Why Vertex is the optimal solution for sales and use tax
Updated August 10, 2022

Why Vertex is the optimal solution for sales and use tax

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

The company (including the tax dept) utilizes Vertex O to maintain and retain exemption certificates, calculate and retain sales records, and automate the use tax accruals.
  • Calculation of Sales Tax
  • Accurate Sales Tax Rates
  • Excellent solution for Exemption Certificates
  • Interface could be more user-friendly
  • Updating Exemption certificates in mass (such as expiration dates) should be easier
  • We've been able to address tax credits utilizing the Accelerator Plus tools. We saved over 20 hours weekly on addressing tax discrepancy issues. Additionally we've managed to cut down the number of help desk tickets and A/R open AR.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Existing Relationship with the Vendor
  • Analyst Reports
The features that Vertex O has are great. From utilizing BCI to test (which will help on determining accuracy of our output), to reducing and minimizing the manual errors in our use tax accruals.
Overall, my peers have recommended against Avalara, purely from a customer service perspective. According to my peers that have utilized Avalara, their customer service is the worst, including not having a dedicated person they can go to resolve issues and delayed response times on critical items.
  • Not applicable... yet. We have some ideas that we haven't implemented yet.
You definitely need a consultant to guide the user through the process. It can get pretty pricey.
My Vertex consultant, Steve, is a great communicator and organizer. For example, we had some origination issues. He worked diligently to understand what the issue was and find where the issue in SAP was.
  • SAP
  • AS400 in the future.
Vertex is an excellent all in one solution for sales and use tax. On the sales tax side you can set up exceptions, exemption certificates, special rates. The same can be done for Use Tax.

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
3rd-Party Software Integrations
Tax Data Reporting
Compliance Administration Management
Tax Exemption Processing
Tax Document Management
Complex Tax Scenario Management

Using Vertex

40 - Tax, Accounts Receivable, Sales/Admins, IT
2 - Business Analyst and Tax
  • Streamline tax rates to the different plants
  • Maintain and retain exemption certificates
  • Automate the Use Tax Process
  • Automate the different ERP's into one tax reporting tool
I have yet to see a Tax Engine as robust as the Vertex O.
Vertex does a good job of following up