Regardless of my issues, Vertex is still the best option
August 21, 2018

Regardless of my issues, Vertex is still the best option

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use for our .com business.
  • I'm struggling now with Vertex because we have had many issues with the launch of Vertex 8.0, but one thing that they do well, is respond to service requests quickly.
  • They get the taxation right about 95% of the time.
  • Their reporting capabilities are good.
  • It has taken Vertex about 2 months to correct the issues that we have with reporting.
  • They struggle with calculating the PIFs accurately in CO.
  • They really messed up on the sales tax holiday for Massachusetts this year. It was an exemption on all items, but they only applied it on the back to school items. Rookie mistake. Missouri was also inaccurate.
  • It is an affordable option.
  • I still manage to have jurisdictions find ways to assess on address mistakes, regardless of whether we are using Vertex or not.
  • Because we haven't been able to get reports, I find myself spending more time running reports.
Again, I haven't done a full blown RFP, because I still believe that Vertex is the best option.
It has taken months to get Vertex to get the month-end reports to print out. We are not as tech savvy as they are, it took us escalating to our account manager to get them to address our issue. There was no excuse for the time it took for resolution.
Using Vertex on the front end certainly helps streamline the return filing process.
No issues in this area.
I don't regret the decision to select Vertex, but I think that over the years, the quality of the product and service has declined.
There are very few choices for a multi-state sales platform. Vertex Central is very easy to navigate.