Vertex - time saver for all!
October 29, 2019

Vertex - time saver for all!

Damon Leto | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Vertex O Series is used primarily by our US division and we plan to implement into global ERP in the next year or so. The tax department are the main users, but we cooperate with the IT department....even if they don't cooperate with us!

Pros

  • Straightforward setup of drivers and mapping
  • Simple layout
  • Great learning platforms

Cons

  • Simple layout/format is often times too simple. I find it to be very buggy.
  • Allow for single instance (one window) and multiple tabs being open at once. Jumping back and forth between screens and having to throw out prior work is not helpful.
  • More industry specific mapping catagories
  • Positive impact is the time savings it creates for the tax department. As long as procurement follows their guidelines we should effectively reduce errors.
  • No negative impact.
  • features
  • product reputation
  • sales
Vertex is the go to suite for S&U and relating tax calculation software - Our department made the decision to go with the company with the most customers because that usually means better support - we agree.
I was not part of the initial implementation, but I'm learning about how we can leverage the setup we already have to increase the efficiency. I feel that we are not using the software to its full potential. Once it is fully up and running - we should be all set.
We had several users leave the company and one employee who had been out of the office, but was a super user. We needed to make changes and the support staff acted swiftly and explained the issues we were seeing. Although we weren't able to solve the issue in that first call - the representatives at Vertex made sure it was fulfilled before closing the ticket.
  • Ariba (early stages)
I believe that within my organization it is critical to have a system that takes the tax decisions out of the daily work and lets the software do the work.

Vertex Feature Ratings

Sales and Use Taxes
9
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
Not Rated
Tax Data Reporting
Not Rated
Compliance Administration Management
Not Rated
Tax Exemption Processing
Not Rated
Tax Document Management
Not Rated
Complex Tax Scenario Management
Not Rated

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