O Series: The way to go
October 29, 2019

O Series: The way to go

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Sales and use tax calculations for one or our ERPs. We are able to control and change our TDM within our tax department without any IT help.


  • Comprehensive configuration capabilities.
  • A large amount of data available for data extract.
  • Logging available to the user.


  • We are currently using 7.0 and it can be a bit slow when it comes to navigation through the app. Been told 9.0 is much quicker and smoother.
  • Can improve on the speed of tax calculations. Compared to the L series, it is slower.
  • Reduced our tax audit exposure. We are collecting more precise taxes.
  • features
  • usability
  • reputation
  • existing
We have had a long standing relationship with Vertex and they are very respected in the tax industry.
  • Third party billing system were able to call Vertex On-Demand for tax calculation.
Just right. You can keep your configurations very basic or get as complex as you like.
Implementation of Vertex on the premise for our e-commerce group. I was able to bridge the gap between our Tax department and our IT department.
  • Oracle R12
  • web services
Well suited for an organization with multiple legal entities with complex tax matrices. Not as appropriate for very simple tax calculations. Other tools are available now within the cloud.

Vertex Feature Ratings

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


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