# TaxValet vs Vertex Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Vertex excels in overall user satisfaction, boasting a significantly higher G2 Score compared to TaxValet. Users appreciate Vertex's **excellent support** , noting that issues are resolved promptly and with thorough explanations, which enhances their overall experience.
- **Users say** that TaxValet shines in its onboarding process, with many recent users highlighting how seamless and responsive their account representatives are. This has made transitioning from other platforms, like Avalara, much easier and less stressful for businesses.
- **Reviewers mention** that Vertex offers a robust reporting filing system that is easy to use and understand, which is a significant advantage for users who need to manage complex tax requirements efficiently.
- **According to verified reviews** , TaxValet is particularly praised for its detailed state-by-state breakdown of U.S. sales tax requirements, which has been a game-changer for users overwhelmed by compliance alerts from other software.
- **G2 reviewers highlight** that while Vertex has a strong market presence, it faces challenges in ease of setup compared to TaxValet, which users find to be more intuitive and user-friendly during the initial implementation phase.
- **Users report** that TaxValet's quality of support is exceptional, with many noting that the team is eager to assist and provide guidance, making it a reliable partner for businesses navigating the complexities of sales tax compliance.



| | TaxValet | Vertex | 
|---|---|---|
| **Star Rating** | 4.8 out of 5 | 4.4 out of 5 | 
| **Total Reviews** | 75 | 466 | 
| **Largest Market Segment** | Small-Business (92.0% of reviews) | Enterprise (56.4% of reviews) | 
| **Entry Level Price** | Starting at $560.00 1 Company Per Month | No pricing available | 

---
## Top Pros & Cons

### TaxValet

Pros:
- Helpful (13 reviews)
- Customer Support (11 reviews)

Cons:
- Expensive (3 reviews)
- Tax Issues (3 reviews)

### Vertex

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

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

---
## Ratings Comparison
| Rating | TaxValet | Vertex | 
|---|---|---|
  | **Meets Requirements** | 9.6 (57 reviews) | 8.3 (141 reviews) | 
  | **Ease of Use** | 9.5 (63 reviews) | 8.1 (362 reviews) | 
  | **Ease of Setup** | 9.2 (53 reviews) | 7.7 (292 reviews) | 
  | **Ease of Admin** | 9.0 (17 reviews) | 8.4 (80 reviews) | 
  | **Quality of Support** | 9.6 (58 reviews) | 7.7 (138 reviews) | 
  | **Quality of Work** | Not enough data | Not enough data | 
  | **Responsiveness** | Not enough data | 7.7 (31 reviews) | 
  | **Expertise of Team** | Not enough data | 8.2 (31 reviews) | 
  | **Execution Ability** | Not enough data | 7.7 (30 reviews) | 
  | **Communication Skills** | Not enough data | 7.5 (31 reviews) | 
  | **Professionalism** | Not enough data | 8.6 (31 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (21 reviews) | 8.2 (105 reviews) | 
  | **Product Direction (% positive)** | 9.2 (59 reviews) | 7.9 (138 reviews) | 

---
## Pricing

### TaxValet

#### Entry-Level Pricing

Plan: 360º Sales Tax Compliance Suite

Price: Starting at $560.00 1 Company Per Month

Description: Unlike DIY Sales Tax Software, TaxValet's Sales Tax Compliance Suite includes everything you need to never touch sales tax again. You can think of it like a fractional sales tax department that handles each aspect of the sales tax compliance workflow for you. 

Key Features:
- Automated Filing & Payments
- Dedicated Sales Tax Accountant
- Phone, Email, and Zoom Support

[Learn more about TaxValet](https://www.g2.com/products/taxvalet/reviews)

#### Free Trial

No

### Vertex

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Business Services

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

#### Planning

| Feature | TaxValet | Vertex | 
|---|---|---|
| **Needs Assessment** | Not enough data | Not enough data | 
| **Resource Allocation** | Not enough data | Not enough data | 
| **Stayed within Budget** | Not enough data | Not enough data | 
| **Statement of Work** | Not enough data | Not enough data | 
| **Best Practices** | Not enough data | Not enough data | 

