Vertex helping us streamline tax filings | TrustRadius

Overall Satisfaction with Vertex

Use Cases and Deployment Scope

We are using Vertex to house all our sales tax data and then file our monthly tax returns to the respective states and countries where we have nexus. Vertex helps us handles US sales tax, VAT, and nexus compliance.

Pros and Cons

Pros

The interface of Vertex is user-friendly and easy to follow when getting started.
Vertex reports functionality allows us to drill down into specific states or time frames.
Vertex support team has been so communicative and helpful month to month when we are preparing returns

Cons

Vertex could expand on their reconciliation report to build a bridge between transactions data and tax owed.

Return on Investment

Vertex has helped save us 2 hours a week that we were spending in manual tax filings.

Vertex Tax Accuracy

9

We put through high volumes of transactions on a daily basis and Vertex handles it all

Scalability

6

It needs a few additional return capabilities before scaling.

Usability

9

Vertex's usability is next level for us. They have helped us streamline our taxes all into one place.

Alternatives Considered

Avalara

Vertex has helped us streamline and track tax returns more accurately then Avalara did.

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?

Yes

Did implementation of Vertex go as expected?

Yes

Would you buy Vertex again?

Yes

Other Software Used

QuickBooks Online

Likelihood to Recommend

Vertex works well for buisnesses trying to monitor and file sales and use tax as well as VAT.

Vertex Feature Ratings

Comments

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