Vertex

Vertex

Vertex Inc.
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About

For over four decades, Sovos has helped organizations of every size meet their tax and regulatory obligations with confidence. Our cloud-native compliance platform handles the full spectrum of requirements — from indirect tax and e-invoicing to information reporting and unclaimed property — across more than 19,000 jurisdictions worldwide. Half of the Fortune 500 rely on Sovos. With three billion transactions processed annually, a 400-member partner ecosystem, and a presence spanning the Americas and Europe, we deliver the scale and expertise that complex compliance demands. Beyond our enterprise offering, the Sovos family of eCommerce brands makes professional-grade compliance accessible to smaller organizations: TINCheck validates taxpayer identification numbers in real time against IRS, OFAC, and Death Master File data. Monthly plans begin at $19.95 with prepaid and high-volume options available. eFileMyForms handles eFiling for 1099, W-2, ACA, 1042-S, and CA 592-B forms on a pay-per-form basis — no subscriptions required. Per-form rates drop as low as $1.19 for high-volume orders. ReportMyUP automates unclaimed property reporting across all 50+ states with NAUPA-compliant outputs and direct eFile capability. Annual plans begin at $299, with a 7-day trial included. 1099Pro is a full-featured cloud platform for 1099, W-2, 1098, and 1042 filing, supporting 15+ form types with built-in TIN validation and corrections. Annual plans start at $449 with no setup fees. Aatrix delivers W-2 and 1099 eFiling through direct integrations with Sage, NetSuite, Acumatica, and 30+ other platforms. Pricing is per filing with no annual commitment. All products are backed by Sovos Compliance, LLC.

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 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

Sovos currently has more than 100,000 customers operating in 100+ countries, including half the Fortune 500. Sovos provides solutions and services to companies across all markets with emphasis on financial services, retail, manufacturing, digital services, insurance and new economies. 

Audience

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

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$19.95/month
TINCheck (powered by Sovos)

Real-time TIN/taxpayer identity verification against IRS, OFAC, and Death Master File:

- Monthly subscriptions starting at $19.95/month-
- Prepaid plans starting at $49.95.
- Bulk TIN Matching starting at $185 per file upload.

eFileMyForms (powered by Sovos)

Online eFiling for 1099, W-2, ACA (1095), 1042-S, CA 592-B, and more — no monthly fees:

- 1099, W-2 & related forms starting at $2.99/form (eFile only) or $4.89/form (eFile + Print & Mail).
- ACA Forms starting at $3.49/form (eFile only) or $4.89/form (eFile + Print & Mail).
- Form 1042-S starting at $5.69/form (eFile only) or $7.59/form (eFile + Print & Mail).
- CA 592-B starting at $5.29/form

ReportMyUP (powered by Sovos)

Unclaimed property compliance — automated dormancy analysis, NAUPA-compliant reporting, and one-click eFile for 30+ states:

- Starting at $299/year — includes a 7-day free trial.

1099Pro (powered by Sovos)

Cloud-based 1099 & W-2 filing platform supporting 15+ form types:

- eFile Only starting at $449/year.
- eFile + Print & Mail starting at $669/year.
- eFile + Print & Mail + eDelivery starting at $714/year.
- All plans include a 7-day free trial.

Aatrix (powered by Sovos)

W-2 and 1099 eFiling integrated with 30+ payroll and accounting solutions — pay per filing, no subscription required:

- W-2 eFiling starting at $0.55/employee (minimum $27.99 per filing).
- 1099 eFiling starting at $0.55/recipient (minimum $27.99 per filing).

