# Page 3 | Vertex Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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)

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Last updated March 13th, 2026

# Page 3 - Reviews of Vertex

## Showing most helpful reviews

Showing 51-75 of 75 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

BL

Brian L.  
VP, IT  
  
Used the software for: 2+ years

### "We have used Vertex for over a decade. Very solid product and great support - in the unlikely event"

March 2, 2018

5.0

Big gains in the efficiency of managing sales tax - from the calculation on the order to the filing of returns. We were able to reduce the time required from technical team in supporting since most admin can be handles by the functional group.

Pros

The application administration is built for the functional users - very little support required from a technical standpoint.

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

AB

Angie B.  
ERP Coordinator  
  
Used the software for: 2+ years

### "We use vertex with our ERP system for the tax table updates. "

April 9, 2018

5.0

Pros

Vertex stays up to date with the code from our ERP system. It is a rarity that the tax table and our code for ERP system is not in sync and issues need to be filed.

Cons

Not much I don't like about vertex. The customer support is great and knowledgeable about the software.

Review Source

TV

Toni V.  
Tax Accountant  
Semiconductors  
Used the software for: 2+ years

### "Good product"

September 28, 2021

5.0

Overall I do like the product. It has so many great features that make filing returns easier. I can mostly rely on what is on the return I print out from Vertex.

Pros

I have used Vertex for 10+ years. Whenever I have an issue all I have to do is call and customer service is always there to help fix my issue. The representatives are always kind and helpful. They follow through to make sure I am happy with the product and my issues are resolved.

Cons

Sometimes the critical changes come out after I finish filing my returns resulting in a possible problem with the return. Not so happy when that happens.

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

TP

Traci P.  
sr tax analyst  
Accounting  
Used the software for: 2+ years

### "Vertex"

August 22, 2018

3.0

I find that every report I pull is a preprepared report. I would like the flexibility toi run custom reports utilizing all info in the data base.

Pros

Straight forward dropdowns. Easy to find customers

Cons

Would like to be able to drill down more

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

CM

Corey M.  
Tax Director  
  
Used the software for: 2+ years

### "I am pleased with the software's capabilities. It automates many manual processes."

February 28, 2018

5.0

Pros

I like the ability to run reports and see all of my data so I can manage it myself, in addition to taking advantage of the reporting functionality. I also like the transaction tester which provides instant sales tax quotes. The customer service people are also exceptionally friendly and the Exchange provides a great opportunity to network with them and fellow colleagues.

Cons

I think that the software could be a little easier to use and some of the tax rules, tax assist rules, and logic behind tax decisions could be made easier.

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

SS

Subhankar S.  
Senior Consultant  
Information Technology and Services  
Used the software for: 2+ years

### "Tax Product for the future"

August 22, 2018

4.0

Good

Pros

The compact structure.It should become the go to for all customers.

Cons

The complex design.Not as user friendly as the Vertex Cloud version.

Review Source

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

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

MR

Misty R.  
SEC Reporting Manager  
Biotechnology  
Used the software for: 2+ years

### "Works as promised"

January 26, 2018

4.0

Inexpensive and creates returns as required.

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.

Review Source

JT

Jim T.  
Sr Manager, Application Support  
  
Used the software for: 2+ years

### "Once configured, software is stable and easy to maintain."

March 2, 2018

4.0

Pros

Tax errors are greatly reduced. Monthly updates are timely and easy to apply.

Cons

Dealing with Vertex Support. Sometimes it can take forever to get a response. Support team has two separate groups, one for O series itself and one for the 'connector'. Connector team also acts as Consultants, so it seems consulting gigs get priority over support needs.

Review Source

Response from Vertex

June 1, 2018

Thank you for your feedback. Most customers give us positive feedback on our support, but we are always striving to improve. We have recently made changes to enhance our ability to support our clients, including launching a new customer support portal, internal process changes, and support rep training.

KD

KIM D.  
STAFF ACCOUNTANT  
  
Used the software for: 2+ years

### "Vertex has taken the burden of keeping up with tax law and tax rate changes off my shoulders."

February 28, 2018

5.0

Pros

It is very flexible and I can generate many different types of reports with it. It keeps up with all of the law and rate changes so I don't have to, yet still offers me the ability to make changes to the rules if necessary. It keeps track of all the exemption certificates we receive. It is reliable, I haven't had many issues in the last 7 years of using it.

