Vertex ROCKS!
Updated February 08, 2023
Vertex ROCKS!
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.
- 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.
- 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.
- 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
Vertex Feature Ratings
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
| Pros | Cons |
|---|---|
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
| Pros | Cons |
|---|---|
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
No integrations.