# 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** | 92 | 467 | 
| **Largest Market Segment** | Mid-Market (43.8% of reviews) | Enterprise (56.2% 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 (39 reviews)
- Customer Support (29 reviews)

Cons:
- Improvement Needed (45 reviews)
- Complex Interface (29 reviews)

---
## Ratings Comparison
| Rating | Sovos | Vertex | 
|---|---|---|
  | **Meets Requirements** | 8.6 (79 reviews) | 8.3 (141 reviews) | 
  | **Ease of Use** | 8.0 (80 reviews) | 8.1 (363 reviews) | 
  | **Ease of Setup** | 7.5 (45 reviews) | 7.7 (293 reviews) | 
  | **Ease of Admin** | 7.6 (37 reviews) | 8.4 (80 reviews) | 
  | **Quality of Support** | 8.4 (79 reviews) | 7.7 (138 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.1 (38 reviews) | 8.2 (105 reviews) | 
  | **Product Direction (% positive)** | 7.5 (70 reviews) | 7.9 (139 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** | 7.8/10 | 30 |
| **Vertex** | 8.0/10 | 42 |

#### Tracking

| Feature | Sovos | Vertex | 
|---|---|---|
| **Sales Tax** | 8.5 (23 reviews) | 8.9 (37 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** | 7.2 (18 reviews) | 8.0 (24 reviews) | 
| **Consumer Use Tax** | Not enough data | Not enough data | 

#### Integrations

| Feature | Sovos | Vertex | 
|---|---|---|
| **Integrations** | 7.0 (23 reviews) | 7.9 (30 reviews) | 

#### Remittance

| Feature | Sovos | Vertex | 
|---|---|---|
| **Returns** | 8.4 (17 reviews) | 8.9 (29 reviews) | 
| **Notifications** | 7.7 (16 reviews) | 8.2 (27 reviews) | 
| **Global/Cross Borders** | 8.0 (9 reviews) | 7.4 (19 reviews) | 
| **Analytics** | 8.0 (11 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 | 

#### 

| Feature | Sovos | Vertex | 
|---|---|---|
| **Secure Data Storage** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Credit Card Processing** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Policy Management** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | 
| **Cash Flow Management** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **User Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Exemption Management** | Not enough data | Not enough data | 
| **Address Validation** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Audit Management** | Not enough data | Not enough data | 
| **For eCommerce** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Document Templates** | Not enough data | Not enough data | 
| **Tax Calculation** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Tax Compliance** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Tax Filing** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Transaction Tracking** | Not enough data | Not enough data | 
| **Taxability Verification** | Not enough data | Not enough data | 
| **Electronic Payments** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 

### Corporate Tax

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

#### Tax Planning

| Feature | Sovos | Vertex | 
|---|---|---|
| **Strategies** | 9.2 (6 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** | 9.0 (10 reviews) | 7.0 (5 reviews) | 
| **Reporting** | 9.2 (10 reviews) | 7.8 (6 reviews) | 
| **Historical Reporting** | Not enough data | Not enough data | 
| **K-1 Reporting** | Not enough data | Not enough data | 

#### Workflows

| Feature | Sovos | Vertex | 
|---|---|---|
| **Integrations** | 8.0 (10 reviews) | 7.5 (6 reviews) | 
| **Importing** | 8.3 (9 reviews) | 7.3 (5 reviews) | 

