Vertex O Series - A Customers Thoughts
Updated December 14, 2022
Vertex O Series - A Customers Thoughts
Score 8 out of 10
Vetted Review
Verified User
Software Version
Vertex Indirect Tax O Series
Overall Satisfaction with Vertex
Vertex O Series is being used by Kimberly-Clark to make tax determinations on both the purchasing and sales side. The biggest business problem that it addressed for us at the time of implementation was certificate entry information and certificate storage. With ECM, we were able to more accurately account for customer exemptions and store certificate images for audit reference.
- Coming from Vertex Q to O, the dashboard functionality made the transition very easy.
- Vertex has a multitude of places to get assistance. Documentation is available as well as submitting questions to be answered by a Vertex resource.
- Communication well in advance of changes and upgrades.
- Vertex University has provided valuable training to both seasoned Vertex users and employees from other regions where we are considering implementation
- VAT functionality especially in Brazil - More detail for those looking to implement
- More granular Vertex Mapping Categories as states are focusing heavily on certain topics that are too general to calculate consistent accurate taxability without rules for companies who do not use commodity codes.
- Ability to add individual states to original certificate entries on customers in mass without adding one at a time or seeing the line as individual vs included in the overall larger entry
- Global ability to be a one stop option for return review, return generation and return filing including all required documentation (e-invoices, etc.) with all jurisdictions
- Within a year, we were able to justify a decrease in audit payments from the ECM product.
- More accurate taxability with the Vertex Exemption Certificate Manager (ECM) allows for individual jurisdictions to be selected as exempt vs on a customer basis.
- Location determination for purchase use tax review/reporting has been more accurate.
- Need additional taxability categories for mapping to allow for more accurate determinations that do not require rules to achieve the expected results.
- Tax content support
- Tax accuracy
Vertex allows for more accurate sales and use tax filings by Kimberly-Clark.
ECM was a big factor in our decision to purchase Vertex O series. Recently, KC has purchased an offering of the Vertex Plus Tools (formerly LCR Dixon) in the hopes that these add additional visibility and ease with review/ reporting as KC moves to the SAP S4 Hana platform.
Could never see a working demonstration of the product only power point slides of the product.
We were attempting to compare our internal customer TAIDs to the Vertex database to see how many retired TAID's were still in use. Vertex helped me to use the BIC and helped with the template to pull this data quickly for efficient comparison. Vertex Consulting has also been instrumental in assisting with the Vertex Plus Tool setup.
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