Audience

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

About Vertex

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.

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Pricing

Pricing Details:
Contact Vertex for pricing details.

Integrations

See Integrations

Ratings/Reviews - 2 User Reviews

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5
More Reviews Write a Review

Company Information

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

Videos and Screen Captures

Play Video Vertex Cloud Dashboard Add Products to Vertex Cloud Configure Overview Configure Products Edit Certificate Manage Tax Returns
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Product Details

Platforms Supported
Cloud
Training
Documentation
Webinars
Support
Phone Support
24/7 Live Support
Online

Vertex Frequently Asked Questions

Q: What kinds of users and organization types does Vertex work with?
Q: What languages does Vertex support in their product?
Q: What kind of support options does Vertex offer?
Q: What other applications or services does Vertex integrate with?
Q: What type of training does Vertex provide?

Vertex Product Features

Accounting

Expense Tracking Not Supported
Payroll Management Not Supported
General Ledger Not Supported
Government Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
Bank Reconciliation Not Supported
Fixed Asset Management Not Supported
Accounts Payable Not Supported
Fund Accounting Not Supported
Accounts Receivable Not Supported
Tax Management Not Supported
Multi-Currency Not Supported
Project Accounting Not Supported
CPA Firms Not Supported
Nonprofits Not Supported
Purchase Orders Not Supported
Cryptocurrency Support Not Supported

Corporate Tax

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

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 Planning

Multi-Entity Planning Not Supported
Multi-Year Planning Not Supported
Proposed Legislation Planning Not Supported
State & Local Planning Not Supported
Detailed Savings Calculations Not Supported
Strategy & Scenario Comparison Not Supported
Tax Return Scanning Not Supported
Tax Return Diagnostics Not Supported
Export Branded Proposal Not Supported
Export Branded Tax Plan Not Supported

Tax Practice Management

Tax Filing Supported
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 Forms Not Supported
Workflow Management Not Supported

Vertex Additional Categories

Vertex Verified User Reviews

Write a Review
  • Harold M.
    Business System Analyst
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Complete Review"

    Edited 2024-02-20

    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.

    Cons: Currently, there isn’t anything to dislike because they take on every challenge with a team of well knowledgeable staff.

    Overall: This vendor understands their field of expertise and operates at the highest level. After talking with them you will begin to come to the same conclusion that all Vertex customers see.

    Read More...
  • Grace G.
    Administrative Assistant
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Not bad"

    Posted 2020-03-06

    Pros: Good solution to work with ERPs and billing systems.
    Reliable customer support.
    Had no issue with the software.
    Valuable price for the features.

    Cons: 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.

    Overall: All in all, the software is really good. The features are interesting, the software really works on our devices without any problems.

    Read More...
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