Good luck with other departments
October 29, 2019

Good luck with other departments

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

O series is in the process of being implemented as an upgrade from L series within the Tax department. It is an ongoing process that involves multiple departments within the organization, and is proving very challenging to implement due to our old ERP system. We are continuing to evaluate the best way to move forward with this implementation.


  • Mapping products.
  • It eliminates a lot of research.
  • It helps with exemption certificate management.


  • More detailed categories, especially in the medical and dental product and service categories.
  • Customer support enhancements.
  • The ability to use fiscal dates instead of monthly calendar dates.
  • Negative: O series has proven very challenging to implement.
  • Positive: O series will ultimately bring down audit assessments.
  • Positive: O series is helping identify many scenarios that were previously overlooked in the past.
  • Product Features
  • Product Usability
Certain features, such as exemption certificate management are not available on the current product. The company's audit assessments were growing due to the lack of features of current product.
  • Help with procurement.
  • It saves time on compliance.
  • Helps unify information across business divisions and subsidiaries.
I believe the product's configurability is just right. It would be really difficult for it to be too complex given the subject matter involved.
Vertex has provided excellent support when we presented them with some zip codes/geocodes that we felt were incorrect in the system, and after they researched the issue, we actually changed the system to reflect the updated zip codes and geocodes. We appreciate that they looked into the issue and came to a resolution.
O series is well suited for organizations that have many products and services that require specialized tax treatment. Also, it is well suited for organizations which file in basically all taxing jurisdictions, since keeping up with all the constantly changing laws have proven very difficult and time-consuming. O series does most of this for you, enabling the tax department to work on more value-added projects.

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
Not Rated
Tax Exemption Processing
Tax Document Management
Complex Tax Scenario Management


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