Item: Vertex
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

Vertex is being used by certain companies within our organization. Vertex addresses our indirect taxes for products and services we sell to customers. The tax department manages Vertex along with our IT department.

Pros and Cons

Calculation of sales taxes for U.S. and Canada
Updated rates
Integration with ERPs

Support - specifically more folks to assist and be available by telephone.

Return on Investment

Compliance with state filings
Report assistance with audits

Key Differentiators

Price
Product Features
Product Usability
Product Reputation
Vendor Reputation

Proven technology with a great reputation in the industry.

Alternatives Considered

Avalara and ONESOURCE

Vertex is a market leader for a reason!

Innovative Uses

Utilizing a BCI file for certain invoice transactions which did not go through Vertex originally.

Product Configurability

I believe it is just right - mapping and configurations are easy and Vertex is constantly upgrading the technology.

Exceptional Examples of Vertex Support

Vertex assisted me with reports I needed to extract for a tight deadline I was attempting to meet. Support guided me quickly and I achieved my deadline and provided exactly what was needed.

Systems Integrated With

PeopleSoft
Home grown system

Likelihood to Recommend

I believe Vertex is well suited for implementation and integrations with ERPs for indirect tax calculations. I also believe the returns module and exemption certificate module are an added benefit to its customers. I would say Vertex is less suited for LATAM countries, however, the complexity of taxes in those regions is difficult no matter what system you attempt to utilize.

Vertex - an honest review!

Software Version

Overall Satisfaction with Vertex