Selecting your tax vendor need not be taxing.
October 28, 2019

Selecting your tax vendor need not be taxing.

Mohan Dutt | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Vertex O Series is being used globally in more than 25 countries in the Americas, Europe, and Asia Pacific. Currently, we use the O Series for Sales Tax and VAT compliance. We also leverage Vertex Exemption Certificate Manager to administer tax exemption certificates we receive from our customers. We use VIES for VAT number validation in Europe.
  • Sales Tax and VAT Tax rate maintenance
  • Taxability rules creation and maintenance
  • Tax exemption certificate maintenance
  • Tax Returns especially for Europe
  • Support for Consumer Use Tax and automating tax rates for the same
  • In-memory tax calculation and improving application performance by 2x times
  • Helped business growth as turnover doubled in six years since implementation.
  • Significant ROI as the tax team headcount remained the same.
  • Saved several hundred hours with tax automation.
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Third-party Reviews
It had the features to support our business requirements.
They are best in class.
  • Automating reminders for tax exemption certificate expiration.
There are a lot of configuration options available with Vertex!
  • Oracle E-Business Suite R12
Vertex works well for Sales and VAT compliance.
For country specific tax reporting, there is still scope for environment

Vertex Feature Ratings

Sales and Use Taxes
10
VAT / GST Taxes
8
Geolocation for Tax Assessment
8
3rd-Party Software Integrations
9
Tax Data Reporting
5
Compliance Administration Management
6
Tax Exemption Processing
10
Tax Document Management
9
Complex Tax Scenario Management
9