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
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Popular Features
- Geolocation for Tax Assessment (85)9.494%
- Sales and Use Taxes (120)9.494%
- Tax Data Reporting (103)9.191%
- Tax Exemption Processing (86)8.383%
Reviewer Pros & Cons
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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
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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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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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).
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Reviews and Ratings
(252)Attribute Ratings
Reviews
(1-5 of 5)Companies can't remove reviews or game the system. Here's why
May 01, 2023
Vertex Review
- tax rate updates are timely
- customer support does a good job with inquries
- MSO tax compliance team is amazing
- exporting our company specific tax matrix from O Series
- canned reports within O Series
- flow chart of where to find things in O Series portal
90%
9.0
83.33333333333334%
8.3
- positive - as we are tax compliant
- O Series - keeps the tax classification up to date
- negative - PLUS Tools are additional cost
Once setup the software is user friendly.
2
Only the individuals in the tax department use Vertex
1
Definitely need knowledge about sales and use tax. I feel you need to be very technical and understand coding to setup rules etc.
- sales tax rates
- address verification
- implement tax exemption certificate
- implement Vertex for purchases
No
- Implemented in-house
- Third-party professional services
We used the Vertex implementation team to implement Vertex and used in-house technical individuals as little as possible. The implementation is a huge time-burden for which we do not have resources in-house.
Yes
Vertex provided the breakdown schedule
Change management was minimal
- in-house expertise
- time for testing
Premium support was not purchased. The annual software license is very expensive, to spend additional money for support is not feasible or in the budget.
No
- looking up tax rates
- creating a test order
- running reports
- determining setup for enterprise
- setting up exceptions
- determining what reports are available
No
February 08, 2023
Vertex ROCKS!
We use Vertex O Series for all of our on-system branches within the US and Canada. This is around 100 branches. O Series has taken the sales tax decision making away from a person and made it electronic which has proven very beneficial over the years by reducing our audit assessments.
- The tax ids are very granular and give us a very precise tax calculation.
- Vertex O Series gives us very detailed reports that are used in determining Nexus requirements.
- I'm the manager of our team and not in the details of O Series.
75%
7.5
100%
10.0
- We had a positive ROI impact after a few years of using O Series. Our branches have less decision making responsibilities which allow them to focus on more value added tasks.
- Another positive ROI was a greater than 100% reduction in audit reductions.
- Price
- Product Features
- Product Usability
- Product Reputation
Vertex Consulting was very good and their presentation was spot on.
Vertex was above and beyond
- 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.
We are using a connector from Microsoft D365 to O Series and support was instrumental in getting the connector up and running in a quick time frame.
- Microsoft D365
- Microsoft AX 2012
- Homegrown ERP system
10
Tax people use O Series and sales/use tax returns. IT people assist with updates.
3
- We prepared >200 returns each period by hand.
- When we expand Vertex's use in foreign countries for VAT
No
- Implemented in-house
Yes
We had over 100 branches to bring on Vertex and we did a few each month.
Change management was a small part of the implementation and was well-handled
- Connecting Vertex to our home grown ERP
- Online Training
No. Too expensive
No
- Customer set up
- Certificate set up
- Understanding tax rules
No
No integrations.
none
December 28, 2022
Vertex at a glance
Vertex O is being used in the US and Canada for both sales and purchases. It is not used globally. We use it for sales, purchases and exemption certificates.
- Rates for sales.
- Allows multiple flex fields to help correctly determine taxability.
- Updates the tax rules when the change in a state.
- A trusted vendor doesn't work the best.
- We have an issue with the tax drivers, for us, it is material groups and that isn't always taxed in the same manner across states.
- Vertex does not have the best global platform yet, needs to improve LAO, especially Brazil capability.
70%
7.0
60%
6.0
- To date, the ECM has helped us avoid audit assessments in various states because we now have all the certificates.
- Too early to know about the purchasing side since we have only had O Series for 1.5 years and not been audited for that period.
- Tax content support
- Tax accuracy
On our tax team it is critical to accurately tax both sales and purchases. Must better to tax on the front end and avoid interest and penalty during audits.
- Product Features
- Prior Experience with the Product
We have used Vertex Q previously so we are familiar with the company and know their reputation.
Vertex seemed to be better for manufacturing.
- We are using it to tax the inventory at consumption.
Vertex is working with the team to understand how the accelerator works.
3
Transactional tax team is the only team that uses the software, but it touches all sales and purchase made by our company.
3
It support team, mainly used to push updates
- Adds geo codes to vendors
- Rates for sales tax on customer invoices
- rates and rules for tax on purchases
- houses exemption certificates
- globally for VAT tax in our other regions
- accelerator tools to perform compliance
No
- Third-party professional services
Ryan
No
Change management was a small part of the implementation and was well-handled
Communication and testing are the biggest things to focus on during implementation.
- getting representation from all the different workstream to perform testing
- finding master data to use in the testing for all the different regions, development and quality.
- No Training
Training would be beneficial especially if you are a first time user.
It is must easier to use Vertex without special configuration, but unless your master data is very detailed that will probably be unavoidable
No - we have not done any customization to the interface
Yes - we have added extensive custom code
All of the custom code had to be added by third party consultants.
the custom updates were driving by not having material groups with enough details, all too broad to attach rules to
No, we didn't feel premium support was needed or worth the price.
No
- adding exemption certificates to Vertex for sales
- looking up rate with an address
- transactional testing of changes added to Vertex
- tax overrides
- finding the taxability mapping inside Vertex
No
- SAP
yes, they support this integration.
- Single Signon
- ETL tools
Exemption certificate manager
Be sure to hire a third party to assist with the integration. We have used Ryan exclusively and been very happy with their teams and the results they have driven.
