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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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How Vertex Differs From Its Competitors

Key Differentiators

Tax content support Ease-of-Use Scalability Tax accuracy Reporting
Having the tax content support correctly and accurately was a plus. Knowing the data to prepare compliance was accurate.
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Key Differentiators

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 …
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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 …
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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

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

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 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

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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Pricing

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Vertex

Vertex

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

Avalara

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

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
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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

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

View all alternatives
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Reviews and Ratings

(252)

Attribute Ratings

Reviews

(1-25 of 31)
Companies can't remove reviews or game the system. Here's why
March 08, 2024

Vertex Makes Me Look Good & Makes My Job Easier!!

JK
Josephine Koziol
Global Tax Analyst
Isagenix International (Retail, 201-500 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
10
Isagenix is a global retailer in United States, Canada, Mexico, Europe, Australia, New Zealand & Japan. The complexities of each of these countries can be difficult, Vertex quality in maintaining up to date tax rules and tax rates in their tax determination enables Isagenix to manage compliance accurately and effectively and furthermore ensuring our customers are experience most accurate pricing at point of sale.
February 29, 2024

My Vertex Experience

Verified User
Engineer in Finance and Accounting
Semiconductors Company, 5001-10,000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
10
For example, Vertex is very up-to-date in tax rate updates. As I heard last year, there were more than 6k tax rate changes in the US and Vertex was able to handle all of them in time. Furthermore, in the EU and Asia region, Vertex also keeps updating the rules, for example, in Malaysia, the service rate will be changed starting March 2024 and Vertex has already implemented that change.
January 19, 2024

I recommend Vertex to Enperise Clients

Jeff Zhao | TrustRadius Reviewer
Jeff Zhao
SAP P2P Functional Lead
CRH Americas (Construction, 5001-10,000 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
9
Vertex is the top product for taxation software systems, I have worked with different clients, who are using Vertex, connected to SAP systems. Vertex company provides good support to Vertex clients, for system upgrades and other system supports, which was my experience. I recommend Vertex to Enterprise clients, it is a good choice.
January 16, 2024

Vertex Review

Verified User
Manager in Finance and Accounting
Retail Company, 1001-5000 employees
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
9
Being a retail store, we have many transactions every day. Vertex is able to handle the tax calculations for every transaction correctly and efficiently.
January 13, 2024

A great tool for compliance and reporting

MG
Marcellus Gibson
Tax Specialist
Bargreen Ellingson, Inc. (Wholesale, 501-1000 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
8
For the most part Vertex's tax calculations have been accurate, there have been very few times that we have had an issue the accuracy of sales tax. The few times that we have an issue with accuracy, Vertex has been able to get the problem resolved quickly, with minimal impact to our day to day operations
October 12, 2023

Using Vertex from a Costarican user in charge of Latam and Canada Indirect Tax Matters

PO
Pedro Orozco Alvarado
Latam and Canada Indirect Tax Manager
Baxter (Hospital & Health Care, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
10
With the proper configuration, the software works perfectly. In our company we work with JDE and SAP and with both ERP, Vertex works swiftly and without any problem at all.
June 28, 2023

Long term use of Vertex

BL
Brian Low
Tax Manager
24 Hour Fitness (Health, Wellness and Fitness, 5001-10,000 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
10
Our company processes thousands of transactions in batches. Vertex is able to provide the tax calculation needed at great speed. During the initial integration with our 3rd party billing system, there were some hiccups in processing speed but that appears to have resolved itself.
May 30, 2023

Vertex will save you time & money, while giving you the confidence that you're getting tax right!

Verified User
Manager in Finance and Accounting
Retail Company, 10,001+ employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
10
Once you have the proper setup in place, I have found that Vertex will handle complex tax scenarios accurately. Over time, I have come to confidently trust Vertex to calculate tax correctly regardless of how complex the scenario is that we're dealing with.
May 30, 2023

Vertex is a powerful, and highly customizable tax engine.

Verified User
Director in Finance and Accounting
Consumer Services Company, 10,001+ employees
Score 9 out of 10
Vetted Review
Verified User
Vertex Tax Accuracy
10
Vertex provides testing and reporting tools to understand why an outcome occurred. If a desired result is not achieved, then the testing and reporting tools can be used to ascertain what caused the unexpected tax result. These tools also help to identify a root cause that needs to be addressed. These tools helped our company address specific taxability overrides we wanted to apply for certain a specific billing system but not for another.
May 22, 2023

Satisfied

Verified User
Employee in Finance and Accounting
Electrical & Electronic Manufacturing Company, 5001-10,000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
9
Since I am using Vertex I have not met any incorrect calculation. In the case Vertex calculated a different amount, usually there were some error in my reconciliation.
April 21, 2023

Vertex O Review

Verified User
Manager in Finance and Accounting
Retail Company, 5001-10,000 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
9
We're yet to have an assessment on an audit stemming from a tax calculation error. As long as mapping and setups are done properly, Vertex can determine and calculate the correct tax.
April 17, 2023

Vertex

Verified User
Employee in Information Technology
Legal Services Company, 501-1000 employees
Score 10 out of 10
Vetted Review
Verified User
Vertex Tax Accuracy
10
In one of my earlier projects, Vertex was used for 1000's of transactions and the errors were very minimal.
April 11, 2023

Vertex saved us tens of thousands of dollars every year

Verified User
Employee in Information Technology
Retail Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
9
There was some difficulty with the way that we originally set up Vertex between Netsuite and BigCommerce. Since we are using store credit in BigCommerce, we were having problems with Vertex taxing that item, when it needed to be ignored. We jumped on a call with a representative and were able to figure out how to fix this, by taxing individual lines on sales orders instead of the sales order as a whole. This solution, although challenging at first, provided immense improvements to our tax issues.
March 06, 2023

Vertex is a good product but recently the customer support is not as helpful as it used to be.

TV
Toni Viafore
Tax Accountant
Fujifilm (Retail, 10,001+ employees)
Score 5 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
9
I don't normally second quess the calculations that Vertex has on the returns. For the most part I have always been very happy with the product and in the past the customer service was top notch. The only problem I have with the product is the customer service. I don't feel like I am speaking to a person who knows the product well enough anymore.
February 17, 2023

Vertex is a Must for Large SAP Companies

CT
Cesar Tioseco
Senior Tax Accountant
GERDAU (Mining & Metals, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Vertex Tax Accuracy
9
We sell high volume and Vertex is used to calculate tax for all sales. We have customers that provide tax exemption certificates for different states and Vertex helps set the taxability on the customer level for those and helps save the backup in a tax system repository. There is a good process in place now and the customer has to say up front if they are taxable or exempt and documentation is provided. Vertex also accurately calculates cross-border Canadian transactions as well as tax sourcing and where the tax should be administered.
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