Cons

The reports do have a limit to their use. I often have to use multiple reports to get all the numbers I need, instead of being able to access them in one report.

Review Source

pB

preston B.  
Sales Tax Accountant  
Retail  
Used the software for: Less than 6 months

### "Vertex Cloud Review"

August 9, 2018

5.0

Very user friendly. Nice to have a software that can tax in different states as every state tax rate is different.

Pros

Fairly easy to use Nice to generate reports for specific states User Friendly Has all the taxing jurisdictions in each state outlined

Cons

How long it takes to generate a simple transaction report for a state sometimes I would not trust Vertex submitting an actual tax return. The numbers never match up from what generated report says to what the numbers on the state sales tax return.

Review Source

SM

Steve M.  
Controller  
E-Learning  
Used the software for: 1-2 years

### "Poor service"

December 19, 2018

3.0

Customer service is poor.

Pros

The software is all online which makes use easy.

Cons

Customer service is all by e-mail and it's poor.

Review Source

Response from Vertex

December 20, 2018

Hi Steve, My name is Jen Armstrong, Marketing Specialist at Vertex. I am sorry to hear that your experience with our customer support team has not been the best. We at Vertex are dedicated to our customer¿s success. I would like to further investigate why you rated Vertex customer service as poor. Our Customer Success Manager, Jenna Stroup has been made aware of your feedback and will share your responses with our Support Team. We would like to set up a phone call to better understand your needs. Please email your contact info to Jenna at jenna.stroup@vertexinc.com so she can coordinate with you. Thank you, Jen Armstrong Vertex Inc.

KCC

Ko Chia C.  
Senior Finanacial Analyst Accountant  
Computer Hardware  
Used the software for: I used a free trial

### "Easy to use"

June 5, 2023

4.0

Pros

We're using Vertex for Financial planning and tax management.

Cons

Not really anything that we don't like Vertex.

Review Source

JD

Julie D.  
VP Admin & IT  
Wholesale  
Used the software for: 1-2 years

### "Excellent Sales Tax software"

August 22, 2018

5.0

With all the laws changing with ecommerce, we realized we had to begin collecting sales tax in many states. Vertex has made this task much easier ... instead of hiring employees to continually calculate and analyze tax data for state reporting we rely on Vertex to help us calculate what we need.

Pros

We collect sales tax from 34 different states and would have to hire a team of employees to do what Vertex does for us.

Cons

The software is a little difficult to understand at first, but with each issue I learn more about the capabilities and how to handle situations within the software.

Review Source

MS

Mathew S.  
Tax Supervisor  
Construction  
Used the software for: 2+ years

### "User friendly and saves company resources"

February 28, 2018

5.0

accuracy of sales tax reporting and sales by state analyis

Pros

ease of use, response time to update tax rates, accuracy of reporting, ability to process a lot of data relatively quickly

Cons

I wish the website was built more like pivot table formats. The filters are more of a scrolling list instead of a grab and drop function.

Review Source

JS

Jason S.  
IT Director  
  
Used the software for: 2+ years

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

January 25, 2018

5.0

Easy to use, and obtain sales tax rate files.

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.

Review Source

sM

seema M.  
Project manager  
Automotive  
Used the software for: Less than 6 months

### "Vertex 0 is new and simple "

August 22, 2018

3.0

it is good and we have TAm who is really responsible and active in the tickets we raise

Pros

reporting is awesome and I ilke the note tab too

Cons

testing should be more good . Customer support should be more proactive

Review Source

SD

Susan D.  
SR Tax Acct  
Medical Devices  
Used the software for: 2+ years

### "Vertex O Series"

November 20, 2018

4.0

Pros

User Friendly and Reliable. Works well for most filing jobs.

Cons

Small errors in rates and factoring in calculations

Review Source

RW

Rick W.  
IT  
Plastics  
Used the software for: Less than 6 months

### "Good product"

August 9, 2018

4.0

The portal works fine but lack of phone representatives leave a feeling of isolation when experiencing an issue.

Pros

Cloud portal is easy to navigate and clear to understand.

Cons

Nothing at this time, interface was easy to navigate.

Review Source

VP

Veronica P.  
Tax Clerk  
Consumer Goods  
Used the software for: Less than 6 months

### "It has been ok."

January 26, 2018

3.0

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

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.

Review Source

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