#### Delivery

| Feature | TaxValet | Vertex | 
|---|---|---|
| **Technical Expertise** | Not enough data | Not enough data | 
| **Met Deadlines** | Not enough data | Not enough data | 
| **Meeting Management** | Not enough data | Not enough data | 
| **Project Updates** | Not enough data | Not enough data | 
| **Scope Management** | Not enough data | Not enough data | 
| **Roll-out** | Not enough data | Not enough data | 

### Sales Tax and VAT Compliance

| Product | Score | Reviews |
|---|---|---|
| **TaxValet** | N/A | N/A |
| **Vertex** | 8.0/10 | 41 |

#### Tracking

| Feature | TaxValet | Vertex | 
|---|---|---|
| **Sales Tax** | Not enough data | 8.9 (37 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 | 8.0 (24 reviews) | 

#### Integrations

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

#### Remittance

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

### Corporate Tax

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

#### Tax Planning

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

### SAP Store

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

#### Agentic AI - SAP Store

| Feature | TaxValet | 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 | 

### B2B Services

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

#### Team Quality

| Feature | TaxValet | Vertex | 
|---|---|---|
| **Change Management Skills** | Not enough data | Not enough data | 
| **Executive Presence** | Not enough data | Not enough data | 
| **Vertical Expertise** | Not enough data | Not enough data | 
| **Technology Partnerships** | Not enough data | Not enough data | 

---
## Categories

**Unique to TaxValet (1):** [Tax Services Providers](https://www.g2.com/categories/tax-services)

**Unique to Vertex (3):** [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), [SAP Store Software](https://www.g2.com/categories/sap-store)


---
## Reviewer Demographics

### By Company Size

| Segment | TaxValet | Vertex | 
|---|---|---|
| **Small-Business** | 92.0% | 19.3% | 
| **Mid-Market** | 8.0% | 24.3% | 
| **Enterprise** | 0% | 56.4% | 

### By Industry

#### TaxValet

- **Retail:** 41.3%
- **Consumer Goods:** 14.7%
- **Apparel & Fashion:** 8.0%
- **Accounting:** 5.3%
- **Computer Software:** 4.0%
- **Wholesale:** 2.7%
- **Health, Wellness and Fitness:** 2.7%
- **Automotive:** 1.3%
- **Building Materials:** 1.3%
- **E-Learning:** 1.3%
- **Other:** 17.3%

#### 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 TaxValet

- [Pilot](https://www.g2.com/products/pilot/reviews) — 4.7/5 stars (142 reviews)
- [Baker Tilly](https://www.g2.com/products/baker-tilly-baker-tilly/reviews) — 4.7/5 stars (118 reviews)
- [Swanson Reed | Specialist R&D Advisors](https://www.g2.com/products/swanson-reed-specialist-r-d-advisors/reviews) — 4.9/5 stars (82 reviews)
- [Zeni](https://www.g2.com/products/zeni/reviews) — 4.5/5 stars (82 reviews)
- [Collective](https://www.g2.com/products/collective/reviews) — 4.6/5 stars (67 reviews)
- [Deloitte Consulting](https://www.g2.com/products/deloitte-consulting/reviews) — 4.2/5 stars (66 reviews)
- [PricewaterhouseCoopers (PwC)](https://www.g2.com/products/pricewaterhousecoopers-pwc/reviews) — 4.2/5 stars (38 reviews)
- [Indinero](https://www.g2.com/products/indinero/reviews) — 3.9/5 stars (33 reviews)
- [Haven](https://www.g2.com/products/haven-2025-06-02/reviews) — 5.0/5 stars (33 reviews)
- [MSA](https://www.g2.com/products/msa/reviews) — 4.9/5 stars (32 reviews)

### Alternatives to Vertex

- [Avalara](https://www.g2.com/products/avalara/reviews) — 4.0/5 stars (825 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 (92 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 (378 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 (239 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)
- [CCH® SureTax® Platform](https://www.g2.com/products/cch-suretax-platform/reviews) — 3.1/5 stars (12 reviews)

---
## Top Discussions

### TaxValet

No discussions available for this product.

### 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/taxvalet-vs-vertex-inc-vertex)