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Tax Technology
Updated December 16, 2022

Tax Technology

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We currently use Vertex O Series in our tax department.
  • Validation of tax data
  • Links with our ERP system well
  • Testing of tax data
  • Having the monthly updates automated instead of using myvertex
  • Having the Help menu a little more user friendly
  • Better search capabilitites
  • Has enabled us to acquire the monthly updates in a timely manner
  • Validation/ testing of updates in a timely manner
  • Gives the end user better results
  • Tax content support
I did not have a decision making role in the purchase.
None
  • Automating our Sales and Use Tax reconciliation process by using extracts for reporting
I think the configuration is not limited for our organization. We are able to use the ERP system and O Series together with little to no issue. We are currently in the process of upgrading to 9.0 and look forward the the capabilities that we are not able to achieve on 6.0.
During the time period that I have been using O Series, I have not needed support. My experience thus far has been a relatively positive one. I currently would recommend the product to other colleagues and give an honest assessment of what the product has offered to our organization. I look forward to gaining more knowledge.

Do you think Vertex delivers good value for the price?

Not sure

Are you happy with Vertex's feature set?

Yes

Did Vertex live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Vertex go as expected?

Yes

Would you buy Vertex again?

Yes

N/A

Vertex Feature Ratings

Type of tax
9.0
Sales and Use Taxes
9
Energy and Fuel Taxes
Not Rated
Tax Reporting & Compliance ()
Not Rated

Using Vertex

20 - Tax Managers, Tax Technology, Analyst
5 - IT Department, Tax Technology
  • Sales and Use Tax
  • Tax Rates
  • Rate Testing
  • unsure

Evaluating Vertex and Competitors

Vertex Implementation

Vertex Training

  • No Training
It was, however, I would definitely recommend online training if available.

Configuring Vertex

Vertex Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
unsure

Using Vertex

The menu items are easy to find, the help section is also very helpful.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Reporting
  • Testing
  • Adding entries
  • Rule Creation

Vertex Reliability

Curently not involved in using Vertex. My previous role allowed me the opportunity to use the software.
When I was using Vertex, the availabiltiy was always there.
When using Vertex, the performance of the software was reliable.

Integrating Vertex

Does not apply
  • Does not apply
  • Does not apply
  • Does not apply
Unsure
Does not apply
Does not apply

Relationship with Vertex Inc.

I was not involved in this process
None

Upgrading Vertex

  • More up to date
  • Currently no longer involved in Vertex