Vertex will save you time & money, while giving you the confidence that you're getting tax right!
Updated May 30, 2023

Vertex will save you time & money, while giving you the confidence that you're getting tax right!

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Vertex O Series is being used across the whole organization to calculate tax on sales. It allows us to ensure we are charging the correct tax rates in multiple jurisdictions for both our retail outlets & direct sales made through our internet, call center, and catalog division. It is extremely useful to us in dealing with tax rate changes and also with tax holidays.
  • Vertex O Series recognizes all tax rate changes, which is very useful when you're operating in multiple jurisdictions.
  • Vertex O Series helps us to deal with tax holidays. This has saved us a lot of time and gives us confidence that we are getting tax right during these tax holidays.
  • It would be helpful if Vertex O Series would add new taxability categories. For our company specifically this would include some items such as motorized bicycles and children's hunting clothing.
  • Working with Vertex Customer Support is sometimes a struggle. I feel that they are not always able to understand & effectively help with complex issues.
  • Vertex O Series has had a huge positive impact on my department's business objectives by saving us time and money.
Once you have the proper setup in place, I have found that Vertex will handle complex tax scenarios accurately. Over time, I have come to confidently trust Vertex to calculate tax correctly regardless of how complex the scenario is that we're dealing with.
As our companies have grown and expanded, Vertex has allowed us to handle taxation in these new areas seamlessly. Over the years we have navigated acquisitions and mergers, adding new locations, and adding new products. With simple setup, we were easily able to add all of these to our Vertex products and ensure that we were getting tax right.
I do agree that Vertex's robust software products definitely streamline tax determination and reduce manual work. We have encountered some complex situations though that do require special setup on our end in order to get things right. It does take some work to get this setup figured out and put into place. The more content Vertex adds for these complex situations, the better the usability will be.
  • Scalability
  • Ease of Use
  • Other
Ease of use is extremely important to me. As I am a tax professional, not an IT expert, I must be able to easily use the products to ensure that we are collecting and reporting taxes accurately. Additionally, scalability is very important as our company grows and expands.

Finally, it is also very important to me that the vendor have a positive reputation, including positive reviews, so I can feel confident that the product can be trusted to fulfill our needs.
I do not have any real experience with other similar products.
  • I am not aware of any unexpected or innovative ways we have used Vertex O Series to date, but this is something I plan to explore.
I feel that Vertex's product configurability is just right for this type of product; I would not consider it to be too limited nor too extensive/complex.
Vertex Inc has always provided me with good support when I have a question or issue with the products. They have been very helpful, following through until the issue is resolved to my satisfaction.
  • Retail POS
  • Avalara CertCapture
  • Order Management System

Do you think Vertex delivers good value for the price?


Are you happy with Vertex's feature set?


Did Vertex live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Vertex go as expected?

I wasn't involved with the implementation phase

Would you buy Vertex again?


Vertex O Series is extremely important for getting the right tax rate when making retail sales in multiple taxing jurisdictions. Having both the Vertex O Series and Vertex Returns products together is a huge asset when it comes to preparing and filing returns in multiple taxing jurisdictions. I appreciate that even if Vertex does not yet have content for all scenarios, you have the ability to customize and build your own rules when needed. The more I learn to do in Vertex, the more useful it is for addressing taxing issues we encounter so I greatly appreciate the guides and training / learning opportunities that Vertex provides.

Vertex Feature Ratings

Sales and Use Taxes
Cross-border Taxes
Not Rated
VAT / GST Taxes
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