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Vertex

Vertex

Overview

What is Vertex?

Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e-commerce,…

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Learn from top reviewers

Would Recommend!

Rating: 9 out of 10
February 12, 2025
IncentivizedVetted ReviewVerified User
We utilize Vertex for all of our purchasing and sales transactions in the US and Canada.
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Verified user
Contributor
Vertex1 year of experience

Vertex

Rating: 10 out of 10
February 11, 2025
Vetted ReviewVerified User
Sales Transaction, Use Tax
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Verified user
Manager
Vertex5 years of experience

Current Satisfied Vertex O Series User

Rating: 10 out of 10
January 3, 2025
IncentivizedVetted ReviewVerified User
Vertex supports both our sales transactions and purchase transactions for U.S. sales and use tax.
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Verified user
Team Lead
Vertex4 years of experience

The Vertex Advantage: How this Indispensable Tool Transformed our Operations

Rating: 9 out of 10
December 31, 2024
IncentivizedVetted ReviewVerified User
We use Vertex Cloud for US sales tax transactions.
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Verified user
Director
Vertex35 years of experience

Vertex helping us streamline tax filings

Rating: 10 out of 10
July 18, 2024
IncentivizedVetted ReviewVerified User
We are using Vertex to house all our sales tax data and then file our monthly tax returns to the respective states and countries where we have nexus. Vertex helps us handles U...
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Jillian Jerndt, CPA
Manager - Finance and Accounting
Controller
Swag Golf
Vertex1 year of experience
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How Vertex Differs From Its Competitors

Key Differentiators

Tax content support Ease-of-Use Scalability Tax accuracy Reporting
We were looking for tax software that would be easy to maintain, provide accurate compliance, and had regular updates for new rates and laws. We wanted a tax software that was flexible and allowed for some of our more nuanced tax …
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Key Differentiators

Tax content support Ease-of-Use Scalability Tax accuracy Reporting
Having the tax content support correctly and accurately was a plus. Knowing the data to prepare compliance was accurate.
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Vertex O Series Impact

The best way to measure the success of the O series is by audits. The past few audits we have had our tax exposure has significantly decrease. The ability to provide auditors with reports and documents during an audit has improved, we no longer need to reply on our ERP system to provide the …
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Vertex O Series Impact

It has simplified the calculation and accrual process which was done manually prior to the Vertex go-live. It has also streamlined the reporting functionality which prior to go-live was not centralized. Tax returns have been easier to work on based on the improved reporting, allowing for the …
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Vertex O Series Impact

We still manually prepare returns but the reporting functionality is much, much better than it was under our old legacy system. Vertex does provide the option to automatically generate returns but we still have to make manual adjustments to the data before preparing returns so we don't feel …

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Vertex O Series Impact

While the complete impact of Vertex O Series is still in progress, it has helped streamline the process of excluding sales and use tax charges against tax exempt customers. Our primary sales and use tax analyst is also looking forward to the capabilities to send automatic tax exemption certificate …
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Vertex O Series Impact

So now with the Wayfair decision, we have reviewed the many states we need to register in. It will be a simile flipping the switch for the taxing to begin. Yes I need to be considerate with my work to ensure I turn the clock back to the appropriate date to ensure we capture our backlog. The more …
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Vertex O Series Impact

Our in-house ERP was previously calculating sales tax, and its tax answers were probably right around 80% of the time, while Vertex O should be in the 95-98% range. In addition, our in-house ERP required manual updates to tax content in each of its 70+ servers. As a result, tax content was rarely …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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Vertex

Vertex

N/A
Unavailable

What is Vertex?

Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.vertexinc.com/solutions

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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92 people also want pricing

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What is TaxJar?

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Tipalti

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What is Tipalti?

Tipalti automates critical financial processes to drive efficiency, including accounts payable, mass payments, procurement, and expenses, all on one global finance automation platform that grows with the organization, automating, de-risking and simplifying finance.

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Features

Type of tax

A list of the different types of taxes that can be filed using tax compliance software.

8.7
Avg 7.9

Tax Reporting & Compliance

Activities relating to tax filing, reporting, document management, and exemption certificate processing.

8.1
Avg 7.8
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Product Details

What is Vertex?

Vertex combines tax research with technology to improve tax accuracy and consistency on sales and purchase transactions. The automation aims to support high volume and complex transactions at speed and scale to streamline internal processes and improve audit performance. Integrations to ERP, e-commerce, procurement, and other billing systems enables a single tax engine to seamlessly support a growing business. In addition to tax determination, Vertex provides tools and services to automate and streamline exemption certificate management and compliance filings.

Vertex Features

Type of tax Features

  • Supported: Sales and Use Taxes
  • Supported: Cross-border Taxes
  • Supported: VAT / GST Taxes

Tax Reporting & Compliance Features

  • Supported: Geolocation for Tax Assessment
  • Supported: 3rd-Party Software Integrations
  • Supported: Tax Data Reporting
  • Supported: Compliance Administration Management
  • Supported: Tax Exemption Processing
  • Supported: Tax Document Management
  • Supported: Complex Tax Scenario Management

Vertex Screenshots

Screenshot of Vertex dashboard

Vertex Videos

Vertex Integrations

Vertex Competitors

Vertex Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux
Mobile ApplicationNo
Supported CountriesNorth America, EMEA, Central/South America, Asia Pacific
Supported LanguagesEnglish

Vertex Downloadables

Frequently Asked Questions

Avalara, TaxJar, and CCH Axcess are common alternatives for Vertex.

Reviewers rate Cross-border Taxes and Geolocation for Tax Assessment highest, with a score of 9.5.

The most common users of Vertex are from Enterprises (1,001+ employees).
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Comparisons

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Reviews From Top Reviewers

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(1-5 of 109)

Current Satisfied Vertex O Series User

Rating: 10 out of 10
Incentivized
January 03, 2025
Verified User
Team Lead in Corporate
Wholesale Company, 501-1000 employees
Vetted Review
Verified User
Vertex
4 years of experience
Alternatives Considered
In my opinion, there is no comparison of Vertex customer service oriented approach to clients vs. Avalara. I think Vertex by far outshines Avalara 10 to 1.
In my experience, communication with Vertex is much more streamlined and handled efficiently than with Avalara.
In my experience, the ability of seeing an actual return copy prior to return approval which Vertex provides in non-existent with Avalara.

Vertex Overview.

Rating: 7 out of 10
Incentivized
July 16, 2024
Verified User
Employee in Finance and Accounting
Biotechnology Company, 1001-5000 employees
Vetted Review
Verified User
Vertex
2 years of experience
Alternatives Considered
I haven't evaluated anything else or any other products like Vertex. I have only seen some of the Comparisons between Avalara and Vertex. I don't remember much in terms of differences.
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