100%
10.0
Tax Reporting & Compliance (4)
95%
9.5
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
100%
10.0
Tax Data Reporting
100%
10.0
Tax Exemption Processing
80%
8.0
October 10, 2023

Vertex Rates High

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (4)
25%
2.5
Sales and Use Taxes
100%
10.0
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
N/A
N/A
Energy and Fuel Taxes
N/A
N/A
Tax Reporting & Compliance (6)
70%
7.0
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
50%
5.0
Tax Data Reporting
90%
9.0
Tax Exemption Processing
70%
7.0
Tax Document Management
90%
9.0
Complex Tax Scenario Management
20%
2.0
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
66.66666666666667%
6.7
Sales and Use Taxes
100%
10.0
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
100%
10.0
Tax Reporting & Compliance (7)
100%
10.0
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
100%
10.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
100%
10.0
Tax Exemption Processing
100%
10.0
Tax Document Management
100%
10.0
Complex Tax Scenario Management
100%
10.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
93.33333333333334%
9.3
Sales and Use Taxes
90%
9.0
Cross-border Taxes
100%
10.0
VAT / GST Taxes
90%
9.0
Tax Reporting & Compliance (7)
65.71428571428571%
6.6
Geolocation for Tax Assessment
80%
8.0
3rd-Party Software Integrations
80%
8.0
Tax Data Reporting
60%
6.0
Compliance Administration Management
60%
6.0
Tax Exemption Processing
80%
8.0
Tax Document Management
50%
5.0
Complex Tax Scenario Management
50%
5.0
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
33.333333333333336%
3.3
Sales and Use Taxes
100%
10.0
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
N/A
N/A
Tax Reporting & Compliance (7)
24.285714285714285%
2.4
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
70%
7.0
Tax Data Reporting
N/A
N/A
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
N/A
N/A
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
66.66666666666667%
6.7
Sales and Use Taxes
100%
10.0
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
100%
10.0
Tax Reporting & Compliance (7)
67.14285714285714%
6.7
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
70%
7.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
100%
10.0
Tax Exemption Processing
N/A
N/A
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
100%
10.0
Score 9 out of 10
Vetted Review
Verified User
Type of tax (1)
90%
9.0
Sales and Use Taxes
90%
9.0
Tax Reporting & Compliance (6)
96.66666666666666%
9.7
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
100%
10.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
90%
9.0
Tax Exemption Processing
90%
9.0
Complex Tax Scenario Management
100%
10.0
May 22, 2023

Satisfied

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
83.33333333333334%
8.3
Sales and Use Taxes
80%
8.0
Cross-border Taxes
80%
8.0
VAT / GST Taxes
90%
9.0
Tax Reporting & Compliance (2)
80%
8.0
Tax Data Reporting
80%
8.0
Tax Exemption Processing
80%
8.0
April 28, 2023

Vertex for everyone

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
90%
9.0
Sales and Use Taxes
90%
9.0
Cross-border Taxes
90%
9.0
VAT / GST Taxes
90%
9.0
Tax Reporting & Compliance (7)
90%
9.0
Geolocation for Tax Assessment
90%
9.0
3rd-Party Software Integrations
90%
9.0
Tax Data Reporting
90%
9.0
Compliance Administration Management
90%
9.0
Tax Exemption Processing
90%
9.0
Tax Document Management
90%
9.0
Complex Tax Scenario Management
90%
9.0
April 21, 2023

Vertex O Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
93.33333333333334%
9.3
Sales and Use Taxes
100%
10.0
Cross-border Taxes
90%
9.0
VAT / GST Taxes
90%
9.0
Tax Reporting & Compliance (7)
50%
5.0
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
N/A
N/A
Tax Data Reporting
80%
8.0
Compliance Administration Management
90%
9.0
Tax Exemption Processing
90%
9.0
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
90%
9.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
33.333333333333336%
3.3
Sales and Use Taxes
100%
10.0
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
N/A
N/A
Tax Reporting & Compliance (7)
37.142857142857146%
3.7
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
N/A
N/A
Tax Data Reporting
80%
8.0
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
80%
8.0
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
April 17, 2023

Vertex

Score 10 out of 10
Vetted Review
Verified User
Type of tax (3)
33.333333333333336%
3.3
Sales and Use Taxes
100%
10.0
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
N/A
N/A
Tax Reporting & Compliance (7)
N/A
N/A
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
N/A
N/A
Tax Data Reporting
N/A
N/A
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
N/A
N/A
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (1)
100%
10.0
Sales and Use Taxes
100%
10.0
Tax Reporting & Compliance (7)
100%
10.0
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
100%
10.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
100%
10.0
Tax Exemption Processing
100%
10.0
Tax Document Management
100%
10.0
Complex Tax Scenario Management
100%
10.0
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
56.66666666666667%
5.7
Sales and Use Taxes
100%
10.0
Cross-border Taxes
70%
7.0
VAT / GST Taxes
N/A
N/A
Tax Reporting & Compliance (7)
90%
9.0
Geolocation for Tax Assessment
100%
10.0
3rd-Party Software Integrations
60%
6.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
100%
10.0
Tax Exemption Processing
100%
10.0
Tax Document Management
100%
10.0
Complex Tax Scenario Management
70%
7.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
90%
9.0
Sales and Use Taxes
100%
10.0
Cross-border Taxes
100%
10.0
VAT / GST Taxes
70%
7.0
Tax Reporting & Compliance (6)
98.33333333333334%
9.8
Geolocation for Tax Assessment
100%
10.0
Tax Data Reporting
100%
10.0
Compliance Administration Management
100%
10.0
Tax Exemption Processing
100%
10.0
Tax Document Management
100%
10.0
Complex Tax Scenario Management
90%
9.0
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
26.666666666666664%
2.7
Sales and Use Taxes
80%
8.0
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
N/A
N/A
Tax Reporting & Compliance (7)
11.428571428571427%
1.1
Geolocation for Tax Assessment
80%
8.0
3rd-Party Software Integrations
N/A
N/A
Tax Data Reporting
N/A
N/A
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
N/A
N/A
Tax Document Management
N/A
N/A
Complex Tax Scenario Management
N/A
N/A
March 03, 2023

Alamosa rebels

Venkat Annade | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Type of tax (3)
66.66666666666667%
6.7
Sales and Use Taxes
100%
10.0
Cross-border Taxes
N/A
N/A
VAT / GST Taxes
100%
10.0
Tax Reporting & Compliance (5)
40%
4.0
Geolocation for Tax Assessment
N/A
N/A
3rd-Party Software Integrations
50%
5.0
Tax Data Reporting
80%
8.0
Tax Exemption Processing
70%
7.0
Complex Tax Scenario Management
N/A
N/A
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Type of tax (3)
83.33333333333334%
8.3
Sales and Use Taxes
90%
9.0
Cross-border Taxes
80%
8.0
VAT / GST Taxes
80%
8.0
Tax Reporting & Compliance (5)
58%
5.8
Geolocation for Tax Assessment
80%
8.0
3rd-Party Software Integrations
80%
8.0
Compliance Administration Management
N/A
N/A
Tax Exemption Processing
70%
7.0
Complex Tax Scenario Management
60%
6.0
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