Vertex Review by Everyday User
March 30, 2026

Vertex Review by Everyday User

Ruthann Groves | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use Vertex to support both sales and purchase transactions, US Sales Tax and US Use tax.

Pros

  • The Vertex system is user friendly- when I have questions or run into any issue the Help Desk is always there to assist- very grateful for the help!
  • The system is reliable and keeps us up to date with any changes in tax rules/tax rates so this makes our jobs easier.
  • Communication and inclusion- Vertex does a great job on this- with the user groups and the Vertex Exchange, you get to interact with Vertex employees along with other users like yourself. You learn ho other companies are handling tax situations, and get ideas on what we can incorporate into our work to help get better results.

Cons

  • When I first sign into Vertex- the date defaults to like March 2025. So each time, I have to change to the current date.
  • In using Procurement, sometimes I find it difficult to match up what we are purchasing to the correct coding or sometimes we get accruals- because of the wrong setup, some are our user errors also.... We do lots of accruals reversals.
  • Those are the only two I can think of...
  • The Vertex system helps us stay in tax compliance, so we have less liability when audited.
  • In using Vertex on the procurement side- there is more visibility to what the vendors are charging the company in tax, if a purchase is being overtaxed...or undertaxed. This is still a work in progress for us with all of our users.
  • That's all I can think of...
We rarely have an issue with tax calculations. Occasionally we might get a customer who is located outside the city and we need to make an address correction- which we update to the correct Vertex code. or, in Florida where the county max tax want calculating correctly. We have multiple companies and thousands of invoices each month.. The sales side works great.. The Procurement is not as smooth- we take extra time on this each month... - too may users not applying the correct coding. This is on our users no reflection on the Vertex system
Our company is continually growing. We had a lot of acquisitions over the past 2 years and continue to add on new companies- which is great. The new companies are added into the Vertex system seamlessly without issue.
Vertex is reliable and easy to use.
I haven't used any other similar products.

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

We have been using Vertex for more than 10 years, when invoicing our customers I have 100% confidence that every invoice is going out with correct determination on taxability. We recently had some variances in Florida with the max tax; the Vertex help desk assisted me with this, and we worked together on getting this correctly set up for us.

Vertex Feature Ratings

Type of tax
10.0
Sales and Use Taxes
10
Tax Reporting & Compliance
9.9
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
10
Tax Data Reporting
10
Compliance Administration Management
10
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
9

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