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Pretty Good Tax Software
What do you like best about the product?
Easy-to-use user interface and report options.
What do you dislike about the product?
There is nothing in particular that I did not like.
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Poor service and expensive
What do you like best about the product?
Connection with SAP and UI interface with SAP
What do you dislike about the product?
Performance and support and price. Price is expensive for quality
Recommendations to others considering the product:
Please discuss price before taking the product.
Is a very reliable but expensive tool
What do you like best about the product?
Ease to contact support and responsiveness to that.
What do you dislike about the product?
It is sometime very complicated to understand.
Recommendations to others considering the product:
N/A
Time Savings
What do you like best about the product?
Filing with Vertex also ensures that no state is overlooked and all payments meet the deadline without incurring any penalties or interest.
What do you dislike about the product?
The price increases 5% - 8% year over year.
What problems is the product solving and how is that benefiting you?
The tax rates are updated as needed so you don't have to think about it. The reports are helpful in government audits. The overall service saves you time. In prior experiences-- Filing manually for every state took significant time and now I spend maybe half a day each month work on sales tax.
Recommendations to others considering the product:
Vertex ensures timeliness of payments to the taxing authority without incurring penalties & interest, as well as ensuring no state is overlooked. Filing manually can take 1-2 weeks whereas using Vertex only takes 1-2 days. It's a phenomenal for ERP implementations and for growing companies involved in mergers, acquisitions, & consolidations. The reports that Vertex offer have decrease the amount of time audits and are supportive in determining overall exposure with certificates. I also use the reports for business licenses, sales by state & sales by customer analysis.
10 plus year vertex user love the product
What do you like best about the product?
Sales tax compliance help the O series product gives me.
What do you dislike about the product?
honestly I can't think of anything right now, I am a satisfied customer with this product.
Recommendations to others considering the product:
it is a great product for your size of company.
Audits are a breeze
What do you like best about the product?
I do have to worry about monitoring tax rate changes, these are processed each month
What do you dislike about the product?
It's no always user friendly to create tax assist rules
Recommendations to others considering the product:
Develop a better global solution.
Industry Leader in Tax
What do you like best about the product?
Update Cadence. Support. Reporting Tools. Ease of Maintenance.
What do you dislike about the product?
Built in Flash. GUI for defining custom rules.
What problems is the product solving and how is that benefiting you?
Complex registrations. Diverse Product Offering.
Recommendations to others considering the product:
Great tool but needs to be implemented properly in order to gain full benefit of the product.
Pretty good software with some support issues
What do you like best about the product?
By far my favorite feature of the product is the ability to create custom rules with IF statement logic. It allows for the ability to manipulate variables to pull off about anything. We run into some strange rules in certain states regarding taxability of certain product lines.
What do you dislike about the product?
The support we've experienced has been lackluster. The first line of support that fields most service requests seem to not have a thorough enough understanding of the product to resolve most issues. Most of these issue are then handed off to a development group for resolution.
What problems is the product solving and how is that benefiting you?
In our industry we have some weird tax treatment of certain items. Vertex allows us to write rules to address those instances.
Recommendations to others considering the product:
It is probably worth upgrading to the paid support for this product. I think the product itself is good, and our company has been a bit behind with technology of some of our systems, which has exacerbated some of our issues. The second tier of help support has been much better at trouble shooting our various issues and concerns.
Vertex O Series Review
What do you like best about the product?
ability to obtain information from system and manage exemption certificates
What do you dislike about the product?
Software runs slow (length of time it takes to obtain data), time to calculate tax on transactions
Vertex O for Ecommerce
What do you like best about the product?
Ease of set up in Series O for locations
What do you dislike about the product?
The people that assist with problems do not always have the specific set up you have so it is sometimes difficult to obtain a quick resolution
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