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

48 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 Tax Engine Review

Aug 22, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: 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.

O Series has enabled us to expand into additional states with ease

Aug 23, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Vertex O series

Aug 22, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: I am supporting vertex O series from last 2.5 years and i feel its very easy to use.

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 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.

O-Series - great for multi-state nexus retailers

Aug 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

O Series not for all customers

Aug 22, 2018
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money

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.

Overall: 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.

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

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.

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
Likely
Extremely
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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

No title

Aug 22, 2018
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money

Pros: The number of countries supported by the software.

Cons: Support case response time is very horrible. Typically, it takes 3 weeks of ping support to get any sort of real answers. API response times not the best.

Overall: Vertex is not tuned for either database platform that is supported. This causes delay in real performance in the tool. Major cases we have had to escalate to senior management to get any sort of response and then development comes back and states well that is the way it is and we can't help you.

Vertex O Series

Aug 22, 2018
4/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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

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.

Vertex Review

Aug 22, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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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.

Overall: We use Vertex for sales, use and returns processing. All three have performed very well.

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

Vertex

Aug 22, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Straight forward dropdowns. Easy to find customers

Cons: Would like to be able to drill down more

Overall: 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.

Capterra loader

Great!

Aug 23, 2018
5/5
Overall

5 / 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: 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.

Overall: Customer services is good.

Upgrade from 6.0 to 8.0

Sep 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

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.

Tax Acct.

Aug 22, 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: Tool calculation and tax rate, Great customer support and friendly user product

Cons: Vertex return Michigan sales discount amount was not calculated to the State amount discount.

Vertex Rocks

Aug 22, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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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

Overall: Overall, it has been easy to use, and quick to learn!

Tax Product for the future

Aug 22, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: Good

Vertex O Series

Aug 22, 2018
5/5
Overall

5 / 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: Easy to use and easy to configure and good customer service.

Cons: Transnational report runs slow and that is time consuming

Overall: very good

Vertex O v8 better than STQ v4

Aug 26, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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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?

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

Capterra loader

Vertex O series

Aug 22, 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: 9.0/10 Not
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Pros: Tax calculations are so accurate item level.

Cons: Version updates is a bit complex process.

Overall: Great.

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.

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.

Regular User

Aug 22, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: Customer Service is always a plus!

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.

Capterra loader

Customer Support

Aug 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: When I have a problem and have to call Vertex whoever I get on the phone will get me an answer to my question. If they don't know the answer they will find out before they close the ticket.

Cons: I used Q series before this. So far I have not used the O series enough to have any issues.

Overall: Not much experience so far. It is very much like the Q series so I am happy about that.

Excellent Sales Tax software

Aug 22, 2018
5/5
Overall

3 / 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: 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.

Overall: 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.

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

Vertex O Series is a useful tool in business

Sep 26, 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: Very user friendly, easy to find states and do setups and run returns

Cons: Sometimes there are inconsistencies with updates not being done or math calculations slightly off, rounding issues and discounts not calculated.

Overall: Mostly it has been favorable and new improvements are being made.

Capterra loader

Vertex O Series new version

Aug 22, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: Overall, it is better than the previous version and hopefully the customer support will be able to help incase something crash.

Audit Data Integrity

Aug 22, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Vertex 0 is new and simple

Aug 22, 2018
3/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: reporting is awesome and I ilke the note tab too

Cons: testing should be more good .

Customer support should be more proactive

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

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.