Vertex O series is incredibly customizable
November 25, 2019

Vertex O series is incredibly customizable

Erin Wohler | 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 being used for both address cleansing and correct sales/use tax rates charged to our customers. It has helped us gain correct location information for our transactions which has increased our accuracy in both sales tax assessment and property tax reporting.
  • Customization to our business
  • Accurate local tax information
  • Accurate tax treatment of different transaction types
  • Some rules do not work correctly to properly assess tax
  • The UI has some deficiencies such as the calendar to choose the date is not very user-friendly
  • Fewer customer calls regarding incorrect tax rates charged
  • Customization for complex transactions
  • Ability to calculate multiple taxes due when multiple taxes apply to a transaction
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Third-party Reviews
Vertex is an industry leader in sales tax software. We chose to go with the best when upgrading our system.
O Series does everything we require in a tax software, other products are limited in what they can do for the leasing industry.
  • Address cleansing has increased property tax reporting accuracy.
I think the configurability is just right to achieve the level of customization needed.
The response through MyVertex is always timely.
  • Odessa Leasewave
  • OnBase
Vertex O Series is great for complex transactions in numerous jurisdictions. It is less appropriate for use tax calculation/reporting.

Vertex Feature Ratings

Sales and Use Taxes
VAT / GST 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