Vertex Review
Updated December 13, 2022

Vertex Review

Mohamed F Hussein | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use Vertex, for the most part, to do our sales and use tax compliance. Very good and very helpful espcially for big companies. We use VERTX to do sales and use tax by importing GL data.
  • Importing dates into Vertex is very a smooth and efficient process.
  • Manual adjustments are easy to make and Vertex has a nice feature where it moves negative deductions to gross amounts.
  • Processing check requests are also very good.
  • Import data is great in VRTX, also sales and use tax forms are very helpful. We also check requests. Also very good.
  • It could process faster, although it's speed is very decent.
  • If it would not require the user to be an Admin. Needs a feature in order to export checks,
  • It could be a bit smoother when printing reports. Sometimes it freezes for a few seconds when printing reports.
  • Could be a bit faster. Also, could remove negative deductions in sales tax calculations as it does in Use Tax.
  • Increased efficiency
  • Increased productivity
  • Decreased errors and tax notices
  • Ease-of-Use
  • Tax accuracy
Vertx is user friendly and intuitive. Easy to train new people on.
  • SAP
  • AP
  • Excel
Deep, and It was not difficult to achieve
Good overall support
Tax compliance at our company wouldn't be possible without Vertex
Easy to reach and friendly service
I would choose Vertex

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

With Vertex I file Arizona returns for a hundred locations in a couple of hours; it would take more than two days without Vertex. The one situation where Vertex is not necessary is when you have a small company.

Vertex Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
10
Geolocation for Tax Assessment
10
Tax Data Reporting
2
Compliance Administration Management
1
Tax Document Management
10
Complex Tax Scenario Management
10

Using Vertex

9 - Sales and use tax
Sales tax people with strong background in tax and finance
  • sales tax
  • use tac
  • document manager
  • Liquor tax
  • Food tax
  • Lodging tax
Its very efficient and very user friendly.

Evaluating Vertex and Competitors

Using Vertex