# Page 2 | Vertex Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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: https://www.capterra.com/p/160387/Vertex-SMB/reviews --- 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 March 13th, 2026 # Page 2 - Reviews of Vertex ## Showing most helpful reviews Showing 26-50 of 75 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 VC Vishal C. Internal Consultant Leisure, Travel & Tourism Used the software for: 2+ years ### "Vertex - The Evergreen Tool" March 23, 2026 5.0 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 TD Tara D. Senior Accountant Retail Used the software for: 1-2 years ### "Great product overall. " June 5, 2023 4.0 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. Alternatives considered [Sovos](https://www.capterra.com/p/163421/Sovos-Sales-Tax/)[TaxJar](https://www.capterra.com/p/163419/TaxJar/) Reason for choosing Vertex Vertex was compatible with our B2B website--which was required. The other two couldn't do this for us. Switched from [Avalara](https://www.capterra.com/p/75673/AvaTax/) Avalara cancelled our contract with them. Review Source Gabriel D. Finance Consumer Goods Used the software for: 2+ years ### "Streamlining tax management " December 26, 2018 5.0 Vertex does it's job and does it well. It has really helped streamline tax calculations for our accounts and creating tax rules is a breeze. I have not had experience in dealing with Vertex customer service. The software communicates almost instantaneously with our ERP which allows order processing to flow without delay. Pros Vertex does a great job of calculating tax rates for my company's account and implementing tax rules. We are sitting on 100,000+ accounts in our system. Vertex calculates tax rates based on jurisdiction for each one. It means allowing your ERP system to communicate with Vertex, and vice versa. In order to calculate special rates, such as a reduced California rate, you need to enter a tax rule to deduct the specific rate. Each account receives its own rule. Cons The UI is quite dated in my opinion. It's a straight forward software, meant for business applications. There are other software that present a much more modern look. The dated UI doesn't affect performance though. It would be nice if there was an option to store tax certs in the database as well, like Avalara CertCapture. Review Source Christopher D. Owner/Senior Technician Information Technology and Services Used the software for: 2+ years ### "Best software for sales tax and maangement without the overhead" April 1, 2019 5.0 We were able to get rid of our expensive hosted server solution and the maintenance that came with it. Being able to access Vertex data from anywhere in the world made our team more productive across the board. Pros The best part of the cloud was not having to have a dedicated remote server for all our software. The old Vertex ran but required constant maintenance, monthly updates, SQL knowledge. With the cloud, no longer do you worry about down times, corrupted databases and the like. The Vertex team is very helpful from the moment you buy the software. Our support rep spent hours with us configuring everyhting out of the box to our exact specifications Cons The cost of the software is pretty immense since you're pretty much renting a server Hold times can be a bit long in the customer support queue SaaS so once you stop paying, you lose access the software and any data if not backed up. Review Source FM Faisal M. Senior Finance Manager Information Technology and Services Used the software for: 2+ years ### "Vertex Review " October 5, 2023 3.0 Pros Features are too good and easy to used.. Cons Tax calculation can improve more into the vertex 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 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 Mike B. IT Manager - Manufacturing Operations Construction Used the software for: 1-2 years ### "Great tool, but internally we needed MUCH better requirements gathering in hindsight." March 1, 2018 4.0 From an IT perspective, none honestly. It is a maintenance and support nightmare. However, in all fairness to Vertex, I feel this can be mostly if not completely attributed to our internal lack of sufficient requirements gathering before implementation. Pros The potential tax savings and benefits it can uncover. As well as the gaps it has helped identify in some of our processes. Cons The cumbersome cloning and configurations requirements have proved to be especially difficult or time consuming throughout the process. Review Source aC annelies C. Global IT manager Finance Business Systems Mechanical or Industrial Engineering Used the software for: 2+ years ### "Great product, no issues with incorrect rates. However, continued issues with invalid TAID " March 1, 2018 4.0 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. Review Source Rebecca S. Sales Tax Supervisor Retail Used the software for: 2+ years ### "Great!" August 23, 2018 5.0 Customer services is good. Pros Reliability of the software, I can count on the fact that its right. Cons Trying to find things but luckily I can call and they will either send it to me or point me in the direction. Review Source RJ Raynetta J. Asst Contoller Automotive Used the software for: 2+ years ### "O Series has enabled us to expand into additional states with ease" August 23, 2018 4.0 Before Vertex O Series, our sales tax filing process was mostly manual, gathering data and using spreadsheets to create the returns. We have tripled our tax filing jurisdictions since going on O Series and would not have been able to keep up with our growing business without Vertex. The technical