Vertex - your tool for complex scenarios and a huge catalogue
January 14, 2022

Vertex - your tool for complex scenarios and a huge catalogue

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

My organization uses Vertex for sales transactions both online and in brick and mortar. We do have a huge variety of SKUs and multiple product classes that need to be mapped properly to allow the correct taxation of our product. We do use the engine to provide us with use and sales tax for both US and Canadian transactions.
  • Testing transactions.
  • Tax break down.
  • Easy access to XMLs (input and output) of transactions.
  • Some changes to become active need a refresh of the account provided by the support.
  • Vertex should be more on top of tax changes, sometimes they are late on applying them in the system.
  • Vertex is supporting 10 Ecom sites and 30 stores for my company.
  • 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.
Avalara is a similar system that I haven't directly used by I did some research on. Avalara vs Vertex seems more basic and not as powerful. We haven't experienced any significant downtime with Vertex, Avalara does not seem as stable.

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TeamViewer, Jira Service Management (Jira Service Desk), TeamGantt
Vertex can manage properly a huge classification of products. You can map your catalog by different attributes in order to set it up properly and retrieve the correct tax data for any transaction. You can use the O'series version for both your online and brick-and-mortar business with no distinction. You can test transactions [by] backdating them to verify old taxation rules. Vertex support is pretty responsive and quick to resolve tickets.

Vertex Feature Ratings

Sales and Use Taxes
Geolocation for Tax Assessment
3rd-Party Software Integrations
Tax Exemption Processing
Complex Tax Scenario Management