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External reviews are not included in the AWS star rating for the product.


    Corey T.

Vertex Exchange Review - j&j

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
the tool is very user friendly and easy to navigate and learn
What do you dislike about the product?
i currently do not have any major complaints with the tools. i use both the standard and cfa tools
What problems is the product solving and how is that benefiting you?
vat reporting accuracy as well as sales and use tax accuracy


    Tracy K.

New User of Vertex

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
I really enjoy being able to customize
my settings and have tax drivers to get
expected tax results
What do you dislike about the product?
Hard to find things at times
navigation -
What problems is the product solving and how is that benefiting you?
Being able to review taxing jurisdictions and allowing us to modify tax calculations for different legal entities


    Anthony T.

Vertex works great for our uses.

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
The customer service has always been extremely helpful.
What do you dislike about the product?
Inability to do uploads to custom product mappings.
What problems is the product solving and how is that benefiting you?
Calculating complex tax issues correctly.


    Insurance

I mainly use it for vertex tax returns compliance.

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
What I like best is how easy it is to upload files into Vertex returns.
What do you dislike about the product?
What I like least is when there are upload errors.
What problems is the product solving and how is that benefiting you?
Vertex is currently helping with our integration from Oracle to Workday.


    Jennifer J.

Vertex O Series

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
What I like about Vertex works well integrating with SAP. Rates are automated and rule updates.
What do you dislike about the product?
Ticketing system and slow resolution when an issue arises.
What problems is the product solving and how is that benefiting you?
Rates are kept cujrrent , tax determination, user defined rules for customer base.


    Sophie G.

Having a Great Time so Far!

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
Ability to form connections, learn new things, and expand on previous knowledge
What do you dislike about the product?
Can be overwhelming, but it is still do-able!
What problems is the product solving and how is that benefiting you?
User tax support


    Tara B.

Vertex is the gold standard for tax compliance

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
Vertex is the gold standard for tax compliance. If you join a company and they use Vertex products, you know they care about the tax function and, therefore, your role. If they are willing to invest in Vertex, they are showing they value best standards for taxation. In my 24 years of tax experience, my best positions have been at companies that use Vertex and are willing to invest in strong tax systems.
What do you dislike about the product?
Like any large company, it's occasionally hard to get to the right person or the information you need, because there are so many resources.
What problems is the product solving and how is that benefiting you?
Vertex keeps its finger on the pulse of the issues of their customers. They are currently working on moving products to the cloud and adding AI copilots. These new features help you keep your data and the software updated more easily and provide help as you are working.

Vertex allows for a great deal of flexibility in tax determination. They have all the research done for many, many products and services, but if they don't have it, the product has the capability for you to build it.

If you join a company and they use Vertex products, you know they care about the tax function and, therefore, your role. If they are willing to invest in Vertex, they are showing they value best standards for taxation. In my 24 years of tax experience, my best positions have been at companies that use Vertex and are willing to invest in strong tax systems.


    Sophia M.

Vertex guides our solutions

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
Easy to follow UI design, ease of creating tax rules/tax assists.
What do you dislike about the product?
Customer support could be more interactive.
What problems is the product solving and how is that benefiting you?
Helps us track constantly changing compliance.


    Dee O.

Intuitive Program with Hands on Customer Service

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
The software is very straightforward and user friendly. Customer service is very hands on and responsive. They truly try to dig deep to discover root cause of any issues we may encounter with the program properly interfacing with our ERP. Our ERP system is highly customized, so they work closely with us to meet our unique busniess needs.
What do you dislike about the product?
Sometimes the software is not always compatible with how highly customized our ERP system, but we find work arounds.
What problems is the product solving and how is that benefiting you?
Vertex has helped us with unique tax calculations on medical devices.


    Leslie V.

Disappointing product and support

  • August 31, 2023
  • Review provided by G2

What do you like best about the product?
Joe that help implement Vertex and Rachel over in the premium returns department.
What do you dislike about the product?
Once you save a configuration you are locked out of vertex for an indefinite amount of time where you cant add anything. This causes problems when exempt customers try to place orders.

You have to open a support ticket to get anyone to talk to you. The team drags it out days/weeks and never sends helpful information.

I was left to fend for myself during go-live week 3 months ago and are still dealing with issues.
What problems is the product solving and how is that benefiting you?
None. Vertex was supposed to make my job easier but it is causing more work.