Vertex is great if you stay out of its way!
October 28, 2019

Vertex is great if you stay out of its way!

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

Software Version

Vertex Cloud Indirect Tax

Overall Satisfaction with Vertex

My whole organization uses Vertex Cloud to calculate retail and wholesale tax decisions (especially our department, Tax). We also use it internationally! I've only ever used Vertex and I like it.

Pros

  • Monthly tax rate updates are seamless.
  • Critical update information is easy to find.

Cons

  • More help with how to use the test transaction utility. Not really user-friendly with the steps to take to get a correct outcome.
  • Why do I have to go to MyVertex to enter a ticket? Can you add it to my instance so I don't have to login somewhere else?
  • I wished we used it to its fullest extent.
  • Existing Relationship with the Vendor
I always recommend Vertex to whomever asks. Any taxing issues have usually been a result of internal IT issues, not caused by Vertex.
  • I only use it for sales & use tax calculation and reporting.
Still trying to get BCI reporting to work after many months and Vertex support is always there to help. Again, usually not a Vertex issue, but an internal issue.
  • Oracle E-business suite
  • Retail Management System (RESA)
Can't think of where it wouldn't be well suited or appropriate! I am happy with it and find it works well for me.

Vertex Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
8
Tax Data Reporting
Not Rated
Compliance Administration Management
Not Rated
Tax Exemption Processing
Not Rated
Tax Document Management
Not Rated

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