Damon Brown Vertex Review
October 28, 2019

Damon Brown Vertex Review

Damon Brown | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Our organization uses Vertex O series primarily for sales tax in our brick and mortar stores. We set up our stores in Vertex so we can capture the correct tax rates by location and charge the correct sales tax to our customers. We also load our exempt customer information in Vertex.

Pros

  • Tax calculation
  • Tax assist rules
  • Retail tax extract

Cons

  • BCI procedures
  • Retail tax extract time to complete
  • Exemption certificates
Not enough information for me to elaborate. I’ve only used one source for use tax and never used Vertex for use tax.
  • Integration
  • Store set up
  • Tax rate extraction
It is complex for people with less of a technical aptitude.
I believe Vertex O series does well when managing sales tax for companies with a large number of stores. I can’t speak much else to it because that is all I am accustomed to working with. I would like to explore other functionalities of the system to gauge if it is practical in my organization.

Vertex Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
Not Rated
VAT / GST Taxes
1
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
Not Rated
3rd-Party Software Integrations
Not Rated
Tax Data Reporting
5
Compliance Administration Management
Not Rated
Tax Exemption Processing
Not Rated
Tax Document Management
Not Rated
Complex Tax Scenario Management
5

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