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Vertex Review
Updated May 01, 2023

Vertex Review

Bal Jackson | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

  • tax rate updates are timely
  • customer support does a good job with inquries
  • MSO tax compliance team is amazing
  • exporting our company specific tax matrix from O Series
  • canned reports within O Series
  • flow chart of where to find things in O Series portal
  • positive - as we are tax compliant
  • O Series - keeps the tax classification up to date
  • negative - PLUS Tools are additional cost
Once setup the software is user friendly.

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?

Yes

Would you buy Vertex again?

Yes

Straumann uses Vertex for NAM sales tax transactions only. The company uses the tax rates for US and Canada for sales tax transactions. We have been using this software for years and converted from Q Series to O Series in 2021. We used Vertex consultants for the upgrade as resources are very tight internally. Once implemented the software works seamlessly.

Vertex Feature Ratings

Type of tax
9.0
Sales and Use Taxes
9
Tax Reporting & Compliance
8.3
Geolocation for Tax Assessment
9
Tax Data Reporting
7
Tax Exemption Processing
9

Using Vertex

2 - Only the individuals in the tax department use Vertex
1 - Definitely need knowledge about sales and use tax. I feel you need to be very technical and understand coding to setup rules etc.
  • sales tax rates
  • address verification
  • implement tax exemption certificate
  • implement Vertex for purchases
Our entire sales are dependent on Vertex.
The Vertex support, sales people and the consultants are always ready to provide support when needed.

Evaluating Vertex and Competitors

Vertex Implementation

the overall experience was good with the implementation
  • Implemented in-house
  • Third-party professional services
We used the Vertex implementation team to implement Vertex and used in-house technical individuals as little as possible. The implementation is a huge time-burden for which we do not have resources in-house.
Yes - Vertex provided the breakdown schedule
Change management was minimal
  • in-house expertise
  • time for testing

Vertex Support

ProsCons
Knowledgeable team
Kept well informed
Immediate help available
Support cares about my success
Quick Initial Response
Slow Resolution
Problems left unsolved
Need to explain problems multiple times
Premium support was not purchased. The annual software license is very expensive, to spend additional money for support is not feasible or in the budget.

Using Vertex

ProsCons
Like to use
Well integrated
Consistent
Slow to learn
Cumbersome
Feel nervous using
  • looking up tax rates
  • creating a test order
  • running reports
  • determining setup for enterprise
  • setting up exceptions
  • determining what reports are available