# Vertex Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Vertex Software - reviews, pricing plans, popular comparisons to other Payroll products and more. Source: https://www.capterra.com/p/160387/Vertex-SMB --- # Vertex Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Vertex ## What is Vertex? Vertex combines tax research with robust technology to improve tax accuracy and consistency on sales and purchase transactions. This automation supports high-volume, complex transactions at speed and scale to improve internal processes and audit performance. Integrations to ERP, eCommerce, procurement, and other billing systems enable a single tax engine to seamlessly support a growing business. Vertex also provides services to streamline exemption certificate management and compliance filings. ## What is Vertex used for? [Sales Tax](https://www.capterra.com/sales-tax-software/)[Tax Preparation](https://www.capterra.com/tax-preparation-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 75 user reviews Reviews sentiment Positive 83% Neutral 17% Negative 0% Starting price $5000 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Vertex?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.vertexinc.com&name=Vertex) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Vertex 4.3 (75) VS. [4.2 (2,051)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $5000 per user, per month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (75) Ease Of Use 4.0 (2,007) Value For Money 4.0 (69) Value For Money 3.9 (1,597) Customer Service 4.0 (72) Customer Service 3.8 (1,701) ## Vertex alternatives [3.5 (73)](https://www.capterra.com/p/119968/TaxCloud/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 58% of reviewers rated it above 4 stars Highest Rated [4.8 (3,964)](https://www.capterra.com/p/116050/Patriot-Software/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.8 (16)](https://www.capterra.com/p/10014186/Kintsugi/#reviews) Starting price $75.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.0 (355)](https://www.capterra.com/p/75673/AvaTax/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/160387/Vertex-SMB/alternatives/) ## FAQs about Vertex Overview ### What problems does Vertex solve? Vertex solves inaccurate tax calculation, manual rate research, spreadsheet-based filing, and inconsistent taxability rules across states, products, and high-volume transactions. Tax, finance, e-commerce, and ERP teams benefit most by automating jurisdiction-specific rates, exemption tracking, reporting, audit readiness, and real-time tax decisions without slowing order processing. Answer based on 47 reviews Overview ### Which roles and teams benefit most from Vertex? Vertex is most used by tax managers, tax directors, and sales tax analysts who need to automate indirect tax calculations, improve compliance, and manage filings accurately. Accounting and finance teams use it to support invoicing and reporting, while IT, ERP, and internal consulting teams handle integrations, system maintenance, and process optimization. Answer based on 75 reviews Overview ### What company size and industries is Vertex built for? Vertex is built for companies of all sizes, with the strongest fit among enterprises at 52% of reviewers, followed by midsize businesses at 32%. It is used most in Retail at 15%, with Information Technology and Services and Wholesale each representing 10%, showing broad cross-industry tax technology needs. Answer based on 75 reviews Features and Usability ### What are the key features of Vertex? Vertex includes core tax calculation, sales tax management, tax exemption certificate management, and reporting tools that users discuss most. Differentiator features include taxability verification, electronic filing, workflow automation, and third-party integrations with ERP systems. Reviewers also highlight the transaction tester, monthly tax rate updates, and support for multi-state and global tax rules. Answer based on 47 reviews Getting Started and Support ### What training and onboarding options does Vertex offer? Vertex provides live online sessions, webinars, documentation, and videos for team training. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced learning resources for reviewing features and setup steps. Getting Started and Support ### What customer support options does Vertex offer, and how do users rate the experience? Vertex offers email/help desk, FAQ/forum, a knowledge base, phone support, 24/7 live representative support, and chat. Users often describe support as friendly, knowledgeable, and quick to help, but others report slower email-based responses, uneven expertise, limited proactivity, and frustration navigating tickets, especially for urgent issues. Answer based on 24 reviews Features and Usability ### How easy is Vertex to use day to day? Vertex is generally easy to learn and navigate for daily tax work. Many finance teams and SAP users like the clear interface, online access, testing tools, and straightforward reporting, but some users find older screens dated, server-side configuration harder to manage, and support workflows or timeouts frustrating. Answer based on 20 reviews Features and Usability ### How well does Vertex handle exemption certificates? Vertex makes exemption certificate tracking and retrieval straightforward for most tax and accounting teams. It supports electronic storage, validation, reporting, and transaction testing, but some users say setup can take time, saving certificates can feel slow, and ERP visibility or workflow flexibility may need improvement for high-volume operations. Answer based on 16 reviews Features and Usability ### How good is Vertex at handling updates? Vertex keeps tax content current and makes routine updates manageable for many teams. Cloud users often like reduced maintenance and timely tax changes, while SAP and IT teams note mixed experiences with version upgrades, roadmap communication, occasional outages, and some updates that introduce workflow changes or require extra testing. Answer based on 15 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Tax Calculation 4.6 (10) 60.00% of 10 reviewers that rated this feature as important or highly important Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Tax Compliance 4.4 (8) 50.00% of 8 reviewers that rated this feature as important or highly important Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors Tax Filing 4.5 (6) 50.00% of 6 reviewers that rated this feature as important or highly important The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Data Import/Export 3.8 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Import and export data to and from software applications Reporting/Analytics 3.6 (5) 60.00% of 5 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Value Added Tax (VAT) 4.2 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Goods and services