Highly adaptable and proficient software
October 29, 2019

Highly adaptable and proficient software

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

It is accessed only by the tax department but it impacts all departments as it is used for purchasing and sales calculation of taxes. It provides accurate calculation of taxes by situsing to the correct jurisdictions, and maps materials to tax codes for accurate calculation of use tax.
  • Dependability of rates and geocodes. Updates are prompt and reliable
  • Ease of use to test coding on materials and how they will calculate taxes on a PO or on a sales invoice
  • Provides customization to report so you can gather the exact data you will need
  • Report copying. I would like the feature to copy an existing report but able to change the source data also. Currently when you copy a report you cannot change the source database.
  • Automatic name order of extract reports, always have to click to change the sorting feature.
  • Reduced over-payments on accruals
  • Identifies anomalies quickly in transaction data and minimizes liabilities
  • Ensures accuracy on tax calculated on customer invoices
  • price
  • features
  • usability
  • existing
The features have to be flexible and robust and adapt to the ever changing business environment. It has to meet the needs of the output data to filter massive amounts of data. The flexibility is important to meet different expectations in the reporting.
I have not used another product other than a Vertex Q and O Series.
  • Help design training manuals for PO creators
I don't have much access to change or configure the product, but there are some limitations on size of report fields and how they pass from SAP. But this may be a limitation by the company rather than Vertex.
We are in continual contact with Vertex O Series support. We have monthly meetings to address current or outstanding issues. They are always informative.
Corporations that have a lot of use tax accruals. Provides great reporting and calculation mapping. Is not so well suited to large corps. with high number of transactions per month. We have to filter to specific states or tax type to be able to pull all the data otherwise it will bomb.

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
Not Rated
Tax Document Management
Not Rated
Complex Tax Scenario Management