--- title: Vertex Reviews meta\_title: 'Vertex Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 467 reviews by the users' company size, role or industry to find out how Vertex works for a business like yours. aggregate\_rating: rating\_value: 4.4 review\_count: 467 scale: '5' date\_modified: '2026-08-08' parent\_category: name: Tax Software url: https://www.g2.com/categories/tax-software ---

# Vertex Reviews & Product Details

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Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.

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Product Website
Vertex
Seller
[Vertex Inc.](https://www.g2.com/sellers/vertex-inc)
Discussions
[Vertex Community](https://www.g2.com/products/vertex-inc-vertex/discuss)
Languages Supported

English

Solution Type

All-in-One

Overview by
Laura Marie Blackburn

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## Value at a Glance

Averages based on real user reviews.

### Time to Implement

7 months

[
View More Pricing Information
](https://www.g2.com/products/vertex-inc-vertex/pricing)

## Vertex Integrations
(1)

What do users say about integrations?

Verified by Vertex

[

 ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image")

Infor CloudSuite M3

](https://www.g2.com/products/infor-cloudsuite-m3/reviews)

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 ![Larry T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Larry T.")
LT

Larry T.

Corporate Tax Accountant

Enterprise (\> 1000 emp.)

3/25/2026

"Effortless Sales Tax Management with Vertex"

5/5

What do you like best about Vertex?

The main thing I like about Vertex is I don't have to worry about changing the rates on a monthly basis or tracking that. I also don't have to worry about whether something's taxable or not as long as we invoice it correctly and we've put the correct rules in place. It pretty much automates probably 98% of sales tax decisions, which is a great relief. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Well, right now, we have a situation where there are special rates in California, depending upon what you're doing and where it's at. We're currently working with the Vertex representative to set up the rules properly because we've tried on our own, and it doesn't seem to be taking the special role. If there was some sort of analytics where we could put in, you know, code two or three if it was pre-populated into the monthly updates, that would be helpful, then we can just link it to the customers who qualify for that. That would be great. Review collected by and hosted on G2.com.

What problems is Vertex solving and how is that benefiting you?

Vertex automates tax rate changes and ensures compliance without manual checks. It integrates with our ERP to query and apply correct tax rates automatically, reducing manual returns preparation. I like not having to worry about tracking rate changes or sales tax decisions, automating around 98%. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
IF

Verified User in Financial Services

Enterprise (\> 1000 emp.)

10/28/2025

"Vertex Review Summary"

5/5

What do you like best about Vertex?

In addition to Exchange, Training, and Consulting, I also test the monthly data updates to determine any potential impact. I perform this testing using BCI, and if anything appears incorrect, I use the Transaction Tester to identify which rule ID or Tax Assist rule is being triggered. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Logging a ticket - not always helpful. Takes too long to get answers. Review collected by and hosted on G2.com.

What problems is Vertex solving and how is that benefiting you?

Calculating tax in the U.S. involves significant complexity, and I ensure we have the ability to review our data, troubleshoot issues, and understand what any errors mean. Review collected by and hosted on G2.com.

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6/23/2026
Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign

 ![Caroline T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Caroline T.")
CT

Caroline T.

Tax Lead

Mid-Market (51-1000 emp.)

3/24/2026

"Automated Sales Tax Calculation with Minimal Effort"

4/5

What do you like best about Vertex?

I love how Vertex calculates our sales tax for all of my company's ecommerce orders. I appreciate that as jurisdictions change tax rules and rates, everything is automatically updated in our system. The O-series really helps with our ecommerce sales tax calculation, and it's constantly fluid and updating. It's mostly automated, which means we don't even have to think about it. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

The custom reporting is sometimes hard to make it give me the data I want. It can be a little confusing as there are just so many categories and different ways to 'group' info that I'm not always sure what I need. Review collected by and hosted on G2.com.

What problems is Vertex solving and how is that benefiting you?

