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Vertex leverages a 40-year singular focus on tax technology to develop solutions and services to support business growth for companies of all sizes around the world.
Designed for tax and accounting businesses, it is a practice management solution that automates operations including invoicing, billing, accounting, online reviewing, scheduling, and more.
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.
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.
The customer service people are also exceptionally friendly and the Exchange provides a great opportunity to network with them and fellow colleagues.
Single point of failure. If any part of the connection to Vertex is down the ERP system is unable to complete jobs.
Vertex Cloud has a very easy to use and comprehensive user interface, a robust product mapping capability, and the ability to user test within the interface.
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.
I like the ability to run reports and see all of my data so I can manage it myself, in addition to taking advantage of the reporting functionality.
Customer service is all by e-mail and it's poor.
I like it most creative tools where you work in HTML, CSS,BOOTSTRAP, Js, PHP You can do everything at the same time. This is very easy to implements a website.
Time consuming to configure. Several clients told me that they hated it and one refused to use it altogether.
It is also extremely quick and its interface is fairly accessible and manageable, and it can be customised to suit our needs and comfort. It's really helpful for us.
There is no pipeline or workflow manager in there. The products is made for single prepares who can leave notes for themselves with regards to where they are in their workflow.
The benefits include quicker and more accurate communications/feedback with clients. We have been using ATOM for less than 30 days so we are just beginning to see some of the benefits.
No integrations, poor customer service, everything is too segregated by year, e-sign functionality never worked, Client reset password never worked.
Practical, easy one, easy handling, has a good reputation and I have learned enough in my programming process.
We have no intentions of closing but was a concern if we no longer wanted a monthly expense.
Vertex
Top FeaturesATOM
Vertex
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ATOM
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