Great Tax Engine!
August 26, 2024

Great Tax Engine!

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use Vertex for all US Tax and VAT/GST calculations for various other entities, such as Canada, India, and the EU region.

Pros

  • The O series product of vertex is very stable and we have not had any major tax calculations issues.
  • No Product/Environment outages.
  • Helpful UI to setup additional tax rules if/as needed
  • Provide upfront notifications for upcoming maintenance/technical changes to plan for the change.

Cons

  • Enhanced product UI - sometimes navigation is confusing
  • More reporting for Quotes Taxes (currently reports are available for only invoiced transactions.
  • allow for logging for a particular transaction/Integration etc filter's to debug currently need to enable debug for entire instance making it slow and the log very big.
  • Positive Impact for VAT Compliance notices receicved from in US countires, we were able to calculate Tax and emite them instead of accruing and creating liabilities.
  • Pricing for GST/VAT is reasonable and not exhorbitant
  • Easy Setup with Integrations to other systems for new Entities.
Accruacy depends on the acurate input data, we haven't had many issues of incorrect tax calculations/bugs as long as the input data is accurate.
Very scalable to new entities you just need to enable the entity region in Vertex (with the license) and you are pretty much good to go.
Integrations connectivity is great, UI can be better.
Avalara is pricy in overall usage terms.

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

I give Vertex a nine because there are no downtimes, and it covers multiple geographies seamlessly.

Vertex Feature Ratings

Sales and Use Taxes
9
VAT / GST Taxes
9
Geolocation for Tax Assessment
8
3rd-Party Software Integrations
7
Tax Data Reporting
5
Tax Exemption Processing
8
Complex Tax Scenario Management
8

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