Vertex Cloud enabled us to go from manual spreadsheets to automated, streamlined processes
August 16, 2019

Vertex Cloud enabled us to go from manual spreadsheets to automated, streamlined processes

Michael Manley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Vertex Cloud Indirect Tax

Overall Satisfaction with Vertex

Vertex Cloud is integrated into our LN Cloud ERP System to identify, calculate, and manage our US and Canadian taxes on our customer sales transactions. It will also be used to create our Tax Registers and filings after we have fully migrated our various business operations to our global ERP system.
  • Vertex Cloud calculates and manages our customer sales and use taxes for our various products and services for both our US and Canadian entities.
  • We are using Vertex to manage our Exempt Certificates and utilization by product, region, and services.
  • Vertex Cloud Tax Filings will initially be used to track and manage part of our business activities and reconcile certain business areas. We are excited about moving forward to relying on Vertex for the creation and of our tax filings and reporting data that will fill a large void in some areas of our business operations.
  • We have some issues with processing tax adjustments from our ERP system to Vertex that will need to be customized to support our business needs. This has been acknowledged as a weakness where many users will develop their own workaround or interface to resolve the issue.
  • We expect to have a positive ROI impact but we've only recently implemented new metrics to not only track and report on the tax savings or accuracy of the taxes being invoiced, but we are looking at some of the intangibles of modify customer service order processing improvements, impact on DSO, and the hours manually collecting and tracking sales related transactions and exemption details.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Prior Experience with the Product
The Vertex products and ease of integration with our ERP system was one of the key drivers to move forward with Vertex. Each of the factors selected intertwine with one another and collectively, the overall confidence in the product and its proven track record facilitated the final decision.
Vertex's overall reputation and products were the overriding reasons we chose the Cloud tool. We narrowed it to Avalara and Vertex as the top 2 contenders but the sales presentation, knowledge of the products, and the ability to quickly respond to questions, concerns, and current tax scenarios with recommended option as well as "you've seen other similar issues and resolutions" discussions put the team comfortable with the product and services.
  • Currently, we are looking at creating a better way to process and manage tax adjustments to eliminate monthly journal entries and manually collecting and managing the related details. Create some new reports and details that will use the Vertex core data as our reporting source for many of these items.
Overall, we were able to configure and implement the Cloud product with some strong training and support from the Vertex team. Although we have some minor issues, those are driven by our business requirements and products we are also finding some ways to use the standard functionality to meet our needs and maintain the integrity of the data and the systems.
The Vertex team helped resolve some of the initial integrations issues we were encountering with our LN Cloud ERP system. Once we had the key support contacts identified, the Vertex team aided in a quick resolution of the connectivity and integration issues encountered. The support team was not able to initially work with the Infor Support team to overcome the connection issues, but once escalated to the next level, the Vertex team drove the discussions, actions, and final delivery of the integration between our various ERP environments and team members.
  • Infor Cloud 10.5
  • Infor 10.2
We are a growing organization and our staff and knowledge haven't necessarily been growing as quickly as the business. We are using Vertex to enable more accurate tax decisions, managing and streamlining the update of tax rates and effective dates, as well as consistently and unilaterally identifying, calculating, adding taxes to our invoices when applicable, and managing our tax exemption certificates for a small 2 person tax and treasury team. The assistance and management of the tax filings will be real benefit we are looking forward to implementing in the near future.

Vertex Feature Ratings

Sales and Use Taxes
Cross-border Taxes
VAT / GST Taxes
Geolocation for Tax Assessment
3rd-Party Software Integrations
Tax Data Reporting
Tax Exemption Processing