Vertex - an honest review!
October 30, 2019

Vertex - an honest review!

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

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

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.
  • 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.
  • Compliance with state filings
  • Report assistance with audits
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
Proven technology with a great reputation in the industry.
Vertex is a market leader for a reason!
  • Utilizing a BCI file for certain invoice transactions which did not go through Vertex originally.
I believe it is just right - mapping and configurations are easy and Vertex is constantly upgrading the technology.
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.
  • PeopleSoft
  • Home grown system
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 Feature Ratings

Sales and Use Taxes
Cross-border Taxes
VAT / GST Taxes
Energy and Fuel Taxes
Geolocation for Tax Assessment
3rd-Party Software Integrations
Tax Data Reporting
Compliance Administration Management
Tax Exemption Processing
Tax Document Management
Complex Tax Scenario Management