Vertex Cloud Overview

What is Vertex Cloud?

Vertex Cloud Indirect Tax is a SaaS solution that integrates with 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 Cloud Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

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


Vertex Cloud Features

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

Media

Vertex Cloud video Vertex Cloud screenshot: Vertex Cloud screenshot: Vertex Cloud screenshot: Vertex Cloud screenshot: Vertex Cloud screenshot:

Vertex Cloud Reviews

Vertex Cloud Reviews

Overall rating
4,3
/
5
Excellent
6

Very good
6

Average
2

Poor
0

Terrible
0

Value for Money
4,4
Features
4
Ease of Use
4
Customer Support
4,2
86% recommended this app
Christopher D.

Best software for sales tax and maangement without the overhead

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.


Amy N.

Vertex cloud is very accurate and easy to use for small to medium size businesses.

accurate tax calculations, low cost of ownership, easy to learn


Steve M.

Poor service

Customer service is poor.


Doug K.

Vertex has been great to work with, especially the customer support group.

I know that the tax calculations that are being made are accurate and the customizations for our company have been minimal. There customizations are based on specific tax audits/decisions that are specific to our products and how we do business.


Julie W.

Needs some more development

Handles all our states :) I no longer have to try and interpret the various states laws.


Christopher D.
Industry: Information Technology & Services
Company size: 11-50 Employees

Best software for sales tax and maangement without the overhead

Used Daily for 2+ years
Reviewed on 2019/04/01
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Amy N.
Industry: Retail
Company size: 1 001-5 000 Employees

Vertex cloud is very accurate and easy to use for small to medium size businesses.

Used Daily for 6-12 months
Reviewed on 2018/01/25
Review Source: Capterra

accurate tax calculations, low cost of ownership, easy to learn

Pros

The value for the money spent makes this solution a wise investment. There is no server maintenance or monthly tax rate update files to be applied. The application can accommodate customer and product level taxability decisions.

Cons

The features and functionality of the cloud product vs. O-series are very different. There are very few customizations/configuration changes that can be done following implementation that do not involve additional developer cost. The processing time to save a customer exemption certificate is excessive. Heavy users of this application will find this very frustrating. Customer support is also very different from O-series in that the communication is via e-mail and the response time is often much slower with support reps being less knowledgeable about the application and its functionality.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Steve M.
Industry: E-Learning
Company size: 201-500 Employees

Poor service

Used Monthly for 1+ year
Reviewed on 2018/12/19
Review Source: Capterra

Customer service is poor.

Pros

The software is all online which makes use easy.

Cons

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

Response from Vertex

Hi Steve,

My name is Jen Armstrong, Marketing Specialist at Vertex. I am sorry to hear that your experience with our customer support team has not been the best. We at Vertex are dedicated to our customer¿s success. I would like to further investigate why you rated Vertex customer service as poor. Our Customer Success Manager, Jenna Stroup has been made aware of your feedback and will share your responses with our Support Team. We would like to set up a phone call to better understand your needs. Please email your contact info to Jenna at [email protected] so she can coordinate with you.

Thank you,
Jen Armstrong
Vertex Inc.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Doug K.
Industry: Human Resources
Company size: 1 001-5 000 Employees

Vertex has been great to work with, especially the customer support group.

Used Weekly for 1+ year
Reviewed on 2018/01/25
Review Source: Capterra

I know that the tax calculations that are being made are accurate and the customizations for our company have been minimal. There customizations are based on specific tax audits/decisions that are specific to our products and how we do business.

Pros

The software is fairly easy to work. Most importantly, customer support is there to help you out. They understand that not every business is run the same and they take the time to work with you so you can accomplish the desired results when you have exceptions. They also respond very timely when issues are raised.

Cons

Is the software perfect in every aspect, no. But is any service exactly what you need out of the box. I can not say enough about how attentive the support group is to help you understand the software and assist you when an issue does arise.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Julie W.
Industry: Computer Software
Company size: 11-50 Employees

Needs some more development

Used Daily for 2+ years
Reviewed on 2019/02/05
Review Source: Capterra

Handles all our states :) I no longer have to try and interpret the various states laws.

Pros

creates both an excel report and tax return

Cons

it took a very long time to get the bugs worked out after we started to use the program

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 6.0/10

User recommendation
7,8/10
Based on 14 user ratings
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Vertex Cloud Pricing

Vertex Cloud Pricing

Starting from
N/A
Free Trial
Value for money

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

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

Value for Money
4,4/5
Based on 14 user ratings
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Vertex Cloud Features

Vertex Cloud Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4/5
Based on 14 user ratings
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Categories

Additional information for Vertex Cloud

Additional information for Vertex Cloud

Key features of Vertex Cloud

  • 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

Benefits

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

Vertex Cloud FAQs

Vertex Cloud FAQs

Below are some frequently asked questions for Vertex Cloud.

Q. What type of pricing plans does Vertex Cloud offer?

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

Q. What are the main features of Vertex Cloud?

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

Q. Who are the typical users of Vertex Cloud?

Vertex Cloud has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Vertex Cloud support?

Vertex Cloud supports the following languages:

English

Q. What type of pricing plans does Vertex Cloud offer?

We do not have any information about what Vertex Cloud pricing plans

Q. Does Vertex Cloud support mobile devices?

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

Q. What other apps does Vertex Cloud integrate with?

Vertex Cloud integrates with the following applications:

Astea Alliance, STORIS, Salesforce B2C Commerce, commercetools

Q. What level of support does Vertex Cloud offer?

Vertex Cloud offers the following support options:

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