Who Uses This Software?

All told, more than 10,000 customers around the world have relied on Vertex for unparalleled expertise in tax technology.


Average Ratings

24 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Demo
  • Deployment
    Installed - Mac
    Installed - Windows
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Vertex
  • www.vertexinc.com/
  • Founded 1978
  • United States

About Vertex O Series

Vertex Indirect Tax O Series combines industry leading tax research with the latest software technology providing your tax department with the tools necessary to deliver accuracy and consistency in every transaction. Only Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global tax solution. Choose Vertex Indirect Tax O Series to reduce your audit exposure and to bring more value to your company.


Vertex O Series Features

  • Approval Process Control
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • Scenario Planning
  • Tax Filing
  • Tax Forms
  • Workflow Management

Vertex O Series Reviews Recently Reviewed!


Very positive overall experience with Vertex for over 10 years

Feb 28, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The customer support and ease of use has been fantastic. I have had to call Vertex for support, for recommendations on doing things and for knowledge on the product. Every single person I have spoke to has been knowledgeable, friendly and quick in getting me answers. It is truly a pleasure to call support.
The system is fairly user friendly and even when I forget how to do something, it is like riding a bike, it just comes back to you naturally as you navigate through the menus. The system is set up so that you can do most things without looking through documentation. And the things I couldn't figure out? Vertex client support was right there to lend a hand when I needed it. We also did a migration from Vertex Q to Vertex O about a year and a half ago and the process was so easy. I wish all product upgrades/migrations were that simple. Very stress-free. So far, I've seen the same type of satisfaction from O that I saw with Q, which was a very positive experience.

Cons: There honestly is not much that I have found that I have not liked. There are sometimes outages, since we are using a cloud based product, and those do cause some orders to go through without the correct taxes being charged. If we could have less outages, or perhaps more notice when there is going to be an outage, then the product really would be perfection. It has gotten better since we first went live and they are less frequent and we do receive more notice when they know there is a repair/update needed. However, that being said, we have never had any issues when they have done upgrades, no problems noticed at all. Possibly, the outages could be more system update or hardware related.

We use this for research along with reporting, billing and exemption maintenance.

Mar 01, 2018
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Great product, no issues with incorrect rates. However, continued issues with invalid TAID

Mar 01, 2018
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: Correct sales and use tax calculation for US and Canada.

Vertex O Series is an easy to use, simple to maintain system for tax determination & calculation

Feb 28, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Always good response from

Feb 28, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Biggest issue is not knowing/having access to user exits when looking up issues

Mar 04, 2018
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: ease for filing tax returns, accuracy in applying tax rates

Use almost daily to check exemption certificate status and/or pull data extracts

Feb 28, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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

Overall: 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

Meet my expectation.

Mar 02, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Currently meeting our needs for our tax service but we are exploring adding other regions. I have nothing further to add other then my first statement.

Cons: This does not happen often but sometime trying to find the answer without having to contact Customer Support. I have nothing further to add other then my first statement.

Generally excellent

Feb 28, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: Monthly accrual and tax returns

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

Mar 02, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The application administration is built for the functional users - very little support required from a technical standpoint.

Overall: 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.

Capterra-loader

Great tool, but internally we needed MUCH better requirements gathering in hindsight.

Mar 01, 2018
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: 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.

Great Experience, highly recommended.

Feb 28, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

Pros: Vertex is always willing to help out, whether's it a simple question on software functionality or a more indepth question on TaxAreaIDs - they're always quick w/ a response.

Cons: Vertex could do a better job of communicating their road map for the On-Demand instance as well as the upgrade schedules.

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

Apr 09, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

Support has been great, no issues with functionality of the software

Mar 01, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Ease of use, functionality, ability to create reports. Ease of updating every month with the file that is sent out by Vertex.

Cons: No real issues, we have been running Vertex for many years without too many issues, all in all we have been happy with it.

Overall: ease of use, reporting

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

Feb 28, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

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.

We've had to customize the program greatly to accommodate our business.

Feb 28, 2018
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money

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.

Vendor Response

by Vertex on 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

Vertex O series is a great product with a lot of capabilities.

Feb 28, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the categories, taxability, rules, and transaction tester tool. I don't have to maintain it much. It is plus.

Cons: Sometimes, changes made in a new version offer good improvement, but at the same time, some nice features or functions in the old version go away and it leaves me the feelings that something is still missing from the software.

Overall: Rules and Taxability

We use the exemption certificate manager and I do not recall receiving any training

Feb 28, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: The exemption certificate manager is a handy tool and allows us to quickly retrieve certificates by state.

Cons: On Demand keeps having unanticipated breaks in service. I don't understand why a secure server keeps going down. It is a major customer red flag that the server is off line for unexplained reasons

Vendor Response

by Vertex on June 06, 2018

Roger, Thank you for your feedback. The Vertex O Series On-Demand notification service sends out a generic blast notification to all customers in case of any type of service event. These service events can range from a general slow down in application response times to a full blown application outage. Given the service¿s single dedicated instance per individual customer, even though you might receive an initial blast notification, the event may or may not be applicable to your particular instance. We do provide real time application status pages to customers at your request. If you are interested please contact your Vertex representative. Thank you, Jen Armstrong Marketing Specialist Vertex Inc.

Pleased overall with Vertex O Series for sales tax processing

Mar 01, 2018
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: More accurate and detailed sales tax processing and reporting.

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

Feb 28, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

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.

A short learning curve, but once we've mastered the system, it's been a major time saver for our org

Feb 28, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Once configured, software is stable and easy to maintain.

Mar 02, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
1 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Vendor Response

by Vertex on June 01, 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.

User friendly and saves company resources

Feb 28, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: accuracy of sales tax reporting and sales by state analyis

The software is clunky

Feb 28, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Pros: It's comprehensive and accurate in its calculation of sales taxes. It can also handle the large volume of transactions on our e-commerce site.

Cons: It's got an outdated user interface and it's fairly expensive. The implementation was fairly laborious.

Vendor Response

by Vertex on June 04, 2018

Hello, We apologize you feel that our software is clunky; however, with Vertex O Series version 9.0 in development, you will be seeing a brand new user interface. Jen Armstrong Marketing Specialist Vertex, Inc.