Item: Vertex
Rating: 10
Author: Deric Jordan

Use Cases and Deployment Scope

We use Vertex Indirect tax for both U.S. sales and U.S. use tax. We find it easy to upload / import sales transaction data into Vertex and print off returns in every taxable state.

Pros and Cons

Easy to import data.
Tax rules and laws are updated monthly.
Ability to upload returns directly to state that allow for that.
Vertex interfaces with other ERP's we use, which is wonderful.
Their support staff is always willing and available to help.

It would be nice if more states were available for uploads.
I'd like to Vertex to make sure all divisions using Vertex is updated with all the new tax rates.
It would be wonderful if I could get a free ticket to the annual Vertex Exchanges. :-)

Return on Investment

much more cost efficient
time saving software
easy to master the processes

Vertex Tax Accuracy

We have never in my experience had a problem with the accuracy of the returns. I've never had an auditor complain about the tax rates being incorrect.

Scalability

In my experience, we have never had a problem integrating a new acquisition or merger into our Vertex system.

Usability

This product has proven itself to be user friendly, even for the beginner.

Key Insights

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?

I wasn't involved with the selection/purchase process

Did implementation of Vertex go as expected?

Yes

Would you buy Vertex again?

Yes

Other Software Used

BlackLine, HPE ConvergedSystem 500 for SAP HANA, Oracle Access Management

Vertex took a return like California and made it a lot easier to prepare by working with California to make it easier to just upload our data and since New Mexico has switched to Gross Tax method, I would like to see them do the same with New Mexico or at least make it easier to upload the data to New Mexico instead of manually entering it.

Vertex, the user friendly product

Software Version

Overall Satisfaction with Vertex