# Sovos vs Vertex Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Vertex excels in overall user satisfaction, reflected in its higher G2 Score of 61.17 compared to Sovos at 58.53. Users appreciate Vertex's robust support system, noting that "all issues are resolved promptly and with thorough explanations."
- **Users say** that Vertex's implementation process is notably efficient, with many highlighting the intuitive onboarding experience. This is contrasted by Sovos, which, while praised for its customer service, has fewer recent reviews indicating a less dynamic user experience.
- **Reviewers mention** that Vertex offers a comprehensive reporting filing system that is easy to use, enhancing day-to-day operations. In comparison, Sovos users value the seamless integration with SAP, which allows for smooth transaction processing with minimal manual intervention.
- **According to verified reviews** , both products receive positive feedback for their customer support, but Sovos stands out for its responsiveness and willingness to accommodate user feedback. Users appreciate that Sovos "listens to our feedback and requests," which enhances their overall experience.
- **G2 reviewers highlight** that while Vertex has a strong focus on enterprise solutions, Sovos is more favored by mid-market users, indicating a potential mismatch for larger organizations seeking tailored solutions. This difference in market focus can impact user experience based on company size.
- **Users report** that Vertex's additional tools, such as the Certificate Center and Vertex Returns, provide significant value, enhancing its functionality. Conversely, Sovos users have noted challenges with certain features like reporting and calculations, which may affect their operational efficiency.



| | Sovos | Vertex | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 88 | 466 | 
| **Largest Market Segment** | Mid-Market (45.9% of reviews) | Enterprise (56.4% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Sovos

Pros:
- Customer Support (4 reviews)
- Helpful (2 reviews)

Cons:
- Improvement Needed (3 reviews)
- Complex Interface (2 reviews)

### Vertex

Pros:
- Ease of Use (65 reviews)
- Customer Support (47 reviews)

Cons:
- Improvement Needed (72 reviews)
- Complex Interface (48 reviews)

---
## Ratings Comparison
| Rating | Sovos | Vertex | 
|---|---|---|
  | **Meets Requirements** | 8.6 (76 reviews) | 8.3 (140 reviews) | 
  | **Ease of Use** | 8.0 (77 reviews) | 8.1 (362 reviews) | 
  | **Ease of Setup** | 7.5 (42 reviews) | 7.7 (292 reviews) | 
  | **Ease of Admin** | 7.6 (37 reviews) | 8.4 (80 reviews) | 
  | **Quality of Support** | 8.4 (76 reviews) | 7.7 (137 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.1 (38 reviews) | 8.2 (105 reviews) | 
  | **Product Direction (% positive)** | 7.7 (67 reviews) | 7.9 (138 reviews) | 

---
## Pricing

### Sovos

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Vertex

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Sales Tax and VAT Compliance

| Product | Score | Reviews |
|---|---|---|
| **Sovos** | 7.7/10 | 27 |
| **Vertex** | 8.0/10 | 40 |

#### Tracking

| Feature | Sovos | Vertex | 
|---|---|---|
| **Sales Tax** | 8.5 (23 reviews) | 8.9 (36 reviews) | 
| **VAT** | 8.0 (9 reviews) | 8.2 (22 reviews) | 
| **GST** | 8.1 (13 reviews) | 7.7 (20 reviews) | 
| **Exemptions** | 7.4 (20 reviews) | 8.3 (27 reviews) | 
| **Adjustments** | 7.4 (16 reviews) | 7.7 (22 reviews) | 
| **Localization** | 7.1 (17 reviews) | 7.9 (23 reviews) | 

#### Integrations

| Feature | Sovos | Vertex | 
|---|---|---|
| **Integrations** | 6.9 (21 reviews) | 7.9 (30 reviews) | 

#### Remittance

| Feature | Sovos | Vertex | 
|---|---|---|
| **Returns** | 8.4 (17 reviews) | 8.9 (29 reviews) | 
| **Notifications** | 7.6 (15 reviews) | 8.2 (27 reviews) | 
| **Global/Cross Borders** | 8.0 (9 reviews) | 7.4 (19 reviews) | 
| **Analytics** | 7.8 (10 reviews) | 7.3 (21 reviews) | 

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

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

### Corporate Tax

| Product | Score | Reviews |
|---|---|---|
| **Sovos** | 8.5/10 | 9 |
| **Vertex** | 7.0/10 | 6 |

#### Tax Planning

| Feature | Sovos | Vertex | 
|---|---|---|
| **Strategies** | 9.0 (5 reviews) | 6.3 (5 reviews) | 
| **Exemptions** | 8.7 (5 reviews) | 5.7 (5 reviews) | 
| **Credits** | 7.6 (9 reviews) | 6.7 (5 reviews) | 
| **Estimations** | 8.0 (9 reviews) | 7.5 (6 reviews) | 

#### Tax Filing

| Feature | Sovos | Vertex | 
|---|---|---|
| **Calculations** | 8.7 (9 reviews) | 7.2 (6 reviews) | 
| **Rules & Regulations** | 8.9 (9 reviews) | 7.0 (5 reviews) | 
| **Reporting** | 9.1 (9 reviews) | 7.8 (6 reviews) | 

#### Workflows

| Feature | Sovos | Vertex | 
|---|---|---|
| **Integrations** | 7.8 (9 reviews) | 7.5 (6 reviews) | 
| **Importing** | 8.3 (9 reviews) | 7.3 (5 reviews) | 

### SAP Store

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

#### Agentic AI - SAP Store

| Feature | Sovos | 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 (2):** [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance), [Corporate Tax Software](https://www.g2.com/categories/corporate-tax)


**Unique to Vertex (1):** [SAP Store Software](https://www.g2.com/categories/sap-store)


---
## Reviewer Demographics

### By Company Size

| Segment | Sovos | Vertex | 
|---|---|---|
| **Small-Business** | 11.8% | 19.3% | 
| **Mid-Market** | 45.9% | 24.3% | 
| **Enterprise** | 42.4% | 56.4% | 

### By Industry

#### Sovos

- **Accounting:** 8.2%
- **Insurance:** 8.2%
- **Wholesale:** 5.9%
- **Construction:** 5.9%
- **Machinery:** 5.9%
- **Retail:** 5.9%
- **Manufacturing:** 4.7%
- **Banking:** 3.5%
- **Computer Software:** 3.5%
- **Electrical/Electronic Manufacturing:** 3.5%
- **Other:** 44.7%

#### 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 Sovos

- [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)
- [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)
- [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)
- [Paddle](https://www.g2.com/products/paddle/reviews) — 4.5/5 stars (236 reviews)
- [FastSpring](https://www.g2.com/products/fastspring/reviews) — 4.5/5 stars (187 reviews)
- [Intuit Lacerte Tax](https://www.g2.com/products/intuit-lacerte-tax/reviews) — 4.3/5 stars (187 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)
- [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 (236 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)
- [CCH® SureTax® Platform](https://www.g2.com/products/cch-suretax-platform/reviews) — 3.1/5 stars (12 reviews)

---
## Top Discussions

### Sovos

- Title: [Are there any third-party evaluations of Sovos solutions like from Gartner, IDC or Forrester?](https://www.g2.com/discussions/idc-marketscape-names-sovos-a-leader-in-sales-tax-and-vat-automation-applications-2019-vendor-assessment) — 1 comment, 2 upvotes *(includes official response)*
  > **Top comment:** "Yes, IDC conducted an extensive vendor assessment of the major market players in sales tax and VAT (including GST) automation and deemed Sovos a leader in..."

### 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..."

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