New O Series On Demand client
October 28, 2019

New O Series On Demand client

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use Vertex O Series mainly in the Tax Department but also have a few AR users handling specific tasks. We use Vertex O Series to manage sales and use tax compliance. We just replaced an older version of Q Series.
  • Manages rate changes
  • Manages product taxability
  • Helps automate use tax accruals
  • Could use more content for pharma industry products
  • Could offer more training options, webinars etc...
  • It removes AP from the process of deciding when use tax accruals are required.
  • It gives us much more granular and customized reporting features to support compliance audits.
  • It gives us the ability to centrally manage user access with varying levels of authority.
  • Price
  • Product Features
  • Product Usability
  • Prior Experience with the Product
  • Vendor Reputation
Vertex has been a leader in the tax compliance in the US for many years and our team has decades of experience using Vertex products.
Seems about right
We only went live with O Series last week. However we relied on Vertex support for integrating a newly acquired company into our SAP and Q Series infrastructure in 2018. Vertex support helped guide us through that process.
  • SAP
  • CRM applications
  • Ecommerce solutions
Vertex handles the taxability discrepancies between state and local juridictions well.

Vertex Feature Ratings

Sales and Use Taxes
8
VAT / GST Taxes
9
Geolocation for Tax Assessment
9
3rd-Party Software Integrations
7
Tax Data Reporting
9
Compliance Administration Management
8
Tax Exemption Processing
7
Tax Document Management
7
Complex Tax Scenario Management
8