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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

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 Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0
Free Version Supported
Free Trial Not Supported

Pricing

Contact Vertex for pricing details.
Free Version Not Supported
Free Trial Not Supported

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

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

Corporate Tax Supported
Sales Tax Supported
Tax Compliance Supported

Categories

Accounting Supported
Corporate Tax Supported
Finance Supported
Sales Tax Supported
Tax Compliance Supported
Tax Planning Supported
Tax Preparation Supported

Corporate Tax Features

Compliance Management Supported
Data Import / Export Supported
Data Verification Supported
Electronic Filing Supported
Exception Notification Supported
For Nonprofits Not Supported
For Partnerships Not Supported
K-1 Reporting Not Supported
Payroll & Employer Forms Not Supported
Status Tracking Not Supported
Tax Planning Not Supported

Sales Tax Features

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

Tax Practice Management Features

Approval Process Control Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Client Portal Not Supported
Document Management Not Supported
Due Date Tracking Not Supported
Scenario Planning Not Supported
Tax Filing Supported
Tax Forms Not Supported
Workflow Management Not Supported

Integrations

Acumatica Cloud ERP Not Supported
Aria Not Supported
Fuul Not Supported
Infor CloudSuite Industrial Enterprise Not Supported
Infor LN Not Supported
JD Edwards EnterpriseOne Not Supported
Kenandy Not Supported
Kibo eCommerce Not Supported
Longview Tax Not Supported
MINDBill Not Supported
Matrix Frontier Not Supported
NetSuite Not Supported
Odessa Platform Not Supported
QuickBooks Online Not Supported
Recurly Not Supported
Ryan Software Not Supported
SAP Business ByDesign Not Supported
SAP Concur Not Supported
SAP ERP Not Supported
Znode Not Supported

Integrations

Acumatica Cloud ERP Supported
Aria Supported
Fuul Supported
Infor CloudSuite Industrial Enterprise Supported
Infor LN Supported
JD Edwards EnterpriseOne Supported
Kenandy Supported
Kibo eCommerce Supported
Longview Tax Supported
MINDBill Supported
Matrix Frontier Supported
NetSuite Supported
Odessa Platform Supported
QuickBooks Online Supported
Recurly Supported
Ryan Software Supported
SAP Business ByDesign Supported
SAP Concur Supported
SAP ERP Supported
Znode Supported
Claim ComplYant and update features and information
Claim ComplYant and update features and information
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Claim Vertex and update features and information