Vertex O Series Review
November 01, 2019

Vertex O Series Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Vertex Indirect Tax O Series

Overall Satisfaction with Vertex

Our company is currently using Vertex across the entire organization for sales, purchases, and exemption certificate management. Vertex enables us to maintain all of our tax data across multiple divisions and companies quickly and accurately.
  • Customization
  • Research
  • Connectivity with systems other than SAP
  • Excessive clicking in UI
  • Vertex O Series has reduced our audit exposure.
  • Product Features
  • Prior Experience with the Product
  • Existing Relationship with the Vendor
We've had Vertex O Series for over 10 years. Switching systems at this point would be more costly and disruptive than staying with Vertex.
The on-prem availability of Vertex offers more security.
  • We have not yet used Vertex beyond its basic system.
Vertex could be a little more customizable, especially for global taxes.
Vertex support should realize that not all customers are strict retail customers. Many companies use Vertex because their industry taxes are a little more complicated and as such, one solution or answer does not fit every company.
Vertex O Series is especially well-suited for retail companies in the U.S. Vertex's global tax function could be expanded on to include intricacies required by other countries, such as Canada's product source tracking requirement.

Vertex Feature Ratings

Sales and Use Taxes
Cross-border Taxes
VAT / GST Taxes
Energy and Fuel Taxes
Geolocation for Tax Assessment
3rd-Party Software Integrations
Tax Data Reporting
Compliance Administration Management
Tax Exemption Processing
Tax Document Management
Complex Tax Scenario Management