Vertex
About Vertex
Vertex combines the latest tax research with robust technology to improve tax accuracy and consistency on sales and purchase transactions. This powerful automation supports high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance.
Integrations to ERP, e-commerce, procurement, and other billing systems enables a single tax engine to seamlessly support a growing business. Vertex also provides tools and services to automate and streamline exemption certificate management and compliance filings.
Key benefits of Vertex
- Improved tax accuracy and consistency
- Improved tax audit performance
- Tax process efficiency
- Minimal IT support required (no software installation or maintenance required)
- Scalability
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Reviews
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- Industry: Apparel & Fashion
- Company size: 201–500 Employees
- Used Monthly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
The software is clunky
Reviewed on 2018/02/28
Pros
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.
Cons
It's got an outdated user interface and it's fairly expensive. The implementation was fairly laborious.
Response from Vertex
Hello,
We apologize you feel that our software is clunky; however, with Vertex O Series version 9.0 in development, you will be seeing a brand new user interface.
Jen Armstrong
Marketing Specialist
Vertex, Inc.
- Industry: Retail
- Company size: 10,000+ Employees
- Used Monthly for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 5.0 /10
Acceptable
Reviewed on 2023/12/30
Pros
The tax engine is mostly accurate and Vertex is responsive in resolving issues
Cons
The interface is not intuitive or user friendly.
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
We've had to customize the program greatly to accommodate our business.
Reviewed on 2018/02/28
Pros
The ability to consistently handle taxability of a large volume of transactions. Reviewing transactions for taxability is much faster.
Cons
The software is too generic (high level) and does not handle the intricate nature of our business or industry.
Response from Vertex
Hi Chuck,
Thank you for your feedback. Vertex O Series provides robust rate and rules research that is leveraged by our clients across many industries and tax types. In addition, Vertex O Series provides a number of tools to help customers manage specifics to their business such as tax assist rules and lookup tables, user defined rules and impositions, etc. For more information on these, please contact our Product Support team. Vertex consulting or our alliance partners may also be able to help you better configure O series to fine tune your solution.
Jen Armstrong
Marketing Specialist
Vertex
- Industry: Furniture
- Company size: 201–500 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 4.0 /10
Vertex review
Reviewed on 2023/12/05
Pros
How easy it is to run reports by state/county
Cons
I can't really think of any cons to vertex as it does what's required.
- Industry: Wholesale
- Company size: 1,001–5,000 Employees
- Used Weekly for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 7.0 /10
O Series review
Reviewed on 2023/07/31
Pros
The tax rate calculations, able to test transactions.
Cons
The import/export reports are not friendly. Setting up rules not easy.
Vertex FAQs
Below are some frequently asked questions for Vertex.Q. What type of pricing plans does Vertex offer?
Vertex offers the following pricing plans:
- Starting from: US$5,000.00
- Free Trial: Not Available
Q. Who are the typical users of Vertex?
Vertex has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Vertex support?
Vertex supports the following languages:
English
Q. Does Vertex support mobile devices?
Vertex supports the following devices:
Q. What other apps does Vertex integrate with?
We do not have any information about what integrations Vertex has
Q. What level of support does Vertex offer?
Vertex offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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