Vertex Reviews

It's comprehensive and accurate in its calculation of sales taxes. It can also handle the large volume of transactions on our e-commerce site.

It's got an outdated user interface and it's fairly expensive. The implementation was fairly laborious.

How easy it is to run reports by state/county

I can't really think of any cons to vertex as it does what's required.

The ability to consistently handle taxability of a large volume of transactions. Reviewing transactions for taxability is much faster.

The software is too generic (high level) and does not handle the intricate nature of our business or industry.

The tax engine is mostly accurate and Vertex is responsive in resolving issues

The interface is not intuitive or user friendly.

The tax rate calculations, able to test transactions.

The import/export reports are not friendly. Setting up rules not easy.

We're using Vertex for Financial planning and tax management.

Not really anything that we don't like Vertex.

Smooth integration with SAP (however, not clear on which fields are exchanged), correct rate calculation.

Logs are as good as unusable when you have large transaction volumes, so figuring out why something happens is a nightmare. Continued issues with invalid TAID (jurisdiction codes in SAP), we update as soon as files come out and still have many customers that requires manual updates. We have been working with support for a long time and still not a good solution. Very frustrating. Configuration in the config files on the server is not userfriendly at all. Very hard to figure out what all we have set up. Would be much better if it could sit in the Vertex O webtool. Better visibility of exemption certificates in the ERP system would be a big plus for a direct marketing company like ours.

User interface is very intuitive and the documentation helps beginners to get acquainted with the tool quickly.
Updates tax rules when there are changes in a state.
Allows custom work arounds.

Support ticket creation process can be improved or simplified.
So far haven't found any other major drawback.

The system is extremely flexible when it comes to setting up drivers to determine tax ability. A tool is provided to test your calculations without having to post a transaction through your main transactional system. Keeping the system up to date with the latest tax matrices is as easy as it is to upload a picture to social media.

The only minus is that the master data in our ERP system sometimes has to be updated for new tax jurisdictions. We need to look into a background job that touches this master data after Vertex is updated.

The accuracy of the calculations makes this a terrific tool, especially when preparing for audits. The states are hungry for funds and Vertex helps me send them away with little to no money.

Not being able to use the tab key thru each field makes the program more difficult to use. Also it would help if I was able to add the tax certs when I add the customer.

I like about the updates that go in to every patch monthly which we least bother about the Tax changes across global.
We operate globally and this is the best I feel about.

It is difficult to use and the main is search does not work as intended and backspace.

There are some forms where these two mentioned don't work and highly difficult in terms of usage.

Thanks,
venkat

adaptability, web service ease of use is a great time saver for one off transaction input and testing.

Data update process - significant work needs be done to speed the updates re sql server. the approach used seems inefficient. Error logging levels re address cleansing failures are cryptic at best.

Vertex stays up to date with the code from our ERP system. It is a rarity that the tax table and our code for ERP system is not in sync and issues need to be filed.

Not much I don't like about vertex. The customer support is great and knowledgeable about the software.

Straight forward dropdowns. Easy to find customers

Would like to be able to drill down more

I like the ability to run reports and see all of my data so I can manage it myself, in addition to taking advantage of the reporting functionality. I also like the transaction tester which provides instant sales tax quotes. The customer service people are also exceptionally friendly and the Exchange provides a great opportunity to network with them and fellow colleagues.

I think that the software could be a little easier to use and some of the tax rules, tax assist rules, and logic behind tax decisions could be made easier.

The compact structure.It should become the go to for all customers.

The complex design.Not as user friendly as the Vertex Cloud version.

Simple to use; we upload our activity and returns are created quickly and accurately. It appears to be perfectly suited for a small company who processes invoices through the system as they occur.

Searching capability is limited within the products and exempt customer lists. Once you have entered a product or customer as exempt it is very difficult to undo it for that period. The reporting can be difficult to understand as well.

It is very flexible and I can generate many different types of reports with it. It keeps up with all of the law and rate changes so I don't have to, yet still offers me the ability to make changes to the rules if necessary. It keeps track of all the exemption certificates we receive. It is reliable, I haven't had many issues in the last 7 years of using it.

The reports do have a limit to their use. I often have to use multiple reports to get all the numbers I need, instead of being able to access them in one report.

The software is all online which makes use easy.

Customer service is all by e-mail and it's poor.

Tax reports are good once the data is set up.
Exports to Excel if you want to create external reports

Vertex running updates WITHOUT notice or testing causing our ERP to be down for DAYS!
Reporting is weak
Some Tax report forms do not match State online forms
Some limits on taxability at local levels

I recently went through two state tax audits with the period audited included data from Vertex and transaction tax data from our historical systems..the variance for a quarter for a significant sales volume between the vertex data and the auditor's evaluation was amazing.

Honestly nothing but I've never interacted with Vertex customer service as we have a dedicated financial tech team.

Real time updated sales and use tax rate saves us a lot of time to search online. Criteria for helping decide if our product taxable in each state is really the best tool.

Not clear which part is not in the subscribing package and need to pay extra cost. There's no criteria for deciding if out-of -state business needs to pay sales and use tax or not.