Vertex O Series optimizes the compliance process and eliminates many unknowns
October 28, 2019

Vertex O Series optimizes the compliance process and eliminates many unknowns

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Indirect tax calculation for North America, APAC, and EMEA by the tax department across several organizations. This addresses our issues of over or underpayment and supports our audit and compliance process across several facets of our food and beverage as well as manufacturing business. It reduces the complexities of calculating tax with tools like tax assist and custom mappings.

Pros

  • Ability to access most up to date rates and tax area lookups
  • Easy access to vertex system support
  • Custom rules and mappings

Cons

  • Easier ways to categorize your custom rules
  • Improvement on how to pick a tax category
  • More precise TAID look ups
  • More accurate remittance to correct jurisdictions
  • Ability to test transactions and save time
  • More accurate remittances due to flexible field customization
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Existing Relationship with the Vendor
  • Positive Sales Experience with the Vendor
  • Integration with Ariba
  • Collaboration with e-commerce
  • Connection with multiple Oracle EBS instances
Our technical account manager has pushed for many features to be added on our behalf and provides excellent support.
  • Ariba
  • Vertex LITE
  • Oracle EBS
Vertex works well when paired with Oracle ERP. A pain point is integration with procurement tools like Ariba and there is still work to be done to support these sorts of integrations. North America indirect tax for food and beverage industry is pretty straight forward with vertex. I would like to see updates for on premise more than once a month; sometimes we end up creating rules to mitigate risk that are just not yet in the system update and it creates redundancy or issues that are discovered in our delta update user acceptance testing done by the tax business.

Vertex Feature Ratings

Sales and Use Taxes
8
VAT / GST Taxes
7
Geolocation for Tax Assessment
8
3rd-Party Software Integrations
4
Tax Data Reporting
6
Compliance Administration Management
Not Rated
Tax Exemption Processing
Not Rated
Tax Document Management
7
Complex Tax Scenario Management
7

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