Who Uses This Software?

All told, more than 10,000 customers around the world have relied on Vertex for unparalleled expertise in tax technology.


Average Ratings

9 Reviews
  • 4.5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Vertex
  • www.vertexinc.com/
  • Founded 1978
  • United States

About Vertex Cloud

Vertex Cloud Indirect Tax is built upon more than 35 years of tax expertise and position as the leading provider of corporate tax software and services. By enabling calculations and returns in a single, cloud-based solution, Vertex Cloud offers flexible pricing with no overage fees. Vertex Cloud provides a proven and reliable solution for businesses looking to save time, effort, and risk associated with sales and use tax calculation, returns, remittance, and compliance.


Vertex Cloud Features

  • Address Validation
  • Audit Trail
  • Consumer Use Tax
  • Exemption Management
  • Tax Calculator
  • Tax Filing
  • Taxability Verification
  • Transaction Tracking
  • Value Added Tax (VAT)

Vertex Cloud Reviews Recently Reviewed!


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

Jan 25, 2018
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

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

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

Jan 25, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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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.

Overall: 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.

Works as promised

Jan 26, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: Simple to use; we upload our activity and returns are created quickly and accurately. It appears to be perfectly suited for a small company who processes invoices through the system as they occur.

Cons: Searching capability is limited within the products and exempt customer lists. Once you have entered a product or customer as exempt it is very difficult to undo it for that period. The reporting can be difficult to understand as well.

Overall: Inexpensive and creates returns as required.

Great Customer Support

Jan 25, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Vertex's customer support is amazing! Our adjustments and returns are due in by the 10th. It was late on the night before they were due and I noticed that a return appeared wrong. I was very nervous that it was too late to do anything about it but I emailed support anyways. Within minutes I had a response and the person communicated back and forth with me to answer all my questions and help me straighten things out.

Cons: The upload process for adjustments is clunky. I would rather see a better interface that allows me to add transactions with a fill in the blank instead of an uploading process,

Overall: The automatic feed, calculation and development of our returns is key. This saves me a lot of time.

Vertex was implemented over the course of the last few months, with the scope being US-centric.

Jan 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: 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.

Cons: Currently, Vertex Cloud doesn't have the ability for the user to configure rules on the front end; this in effect forces users to have to work with Vertex on the back end in order to configure rules if necessary.

Overall: Vertex Cloud granted the ability to automate the tax function with a graphic user interface that is both comprehensive and easy to learn.

Does run smoothly and integrated with Info LN 10.4 after weeks of setup

Jan 31, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Tax reports are good once the data is set up.
Exports to Excel if you want to create external reports

Cons: Vertex running updates WITHOUT notice or testing causing our ERP to be down for DAYS!
Reporting is weak
Some Tax report forms do not match State online forms
Some limits on taxability at local levels

Overall: Some what affordable

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

Jan 25, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: Easy to use, and obtain sales tax rate files.

Wonderful customer support for helping me to get through how to use this software.

Jan 26, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: Real time updated sales and use tax rate saves us a lot of time to search online. Criteria for helping decide if our product taxable in each state is really the best tool.

Cons: Not clear which part is not in the subscribing package and need to pay extra cost. There's no criteria for deciding if out-of -state business needs to pay sales and use tax or not.

It has been ok.

Jan 26, 2018
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The returns already generated versus filling in the information from a spreadsheet.
It is pretty simple to use.

Cons: All the little issues like sales versus use tax. It is generating two returns when we are only set up for use tax which creates filing issues with the states.

Overall: Other than some kinks we are trying to work out it is very nice to have the returns already generated.