Vertex Connected!
October 30, 2019

Vertex Connected!

Andrea Santoro | 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 as the tax calculation engine for all business units in the US except for food and agriculture in our Dean Moines office.
  • Robust calculation engine for leasing.
  • Easy user interface for configurations.
  • Ability to build user-defined rules and tax assist rules.
  • Make it easier to write tax assist rules, maybe add some examples directly within the screens or on the fields being selected.
  • Risk reduction through automation of tax calculations.
  • Facilitates customer service capabilities.
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
I was not here when the decision was made to purchase Vertex O Series, but I believe a big factor was the robustness of the leasing solution.
  • Integration with other systems for easier analytics and reconciliations.
  • Strengthen the relationships between Tax, IT and the business.
Configurability is relatively easy.
Exceptional support does not need to be tied to a big issue, but the everyday responses to our needs. We have had complicated situations where large set of transactions were taxed incorrectly and we had to use the TAM and the support team to help us solution the plan for remediation. There were other situations where we needed assistance from VC. All have been positive experiences.
  • Oracle Lease Management, v11i
  • In-house lease origination system
Vertex is very easy to configure, although building tax assist rules could be a little easier. I recommend adding some examples directly on the screens or fields.

Vertex Feature Ratings

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