Vertex

Vertex

Serchen Index

92.00
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What is Vertex?

Vertex Inc. is a leading tax software and services provider that empowers global commerce. Vertex connects customers and partners across all industries to deliver the world’s most trusted tax solutions for businesses to grow with confidence. Vertex provides cloud-based and on-premise solutions that can be tailored to specific industries for every major line of indirect tax, including sales and consumer use, value added and payroll. Headquartered in Pennsylvania, and with offices worldwide, Vertex is a privately held company that employs over 1,000 professionals and serves companies across the globe.

Vertex Key Features

Real-time calculation

Tax determination

Exemption certificate management

Simple configuration, minimal setup

Address cleansing

Continually updated tax content

Custom taxability setup

Choice of deployment option

Role-based security

What is Vertex?


Vertex Support & Customer Service

Vertex offers a team of customer support professionals as well as a dedicated email address that customers can use regarding service and support.

For Vertex O Series support, customers have 24/7 access to myVertex, the online customer portal.

For Vertex Cloud support, customers have 24/7 access to the Help Center, the online customer portal.


Vertex Pricing

Please email info@vertexinc.com with you inquiry or to obtain more information regarding pricing.


Vertex Product Details

Vertex Cloud is a SaaS solution that integrates with ERPs, billing systems, or e-commerce platforms to deliver accurate tax determination on every sales and purchase transaction. The solution also generates PDF returns and provides exemption certificate management tools. The system maintains the latest rules and rates for sales & use tax, value added tax, as well as industry-specific tax content for multi-channel retail taxation.

Vertex O Series is available as an on-premise or on-demand (hosted) deployment. O Series is a robust indirect tax calculation engine that integrates with ERPs, billing systems, or e-commerce platforms to deliver accurate tax determination on every sales and purchase transaction. The solution maintains the latest rules and rates for sales & use tax, value added tax, as well as industry-specific tax content for retail, leasing, and communications taxes.


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Vertex Reviews

5.0

Excellent!

16 Reviews

Last reviewed on
24 April 2019

What do you think?

Help other software buyers make informed decisions.

Wednesday, April 24, 2019

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 everything out of the box to our exact specifications.

2 of 4 people found this review helpful.
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Tuesday, February 19, 2019

The interface is easy to use for nexus setup for both taxpayers and taxability. I am also a fan of the logging feature to review the XML used in the calculation.

2 of 4 people found this review helpful.
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Wednesday, February 6, 2019

The interface is easy to use for nexus setup for both taxpayers and taxability. I am also a fan of the logging feature to review the XML used in the calculation.

2 of 4 people found this review helpful.
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Wednesday, December 19, 2018

With the Nexus compliance now becoming a law, it is almost impossible to prepare monthly sales tax returns by yourself. Thanks to Vertex, the team, and software I no longer have to stress out each month. Instead of manually preparing sales tax returns one at time. I can now upload all my data into the Vertex Cloud and produce all the returns at one time. Then the Vertex team files those returns on my behalf.

2 of 4 people found this review helpful.
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Sunday, November 18, 2018

We are currently using O series and Vertex returns. Navigating the site and using the software is straight forward and user friendly. Great product!

2 of 4 people found this review helpful.
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Tuesday, August 21, 2018

O series is extremely versatile and customizable to the unique products and taxing scenarios of your business. The tax rates and tax driver mappings by state are extremely accurate. Excellent reporting and integration with accounting platform.

2 of 4 people found this review helpful.
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Tuesday, August 21, 2018

I love the support team that I've worked with over the years. They are experts in their field of technology. Anytime I have a question or issue, there isn't a single person I've ever worked with who doesn't understand or know the answer. They have talked me through countless issues over the years.

3 of 5 people found this review helpful.
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Tuesday, August 21, 2018

Everything is very self explanatory. All I need is to just go with the steps.

2 of 4 people found this review helpful.
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Thursday, April 5, 2018

I find the interface to be incredibly user friendly and was very quick to implement. Well worth the cost.

2 of 4 people found this review helpful.
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Thursday, January 4, 2018

I love the automated processing. I know that our transactions are flowing right through Vertex so the right sales tax is being charged. The comfort of knowing that our monthly sales tax filings for various states are all correct and processed on time. Moving forward with Vertex has provided a comfort and security as well as freeing up so much of my time.

2 of 4 people found this review helpful.
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