Vertex ROCKS!
Updated February 08, 2023

Vertex ROCKS!

Jacque Sappington | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use Vertex O Series for all of our on-system branches within the US and Canada. This is around 100 branches. O Series has taken the sales tax decision making away from a person and made it electronic which has proven very beneficial over the years by reducing our audit assessments.

Pros

  • The tax ids are very granular and give us a very precise tax calculation.
  • Vertex O Series gives us very detailed reports that are used in determining Nexus requirements.

Cons

  • I'm the manager of our team and not in the details of O Series.
  • We had a positive ROI impact after a few years of using O Series. Our branches have less decision making responsibilities which allow them to focus on more value added tasks.
  • Another positive ROI was a greater than 100% reduction in audit reductions.
We have found a few transactions that we have needed to create a tax assist rule.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
Vertex Consulting was very good and their presentation was spot on.
Vertex was above and beyond
  • We created a Tax Rate Lookup that our branches can type in a branch number and zip code and by using transaction tester, Vertex pops back a rate and the details of the rate.
We are using a connector from Microsoft D365 to O Series and support was instrumental in getting the connector up and running in a quick time frame.
  • Microsoft D365
  • Microsoft AX 2012
  • Homegrown ERP system

Do you think Vertex delivers good value for the price?

Yes

Are you happy with Vertex's feature set?

Yes

Did Vertex live up to sales and marketing promises?

Yes

Did implementation of Vertex go as expected?

Yes

Would you buy Vertex again?

Yes

I think it's best suited for large companies who have multiple legal entities which are registered in multiple states or jurisdictions.

Vertex Feature Ratings

Type of tax
10.0
Sales and Use Taxes
10
Cross-border Taxes
10
VAT / GST Taxes
10
Energy and Fuel Taxes
Not Rated
Tax Reporting & Compliance
10.0
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
10
Complex Tax Scenario Management
10

Using Vertex

10 - Tax people use O Series and sales/use tax returns. IT people assist with updates.
  • We prepared >200 returns each period by hand.
  • When we expand Vertex's use in foreign countries for VAT

Evaluating Vertex and Competitors

Vertex Implementation

  • Implemented in-house
Yes - We had over 100 branches to bring on Vertex and we did a few each month.
Change management was a small part of the implementation and was well-handled
  • Connecting Vertex to our home grown ERP

Vertex Training

Vertex Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Quick Initial Response
None
No. Too expensive

Using Vertex

ProsCons
Like to use
Relatively simple
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
None
  • Customer set up
  • Certificate set up
  • Understanding tax rules

Integrating Vertex

Comments

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