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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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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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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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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

(252)

Attribute Ratings

Reviews

(1-21 of 21)
Companies can't remove reviews or game the system. Here's why
January 18, 2023

SCI's view

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Tax content support
  • Scalability
  • Tax accuracy
Accuracy is certainly the key to using the product in 1000's of jurisdictions across the United States. We are pleased with the accuracy regarding rules and rates. We are happy with the customer service and follow through from account representatives and special consultants. We would recommend the product for other companies in our industry.
December 31, 2022

Sales tax automation.

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Tax content support
  • Scalability
  • Tax accuracy
We needed sales tax software that could manage a large number of uncommon products. Vertex had sales tax classifications that matched directly or were close enough that, with a small amount of customization we were able to get them to where they should be. They also have tools that make it easy to see what the taxability will be for a product in a particular state.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Tax content support
  • Scalability
  • Tax accuracy
We are a micro to small ticket equipment lessor, with a high transactional volume of small deal sizes. We also provide tailored customization for our vendor needs. With offering customized services to a large number of equipment vendors across the US we needed a solution that can automate our manual processes. Vertex fit the bill perfectly!
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Tax content support
  • Tax accuracy
  • Reporting
Many of these factors are equally important in decisions to purchase Vertex. I have seen some other tax calculation engines and Vertex is the best of the best!
Score 4 out of 10
Vetted Review
Verified User
Incentivized
  • Scalability
The decision was made to use Vertex because it was recommended by Oracle, but in retrospect, I would have used a different product. After almost two years, however, I have a more favorable opinion
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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 scenarios that come with manufacturing and mining industries. Vertex met all of these requirements.
August 23, 2022

Reliable and accurate

Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Tax content support
  • Ease-of-Use
  • Tax accuracy
  • Reporting
Vertex is a well known company in the tax software business and it is very reliable in calculating taxes. It's easy to teach new members of the company how to use its functionality. The monthly process of importing data from the tax calculation tools into the Returns package is very simple and a quick process. This allows members of our team more time in working on reconciling the data. Vertex is very reliable in having the most up-to-date tax rates, which minimizes the amount of billing issues with customers.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Ease-of-Use
Once the platform is set up it doesn't require maintenance. Little adjustments for product additions or feature additions like freight charges, shopping bags, garments alterations, etc.. are easy to implement. Activating/Deactivating taxation by State/City/District etc.. is a matter of a click. If you are running events in a nexus state you can easily activate them for your purposes. Any activation can be controlled by preset expiration date so that you won't forget to deactivate it.
January 07, 2022

Vertex Review

Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Tax accuracy
Vertex has advanced mechanisms that ensure the right computations or procedures are followed to bring tax accuracy. For instance, Vertex has deployed advanced technology, which automatically computes the required tax obligations. It also integrates with other billing systems, which improves the efficiency of the software. Vertex has available tax options for many countries, which increases its reliability and accuracy.
January 05, 2022

Tax software review

Linnea Jackson, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Tax content support
  • Scalability
  • Tax accuracy
  • Reporting
The ability to add tax rules to comply with unique tax requirements is the greatest benefit Vertex provides. Vertex also has the ability to handle consumers' use tax that many other tax software vendors do not. This is a very important requirement for manufacturing companies. The support we get with Vertex is amazing. They always respond promptly.
Patrick Taiwo | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Tax accuracy
  • Reporting
As the tax complexity increases and the business expands, Vertex is able to streamline and centralize indirect tax determination to reduce risk and improve audit performance.
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