Vertex reviews

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78 reviews
- Sector: Detailhandel
- Bedrijfsgrootte: 10.000+ werknemers
- Wekelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Regular User
Beoordeeld op 22-8-2018
Customer Service is always a plus!
Customer Service is always a plus!
Pluspunten
I like most about the software is the easy access to updates.
Minpunten
I liked least about the software is the infrequent emails that we use to receive.
- Sector: Detailhandel
- Bedrijfsgrootte: 10.000+ werknemers
- Maandelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 5.0 /10
Acceptable
Beoordeeld op 30-12-2023
Pluspunten
The tax engine is mostly accurate and Vertex is responsive in resolving issues
Minpunten
The interface is not intuitive or user friendly.
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
We've had to customize the program greatly to accommodate our business.
Beoordeeld op 28-2-2018
Pluspunten
The ability to consistently handle taxability of a large volume of transactions. Reviewing transactions for taxability is much faster.
Minpunten
The software is too generic (high level) and does not handle the intricate nature of our business or industry.
Antwoord van Vertex
Hi Chuck,
Thank you for your feedback. Vertex O Series provides robust rate and rules research that is leveraged by our clients across many industries and tax types. In addition, Vertex O Series provides a number of tools to help customers manage specifics to their business such as tax assist rules and lookup tables, user defined rules and impositions, etc. For more information on these, please contact our Product Support team. Vertex consulting or our alliance partners may also be able to help you better configure O series to fine tune your solution.
Jen Armstrong
Marketing Specialist
Vertex
- Sector: Meubels
- Bedrijfsgrootte: 201-500 werknemers
- Wekelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 4.0 /10
Vertex review
Beoordeeld op 5-12-2023
Pluspunten
How easy it is to run reports by state/county
Minpunten
I can't really think of any cons to vertex as it does what's required.
- Sector: Groothandel
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Wekelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 7.0 /10
O Series review
Beoordeeld op 31-7-2023
Pluspunten
The tax rate calculations, able to test transactions.
Minpunten
The import/export reports are not friendly. Setting up rules not easy.
- Sector: Computerhardware
- Bedrijfsgrootte: 5.001-10.000 werknemers
- Maandelijks Gratis proef lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 8.0 /10
Easy to use
Beoordeeld op 5-6-2023
Pluspunten
We're using Vertex for Financial planning and tax management.
Minpunten
Not really anything that we don't like Vertex.
- Sector: Groothandel
- Bedrijfsgrootte: 201-500 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 8.0 /10
We use this for research along with reporting, billing and exemption maintenance.
Beoordeeld op 1-3-2018
Sales tax has a lot of little variances across the states, across industries and cross products....
Sales tax has a lot of little variances across the states, across industries and cross products. The product supports all our changes and updates in a constantly changing market. I have a lot of confidence that this software allows us to consistently bill our customers correctly. Even when there are customers out of city limits getting billed otherwise, we can send the issue to the support team and they research and provide a solution in a very timely fashion. Granted there is not always a solution but that is communicated well.
Pluspunten
We are able to test various scenarios as we expand our product lines and add states. Designing a report that meets your exact needs is helpful when completing returns and the exemption records are neatly stored and easily accessed.
Minpunten
Adding customers and their certificates can be time consuming since the advanced selection tool now pulls up everything then lets you request a specific account to add to. There is also a lot of date sensitivity that blocks things versus 6.0 which just let it go. Updates to the software are making both of these issues more pronounced.
- Sector: Machine- en installatiebouw
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 7.0 /10
Great product, no issues with incorrect rates. However, continued issues with invalid TAID
Beoordeeld op 1-3-2018
Correct sales and use tax calculation for US and Canada.
Correct sales and use tax calculation for US and Canada.
Pluspunten
Smooth integration with SAP (however, not clear on which fields are exchanged), correct rate calculation.
Minpunten
Logs are as good as unusable when you have large transaction volumes, so figuring out why something happens is a nightmare. Continued issues with invalid TAID (jurisdiction codes in SAP), we update as soon as files come out and still have many customers that requires manual updates. We have been working with support for a long time and still not a good solution. Very frustrating. Configuration in the config files on the server is not userfriendly at all. Very hard to figure out what all we have set up. Would be much better if it could sit in the Vertex O webtool. Better visibility of exemption certificates in the ERP system would be a big plus for a direct marketing company like ours.
- Sector: Kleding en mode
- Bedrijfsgrootte: 201-500 werknemers
- Maandelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
The software is clunky
Beoordeeld op 28-2-2018
Pluspunten
It's comprehensive and accurate in its calculation of sales taxes. It can also handle the large volume of transactions on our e-commerce site.
Minpunten
It's got an outdated user interface and it's fairly expensive. The implementation was fairly laborious.
