Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

Description

Partnerships, S Corporations, C Corporations, multi-member Limited Liability Companies (LLCs), and trusts and estates are all crucial elements of your business structure. Streamline your tax preparation by importing last year's data directly into your TurboTax return, saving you valuable time. With our service, we will seamlessly integrate your QuickBooks Desktop income and expense accounts and categorize them for you. You can expect comprehensive assistance for accurately entering your business expenses, regardless of your tracking method. We will guide you step by step through all eligible deductible business expenses, covering everything from vehicles and supplies to advertising and travel costs. Additionally, you will receive tailored support and expert advice on tax forms related to S Corporations, partnerships, C Corporations, multi-member LLCs, and trusts. Discover the startup tax deductions available for new businesses, ensuring that you maximize your potential tax savings. This way, you can focus on growing your business while we take care of the tax details.

Description

Vertex software allows tax determination, compliance and reporting, tax data and management, as well as document management. It also integrates with core business applications to provide powerful integrations. Vertex combines the best of technology innovation, tax process expertise, and industry partnerships to create a global indirect tax solution. This reduces audit exposure and allows tax departments to add more value to their companies.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
AppBilling No 
BiznusSoft HR No 
CSG Encompass No 
Coupa No 
CryptoTax360° No 
Fuul No 
Infor LN No 
LTi ASPIRE No 
Longview Tax No 
Oracle Fusion Cloud ERP No 
QAD Adaptive ERP No 
S2K Enterprise No 
SAP Business ByDesign No 
SAP Concur No 
SAP S/4HANA No 
Salesforce Agentforce Commerce No 
Square for Retail Yes 
TurboTax Yes 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
AppBilling Yes 
BiznusSoft HR Yes 
CSG Encompass Yes 
Coupa Yes 
CryptoTax360° Yes 
Fuul Yes 
Infor LN Yes 
LTi ASPIRE Yes 
Longview Tax Yes 
Oracle Fusion Cloud ERP Yes 
QAD Adaptive ERP Yes 
S2K Enterprise Yes 
SAP Business ByDesign Yes 
SAP Concur Yes 
SAP S/4HANA Yes 
Salesforce Agentforce Commerce Yes 
Square for Retail No 
TurboTax No 

Pricing Details

$169.99 one-time fee
Free Trial No 
Free Version No 

Pricing Details

Contact Vertex for pricing details.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

turbotax.intuit.com

Vendor Details

Company Name

Vertex Inc.

Founded

1978

Country

United States

Website

www.vertexinc.com

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export Yes 
Data Verification Yes 
Electronic Filing Yes 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting Yes 
Payroll & Employer Forms Yes 
Status Tracking No 
Tax Planning No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Corporate Tax

Compliance Management Yes 
Data Import / Export Yes 
Data Verification Yes 
Electronic Filing Yes 
Exception Notification Yes 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Sales Tax

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

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing Yes 
Tax Forms No 
Workflow Management No 

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