Vertex Reviews & Ratings 2024

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 …

Incentivized

Vertex O Series Impact

The impact was great and the reports generated at month's end were precise and accurately displayed the transactional details.

Incentivized

Vertex O Series Impact

Automation is the main purpose of Vertex if you want to really automate the sales and use tax process.

Incentivized

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 …

Incentivized

Vertex O Series Impact

Vertex O Series has helped with transactions for sales and use tax being processed correctly.

Incentivized

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

It allows us to correctly accrue sales and use tax.

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Vertex O Series Impact

Vertex O series releasing file to load to our system to connect SAP for sales and use tax.

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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

Vertex is a critical component of our sales and use tax process and automation. Without this tool we would not be able to do anything.

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Vertex O Series Impact

O Series increased our level of compliance by 60%, reduced the amount of time spent on sales tax and compliance related activities.

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Vertex O Series Impact

We are hoping that Vertex O will help us to automate sales and use tax. Right now we do everything manually.

Incentivized

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 automated return filling and also facilitated audit queries for the clients I worked with

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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

My previous clients ability to automate sales tax calculation was improved dramatically from the use of other tax engines as well as from internal system calculations.

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Vertex O Series Impact

Using Vertex on the front end certainly helps streamline the return filing process.

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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

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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Contracted with Vertex Managed Returns for US & CA reporting
Log Files Area - Ability to search for a sales order in real time rather than pulling several files to find one sales order - this will help during li...

Josephine Koziol

Global Tax Analyst

Isagenix International (Retail, 201-500 employees)

VAT tax calculation and validation on EMEIA and APAC region
Italy's annual declaration form

Verified User

Engineer in Finance and Accounting

Semiconductors Company, 5001-10,000 employees

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Pricing

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Vertex

N/A

Unavailable

What is Vertex?

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

$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

$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

9.4
Geolocation for Tax Assessment
(85) Ratings
Ability to use geolocation, which is more precise than zip codes, for mapping taxes to specific jurisdictions.
7.3
3rd-Party Software Integrations
(80) Ratings
Pre-built integrations with various systems such as ERP, ecommerce, CRM, invoicing and billing, accounting, and procurement applications.
9.1
Tax Data Reporting
(103) Ratings
Ability to export transaction data for tax filing.
9.1
Compliance Administration Management
(74) Ratings
Ability to facilitate tax preparation, filing, and tax remittances across local, state, and federal jurisdictions.
8.3
Tax Exemption Processing
(86) Ratings
Ability to generate, track, exemption certificates from sales invoices.
9.1
Tax Document Management
(69) Ratings
Collection and storage of tax documents, especially exemption certificates, and ability to retrieve them to use for tax audits.
7.1
Complex Tax Scenario Management
(81) Ratings
Ability to automate handling of tax holidays and other anomalies.

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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

Show Unsupported 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

Watch Vertex TaxCalc for Global Tax Determination

Watch Why Use a Tax Engine for Procurement

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

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

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Attribute Ratings

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November 13, 2018

Vertex Review

Lillian Zakos Paquette

SAP Specialist IT ERP

Charles River Laboratories (Biotechnology, 10,001+ employees)

Score 9 out of 10

Vetted Review

Verified User

Incentivized

Use Cases and Deployment Scope

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.

Pros and Cons

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

Likelihood to Recommend

Vertex is a great tool to calculate your taxes. We have seen our overall audit risk decrease significantly since we have implemented Vertex at our company. Before Vertex AP and our Billing teams would make the tax decisions and in some cases it was guessing. All of our customer exemptions were sitting in a file cabinet and it was a manual process.

Return on Investment

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

Key Differentiators

Price
Product Features
Product Usability
Vendor Reputation

Overall product features as well as product usability was important factor in our decision making processing.

Alternatives Considered

CCH Sales Tax

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.

Innovative Uses

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

Product Configurability

This really depends on the user that is doing the configuration and their knowledge. Some parts of the configuration can be tricky

Exceptional Examples of Vertex Support

Systems Integrated With

Overall the integration has been easy but we have also work with partners on the installs or upgrades.

Support Rating

Most of the time when I contact Vertex support I'm able to get a resolution on the 1st call. But like any support desk it depends on who answers the call or the ticket. I've had times when Vertex either couldn't get me an answer or didn't understand what I was asking. I would not hear back from them and they would close the ticket.

Vertex O Series Impact

Pre-Sale Experience

We purchase Vertex O series and VRA directly from the vendor both initially and during upgrades. During integration we primarily worked with our outside consultants during the purchase of Vertex. We did have a demo provided by the Vertex sales team and they also provided a list to us of suggested business partners. However, we still reach out to Vertex directly for post go-live support.

Evaluation Lessons Learned

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.

Upgrade Process

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.

Users and Roles

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.

Support Headcount Required

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.

Business Processes Supported

Validity of the tax rates
Ability to file returns timely and accurately
Ability to remain tax compliant

Future Planned Uses

Global tax engine
Future upgrades to the latest platforms

Likelihood to Renew

We are satisfied with the overall performance of Vertex. The software has provided my company with many efficiencies. We have shorted our audits and found that many audits are happy that we are using Vertex to calculate our taxes. We no longer need to worry about updating our rates each month since Vertex sends us a file to upload.

Post-Sale Experience

On many occasions I've reached out to Vertex support for issues I've encountered. In most cases they have been successful in resolving my issue relatively quickly. There have been a few occasion where it took a longer time to resolve but they would reach out to me to keep me updated on the status.

Products Replaced

Implementation Details / Implementation Partner

Third-party professional services

Implementation Phases

Change Management Lessons

Change management was minimal

Implementation Issues

Installing the software

Implementation Rating

The implementation went relatively smooth, we spent months several months prior to the installation preparing and research the taxability of the products we buy and sell.

Training Types Used

Online training
In-person training
Self-taught

In-Person Training

The training was sufficient. As I became more seasoned user I learned many tricks using the system. I've also attended a few of the Vertex annual conferences where I was able to strength my knowledge of Vertex. I also found that their online library and videos can be helpful in resolving issues and answering questions.

Online Training

Vertex has offered multiple webinars for the products we have purchased that are informative and helpful. I've also attended a few of the Vertex annual conferences where I was able to strength my knowledge of Vertex. I also found that their online library and videos can be helpful in resolving issues and answering questions.

Ease of Vertex Training

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.

Configuration Lessons

I would suggest using the knowledge center to see other users feedbacks.

UI Customization

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.