From My Perspective
October 30, 2019
From My Perspective
Score 10 out of 10
Vetted Review
Verified User
Software Version
Vertex Indirect Tax O Series
Overall Satisfaction with Vertex
Vertex O Series is used across the operation organization to tax end users.
- Vertex decides for the taxing jurisdiction for the user.
- Vertex has the ability to decide the taxability of different types of finance options.
- It would be great if O Series would have an address search engine option. Sometimes customer data comes in without the zip code and we have to use an outside search tool to pinpoint the zip code.
- Product Features
- Product Usability
- Product Reputation
- Prior Experience with the Product
The most important factor in deciding which product is whether the tax department can use the product in other operation functions, and the ease of usability with different levels of skills. Such as if the tax department assigned the tax rate function to the customer service team - how easy it would be to train the team with little to no tax experience.
- Toyota has been able to move the tax rate function from the tax department to the front-end funding decision.
After upgrading to a higher version of O Series, the company had taxability issues with some products and we could not solve the issue with conversations or web session so the TAM booked travel within days to provide the support needed on site.