tax Vertex 26 features Verifies and confirms the accuracy of an address Manage the process of evaluating documents or requests submitted for approval A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Track and manage adherence to policies for any service, product, process, or supplier Software specialized for corporate use Import and export data to and from software applications Process of checking different types of data for accuracy to avoid errors or inconsistencies Store, manage, and track all electronic documents in a centralized location Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Transmit documents to regulatory authorities over the web Identify and track situations that legally reduce financial liability Manage and handle various international currencies Manage employee salary processes, data, taxes, and records administration efficiently View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more View and track pertinent metrics to find patterns and gain insights from data Calculation of consumption tax imposed on the sale of goods/services Calculate tax and make deductions on gross income from sources like wages, investments or self-employment Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors The completion of documentation that calculates earned income and the taxes to be paid, also called a tax return Declaration of income made to tax authorities Implementation of various strategies to manage tax obligations via planning and maintaining compliance Set up connections to third-party platforms to improve business processes Track movement of transactions across accounts Goods and services tax Streamlining repetitive tasks and activities through automated and predefined workflows Get Advice We can help you find the software with the features you need. Features 4.2 (75) 4.2 Based on 75 reviews ## Pricing Value for money 4.0 (69) Basic $5,000 Value for money 4.0 (69) 4.0 Based on 69 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (72) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (72) 4.0 Based on 72 reviews ## User reviews Overall rating 4.3 Based on 75 reviews Filter by rating 5(34) 4(28) 3(13) 2(0) 1(0) Mentioned topic Sorted by most recent VC Vishal C. Internal Consultant Leisure, Travel & Tourism ### "Vertex - The Evergreen Tool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 23, 2026 It is good and the user experience is getting better day by day. Not felt bored even after so many years of use. It is maintaining the level from years. Pros Now more tax areas and jurisdictions have been included under vertex. Now we also got the copilot option in vertex integrated itself so that AI can help in various ways. A quality value addition to vertex I would say. Cons Cache memory is now being stored for a longer period of time which results in a similar result even for different location id. It's not a big cons. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. VK Val K. Tax Manager Retail ### "Vertex tax " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 15, 2025 great products, calculate taxes same time Pros we using as tax engin for tax calculations, generating tax reports Cons mapping to SAP and products category is limited Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SC Sumana C. Internal Consultant Leisure, Travel & Tourism ### "Vertex: A great tool to calculate cross border tax " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 30, 2024 It's a great experience to use Vertex as a tax calculation tool. It's customer support is also very efficient and dedicated. Pros It's a very useful tax calculation tool useful for multiple countries like US, CA etc. with great customer support. Cons 1\. L1 support response quality should be little better. 2. Response time should be little lesser than what it is currently. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AD Ayan D. Internal Consultant Leisure, Travel & Tourism ### "vertex a perfect tax calculation engine" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 23, 2024 perfect product , accurate tax calculation Pros sales and procurement tax calculation, accurate tax measurement Cons customer response should be quicker , reporting can be enhanced Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AF Amy F. Tax Manager Retail ### "Acceptable" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 December 30, 2023 Pros The tax engine is mostly accurate and Vertex is responsive in resolving issues Cons The interface is not intuitive or user friendly. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JA Julia A. Tax Manager Food & Beverages ### "Vertex - Strong Tax Engine" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 December 5, 2023 Pros Vertex's interface is very easy to use and follow. It is also very easy to edit user specific custom content. Cons Food and beverage content is not the strongest. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GO Gideon O. Sales Tax Analyst Furniture ### "Vertex review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 4/10 December 5, 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FM Faisal M. Senior Finance Manager Information Technology and Services ### "Vertex Review " 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 October 5, 2023 Pros Features are too good and easy to used.. Cons Tax calculation can improve more into the vertex Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BJ Baljit J. Tax Manager Wholesale ### "O Series review" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 July 31, 2023 Pros The tax rate calculations, able to test transactions. Cons The import/export reports are not friendly. Setting up rules not easy. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TD Tara D. Senior Accountant Retail ### "Great product overall. " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 June 5, 2023 Overall, it's a great product. Pros 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. Cons 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](https://www.capterra.com/p/75673/AvaTax/) Avalara cancelled our contract with them. Alternatives considered [Sovos](https://www.capterra.com/p/163421/Sovos-Sales-Tax/) [TaxJar](https://www.capterra.com/p/163419/TaxJar/) Reasons for choosing Vertex Vertex was compatible with our B2B website--which was required. The other two couldn't do this for us. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/160387/Vertex-SMB/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [QuickBooks Online vs Vertex](https://www.capterra.com/compare/160387-190778/Vertex-SMB-vs-QuickBooks-Online)[Avalara vs Vertex](https://www.capterra.com/compare/75673-160387/AvaTax-vs-Vertex-SMB) [TaxJar vs Vertex](https://www.capterra.com/compare/160387-163419/Vertex-SMB-vs-TaxJar)[ONESOURCE Indirect Tax vs Vertex](https://www.capterra.com/compare/160387-161100/Vertex-SMB-vs-ONESOURCE-Indirect-Tax)