Item: Vertex
Rating: 7
Author: Scott Bardon

Use Cases and Deployment Scope

Both sales and purchase transactions in the US and Canada.

Pros and Cons

Track sales
Calculate sales and use tax

Washington and Colorado TAID's
Found that Vertex missed city annexations in SD for many years
Customer service, I should not have to jump though hoops to get you to fix TAID's

Return on Investment

Average over 10 hours a week researching TAID errors.

As I mentioned already far too many hours are spent researching errors, and then when we try to get them fixed, your customer service team wants me to provide all the documentation to why I think it is wrong, but we can not get an answer to why you choose that outcome.

Scalability

Over all your content is across all states, but there is areas that need to be improved. I will use the MN care tax for example you do not seem to support this tax.

Usability

The product could be more intuitive, things just do not seem to work the way you would think they should.

Key Insights

Do you think Vertex delivers good value for the price?

Not sure

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?

Would you buy Vertex again?

Yes

Likelihood to Recommend

I should not have to do your research when I find mistakes. We would also like for you to provide documentation to why you made a tax outcome decision.

Good product but need improvement

Software Version

Overall Satisfaction with Vertex