Vertex

Vertex

Vertex Inc.
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About

Get a custom calendar with tax deadline reminders for one or more businesses emailed to you so you’ll never forget a due date. Take the guesswork out of trying to figure out how much you’ll owe in sales tax, income tax, and more. Whether you need to manage tax compliance for one business or several businesses, you can do it easily in one simple dashboard. Never forget a business tax deadline again – not income tax, sales tax, annual reports – not any tax. Tell us about your business(es) and we’ll generate a custom calendar with every tax deadline you’ll need to meet throughout the year. Take the guesswork out of trying to figure out how much you’ll owe in sales tax, income tax, and much more. Our tool calculates a close estimation of how much you’ll need by your deadline so you don’t have to guess.

About

Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Small businesses looking for a tax solution to take the guess-work out of tax management

Audience

Vertex delivers technology solutions that automate and streamline global indirect tax for companies of all sizes.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$0
Free Version
Free Trial

Pricing

Contact Vertex for pricing details.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Sales tax software selection shouldn’t be taken lightly because of the impact on the business from a financial perspective. Going through that process with Vertex was eye opening. They were able to guide us down all the necessary paths to ensure that the system was set up correctly. So, getting them involved at the start prepared us for a successful integration. The steps to the integration were clear and precise. Our UAT didn’t see any hiccups which made the go live date happen sooner than expected. After going live is when some of the struggles a company could run into with software vendors. That isn’t the case with Vertex. We had questions and their responses were immediate and accurate. This brought comfort to management because nothing seems to be lingering. We have converted all our marketplaces along with our ERP to have one source of truth and we couldn’t be happier with that decision to go with Vertex.
  • Good solution to work with ERPs and billing systems. Reliable customer support. Had no issue with the software. Valuable price for the features.

Cons

  • Currently, there isn’t anything to dislike because they take on every challenge with a team of well knowledgeable staff.
  • It was difficult to setup everything and to use the software when we just installed it. If would be great if you offered a detailed guide how to use it.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ComplYant
Founded: 2019
United States
complyant.co

Company Information

Vertex Inc.
Founded: 1978
United States
www.vertexinc.com

Alternatives

Alternatives

IDOS

IDOS

Digital CFO - IDOS
UltraTax CS

UltraTax CS

Thomson Reuters

Categories

Categories

Corporate Tax Features

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Sales Tax Features

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Tax Practice Management Features

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

Integrations

Acumatica Cloud ERP
AppBilling
Aptos Retail Cloud
Aria
Canopy
Coupa
CryptoTax360°
Kenandy
Kibo eCommerce
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
QuickBooks Online
Ryan Software
SAP ERP
SAP S/4HANA
Sage 100
Xelerate Corporate Banking
Xero
Znode

Integrations

Acumatica Cloud ERP
AppBilling
Aptos Retail Cloud
Aria
Canopy
Coupa
CryptoTax360°
Kenandy
Kibo eCommerce
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
QuickBooks Online
Ryan Software
SAP ERP
SAP S/4HANA
Sage 100
Xelerate Corporate Banking
Xero
Znode
Claim ComplYant and update features and information
Claim ComplYant and update features and information
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