Vertex is user friendly and for tax purposes who doesn't want easy and friendly?
April 01, 2022

Vertex is user friendly and for tax purposes who doesn't want easy and friendly?

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Vertex manages/allocates the tax rate for our retail shops in the US and Canada.
  • identifies tax free holidays
  • identifies correct state taxes
  • automatically calculates taxes per purchase in our stores
  • occasionally going offline
  • faster customer service on weekends
  • more user-friendly guidelines for our seniors on our retail teams that are not as savvy on IT
  • No negative impact this simplifies transactions for our stores
  • keeps our clients happy knowing they are being charged correctly
  • Ease-of-Use
Its automatic calculation is the single most important factor, unless offline, all our stores have to do is hit a refresh button, and the tax is calculated. It's that easy.

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Overall we have no complaints as a company about Vertex. They provide efficiency and efficacy for all of our stores. When it comes to taxes, we love knowing we have a partner that manages that part for us.

Vertex Feature Ratings

Sales and Use Taxes
Geolocation for Tax Assessment
3rd-Party Software Integrations
Tax Data Reporting
Compliance Administration Management
Tax Exemption Processing
Tax Document Management
Complex Tax Scenario Management
Not Rated