Vertex
Review of Vertex Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Vertex
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Customer Reviews
See why people love Vertex
Toni V.
Verified UserSemiconductors · 1001-5000 employees
Good product
Overall I do like the product. It has so many great features that make filing returns easier. I can mostly rely on what is on the return I print out from Vertex.
- I have used Vertex for 10+ years
- Whenever I have an issue all I have to do is call and customer service is always there to help fix my issue
- The representatives are always kind and helpful
- They follow through to make sure I am happy with the product and my issues are resolved
- Sometimes the critical changes come out after I finish filing my returns resulting in a possible problem with the return
- Not so happy when that happens
Tara D.
Verified UserRetail · 51-200 employees
Great product overall.
Overall, it's a great product.
- I love working the Tax Preparer Team at Vertex
- They are the main reason I love Vertex
- I also like how easy it is to upload tax data files into Vertex
- I wish that there was a better resource at Vertex for navigating solutions in O'Series, when it comes to resolving issues we discover along the way
- Navigating the ticketing system and the various emails back and forth (only to get a mediocre answer) is quite discouraging
Switched From
Avalara cancelled our contract with them.
Why they chose it
"Vertex was compatible with our B2B website--which was required. The other two couldn't do this for us."
Paul S.
Verified UserRetail · 51-200 employees
Vertex shines in the Reports
Easy of filing is a plus. Setting up custom tax categories has helped
- The Tax reports/Returns are mostly spot on
- I work on 220 returns which Vertex tracks, once I understood the States layouts and how well Vertex matches each, filing has become very easy
- Credits are always hard to track
- Sometimes Vertex applies a credit and the State does not handle the credit the same way
- Manual adjustment to the tax records which the tax returns calculate from are confusing Being able to "void" test data would be a plus
Sumana C.
Verified UserLeisure, Travel & Tourism · 11-50 employees
Vertex: A great tool to calculate cross border tax
It's a great experience to use Vertex as a tax calculation tool. It's customer support is also very efficient and dedicated.
- It's a very useful tax calculation tool useful for multiple countries like US, CA etc
- with great customer support
- 1
- L1 support response quality should be little better
- 2
- Response time should be little lesser than what it is currently
Val K.
Verified UserRetail · 10000+ employees
Vertex tax
great products, calculate taxes same time
- we using as tax engin for tax calculations, generating tax reports
- mapping to SAP and products category is limited
Vishal C.
Verified UserLeisure, Travel & Tourism · 11-50 employees
Vertex - A great tool to have for calculating Tax
Its good and user friendly. Anyone can easily understand it and use it with ease. The tax calculation is very accurate and can be used by a beginner too.
- Simply everything
- It's a great tool to calculate tax and its very accurate
- Nothing to be dislike about vertex
- All things are pretty good
- Only as a scope of improvement is the support response can be more accurate
Ayan D.
Verified UserLeisure, Travel & Tourism · 5001-10000 employees
vertex a perfect tax calculation engine
perfect product , accurate tax calculation
- sales and procurement tax calculation, accurate tax measurement
- customer response should be quicker , reporting can be enhanced
Christopher D.
Verified UserInformation Technology and Services · 11-50 employees
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.
- 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
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
Mike B.
Verified UserConstruction · 1001-5000 employees
Great tool, but internally we needed MUCH better requirements gathering in hindsight.
From an IT perspective, none honestly. It is a maintenance and support nightmare. However, in all fairness to Vertex, I feel this can be mostly if not completely attributed to our internal lack of sufficient requirements gathering before implementation.
- The potential tax savings and benefits it can uncover
- As well as the gaps it has helped identify in some of our processes
The cumbersome cloning and configurations requirements have proved to be especially difficult or time consuming throughout the process
Rebecca S.
Verified UserRetail · 501-1000 employees
Great!
Customer services is good.
- Reliability of the software, I can count on the fact that its right
Trying to find things but luckily I can call and they will either send it to me or point me in the direction
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