Vertex Makes Me Look Good & Makes My Job Easier!!
Isagenix uses Vertex as their primary tax solutions engine. Types of transactions are: sales transactions Tax Types are Global: SUT, GST, …
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,…
Recent Reviews
How Vertex Differs From Its Competitors
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
- Sales and Use Taxes (120)9.494%
- Geolocation for Tax Assessment (85)9.494%
- Tax Data Reporting (103)9.191%
- Tax Exemption Processing (86)8.383%
Reviewer Pros & Cons
Pricing
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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
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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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Product Details
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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
Vertex Videos
Vertex Integrations
- NetSuite ERP
- Acumatica
- BigCommerce
- Zuora
- Recurly
- Coupa
- SAP
- Oracle
- Magento
- Salesforce
- Microsoft Dynamics
- Workday
- Ariba
Vertex Competitors
Vertex Technical Details
| Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Linux |
| Mobile Application | No |
| Supported Countries | North America, EMEA, Central/South America, Asia Pacific |
| Supported Languages | English |
Vertex Downloadables
Frequently Asked Questions
Reviewers rate Cross-border Taxes highest, with a score of 9.8.
The most common users of Vertex are from Enterprises (1,001+ employees).
Comparisons
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Reviews and Ratings
(251)Attribute Ratings
Reviews
(1-25 of 64)Companies can't remove reviews or game the system. Here's why
October 10, 2023
Vertex Rates High
- Arkansas beverage tax
- Override of taxation based on the product usage
May 30, 2023
Vertex will save you time & money, while giving you the confidence that you're getting tax right!
- I am not aware of any unexpected or innovative ways we have used Vertex O Series to date, but this is something I plan to explore.
February 08, 2023
Vertex ROCKS!
- We created a Tax Rate Lookup that our branches can type in a branch number and zip code and by using transaction tester, Vertex pops back a rate and the details of the rate.
December 28, 2022
Vertex at a glance
- We are using it to tax the inventory at consumption.
December 20, 2022
Vertex O is AWESOME!
- Gross Receipts tax calculations using reports.
- Isolation of intracompany sales or inventory transfers.
December 16, 2022
Tax Technology
- Automating our Sales and Use Tax reconciliation process by using extracts for reporting
December 13, 2022
Very configurable with a steep learning curve
- Ability to integrate with our ERP system for journal entries and invoice approval (Oracle Cloud is our ERP, Vertex O on demand is our software).
- Automatically reverse voided transactions.
August 10, 2022
Why Vertex is the optimal solution for sales and use tax
- Not applicable... yet. We have some ideas that we haven't implemented yet.
December 12, 2019
Customizable and full of features
- Integration into our ERP system.
- Collaboration with other departments in out organization.
November 25, 2019
Vertex O series is incredibly customizable
Score 10 out of 10
Vetted Review
Verified User
- Address cleansing has increased property tax reporting accuracy.
November 25, 2019
Food and beverage industry in a DSD environment
- CONA services have used Vertex O Series in an innovative manner in the VAT and deposit compliance challenges in Canada.
- CONA services received an innovation award with Vertex for the driver handheld offline solution that supports offline tax calculations when there are changes to the shipment at point of delivery.
- CONA is innovative when it comes to various rules as the beverage industry has complex rules that are open for interpretation. We have scenarios where the O Series rule and not approved by the Coke Bottler in that area in NA. we build out our own rules when the O Series rules are challenges and not agreed upon by the bottlers.
November 04, 2019
Opinions of a Vertex lifer.
- We have been able to leverage the BCI tool to get tax estimates on projects
- We have been able to create and save batch test scenarios in the transaction tester
November 01, 2019
Thank you, Vertex.
- Accounting may utilize it.
November 01, 2019
Vertex O Series Review
- We have not yet used Vertex beyond its basic system.
October 31, 2019
Vertex
- Tax Area ID assistance
October 31, 2019
Vertex - not sexy, but built to last!
- Learned of the exemption and resale certificate audit report - output is a single PDF with all certificates for a certain state in a specified time frame.
October 30, 2019
Vertex Connected!
- Integration with other systems for easier analytics and reconciliations.
- Strengthen the relationships between Tax, IT and the business.
- Our company does some very specific types of services throughout the US. Each state handles this service differently. We have been able to use several tax assist rules and lookup tables to manage the services by the state for reporting and billing. These allow us greater ability to have a report that will give us the information to report these types of sales accurately.
- We used tax assist and lookup tables to handle different rates for specific customers in a variety of states. This has allowed us to more easily report the different rate types easily since they appear on the reports in a specific way to easily identify them.
- We have had greater control over customer exemption/resale certificates and their expiration dates in Vertex than we have ever had before. It has also allowed us to get reports to our sales force 60-120 days before the expiration date so we can update them prior to expiration.
October 30, 2019
Vertex - an honest review!
- Utilizing a BCI file for certain invoice transactions which did not go through Vertex originally.
October 30, 2019
From My Perspective
- Toyota has been able to move the tax rate function from the tax department to the front-end funding decision.
October 30, 2019
Vertex O Series stacks up as best in class!
- I have seen our clients utilize O Series by coupling with other technologies such as Alteryx and PowerBI to reduce the manual data collection efforts.
October 30, 2019
New to Vertex O Series On-Demand
- Exemption process
- Tax rule set up for different products we offer
October 30, 2019
Pretty pleased thus far with Vertex O Series and Returns capabilities. Still room for changes
- Using the inventory solution
October 30, 2019
On its way to becoming a great product!
- We are using a data analytics tool to automate the reconciliation between ledger and cloud transactions. With a designed analytics workflow, we can automate this process in seconds each month, with the ability to research only the outliers. The Cloud standard detail export report can be used for this process.
- We hope to get the benefit of the returns module and bring the existing outsourced returns preparation back in the house, and eliminate the professional service fees.
October 30, 2019
Vertex Review
- Unexpected reports that can be utilized.
- Innovative in the updates.
- Easy to use.