Antwoord van Vertex
Hello,
We apologize you feel that our software is clunky; however, with Vertex O Series version 9.0 in development, you will be seeing a brand new user interface.
Jen Armstrong
Marketing Specialist
Vertex, Inc.
- Sector: Detailhandel
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Wekelijks 1-5 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Vertex O Series Review
Beoordeeld op 30-10-2019
Overall, I have had a very good experience using Vertex O Series as a tool and would definitely...
Overall, I have had a very good experience using Vertex O Series as a tool and would definitely recommend it to my colleagues.
Pluspunten
User interface is very intuitive and the documentation helps beginners to get acquainted with the tool quickly.
Updates tax rules when there are changes in a state.
Allows custom work arounds.
Minpunten
Support ticket creation process can be improved or simplified.
So far haven't found any other major drawback.
- Sector: Detailhandel
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Dagelijks 6-12 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 7.0 /10
Vertex cloud is very accurate and easy to use for small to medium size businesses.
Beoordeeld op 25-1-2018
accurate tax calculations, low cost of ownership, easy to learn
accurate tax calculations, low cost of ownership, easy to learn
Pluspunten
The value for the money spent makes this solution a wise investment. There is no server maintenance or monthly tax rate update files to be applied. The application can accommodate customer and product level taxability decisions.
Minpunten
The features and functionality of the cloud product vs. O-series are very different. There are very few customizations/configuration changes that can be done following implementation that do not involve additional developer cost. The processing time to save a customer exemption certificate is excessive. Heavy users of this application will find this very frustrating. Customer support is also very different from O-series in that the communication is via e-mail and the response time is often much slower with support reps being less knowledgeable about the application and its functionality.
- Sector: Detailhandel
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
O-Series - great for multi-state nexus retailers
Beoordeeld op 22-8-2018
O-series is a very robust product. Very user friendly and intuitive. Allows for easy customization...
O-series is a very robust product. Very user friendly and intuitive. Allows for easy customization of customer taxing, taxpayer set up and product taxing attributes. Very accurate tax rates, easy to maintain and integrate with most accounting platforms.
Pluspunten
The application is highly customizable using user-defined tax rules in combination with the out of the box rates and tax driver matrixes.
Minpunten
The support is sometimes slow to respond and does not always find a solution to the problems that you may encounter leaving some of the troubleshooting to your internal IT department.
- Sector: Groothandel
- Bedrijfsgrootte: 5.001-10.000 werknemers
- Anders 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 5.0 /10
We use the exemption certificate manager and I do not recall receiving any training
Beoordeeld op 28-2-2018
Pluspunten
The exemption certificate manager is a handy tool and allows us to quickly retrieve certificates by state.
Minpunten
On Demand keeps having unanticipated breaks in service. I don't understand why a secure server keeps going down. It is a major customer red flag that the server is off line for unexplained reasons
Antwoord van Vertex
Roger,
Thank you for your feedback. The Vertex O Series On-Demand notification service sends out a generic blast notification to all customers in case of any type of service event. These service events can range from a general slow down in application response times to a full blown application outage. Given the service¿s single dedicated instance per individual customer, even though you might receive an initial blast notification, the event may or may not be applicable to your particular instance. We do provide real time application status pages to customers at your request. If you are interested please contact your Vertex representative.
Thank you,
Jen Armstrong
Marketing Specialist
Vertex Inc.
- Sector: Informatietechnologie en -diensten
- Bedrijfsgrootte: 5.001-10.000 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 0.0 /10
No title
Beoordeeld op 22-8-2018
Vertex is not tuned for either database platform that is supported. This causes delay in real...
Vertex is not tuned for either database platform that is supported. This causes delay in real performance in the tool. Major cases we have had to escalate to senior management to get any sort of response and then development comes back and states well that is the way it is and we can't help you.
Pluspunten
The number of countries supported by the software.
Minpunten
Support case response time is very horrible. Typically, it takes 3 weeks of ping support to get any sort of real answers. API response times not the best.
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
Meet my expectation.
Beoordeeld op 2-3-2018
Pluspunten
Currently meeting our needs for our tax service but we are exploring adding other regions. I have nothing further to add other then my first statement.
Minpunten
This does not happen often but sometime trying to find the answer without having to contact Customer Support. I have nothing further to add other then my first statement.
- Sector: Fabricage van elektrische/elektronische producten
- Bedrijfsgrootte: 5.001-10.000 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 6.0 /10
Vertex Review
Beoordeeld op 22-8-2018
We use Vertex for sales, use and returns processing. All three have performed very well.
We use Vertex for sales, use and returns processing. All three have performed very well.
Pluspunten
Vertex performs well and is reliable for most of the transactions we use.
Minpunten
Customer support can be slow and solutions are not always satisfactory. Wish there was better interaction design for manufacturing purchases.
