Reliable and stable choice
October 29, 2019
Reliable and stable choice
Score 9 out of 10
Vetted Review
Verified User
Software Version
Vertex Indirect Tax O Series
Overall Satisfaction with Vertex
O series is used to calculate both sales and use tax in our ERP system. We have one ERP instance. We also use it to manage exemption certificates. We only use O series for the US and Canada. All other tax is computed by our ERP. We use the tax reports to send data to a third party to tax return preparer.
- Calculates accurate sales and use tax based on your configuration.
- Monthly updates are easy to keep tax rules up to date.
- Continues to improve its troubleshooting tools.
- Missing an easy way to enter tax exemption certificates for reciprocal certificates. State certificates that are accepted in other jurisdictions.
- The interface for creating tax assist rules in V.8 is very clumsy and not very user-friendly. Not intuitive and very technical.
- The interface for creating reports is not user-friendly. It is very clunky and difficult to use. Particularly the filters.
- It is a stable company that is willing to work with its customers to get the system in place and working properly.
- The software keeps up with technical business trends and plans for them in advance.
- Listens to their customers and continues to improve the product.
- Price
- Product Features
- Product Usability
- Vendor Reputation
- Existing Relationship with the Vendor
Of course, the cost price is a factor, if we don't feel we will get the value out of the product for the price we would pass. We have a strong relationship with vertex and they have a good reputation and have done nothing to change our minds.
We went with the ECM solution in vertex because we already used Vertex as our tax engine. Avelar was slicker and easier to use, but very expensive. We weren't willing to pay for their bells and whistles.
- It is used for an effective tax rate project for use tax.
In the past there was good documentation on line that helped you find answers on your own. Since MyVertex was implemented, it is very hard to find information about how to configure a specific situation or how to resolve an error. There is no search capability on the software documentation. You have to go into each document individually to do any searching. When you get the right person, the issue is resolved quickly and correctly.