Vertex 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.

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Pricing

Pricing Information:
Contact Vertex for pricing details.

Integrations

View Integrations

Reviews - 2 Verified Reviews

Total
ease
features
design
support
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Company Details

Company:
Vertex Inc.
Year Founded:
1978
Headquarters:
United States
Website:
www.vertexinc.com
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Media

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
SaaS
Type of Training
Documentation
Webinars
Customer Support
Phone Support
24/7 Live Support
Online

Vertex Features and Options

Corporate Tax Software

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Sales Tax Software

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

Tax Practice Management Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Accounting Software

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Tax Planning Software

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Vertex User Reviews

Write a Review
  • Name: Harold M.
    Job Title: Business System Analyst
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Complete Review

    Edited: Feb 20 2024

    Summary: 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.

    Positive: 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.

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

    Read More...
  • Name: Grace G.
    Job Title: Administrative Assistant
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Not bad

    Date: Mar 06 2020

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

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

    Negative: 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.

    Read More...
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