# ClearTax vs Vertex Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Vertex excels in overall user satisfaction, reflected in its higher G2 Score and a substantial number of recent reviews. Users appreciate the **excellent support** provided, noting that issues are resolved promptly and thoroughly, which enhances their overall experience.
- **Users say** that ClearTax offers a user-friendly mobile application that is visually appealing and easy to navigate. This feature is particularly beneficial for those looking for a convenient way to manage their taxes on the go, making it a strong choice for small businesses.
- **Reviewers mention** that Vertex's reporting filing system is highly regarded for its ease of use and understanding. This feature, along with additional tools like the Certificate Center and Vertex Returns, positions Vertex as a robust solution for enterprises needing comprehensive tax management.
- **According to verified reviews** , ClearTax shines in its ability to aggregate multiple Form-16s, making tax filing straightforward and efficient. Users find this feature particularly useful, as it automates necessary calculations, which can save time during tax season.
- **G2 reviewers highlight** that Vertex has a strong presence in the enterprise market, with a significant percentage of reviews coming from larger organizations. This suggests that Vertex is well-suited for complex tax needs, while ClearTax is more tailored for small businesses, as indicated by its user base.
- **Users express concerns** about ClearTax's support quality, which is perceived as less responsive compared to Vertex. While ClearTax has its strengths, such as user-friendly features, the overall support experience may not meet the expectations of users requiring more assistance.



| | ClearTax | Vertex | 
|---|---|---|
| **Star Rating** | 3.8 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 19 | 466 | 
| **Largest Market Segment** | Small-Business (52.6% of reviews) | Enterprise (56.4% of reviews) | 
| **Entry Level Price** | Contact Us Per Year | No pricing available | 

---
## Top Pros & Cons

### ClearTax

Pros:
- Ease of Use (1 reviews)
- Efficiency (1 reviews)

Cons:
- Expensive (1 reviews)
- Poor Customer Support (1 reviews)

### Vertex

Pros:
- Tax Automation (40 reviews)
- Ease of Use (39 reviews)

Cons:
- Improvement Needed (72 reviews)
- Complex Interface (29 reviews)

---
## Ratings Comparison
| Rating | ClearTax | Vertex | 
|---|---|---|
  | **Meets Requirements** | 7.0 (15 reviews) | 8.3 (140 reviews) | 
  | **Ease of Use** | 7.7 (15 reviews) | 8.1 (362 reviews) | 
  | **Ease of Setup** | Not enough data | 7.7 (292 reviews) | 
  | **Ease of Admin** | Not enough data | 8.4 (80 reviews) | 
  | **Quality of Support** | 7.0 (15 reviews) | 7.7 (137 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 8.2 (105 reviews) | 
  | **Product Direction (% positive)** | 6.4 (13 reviews) | 7.9 (138 reviews) | 

---
## Pricing

### ClearTax

#### Entry-Level Pricing

Plan: Clear Compliance Cloud

Price: Contact Us Per Year

Key Features:
- Reconciliation
- GST Filing
- GST Reports

[Browse all 2 editions](https://www.g2.com/products/cleartax/pricing)

#### Free Trial

No

### Vertex

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Sales Tax and VAT Compliance

| Product | Score | Reviews |
|---|---|---|
| **ClearTax** | N/A | N/A |
| **Vertex** | 8.0/10 | 40 |

#### Tracking

| Feature | ClearTax | Vertex | 
|---|---|---|
| **Sales Tax** | Not enough data | 8.9 (36 reviews) | 
| **VAT** | Not enough data | 8.2 (22 reviews) | 
| **GST** | Not enough data | 7.7 (20 reviews) | 
| **Exemptions** | Not enough data | 8.3 (27 reviews) | 
| **Adjustments** | Not enough data | 7.7 (22 reviews) | 
| **Localization** | Not enough data | 7.9 (23 reviews) | 

#### Integrations

| Feature | ClearTax | Vertex | 
|---|---|---|
| **Integrations** | Not enough data | 7.9 (30 reviews) | 

#### Remittance

| Feature | ClearTax | Vertex | 
|---|---|---|
| **Returns** | Not enough data | 8.9 (29 reviews) | 
| **Notifications** | Not enough data | 8.2 (27 reviews) | 
| **Global/Cross Borders** | Not enough data | 7.4 (19 reviews) | 
| **Analytics** | Not enough data | 7.3 (21 reviews) | 

#### Agentic AI - Sales Tax and VAT Compliance

| Feature | ClearTax | Vertex | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 

### Corporate Tax

| Product | Score | Reviews |
|---|---|---|
| **ClearTax** | N/A | N/A |
| **Vertex** | 7.0/10 | 6 |

#### Tax Planning

| Feature | ClearTax | Vertex | 
|---|---|---|
| **Strategies** | Not enough data | 6.3 (5 reviews) | 
| **Exemptions** | Not enough data | 5.7 (5 reviews) | 
| **Credits** | Not enough data | 6.7 (5 reviews) | 
| **Estimations** | Not enough data | 7.5 (6 reviews) | 

#### Tax Filing

| Feature | ClearTax | Vertex | 
|---|---|---|
| **Calculations** | Not enough data | 7.2 (6 reviews) | 
| **Rules & Regulations** | Not enough data | 7.0 (5 reviews) | 
| **Reporting** | Not enough data | 7.8 (6 reviews) | 

#### Workflows

| Feature | ClearTax | Vertex | 
|---|---|---|
| **Integrations** | Not enough data | 7.5 (6 reviews) | 
| **Importing** | Not enough data | 7.3 (5 reviews) | 