The negotiations with the vendor were mostly driven by procurement, but the tax team was responsible for negotiating the add-ons like accelerator and the exemption certificate manager. We also chose on-premise rather than cloud based.
Be sure you understand how the vendor works within your business. We prefer Vertex because of there strong tax strength with manufacturers. Ask for a list of other companies with the same footprint that uses their software.
- exemption certificate manager
- taxability mappings capability
- most precise geocodes
- more robust global tax engine
- better ability to handle Canada for US companies
No
No
December 13, 2022
Vertex Review
We use Vertex, for the most part, to do our sales and use tax compliance. Very good and very helpful espcially for big companies. We use VERTX to do sales and use tax by importing GL data.
- Importing dates into Vertex is very a smooth and efficient process.
- Manual adjustments are easy to make and Vertex has a nice feature where it moves negative deductions to gross amounts.
- Processing check requests are also very good.
- Import data is great in VRTX, also sales and use tax forms are very helpful. We also check requests. Also very good.
- It could process faster, although it's speed is very decent.
- If it would not require the user to be an Admin. Needs a feature in order to export checks,
- It could be a bit smoother when printing reports. Sometimes it freezes for a few seconds when printing reports.
- Could be a bit faster. Also, could remove negative deductions in sales tax calculations as it does in Use Tax.
100%
10.0
66%
6.6
- Increased efficiency
- Increased productivity
- Decreased errors and tax notices
- Ease-of-Use
- Tax accuracy
Vertx is user friendly and intuitive. Easy to train new people on.
Vertx is as good or better.
- SAP
- AP
- Excel
Deep, and It was not difficult to achieve
Tax compliance at our company wouldn't be possible without Vertex
I would choose Vertex
9
Sales and use tax
Sales tax people with strong background in tax and finance
- sales tax
- use tac
- document manager
- Liquor tax
- Food tax
- Lodging tax
No
- Implemented in-house
No
- None
- None
- None
No Dont need it
No
- Sales Tax Import
- Forms and returns
- None
- Nonene
No
November 13, 2018
Vertex Review
Vertex is only being used in North America at my organization. Vertex has us calculate indirect taxes on our sales and purchasing invoices. We no longer need to update our ERP system with tax rates as Vertex provides us monthly tax rate updates. In addition our AP and Billing teams no longer need to make tax decisions, we are able to store all of the tax rules in Vertex.
- Maintains tax rates
- Current forms for the monthly returns
- Ability to create and maintain customer exemptions
- Ease of tax decisions
- When creating tax rules you can not backspace
- The mapping functionality is clunky and not easy to find specific mappings. For example the CA mfg. Even if you map to this field it doesn't bring it over to the create field on returns
- Changing the tax jurisdiction too often, and having issues with updating them on POs
- Immediately able to see the benefits of a tax engine
- AP processors were able to processor invoices faster without the need to focus on tax
- No longer a need for space for file cabinets
- Price
- Product Features
- Product Usability
- Vendor Reputation
Overall product features as well as product usability was important factor in our decision making processing.
CHH was used to review tax compliance and assisted in help us configure Vertex O series. When using SAP to calculate tax is was important for us to use a tax engine versus manually maintaining the tax rules outside of the system.
- We have been able to create 1 team that handles indirect taxes
- Our AP and billing team no longer need to make tax decisions
- Customer exemptions are update to date and no longer stored in file cabinets
NA
- SAP
- VRA
Overall the integration has been easy but we have also work with partners on the installs or upgrades.
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 reports they can now be pulled from Vertex.
Overall for the US we are happy with Vertex O series. When looking for a global tax solution we will keep our options open as I don't think Vertex is the number 1 leader in the global market. However at this time we are not looking for a global tax engine but I would anticipate when we are ready we will review Vertex's latest products capability.
Yes
The upgrade went smoothly when we did it a few years back. We ran parallel systems until we were ready to go-live with little system down time.
10
Our basis team applies the month updates, installed the software, and applies any patches. They also update the config file if needed. Our tax team sets-up customers exemptions, completes monthly returns, as well as maintains the tax research. The system admin maintains vertex, adds/removes users, adds/removes tax rules, completes tax mappings, creates tax assists rules, troubleshoots systems, creates imports and exports, and sets up taxability drivers.
2
The support needs to understand the call between the ERP system and Vertex, to under what is passing. They need the ability to read the SIC logs and see what errors are happening. In addition they need to understand system set-up including taxability drivers, tax rules, customer exemptions. In addition they need knowledge of the ERP system to OTC and PTP to help identify issues.
- Validity of the tax rates
- Ability to file returns timely and accurately
- Ability to remain tax compliant
- Global tax engine
- Future upgrades to the latest platforms
No
- Third-party professional services
No
Change management was minimal
- Installing the software
- Online training
- In-person training
- Self-taught
As I became more seasoned user I learned many tricks using the system. I've poked around in the system and found better ways to improve the process. I've learned out to import tax rules and create reports in VRA.
I would suggest using the knowledge center to see other users feedbacks.
Some - we have done small customizations to the interface
Our developers did the customization of the interface so that certain fields can be brought over into Vertex to determine taxability. At times the customization can be tricky and not always intuitive.
No - we have not done any custom code
no
Not Available
Yes
Yes, it was resolved within a few days in one instance and the other time it was resolved in the following monthly update.
- Setting up state registrations
- Add taxability drivers
- returns exports
- tax rules
- locating mapping categories
- locating rule IDs
No
- No
We have no plans for additional integrations with Vertex
- File import/export
No
Have a knowledgeable team that understands both systems that will need to be integrated.
I was not responsible for Vendor negotiations.
No
- improved reporting
- improved security
- improved functionality
- better interface
No
No