Pricey but Powerful
October 29, 2019

Pricey but Powerful

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use Vertex O series to simplify our Indirect Tax Filing responsibilities. We file in nearly every state and various other jurisdictions. It is not feasible to track all of this data manually and Vertex allows one person to complete all filings in about 7 days.


  • Vertex tracks all updates very well. It is comforting to not have to worry about looking up tax changes state by state.
  • Vertex pulls all of our sales data and allows me to download it in one dump which allows all of our data to be centralized.
  • The support offered by Vertex is also top notch. It's always been fairly easy to call in if we have questions or need help.


  • We had a problem one month and needed to back out some data and it didn't seem like Vertex was well-equipped to do this. Ultimately I had to figure out a work-around as Vertex wasn't helpful in this instance.
  • It feels like I'm not using the majority of tools available to me. Of course that's on me to learn more about the product, but I feel like training could be pushed a bit more.
  • It has allowed us to cut down our preparation time and man-hours by well over half. This has freed up the tax department for other activities that are more valuable to the company instead of simply compliance.
  • price
  • features
  • usability
  • experience
Usability is the most important feature from my perspective. It needs to be something that will allow our department to allocate its resources to other places and ease of use is key in my opinion. The cost is more related to budget and not as directly influenced by me. Other factors certainly matter, but usability is key.
Vertex is my only experience with Sales & Use Tax, so I don't have anything to compare it to.
  • At the moment we have not come up with any uses outside of the expected results. Again, this may be our own fault as it seems the capabilities are greater than what we currently utilize. However, our business is not as diverse as some and this likely results in less need for some of the more advanced features.
It is pretty complex, but it is certainly sufficient and not too cumbersome for our needs. The ability to do more complex organizations and handle more issues isn't important to me as my only interest is how it helps my own company.
Most of the times that I have called in with any kind of issue or question the response has been excellent. I don't have a specific example since a good experience is (fortunately) the norm for me and the only time that stands out is the one instance in about two years where it wasn't as easy as I had hoped.
  • Our ERP system, which is Oracle.
  • We've also integrated our own proprietary software to work with Vertex and it has run fairly smoothly.
It is great if you have quite a bit of business in multiple states. Even more so if you have a wide range of products with different tax laws applying to each. If you're not a large company, however, it's probably not for you. It is a powerful tool but it is subsequently fairly expensive as well.

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
Tax Document Management
Complex Tax Scenario Management


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