- Sector: Human Resources
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Wekelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Vertex has been great to work with, especially the customer support group.
Beoordeeld op 25-1-2018
I know that the tax calculations that are being made are accurate and the customizations for our...
I know that the tax calculations that are being made are accurate and the customizations for our company have been minimal. There customizations are based on specific tax audits/decisions that are specific to our products and how we do business.
Pluspunten
The software is fairly easy to work. Most importantly, customer support is there to help you out. They understand that not every business is run the same and they take the time to work with you so you can accomplish the desired results when you have exceptions. They also respond very timely when issues are raised.
Minpunten
Is the software perfect in every aspect, no. But is any service exactly what you need out of the box. I can not say enough about how attentive the support group is to help you understand the software and assist you when an issue does arise.
- Sector: Bouw
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Upgrade from 6.0 to 8.0
Beoordeeld op 4-9-2018
Pluspunten
Ability to add Tax Accelerator. Easy transition from 6.0 to 8.0 for users.
Minpunten
To open the software and find customers or mapping it seems to take forever. This has been noticed by multiple users.
- Sector: Consumentengoederen
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Wekelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Vertex Rocks
Beoordeeld op 22-8-2018
Overall, it has been easy to use, and quick to learn!
Overall, it has been easy to use, and quick to learn!
Pluspunten
The software makes it easy to track exemption certificates, and ensure the rates are being applied correctly. I also like the ability to map the taxability of our products
Minpunten
In some states, bundled items are taxed based on the contents of the bundle. For example, 2 items combined, one is taxable, the other is not. But when you bundle, only the taxable item should be taxed. There is no option for bundling the items, and appropriately applying the tax
- Sector: Mijnbouw en metalen
- Bedrijfsgrootte: 10.000+ werknemers
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 7.0 /10
Vertex O v8 better than STQ v4
Beoordeeld op 27-8-2018
Pluspunten
Installation and configuration is easy to deploy. Good user experience.
Minpunten
Integration with SAP ECC is a bit complicated and not straightforward. GUI interface for Vertex Central should be redesigned for simpler navigation access maybe like SAP FIORI?
- Maandelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 8.0 /10
Once configured, software is stable and easy to maintain.
Beoordeeld op 2-3-2018
Pluspunten
Tax errors are greatly reduced. Monthly updates are timely and easy to apply.
Minpunten
Dealing with Vertex Support. Sometimes it can take forever to get a response. Support team has two separate groups, one for O series itself and one for the 'connector'. Connector team also acts as Consultants, so it seems consulting gigs get priority over support needs.
Antwoord van Vertex
Thank you for your feedback. Most customers give us positive feedback on our support, but we are always striving to improve. We have recently made changes to enhance our ability to support our clients, including launching a new customer support portal, internal process changes, and support rep training.
- Sector: Detailhandel
- Bedrijfsgrootte: 501-1.000 werknemers
- Dagelijks 1-5 maanden lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Vertex Cloud Review
Beoordeeld op 9-8-2018
Very user friendly. Nice to have a software that can tax in different states as every state tax...
Very user friendly. Nice to have a software that can tax in different states as every state tax rate is different.
Pluspunten
Fairly easy to use
Nice to generate reports for specific states
User Friendly
Has all the taxing jurisdictions in each state outlined
Minpunten
How long it takes to generate a simple transaction report for a state sometimes
I would not trust Vertex submitting an actual tax return. The numbers never match up from what generated report says to what the numbers on the state sales tax return.
- Sector: Groothandel
- Bedrijfsgrootte: 51-200 werknemers
- Maandelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Excellent Sales Tax software
Beoordeeld op 22-8-2018
With all the laws changing with ecommerce, we realized we had to begin collecting sales tax in many...
With all the laws changing with ecommerce, we realized we had to begin collecting sales tax in many states. Vertex has made this task much easier ... instead of hiring employees to continually calculate and analyze tax data for state reporting we rely on Vertex to help us calculate what we need.
Pluspunten
We collect sales tax from 34 different states and would have to hire a team of employees to do what Vertex does for us.
Minpunten
The software is a little difficult to understand at first, but with each issue I learn more about the capabilities and how to handle situations within the software.
- Maandelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
We use this software to update sales tax information in our back end system.
Beoordeeld op 25-1-2018
Easy to use, and obtain sales tax rate files.
Easy to use, and obtain sales tax rate files.
Pluspunten
The Vertex cloud makes it very easy to obtain the sales tax rate files that we require for billing out of our back end system.
Minpunten
The only thing that we don't like is being charged a minimum fee if we do not use the software in any given month.
- Sector: Medische apparatuur
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Maandelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 8.0 /10
Vertex O Series
Beoordeeld op 20-11-2018
Pluspunten
User Friendly and Reliable. Works well for most filing jobs.
Minpunten
Small errors in rates and factoring in calculations