Vertex

4.3 (78)
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Proven tax technology to simplify the complex.

Overall rating

4.3 /5
(78)
Value for Money
4.0/5
Features
4.2/5
Ease of Use
4/5
Customer Support
4.0/5

83%
recommended this app
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78 Reviews for UK Users

Verified Reviewer
Overall rating
  • Industry: Retail
  • Company size: 10,000+ Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Regular User

Reviewed on 22/08/2018

Customer Service is always a plus!

Customer Service is always a plus!

Pros

I like most about the software is the easy access to updates.

Cons

I liked least about the software is the infrequent emails that we use to receive.

Amy
Overall rating
  • 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 30/12/2023

Pros

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

Cons

The interface is not intuitive or user friendly.

chuck
Overall rating
  • Used Daily for 1+ year
  • 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 28/02/2018

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

Gideon
Overall rating
  • 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 05/12/2023

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.

Baljit
Overall rating
  • 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 31/07/2023

Pros

The tax rate calculations, able to test transactions.

Cons

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

Ko Chia
Overall rating
  • Industry: Computer Hardware
  • Company size: 5,001–10,000 Employees
  • Used Monthly for Free Trial
  • Review Source

Overall rating

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

Easy to use

Reviewed on 05/06/2023

Pros

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

Cons

Not really anything that we don't like Vertex.

Joanne
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 01/03/2018

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.

annelies
Overall rating
  • Industry: Mechanical or Industrial Engineering
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Great product, no issues with incorrect rates. However, continued issues with invalid TAID

Reviewed on 01/03/2018

Correct sales and use tax calculation for US and Canada.

Correct sales and use tax calculation for US and Canada.

Pros

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

Cons

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.

Verified Reviewer
Overall rating
  • Industry: Apparel & Fashion
  • Company size: 201–500 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

The software is clunky

Reviewed on 28/02/2018

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.

Verified Reviewer
Overall rating
  • Industry: Retail
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Vertex O Series Review

Reviewed on 30/10/2019

Overall, I have had a very good experience using Vertex O Series as a tool and would definitely...

Overall, I have had a very good experience using Vertex O Series as a tool and would definitely recommend it to my colleagues.

Pros

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.

Cons

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

Amy
Overall rating
  • Industry: Retail
  • Company size: 1,001–5,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

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

Reviewed on 25/01/2018

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

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.

Amy
Overall rating
  • Industry: Retail
  • 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 10.0 /10

O-Series - great for multi-state nexus retailers

Reviewed on 22/08/2018

O-series is a very robust product. Very user friendly and intuitive. Allows for easy customization...

O-series is a very robust product. Very user friendly and intuitive. Allows for easy customization of customer taxing, taxpayer set up and product taxing attributes. Very accurate tax rates, easy to maintain and integrate with most accounting platforms.

Pros

The application is highly customizable using user-defined tax rules in combination with the out of the box rates and tax driver matrixes.

Cons

The support is sometimes slow to respond and does not always find a solution to the problems that you may encounter leaving some of the troubleshooting to your internal IT department.

Roger
Overall rating
  • Industry: Wholesale
  • Company size: 5,001–10,000 Employees
  • Used for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

We use the exemption certificate manager and I do not recall receiving any training

Reviewed on 28/02/2018

Pros

The exemption certificate manager is a handy tool and allows us to quickly retrieve certificates by state.

Cons

On Demand keeps having unanticipated breaks in service. I don't understand why a secure server keeps going down. It is a major customer red flag that the server is off line for unexplained reasons

Response from Vertex

Roger,

Thank you for your feedback. The Vertex O Series On-Demand notification service sends out a generic blast notification to all customers in case of any type of service event. These service events can range from a general slow down in application response times to a full blown application outage. Given the service¿s single dedicated instance per individual customer, even though you might receive an initial blast notification, the event may or may not be applicable to your particular instance. We do provide real time application status pages to customers at your request. If you are interested please contact your Vertex representative.

Thank you,
Jen Armstrong
Marketing Specialist
Vertex Inc.

Tom
Overall rating
  • Industry: Information Technology & Services
  • Company size: 5,001–10,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

No title

Reviewed on 22/08/2018

Vertex is not tuned for either database platform that is supported. This causes delay in real...

Vertex is not tuned for either database platform that is supported. This causes delay in real performance in the tool. Major cases we have had to escalate to senior management to get any sort of response and then development comes back and states well that is the way it is and we can't help you.

Pros

The number of countries supported by the software.

Cons

Support case response time is very horrible. Typically, it takes 3 weeks of ping support to get any sort of real answers. API response times not the best.

Lee
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Meet my expectation.

Reviewed on 02/03/2018

Pros

Currently meeting our needs for our tax service but we are exploring adding other regions. I have nothing further to add other then my first statement.

