About Vertex Cloud

Vertex solutions integrate with you ERPs, billing systems, or e-commerce platforms to deliver accurate tax determination on every sales and purchase transaction. The solution also generates PDF returns and provides exemption certificate management tools. The system maintains the latest rules and rates for sales & use tax, value added tax, as well as industry-specific tax content for multi-channel retail taxation.

Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.

Key benefits of Vertex Cloud

- Improved tax accuracy and consistency
- Improved tax audit performance
- Tax process efficiency
- Minimal IT support required (no software installation or maintenance required)
- Scalability

Devices

Business size

S M L

Markets

United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

Supported Languages

English

Images

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Features

Total features of Vertex Cloud: 1

  • Sales Tax Management

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Reviews

Overall rating

4,3 /5
(67)
Value for Money
4/5
Features
4,2/5
Ease of Use
3,9/5
Customer Support
4/5

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Showing 5 reviews of 67
Gabriel D.
Overall rating
  • Industry: Consumer Goods
  • Company size: 10 000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Streamlining tax management

Reviewed on 2018/12/26

Vertex does it's job and does it well. It has really helped streamline tax calculations for our...

Vertex does it's job and does it well. It has really helped streamline tax calculations for our accounts and creating tax rules is a breeze. I have not had experience in dealing with Vertex customer service. The software communicates almost instantaneously with our ERP which allows order processing to flow without delay.

Pros

Vertex does a great job of calculating tax rates for my company's account and implementing tax rules. We are sitting on 100,000+ accounts in our system. Vertex calculates tax rates based on jurisdiction for each one. It means allowing your ERP system to communicate with Vertex, and vice versa. In order to calculate special rates, such as a reduced California rate, you need to enter a tax rule to deduct the specific rate. Each account receives its own rule.

Cons

The UI is quite dated in my opinion. It's a straight forward software, meant for business applications. There are other software that present a much more modern look. The dated UI doesn't affect performance though. It would be nice if there was an option to store tax certs in the database as well, like Avalara CertCapture.

Rebecca R.
Overall rating
  • Company size: 201-500 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Very positive overall experience with Vertex for over 10 years

Reviewed on 2018/02/28

Pros

The customer support and ease of use has been fantastic. I have had to call Vertex for support, for recommendations on doing things and for knowledge on the product. Every single person I have spoke to has been knowledgeable, friendly and quick in getting me answers. It is truly a pleasure to call support.
The system is fairly user friendly and even when I forget how to do something, it is like riding a bike, it just comes back to you naturally as you navigate through the menus. The system is set up so that you can do most things without looking through documentation. And the things I couldn't figure out? Vertex client support was right there to lend a hand when I needed it. We also did a migration from Vertex Q to Vertex O about a year and a half ago and the process was so easy. I wish all product upgrades/migrations were that simple. Very stress-free. So far, I've seen the same type of satisfaction from O that I saw with Q, which was a very positive experience.

Cons

There honestly is not much that I have found that I have not liked. There are sometimes outages, since we are using a cloud based product, and those do cause some orders to go through without the correct taxes being charged. If we could have less outages, or perhaps more notice when there is going to be an outage, then the product really would be perfection. It has gotten better since we first went live and they are less frequent and we do receive more notice when they know there is a repair/update needed. However, that being said, we have never had any issues when they have done upgrades, no problems noticed at all. Possibly, the outages could be more system update or hardware related.

Zoilo P.
Overall rating
  • Industry: Events Services
  • Company size: 1 001-5 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Vertex Tax Engine Review

Reviewed on 2018/08/22

The Vertex program is sophisticated enough to eliminate a great deal of worry in tax application...

The Vertex program is sophisticated enough to eliminate a great deal of worry in tax application and keeping up with rate changes. Overall the software is extremely useful for a large corporation such the company I work for, however there are some nuanced tax applications that could be addressed.

Pros

The ability to make specific tax rules that apply to my company's specific industry or transactional situation. Also the ability to not have to worry about tax application in state's with a stratified tax rate being incorrect because of the automation of the Vertex tax engine.

Cons

The fact that the tax categories are not as nuanced as they could be, with options for different transactional scenarios that may affect taxability. Also the fact that one or two types is missing, such as the Service Contractor tax in New Orleans, Louisiana.

Joanne D.
Overall rating
  • Industry: Wholesale
  • Company size: 201-500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

We use this for research along with reporting, billing and exemption maintenance.

Reviewed on 2018/03/01

Sales tax has a lot of little variances across the states, across industries and cross products....

Sales tax has a lot of little variances across the states, across industries and cross products. The product supports all our changes and updates in a constantly changing market. I have a lot of confidence that this software allows us to consistently bill our customers correctly. Even when there are customers out of city limits getting billed otherwise, we can send the issue to the support team and they research and provide a solution in a very timely fashion. Granted there is not always a solution but that is communicated well.

Pros

We are able to test various scenarios as we expand our product lines and add states. Designing a report that meets your exact needs is helpful when completing returns and the exemption records are neatly stored and easily accessed.

Cons

Adding customers and their certificates can be time consuming since the advanced selection tool now pulls up everything then lets you request a specific account to add to. There is also a lot of date sensitivity that blocks things versus 6.0 which just let it go. Updates to the software are making both of these issues more pronounced.

Christopher D.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best software for sales tax and maangement without the overhead

Reviewed on 2019/04/01

We were able to get rid of our expensive hosted server solution and the maintenance that came with...

We were able to get rid of our expensive hosted server solution and the maintenance that came with it. Being able to access Vertex data from anywhere in the world made our team more productive across the board.

Pros

The best part of the cloud was not having to have a dedicated remote server for all our software. The old Vertex ran but required constant maintenance, monthly updates, SQL knowledge. With the cloud, no longer do you worry about down times, corrupted databases and the like.

The Vertex team is very helpful from the moment you buy the software. Our support rep spent hours with us configuring everyhting out of the box to our exact specifications

Cons

The cost of the software is pretty immense since you're pretty much renting a server
Hold times can be a bit long in the customer support queue
SaaS so once you stop paying, you lose access the software and any data if not backed up.

Showing 5 reviews of 67 Read all reviews

Vertex Cloud FAQs

Below are some frequently asked questions for Vertex Cloud.

Vertex Cloud offers the following pricing plans:

  • Free Trial: Not Available

Please fill out our form for further pricing information. https://www.vertexinc.com/request-information

Vertex Cloud offers the following features:

  • Ability to customize for lease tax compliance
  • Easy drag and drop functionality
  • One platform for seamless integration
  • Scalable, service-oriented architecture
  • Simple navigation, intuitive commands
  • Simplified data import
  • Supports indirect tax calculation in over 240 countries
  • Up-to-date tax rates and rules
  • Web-based architecture

Vertex Cloud has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Vertex Cloud supports the following languages:

English

We do not have any information about what devices Vertex Cloud supports

Vertex Cloud integrates with the following applications:

Astea Alliance, STORIS, Salesforce B2C Commerce, commercetools

Vertex Cloud offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials

Related categories

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