--- title: "Vertex Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Vertex the right Payroll solution for you? Explore 75 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/160387/Vertex-SMB/reviews/" page_type: "reviews" language: "en" --- Vertex 4.3 (75) [View alternatives](https://www.capterra.com/p/160387/Vertex-SMB/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 16th, 2026 # Reviews of Vertex Ease of use 4.0 Customer Service 4.0 ## Pros and Cons in Reviews AF Amy F Tax ManagerRetail, 10,001+ employeesUsed the software for: More than 2 years. “The tax engine is mostly accurate and Vertex is responsive in resolving issues“ December 30, 2023 AF Amy F Tax ManagerRetail, 10,001+ employeesUsed the software for: More than 2 years. “The interface is not intuitive or user friendly.“ December 30, 2023 VC Vishal C Internal ConsultantLeisure, Travel & Tourism, 11 - 50 employeesUsed the software for: More than 2 years. “The tax calculation is very accurate and can be used by a beginner too.“ March 23, 2026 JA Julia A Tax ManagerFood & Beverages, 10,001+ employeesUsed the software for: More than 2 years. “Vertex's interface is very easy to use and follow.“ December 5, 2023 AD Ayan D Internal ConsultantLeisure, Travel & Tourism, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “perfect product , accurate tax calculation“ August 23, 2024 ## Showing most helpful reviews Showing 1-25 of 75 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rosalie Y. F. Supervisor - ProdOps Computer Software Used the software for: 2+ years ### "Vertex O Series new version" August 22, 2018 5.0 Overall, it is better than the previous version and hopefully the customer support will be able to help incase something crash. Pros interfaces, color and new style. very modern. Cons font and maybe it would be better if you have some sort of guide for new users on how to navigate it. Review Source VK Val K. Tax Manager Retail Used the software for: 2+ years ### "Vertex tax " January 15, 2025 5.0 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 ZP Zoilo P. Sr Staff Accountant Events Services Used the software for: 2+ years ### "Vertex Tax Engine Review" August 22, 2018 3.0 The Vertex program is sophisticated enough to eliminate a great deal of worry in tax application and keeping up with rate changes. Overall the software is extremely useful for a large corporation such the company I work for, however there are some nuanced tax applications that could be addressed. Pros The ability to make specific tax rules that apply to my company's specific industry or transactional situation. Also the ability to not have to worry about tax application in state's with a stratified tax rate being incorrect because of the automation of the Vertex tax engine. Cons The fact that the tax categories are not as nuanced as they could be, with options for different transactional scenarios that may affect taxability. Also the fact that one or two types is missing, such as the Service Contractor tax in New Orleans, Louisiana. Review Source SC Sumana C. Internal Consultant Leisure, Travel & Tourism Used the software for: 1-2 years ### "Vertex: A great tool to calculate cross border tax " August 30, 2024 5.0 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 JA Julia A. Tax Manager Food & Beverages Used the software for: 2+ years ### "Vertex - Strong Tax Engine" December 5, 2023 4.0 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 AD Ayan D. Internal Consultant Leisure, Travel & Tourism Used the software for: 1-2 years ### "vertex a perfect tax calculation engine" August 23, 2024 5.0 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 JD Joanne D. Sales Tax Specialist Wholesale Used the software for: 2+ years ### "We use this for research along with reporting, billing and exemption maintenance." March 1, 2018 4.0 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. Review Source VR Verified Reviewer Accounting Associate Telecommunications Used the software for: 2+ years ### "Great Customer Support" January 25, 2018 5.0 The automatic feed, calculation and development of our returns is key. This saves me a lot of time. 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, Review Source VR Verified Reviewer IT Manager - Americas Enterprise Information Systems Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Pleased overall with Vertex O Series for sales tax processing" March 1, 2018 3.0 More accurate and detailed sales tax processing and reporting. Pros From the IT perspective: Long history of integration between Vertex and J.D. Edwards EnterpriseOne. Despite requiring some item data and order line type setup (including business process changes), we were able to implement in nine months (following system selection effort). From the business perspective: Having up-to-date and more detailed tax rates being calculated provides a much higher degree of confidence in reporting. Cons Setup of the integration with the O Series product required more custom code (UBE) development than expected. The Address Book cleanse process and outside web service (WIO) connections both presented challenges early on in the Project. Additionally, the logic to exclude transactions by listed Order Types required more customization than expected for a product generally understood to be off-the-shelf and having a long history with J.D. Edwards EnterpriseOne. Review Source VR Verified Reviewer Tax Accountant Retail Used the software for: 2+ years ### "Regular User" August 22, 2018 4.0 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. Review Source JT June T. Sales Tax Analyst Wholesale Used the software for: 2+ years ### "Always good response from " February 28, 2018 5.0 It makes my job much easier as I