Small business solution
September 06, 2019

Small business solution

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Vertex is being used as a solution for sales tax collection in multiple states as a response to the Wayfair case.
  • Calculates tax
  • Reports sales for multiple states
  • Keeps up to date with changing legislation
  • Prepares returns
  • Less down time
  • More personalized support during implementation
  • More communication during down time
  • Positive impact, as we saved having to research sales tax laws in the many jurisdictions we participate in.
  • Price
  • Product Features
Making sure the features fit our needs and was within our budget
Avalara is much more costly, not feasible for a small business.
Just right, would help if they integrated with Sage (our accounting software) better.
Figuring out exceptions to sales tax, they were able to pull state detail on taxability of items quickly.
  • Sage 100
  • Outside web ordering app
Good for sales tax calculation across multiple states.

Vertex Feature Ratings

Sales and Use Taxes
9
Geolocation for Tax Assessment
9
3rd-Party Software Integrations
6
Tax Data Reporting
9
Tax Exemption Processing
10
Tax Document Management
10
Complex Tax Scenario Management
7