My Vertex O Series Review
May 28, 2019

My Vertex O Series Review

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Vertex O Series was used by my Tax Department within the organization. It was utilized for Sales/Use tax purposes.
  • Great for individuals that are "Retailer's Use" based versus "Sales" based.
  • The reports extracted from O Series can be generated for either fiscal or calendar month ends.
  • Vertex O Series customer support team is easily accessible.
  • Vertex O Series has too much happening within its portal, which can be minimized.
  • The portal isn't really very user-friendly and can be a bit confusing for someone that is brand new to it.
  • The waiting time to extract a report, such as a compliance report, takes a long time. This can also be something that can be improved.
  • Vertex O Series was a bit more expensive for my organization than Vertex Cloud.
  • One positive impact that O Series had was that it had the capability to generate fiscal month end reports, and that saved my organization time. Vertex Cloud currently does not have that capability.
  • One negative impact of Vertex O Series was that the portal wasn't quite user-friendly, and thus it required more training than Vertex Cloud does.
Vertex O Series allows the end user more control to be able to play with configurations/settings, and in Vertex Cloud, that capability is limited.
  • We used a custom-made ERP to integrate with O Series.
The integration was done prior to my joining the company. However, from what I have been told, it wasn't that difficult.
The Vertex O Series support team was easily accessible.
The impact was great and the reports generated at month's end were precise and accurately displayed the transactional details.
I joined the company after the sales process was completed, and thus I would not know.
If I had to do it again, I would compare all Vertex Solutions and see which one was best fitted to our needs as a company. One solution that works for might not work for all. So far, our upgrade to the Cloud has been great.
If you are someone that likes to have a lot of control over configurations/settings, Vertex O Series allows you to do so. It is suitable for individuals that have complicated setups, such as thousands of items, etc. or SKUs.

Vertex Feature Ratings

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