Vertex O Series Review
October 29, 2019

Vertex O Series Review

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

We use it for all retail locations which are residential areas throughout all jurisdictions and all states. Returns are used to prepare, file, and pay sales tax returns. We also use O Series for Washington B&O taxes. Websites are also used for licenses in many states.
  • Accuracy.
  • Dependable.
  • Quick support.
  • The menus seem to get more complicated and less user-friendly but that helps tax accountants with job security.
  • Saved the liabilities that were previously experienced.
  • Top corporate officers are protected.
  • Fewer audits.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
  • Prior Experience with the Product
  • Vendor Reputation
  • Existing Relationship with the Vendor
  • Positive Sales Experience with the Vendor
The product is reliable.
  • Avalara
Avalara does not allow you to file your own sales tax returns.
  • Find unregistered jurisdictions.
  • Use tax.
  • Customers trust us.
Some features are hard to use without prior experience or good training.
During filing returns we obtained immediate response to complete our filings on time
  • Address cleansing.
  • Exempt cert-manager.
  • Returns.
This is the most accurate sales tax software that I have used in 30 years of tax experience. If you need a robust tax software, I would highly recommend not wasting money on any other software. The implementation is well worth the investment.

Vertex Feature Ratings

Sales and Use Taxes
9
Cross-border Taxes
10
VAT / GST Taxes
4
Energy and Fuel Taxes
Not Rated
Geolocation for Tax Assessment
8
3rd-Party Software Integrations
8
Tax Data Reporting
9
Compliance Administration Management
9
Tax Exemption Processing
10
Tax Document Management
7
Complex Tax Scenario Management
8