Moving to Vertex O Series
October 29, 2019

Moving to Vertex O Series

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Our organization is currently upgrading from L Series and learning of the many benefits and advanced features and how to smoothly manage the transition to O Series.

Pros

  • Tax reporting
  • Tax mapping
  • Exemption certificate warehousing

Cons

  • More detailed help
  • More EDI instructions
  • Tax class detailed descriptions
  • Concise reporting
  • Detailed Gross and Deductions across multi location site filings
  • Cut time in relation to finding or requesting exemption certificates
  • Price
  • Product Features
  • Product Usability
Being able to integrate effectively with JDE and a smooth transition from L Series.
Vertex is 1000% better and more detailed then Avalara with better customer support.
  • Exemption Certificate warehousing
  • Taxability mapping
  • Detailed reporting
I think there can never be too much configurability at your disposal, having the option is always welcomed.
They work very closely with our IT Vertex support technician and he is always able to correctly address our concerns.
  • JDE
  • Exemption Certificates
  • AS400
If you have a large quantity of products and services offered and would like to interface exemptions specifically in your tax software it is a great system to implement.

Vertex Feature Ratings

Type of tax
8.3
Sales and Use Taxes
9
Cross-border Taxes
8
VAT / GST Taxes
8
Energy and Fuel Taxes
8
Tax Reporting & Compliance
8.7
Geolocation for Tax Assessment
9
3rd-Party Software Integrations
8
Tax Data Reporting
9
Compliance Administration Management
9
Tax Exemption Processing
9
Tax Document Management
9
Complex Tax Scenario Management
8

Comments

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