Vertex O Series 8.0
October 29, 2019

Vertex O Series 8.0

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Our department uses O Series to calculate tax and supports the business to provide quick and accurate tax results. We use it for billing and purchases and try to integrate the product throughout the business so it will be able to be automated to allow us to focus on other areas of the business.

Pros

  • Easy to use
  • Wide user base
  • Plenty of documentation for support

Cons

  • More involved implementation
  • Cost
  • Some of the documentation for O Series can be lengthy
  • Increases the accuracy of tax calculation to minimize tax assessments.
  • Keeps tax accurate so it will keep the customers satisfied and not focused on tax issues.
  • Keeps the staff focused on more value-added areas instead of the mundane tasks.
  • Prior Experience with the Product
A big driving point for us is that we are all familiar with the product so it is one less hurdle to overcome when implementing the product. It allows us to fully take advantage of the product instead of struggling to overcome the learning curve associated with a new product that nobody has used before.
We have not evaluated another system so Vertex is the only system we know and have not stacked it up against any other systems.
  • Feed voucher data for tax accruals.
  • Customized fields for specific customers that have different rules.
  • Process customer invoice data.
I feel O series provides a good mix of configurability to be able to be tailored to almost any company. We have been able to work our way around any weird or company-specific limitations we have had and have not been hindered on Vertex's end. It is able to be molded to any specific case.
Our last update for Vertex was from 6.0 to 8.0 and to begin the process we had a lot of questions coming our way from the IT crew regarding some technical questions over the product which tax did not have the answers to. We made a quick call to Vertex's support line and we were able to relay the answers back to them to get them rolling with the update.
  • Use tax calculation system
  • Billing system
  • Contract system
It is well suited for a company in need of a tax calculation engine. It seems to be suitable for most sized companies.

Vertex Feature Ratings

Sales and Use Taxes
10
Cross-border Taxes
Not Rated
VAT / GST Taxes
Not Rated
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
10
3rd-Party Software Integrations
10
Tax Data Reporting
10
Compliance Administration Management
10
Tax Exemption Processing
10
Tax Document Management
Not Rated
Complex Tax Scenario Management
Not Rated

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