Vertex O Series Review
October 29, 2019

Vertex O Series Review

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Vertex O Series is being used by myself as an administrator and by our company's accounts receivable team to manage exemption certificates. It is implemented with SAP ERP system and our Hybris e-commerce website.
  • Manages exemption certificates including images and different jurisdictions.
  • Nexus is very easy to configure.
  • User interface is easy to navigate.
  • The reporting functionality is not very robust. I utilize Accelerator for most of my reporting needs.
  • I would love if O Series had a document search functionality. My company previously utilized a different sales tax software and after a transaction was processed, you could go into the software front-end and search by billing document to see all the tax treatments and exemptions applied to that particular transaction.
  • Our company has been able to greatly reduce our audit exposure with the ability to manage our exemption certificates so much more effectively and accurately.
  • Vertex O Series has helped manage our exposure on taxability on all the different tax scenarios we have.
  • price
  • features
  • usability
  • sales
  • reviews
Our company needed a tax software that would implement with SAP.
  • CCH SureTax
Vertex O Series is far more robust and easier to configure. The user interface is much better as well.
  • We have been able to create reports around exemption certificates to determine what records we are missing or are inaccurate and subsequently update the company's records.
I think it is just right for this type of product.
Honestly, I have not been super impressed with the support at Vertex.
Vertex O Series is well suited for businesses that have a variety of products. It can handle the taxability on so many different transaction types. It really is more robust than what my company needs, but we still find it works great for us.

Vertex Feature Ratings

Sales and Use Taxes
9
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
Not Rated
3rd-Party Software Integrations
9
Tax Data Reporting
7
Compliance Administration Management
7
Tax Exemption Processing
9
Tax Document Management
8
Complex Tax Scenario Management
9