#### 

| Feature | Sovos | Vertex | 
|---|---|---|
| **Tax Compliance** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **SSL Security** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Accounting** | Not enough data | Not enough data | 
| **Multiple User Accounts** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Tax Filing** | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Electronic Filing** | Not enough data | Not enough data | 
| **Tax Planning** | Not enough data | Not enough data | 
| **Corporate/Business** | Not enough data | Not enough data | 
| **Dashboard Creation** | Not enough data | Not enough data | 
| **Multiple Data Sources** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Sales Tax Management** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Deadline Management** | Not enough data | Not enough data | 
| **Customizable Templates** | Not enough data | Not enough data | 
| **Status Tracking** | Not enough data | Not enough data | 
| **Exception Notification** | Not enough data | Not enough data | 
| **Audit Management** | Not enough data | Not enough data | 
| **Customer Accounts** | Not enough data | Not enough data | 
| **For Nonprofits** | Not enough data | Not enough data | 
| **Data Storage Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Electronic Submission** | Not enough data | Not enough data | 
| **Email Reminders** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Data Visualization** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **Access Controls/Permissions** | Not enough data | Not enough data | 
| **Payroll & Employer Forms** | Not enough data | Not enough data | 
| **Tax Forms** | Not enough data | Not enough data | 
| **Reminders** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **Financial Analysis** | Not enough data | Not enough data | 
| **Data Verification** | Not enough data | Not enough data | 
| **Bank Reconciliation** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Payroll Management** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Invoice Processing** | Not enough data | Not enough data | 
| **Value Added Tax (VAT)** | Not enough data | Not enough data | 
| **Taxation & Assessment** | Not enough data | Not enough data | 
| **Approval Process Control** | Not enough data | Not enough data | 
| **Electronic Payments** | Not enough data | Not enough data | 
| **Invoice Management** | Not enough data | Not enough data | 
| **Tax Management** | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Customizable Branding** | Not enough data | Not enough data | 
| **Property Tax Management** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Time & Expense Tracking** | Not enough data | Not enough data | 
| **Real-Time Data** | Not enough data | Not enough data | 
| **Receipt Management** | Not enough data | Not enough data | 
| **Document Storage** | Not enough data | Not enough data | 

### 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** | 13.5% | 19.3% | 
| **Mid-Market** | 43.8% | 24.5% | 
| **Enterprise** | 42.7% | 56.2% | 

### By Industry

#### Sovos

- **Accounting:** 9.1%
- **Insurance:** 8.0%
- **Construction:** 5.7%
- **Wholesale:** 5.7%
- **Machinery:** 5.7%
- **Retail:** 5.7%
- **Manufacturing:** 4.5%
- **Banking:** 3.4%
- **Electrical/Electronic Manufacturing:** 3.4%
- **Financial Services:** 3.4%
- **Other:** 45.5%

#### Vertex

- **Retail:** 15.4%
- **Manufacturing:** 9.9%
- **Accounting:** 7.9%
- **Information Technology and Services:** 5.1%
- **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 (826 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 (381 reviews)
- [Anrok](https://www.g2.com/products/anrok/reviews) — 4.5/5 stars (309 reviews)
- [Zoho Books](https://www.g2.com/products/zoho-books/reviews) — 4.4/5 stars (329 reviews)
- [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) — 4.4/5 stars (276 reviews)
- [Paddle](https://www.g2.com/products/paddle/reviews) — 4.5/5 stars (240 reviews)
- [FastSpring](https://www.g2.com/products/fastspring/reviews) — 4.5/5 stars (187 reviews)
- [Lappa](https://www.g2.com/products/lappa/reviews) — 4.9/5 stars (156 reviews)

### Alternatives to Vertex

- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (826 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)
- [Anrok](https://www.g2.com/products/anrok/reviews) — 4.5/5 stars (309 reviews)
- [Webgility](https://www.g2.com/products/webgility/reviews) — 4.6/5 stars (381 reviews)
- [Paddle](https://www.g2.com/products/paddle/reviews) — 4.5/5 stars (240 reviews)
- [Zoho Books](https://www.g2.com/products/zoho-books/reviews) — 4.4/5 stars (329 reviews)
- [Intuit ProConnect Tax](https://www.g2.com/products/intuit-proconnect-tax/reviews) — 4.4/5 stars (276 reviews)
- [CCH® SureTax® Platform](https://www.g2.com/products/cch-suretax-platform/reviews) — 3.1/5 stars (12 reviews)
- [FastSpring](https://www.g2.com/products/fastspring/reviews) — 4.5/5 stars (187 reviews)

---
## Top Discussions

### Sovos

- Title: [What is Sovos used for?](https://www.g2.com/discussions/what-is-sovos-used-for) — 1 comment
  > **Top comment:** "Sovos is used to automate tax compliance across a business's operations. Companies use it to determine sales & use tax and VAT on transactions, comply with..."
- 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)