Cons

This does not happen often but sometime trying to find the answer without having to contact Customer Support. I have nothing further to add other then my first statement.

Roger
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 5,001–10,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Vertex Review

Reviewed on 22/08/2018

We use Vertex for sales, use and returns processing. All three have performed very well.

We use Vertex for sales, use and returns processing. All three have performed very well.

Pros

Vertex performs well and is reliable for most of the transactions we use.

Cons

Customer support can be slow and solutions are not always satisfactory. Wish there was better interaction design for manufacturing purchases.

Doug
Overall rating
  • Industry: Human Resources
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

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

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

Reviewed on 25/01/2018

I know that the tax calculations that are being made are accurate and the customizations for our...

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.

Karen
Overall rating
  • Industry: Construction
  • 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 9.0 /10

Upgrade from 6.0 to 8.0

Reviewed on 04/09/2018

Pros

Ability to add Tax Accelerator. Easy transition from 6.0 to 8.0 for users.

Cons

To open the software and find customers or mapping it seems to take forever. This has been noticed by multiple users.

Samantha
Overall rating
  • Industry: Consumer Goods
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Vertex Rocks

Reviewed on 22/08/2018

Overall, it has been easy to use, and quick to learn!

Overall, it has been easy to use, and quick to learn!

Pros

The software makes it easy to track exemption certificates, and ensure the rates are being applied correctly. I also like the ability to map the taxability of our products

Cons

In some states, bundled items are taxed based on the contents of the bundle. For example, 2 items combined, one is taxable, the other is not. But when you bundle, only the taxable item should be taxed. There is no option for bundling the items, and appropriately applying the tax

Azra Khairis
Overall rating
  • Industry: Mining & Metals
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Vertex O v8 better than STQ v4

Reviewed on 27/08/2018

Pros

Installation and configuration is easy to deploy. Good user experience.

Cons

Integration with SAP ECC is a bit complicated and not straightforward. GUI interface for Vertex Central should be redesigned for simpler navigation access maybe like SAP FIORI?

Jim
Overall rating
  • Used Monthly for 2+ years
  • Review Source

Overall rating

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

Once configured, software is stable and easy to maintain.

Reviewed on 02/03/2018

Pros

Tax errors are greatly reduced. Monthly updates are timely and easy to apply.

Cons

Dealing with Vertex Support. Sometimes it can take forever to get a response. Support team has two separate groups, one for O series itself and one for the 'connector'. Connector team also acts as Consultants, so it seems consulting gigs get priority over support needs.

Response from Vertex

Thank you for your feedback. Most customers give us positive feedback on our support, but we are always striving to improve. We have recently made changes to enhance our ability to support our clients, including launching a new customer support portal, internal process changes, and support rep training.

preston
Overall rating
  • Industry: Retail
  • Company size: 501–1,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

Vertex Cloud Review

Reviewed on 09/08/2018

Very user friendly. Nice to have a software that can tax in different states as every state tax...

Very user friendly. Nice to have a software that can tax in different states as every state tax rate is different.

Pros

Fairly easy to use
Nice to generate reports for specific states
User Friendly
Has all the taxing jurisdictions in each state outlined

Cons

How long it takes to generate a simple transaction report for a state sometimes
I would not trust Vertex submitting an actual tax return. The numbers never match up from what generated report says to what the numbers on the state sales tax return.

Julie
Overall rating
  • Industry: Wholesale
  • Company size: 51–200 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

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

Excellent Sales Tax software

Reviewed on 22/08/2018

With all the laws changing with ecommerce, we realized we had to begin collecting sales tax in many...

With all the laws changing with ecommerce, we realized we had to begin collecting sales tax in many states. Vertex has made this task much easier ... instead of hiring employees to continually calculate and analyze tax data for state reporting we rely on Vertex to help us calculate what we need.

Pros

We collect sales tax from 34 different states and would have to hire a team of employees to do what Vertex does for us.

Cons

The software is a little difficult to understand at first, but with each issue I learn more about the capabilities and how to handle situations within the software.

Jason
Overall rating
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

We use this software to update sales tax information in our back end system.

Reviewed on 25/01/2018

Easy to use, and obtain sales tax rate files.

Easy to use, and obtain sales tax rate files.

Pros

The Vertex cloud makes it very easy to obtain the sales tax rate files that we require for billing out of our back end system.

Cons

The only thing that we don't like is being charged a minimum fee if we do not use the software in any given month.

Susan
Overall rating
  • Industry: Medical Devices
  • Company size: 1,001–5,000 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

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

Vertex O Series

Reviewed on 20/11/2018

Pros

User Friendly and Reliable. Works well for most filing jobs.

Cons

Small errors in rates and factoring in calculations