know I can rely on the best calculations out there. I don't have to worry about whether the rates are current. Pros The accuracy of the calculations makes this a terrific tool, especially when preparing for audits. The states are hungry for funds and Vertex helps me send them away with little to no money. Cons Not being able to use the tab key thru each field makes the program more difficult to use. Also it would help if I was able to add the tax certs when I add the customer. Review Source VA Venkat A. Senior Application Analyst Food & Beverages Used the software for: 2+ years ### "Vertex O Series" August 22, 2018 4.0 Pros I like about the updates that go in to every patch monthly which we least bother about the Tax changes across global. We operate globally and this is the best I feel about. Cons It is difficult to use and the main is search does not work as intended and backspace. There are some forms where these two mentioned don't work and highly difficult in terms of usage. Thanks, venkat Review Source gS graham S. mgr Security and Investigations Used the software for: 2+ years ### "Generally excellent" February 28, 2018 5.0 Monthly accrual and tax returns Pros adaptability, web service ease of use is a great time saver for one off transaction input and testing. Cons Data update process - significant work needs be done to speed the updates re sql server. the approach used seems inefficient. Error logging levels re address cleansing failures are cryptic at best. Review Source RL Roger L. Sales & Use Tax Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Vertex Review" August 22, 2018 4.0 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. Review Source DK Doug K. Sr. Business System Analyst Human Resources Used the software for: 1-2 years ### "Vertex has been great to work with, especially the customer support group. " January 25, 2018 4.0 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. Review Source KP Karen P. Tax Manager Construction Used the software for: 2+ years ### "Upgrade from 6.0 to 8.0" September 4, 2018 5.0 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. Review Source SR Samantha R. International Staff Accountant Consumer Goods Used the software for: 2+ years ### "Vertex Rocks" August 22, 2018 4.0 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 Review Source AKM Azra Khairis M. SAP BASIS Infrastructuce Specialist Mining & Metals Used the software for: 1-2 years ### "Vertex O v8 better than STQ v4" August 27, 2018 4.0 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? Review Source VR Verified Reviewer Software Engineer Retail Used the software for: Less than 6 months ### "Vertex O Series Review" October 30, 2019 5.0 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. Review Source MW Michael W. Consultant Accounting Used the software for: 6-12 months ### "Vertex was implemented over the course of the last few months, with the scope being US-centric." January 26, 2018 5.0 Vertex Cloud granted the ability to automate the tax function with a graphic user interface that is both comprehensive and easy to learn. 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. Review Source ES Eric S. Oracle Applications Specialist Computer Games Used the software for: 6-12 months ### "A short learning curve, but once we've mastered the system, it's been a major time saver for our org" February 28, 2018 4.0 Major time saver for our organization and not having to put in a major effort with our resources internally to determine tax rates in jurisdictions that we do business in ourselves. Pros Ability to store exempt certificates electronically in their system without needing paper copies trail and filing in our organization. Cons Does not work well with Firefox which is a browser our organization uses often, will often get glitchy or stop working entirely. Review Source PS Paul S. Tax Clerk Retail Used the software for: 1-2 years ### "Vertex shines in the Reports" November 20, 2018 5.0 Easy of filing is a plus. Setting up custom tax categories has helped Pros 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 Cons 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. Review Source VR Vaughn R. finance Retail Used the software for: 1-2 years ### "Audit Data Integrity" August 22, 2018 5.0 Pros I recently went through two state tax audits with the period audited included data from Vertex and transaction tax data from our historical systems..the variance for a quarter for a significant sales volume between the vertex data and the auditor's evaluation was amazing. Cons Honestly nothing but I've never interacted with Vertex customer service as we have a dedicated financial tech team. Review Source JY Janet Y. Accounting Receivable Used the software for: Less than 6 months ### "Wonderful customer support for helping me to get through how to use this software." January 26, 2018 4.0 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. Review Source RS Rebecca S. Sr Tax Technology Analyst Financial Services Used the software for: 2+ years ### "Reliable Tax Solution with Strong Regulatory Support" July 28, 2026 5.0 Vertex stays on top of changing tax laws and regulations, continually updating the system to adapt to new requirements. This helps ensure compliance and reduces the effort needed to manage regulatory changes. Pros Vertex offers a reliable tax engine with strong ERP integration and automation capabilities that help improve accuracy and reduce manual effort. Cons The support team can be slow to resolve tickets, particularly when issues require multiple follow-ups or escalation. Resolution times could be improved to provide a better overall customer experience. 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