support team has helped us when setting up unusual tax rules that do not come standard with the software. Pros O Series makes it easy to add new states to the system for collecting sales tax. Most tasks are performed on user-friendly screens and a transaction tester is provided to test updates made to O Series. Cons Not all of the charges we bill our customers have tax rules set up in O Series so we have to create our own rules for mapping and update the rules as tax laws change. Review Source sK shambhu K. oracle Apps DBA Financial Services Used the software for: 2+ years ### "Vertex O series" August 22, 2018 4.0 I am supporting vertex O series from last 2.5 years and i feel its very easy to use. Pros We are using Vertex O series 6.0 & 7.0 version and its simply to use and all the materials are self explanatory. Monthly updates are on time and easy to upload them to application. Haven't see any bug with these updates. All the updates are very well tested, so we don;'t see much issues while supporting this application. UI is getting better and better. Cons I pretty much liked the software, I didnt find any cons, let you know if i find any. Customer support is not proactive and they are not responding on time for SEV 1 issues, Customer care response time should be looked upon. Review Source AN Amy N. Tax Manager Retail Used the software for: 2+ years ### "O-Series - great for multi-state nexus retailers" August 22, 2018 5.0 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. Review Source cW chuck W. transaction tax manager Used the software for: 1-2 years ### "We've had to customize the program greatly to accommodate our business. " February 28, 2018 3.0 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. Review Source Response from Vertex June 11, 2018 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 GG Greg G. Systems Analyst Used the software for: 2+ years ### "Vertex O Series is an easy to use, simple to maintain system for tax determination & calculation" March 1, 2018 5.0 Pros The system is extremely flexible when it comes to setting up drivers to determine tax ability. A tool is provided to test your calculations without having to post a transaction through your main transactional system. Keeping the system up to date with the latest tax matrices is as easy as it is to upload a picture to social media. Cons The only minus is that the master data in our ERP system sometimes has to be updated for new tax jurisdictions. We need to look into a background job that touches this master data after Vertex is updated. Review Source Suma N. SAP Analyst Apparel & Fashion Used the software for: 1-2 years ### "Vertex O series" August 22, 2018 4.0 Great. Pros Tax calculations are so accurate item level. Cons Version updates is a bit complex process. Review Source BJ Baljit J. Tax Manager Wholesale Used the software for: 2+ years ### "O Series review" July 31, 2023 5.0 Pros The tax rate calculations, able to test transactions. Cons The import/export reports are not friendly. Setting up rules not easy. Review Source NF Nestor F. CNC Technical Analyst Consumer Goods Used the software for: 1-2 years ### "O Series not for all customers" August 22, 2018 3.0 Not easy to setup on some customers. Would not recommend this for any customer that needs 24/7 operations. Single point of failure. If any part of the connection to Vertex is down the ERP system is unable to complete jobs. There should be some way to cache existing Tax information locally and sync to the live data. This way there is no way a connection can cause down time. Pros The only thing that was good about O series is no manual update required. Cons Single point of failure. If any part of the connection to Vertex is down the ERP system is unable to complete jobs. There should be some way to cache existing Tax information locally and sync to the live data. This way there is no way a connection can cause down time. Review Source JR Jamie R. Tax Coordinator Machinery Used the software for: 2+ years ### "Biggest issue is not knowing/having access to user exits when looking up issues" March 4, 2018 3.0 ease for filing tax returns, accuracy in applying tax rates Pros I like the ease of using the transaction tester (as long as you remember all the flex field needs). The rate lookups and exemption certificate handlings are very easy to use. Cons What I like least is trying to identify tax mappings (currently 6.0), but I see 8.0 will be easier? I do not like that it sometimes has a short span before timing out. We are usually in it all day, but not continuously, so we get timed-out a lot. 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 GM Gerald M. Manager-Sales/Use Tax Building Materials Used the software for: 2+ years ### "Use almost daily to check exemption certificate status and/or pull data extracts" February 28, 2018 4.0 ease of obtaining data, simplicity of inputting exemption certificates, use of plain addresses to obtain jurisdiction and tax information, ability to test transactions to determine if tax is charged correctly Pros easy to get tax jurisdiction information, tax rates, validate exemption certificates, data retrieval, set up taxability mapping Cons creating rules; obtaining data extracts without getting extraneous data, setting up customized taxability categories; reviewing tax mapping to categories and products 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 GO Gideon O. Sales Tax Analyst Furniture Used the software for: 6-12 months ### "Vertex review" December 5, 2023 4.0 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 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. 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