### SAP Store

| Product | Score | Reviews |
|---|---|---|
| **ClearTax** | N/A | N/A |
| **Vertex** | N/A | N/A |

#### Agentic AI - SAP Store

| Feature | ClearTax | Vertex | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Corporate Tax Software](https://www.g2.com/categories/corporate-tax)


**Unique to Vertex (2):** [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance), [SAP Store Software](https://www.g2.com/categories/sap-store)


---
## Reviewer Demographics

### By Company Size

| Segment | ClearTax | Vertex | 
|---|---|---|
| **Small-Business** | 52.6% | 19.3% | 
| **Mid-Market** | 10.5% | 24.3% | 
| **Enterprise** | 36.8% | 56.4% | 

### By Industry

#### ClearTax

- **Information Technology and Services:** 26.3%
- **Accounting:** 26.3%
- **Financial Services:** 10.5%
- **Retail:** 5.3%
- **Logistics and Supply Chain:** 5.3%
- **Legal Services:** 5.3%
- **Education Management:** 5.3%
- **Computer Software:** 5.3%
- **Computer & Network Security:** 5.3%
- **Banking:** 5.3%

#### Vertex

- **Retail:** 15.4%
- **Manufacturing:** 9.9%
- **Accounting:** 7.9%
- **Information Technology and Services:** 4.8%
- **Financial Services:** 4.6%
- **Computer Software:** 4.0%
- **Consumer Goods:** 3.7%
- **Hospital & Health Care:** 3.5%
- **Oil & Energy:** 3.3%
- **Wholesale:** 3.1%
- **Other:** 39.6%

---
## Alternatives

### Alternatives to ClearTax

- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (815 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (252 reviews)
- [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) — 4.4/5 stars (277 reviews)
- [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) — 4.3/5 stars (187 reviews)
- [CCH ProSystem fx Tax](https://www.g2.com/products/cch-prosystem-fx-tax/reviews) — 4.1/5 stars (133 reviews)
- [TurboTax Business](https://www.g2.com/products/turbotax-business/reviews) — 4.4/5 stars (94 reviews)
- [Sovos](https://www.g2.com/products/sovos/reviews) — 4.2/5 stars (88 reviews)
- [Intuit ProSeries Tax](https://www.g2.com/products/intuit-proseries-tax/reviews) — 4.2/5 stars (86 reviews)
- [UltraTax CS](https://www.g2.com/products/ultratax-cs/reviews) — 3.4/5 stars (61 reviews)
- [ProSystem fx Suite](https://www.g2.com/products/prosystem-fx-suite/reviews) — 4.0/5 stars (63 reviews)

### Alternatives to Vertex

- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (815 reviews)
- [TaxJar](https://www.g2.com/products/taxjar/reviews) — 4.7/5 stars (252 reviews)
- [Sovos](https://www.g2.com/products/sovos/reviews) — 4.2/5 stars (88 reviews)
- [ONESOURCE](https://www.g2.com/products/thomson-reuters-onesource/reviews) — 3.8/5 stars (30 reviews)
- [Webgility](https://www.g2.com/products/webgility/reviews) — 4.6/5 stars (376 reviews)
- [Anrok](https://www.g2.com/products/anrok/reviews) — 4.4/5 stars (288 reviews)
- [Paddle](https://www.g2.com/products/paddle/reviews) — 4.5/5 stars (237 reviews)
- [Zoho Books](https://www.g2.com/products/zoho-books/reviews) — 4.4/5 stars (327 reviews)
- [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) — 4.4/5 stars (277 reviews)
- [FastSpring](https://www.g2.com/products/fastspring/reviews) — 4.5/5 stars (187 reviews)

---
## Top Discussions

### ClearTax

- Title: [Is ClearTax free software?](https://www.g2.com/discussions/is-cleartax-free-software) — 1 comment
  > **Top comment:** "No, it is not completely free. You can get service at minimum cost like 299 Rs/- or 399 Rs/- and many more other plan."
- Title: [What is the use of ClearTax?](https://www.g2.com/discussions/what-is-the-use-of-cleartax) — 1 comment
  > **Top comment:** "It is assistance provided related income tax, loan support, GST return etc."
- Title: [please provide us a mobile software](https://www.g2.com/discussions/please-provide-us-a-mobile-software) — 1 comment, 1 upvote
  > **Top comment:** "Comment deleted by user."

### Vertex

- Title: [How often is O Series enhanced?](https://www.g2.com/discussions/how-often-is-o-series-enhanced) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Version 8.0 is the latest O Series release which became available in March 2017. Functionality is enhanced as part of major releases (like 8.0) and service..."
- Title: [Can O Series complete Returns?](https://www.g2.com/discussions/can-o-series-complete-returns) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "While O Series can generate reports that support the filing of Returns it provides specific functionality that supports the exporting of transaction detail..."
- Title: [When are O Series data updates made available?](https://www.g2.com/discussions/when-are-o-series-data-updates-made-available) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Vertex provides monthly updates to rates, rules, and jurisdictional information. For an On-Premise deployment, the updates are published onto the online..."
- Title: [How many clients are on O Series?](https://www.g2.com/discussions/how-many-clients-are-on-o-series) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Over 1,500 licenses of O Series have been sold to date encompassing U.S. sales and use tax, VAT, retail, leasing and hospitality solutions. These licenses..."

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**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/cleartax-vs-vertex-inc-vertex)