Sovos (Enterprise)

Enterprise-grade tax compliance and regulatory reporting platform:

- Custom pricing — contact Sovos Sales for a quote
Free Version Not Supported
Free Trial Supported

Pricing

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

Reviews/Ratings

Overall 4.8 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.5 / 5
support 4.6 / 5

Reviews/Ratings

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

Pros from Real Users

Pros

  • This product is very easy to use. Support system is good and quick to respond when needed. It's a good value just in saving employee time. Simply load in the information and you are notified of any errors You are notified when mailings have been completed and the IRS copies have been uploaded.
  • Easy to use Saves information from prior years Excellent price points Avoids having to buy forms in bulk and waste them It files and sends all the information
  • The Social Security Number check has saved me from a lot of hassle. It alone is worth the minor expense of this product. I don't have to do much with employees or contractors and I'm an unpaid volunteer.
  • I am the treasurer for my company and annually I am required to file 1098-T for our students, 1099s for our vendors and ACA Reporting to the IRS, eFileMyForms as always been my reliable source to file these forms accurately and in a timely manner to the IRS. They recently added tin verifications which really helps to prevent additional fines from the IRS if we file incorrect tin numbers.
  • Ease of completing 1099's. Info is stored from year to year so I do not have to input it each year. My CPA recommended this service several years ago and I'm glad he did.
  • Very easy to use & forms go out timely
  • The website makes it so easy for our business to send 1099's each year. With an account, it is even more beneficial as it keeps information for repeat contractors that we use from year to year. I don't have to manually fill out any form; just a few clicks of the button and copies are sent to the recipient and the proper government office. The prices seem to be reasonable enough as well.
  • I can file for multiple bookkeeping clients and keep information stored year over year. And I don't have to have a complicated membership to use it, I can just do one form at a time if necessary. Also, it has all the 1099 forms that I need, not just the NEC's
  • EZ File really did make it easy to file 1099 tax forms for the independent contractors at my business.
  • I have been using eFileMyForms for the 1099's of my company and it's very straight forward and easy to use

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 Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Sovos
Founded: 1979
United States
sovos.com

Company Information

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

Alternatives

Vertex

Vertex

Vertex Inc.

Alternatives

EXEMPTAX

EXEMPTAX

DACENSO
1099Pro

1099Pro

Sovos
UltraTax CS

UltraTax CS

Thomson Reuters

Categories

Corporate Tax Supported
Crypto Tax Supported
Sales Tax Supported
Tax Compliance Supported
Unclaimed Property 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 Supported
For Partnerships Supported
K-1 Reporting Not Supported
Payroll & Employer Forms Not Supported
Status Tracking Supported
Tax Planning Supported

Sales Tax Features

Address Validation Not Supported
Audit Trail Not Supported
Consumer Use Tax Not Supported
Exemption Management Not Supported
Tax Calculator Supported
Tax Filing Supported
Taxability Verification Supported
Transaction Tracking Supported
Value Added Tax (VAT) 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

Magento Supported
Microsoft Dynamics 365 Supported
NetSuite Supported
SAP S/4HANA Supported
1099Pro Supported
Advantage Supported
Canopy Not Supported
Epicor Kinetic Supported
Esker Supported
Fastfill Supported
Greenshades Supported
Kenandy Not Supported
Kibo eCommerce Not Supported
MINDBill Not Supported
Odessa Platform Not Supported
OroCommerce Not Supported
QuickBooks Online Advanced Not Supported
RentalResult Not Supported
Ryan Software Not Supported
SOFTRAX Revenue Management System Supported

Integrations

Magento Supported
Microsoft Dynamics 365 Supported
NetSuite Supported
SAP S/4HANA Supported
1099Pro Not Supported
Advantage Not Supported
Canopy Supported
Epicor Kinetic Not Supported
Esker Not Supported
Fastfill Not Supported
Greenshades Not Supported
Kenandy Supported
Kibo eCommerce Supported
MINDBill Supported
Odessa Platform Supported
OroCommerce Supported
QuickBooks Online Advanced Supported
RentalResult Supported
Ryan Software Supported
SOFTRAX Revenue Management System Not Supported
Claim Vertex and update features and information
Claim Vertex and update features and information