# 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

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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/)

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Last updated March 13th, 2026

# Page 2 - Reviews of Vertex

## Showing most helpful reviews

Showing 26-50 of 75 Reviews

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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.

Review Source

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