Vertex O and North America Returns
March 15, 2023
Vertex O and North America Returns
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.
- Tax rates
- Complexity of Tax Rules
- Exempting sales from certificates
- Tax Compliance
- 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