Vertex O and North America Returns
March 15, 2023

Vertex O and North America Returns

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

I implemented Vertex O Version 9 with SAP, ECM Certificate Module, and Indirect Tax Returns Package. Vertex people worked endlessly around the clock to ensure all three platforms worked properly once the On switch was turned on. It was a lot of work but so well worth it when I look back at all the manual labor we had to create to prepare a tax return to after having these three modules in place. It was a breeze... so well worth it during audits. It was easy to drill down to the invoice line and look up the exemption certificates by state. Vertex receives a 5-star rating for indirect tax software with updated tax technology.

Pros

  • Tax rates
  • Complexity of Tax Rules
  • Exempting sales from certificates
  • Tax Compliance

Cons

  • Mapping
  • Positive: Has saved A LOT of time and faster compliance cycle
  • 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.
  • Vertex
Vertex Indirect Tax Compliance package is worth getting. It has every form possible that needs to be filed monthly, quarterly, semi, or annually. It creates the uploadable file for state tax portal websites. So many other features.

Do you think Vertex delivers good value for the price?

Yes

Are you happy with Vertex's feature set?

Yes

Did Vertex live up to sales and marketing promises?

Yes

Did implementation of Vertex go as expected?

Yes

Would you buy Vertex again?

Yes

Vertex has the capability of changing the tax rulings by state. An example of this is sales tax holidays. Vertex creates the appropriate upload file for state tax portals.

Vertex Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
7
VAT / GST Taxes
Not Rated
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
6
Tax Data Reporting
10
Compliance Administration Management
10
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
7

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