Solid
October 29, 2019
Solid
Score 8 out of 10
Vetted Review
Verified User
Software Version
Vertex Indirect Tax O Series
Overall Satisfaction with Vertex
It is being used across our two largest sales areas of direct (internet/catalog) and main retail store sales. However, we have other sales areas that we don't use Vertex on -- being restaurants, hotels, golf courses, and boat dealerships. Vertex helped take care of our largest issue of direct sales in all 50 states and also streamlined our retail sales, keeping up with rate changes in the 45 states we have retail stores in.
- Tracking rate changes.
- Mapping of products to taxability categories.
- Providing data and reporting for audits.
- We have a lot of specialized products that haven't had categories in Vertex in the past (although this is getting better).
- We need a dedicated customer service contact.
- We haven't seen a decrease in staffing -- but would have had to staff up to handle the direct sales business if it wasn't for Vertex.
- Easier to respond to audits, and fewer audit issues in general with Vertex.
- Less risk of using wrong tax rates.
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- usability
- product reputation
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