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.
I think the configurability is just right to achieve the level of customization needed.