So far so good
August 22, 2018

So far so good

Mohit Mehrotra | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

It is used for providing sales tax rates for lease contracts. We are proposing to use Vertex O Series for all the applications which need sates tax.
  • Vertex O Series reporting is quite good, it empowers users
  • Vertex O Series rules are easier to configure
  • The Vertex O Series setup and installation is quite easy and they provide good documentation
  • Vertex O Series needs to improve on the transaction testing ability
  • The Vertex O migration utility allows users to migrate all data, it should allow selective migration. For example, the ability to only
  • migrate exemption certificates or taxability
  • Vertex O can improve on the automation of the movement of configuration from one environment to another, right now it's a manual export and import
  • Ease in providing reports to auditors
  • CHP ALF
  • SFDC
  • Mainframe
  • SAP
  • Fiserv
Not much issue with integration; however, changes in the host system are always challenging, Now I believe for SAP some product//tool is available. I have not worked on that.
its good for production support, however for projects client need to take more support
It has automated return filling and also facilitated audit queries for the clients I worked with
Not able to work on pre sales
Not applicable as not worked on procurement
I have worked only in the leasing industry, it is quite apt for that.