Vertex calculates sales tax for our ecommerce orders, automatically updating as tax rules change. It's mostly automated, so we don't have to worry about it. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Wholesale](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wholesale")
UW

Verified User in Wholesale

Enterprise (\> 1000 emp.)

4/3/2026

"Easy-to-Navigate Interface with Automatic Tax Rate Updates and Powerful Reporting"

5/5

What do you like best about Vertex?

I like the interface because it is easy to navigate. I like that when tax rate changes occur, we do not have to make any adjustments or try to keep up on them ourselves. I like that I am able to run reports that give me the exact information I need to reconcile. I like that we can test transactions before implementing them into Production. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

There are some reports in the returns program that are missing taht would save us loads of time each month. One is having a consolidated applied credits report, instead of having to run one for each state or return. Review collected by and hosted on G2.com.

What problems is Vertex solving and how is that benefiting you?

They are helping us get into more countries and with integrating new systems. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services")
UI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

7/29/2026

"Fully Managed Generative AI Capabilities That Stand Out"

5/5

What do you like best about Vertex?

The best about Vertex is its full managed Generative AI capabilites Review collected by and hosted on G2.com.

What do you dislike about Vertex?

The major dislike about Vertex is it becomes very expensive for training large scale data Review collected by and hosted on G2.com.

What problems is Vertex solving and how is that benefiting you?

The problem that Vertex solving for me is it provides fully managed platform with very minimal infra management, it is unified platform for ML management Review collected by and hosted on G2.com.

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Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerSource: G2 invite

 ![Avnish G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Avnish G.")
AG

Avnish G.

Senior Manager, Corporate IT

Enterprise (\> 1000 emp.)

10/28/2024

"Vertex Review from QuidelOrtho, A Healthcare Organization"

4.5/5

What do you like best about Vertex?

We have been using Vertex for the past 10+ years for tax calculation and reporting for the USA. It exceeded our expectations, and now, we are planning to use it globally. We are present in 40+ countries. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Vertex is well connected with ERP like SAP; however, it still needs to improve on many tools around ERP, like ARIBA. Review collected by and hosted on G2.com.

What problems is Vertex solving and how is that benefiting you?

Tax calculation and reporting. Review collected by and hosted on G2.com.

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4/2/2026
Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign

DL

Damon L.

Senior Developer

Enterprise (\> 1000 emp.)

10/23/2023

"IT professional supporting AP, Procurement, & Tax Department use of Vertex"

4/5

What do you like best about Vertex?

Tax data updates are easy & quick. They also provide the updated location information the business requires. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

HR location updates aren’t handled in real time the way AP location updates are handled. Review collected by and hosted on G2.com.

What problems is Vertex solving and how is that benefiting you?

Tax estimation for AP and Procurement is automated through Vertex On-Demand, which benefits my company because it isn’t a manual process like our PA tax estimation. Review collected by and hosted on G2.com.

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3/31/2026
Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign

LC

Liz C.

Enterprise (\> 1000 emp.)

10/27/2025

"Outstanding Support and Guidance, But Needs More O-Series Training"

4.5/5

What do you like best about Vertex?

I like our customer support team, they are always helpful and answer our easy and tough questions. I also appreciate that they do not try to sell us more programs every time we chat, they help us with planning for the future and provide us guidance on how they can help us reach our goals. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

I wish there were more O-series trainings, I think the tool is very powerful but unfortunately I think I've only scratched the surface. I would like to learn how to more effectively use the system. Review collected by and hosted on G2.com.

What problems is Vertex solving and how is that benefiting you?

They make sure we are compliant with our sale taxes, and they have helped us stay out of trouble with the states. They are also helping us figure out the taxability of the products we sell, and help us with the incredible number of returns we have to file any given month. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

SG

Shirley G.

10/28/2025

"Trusted Tax Solution with Cost Concerns"

5/5

What do you like best about Vertex?

I find Vertex highly beneficial for making better use tax decisions. The tools provided, such as the Vertex plus tools and vendor recon, are particularly helpful in this process. These tools assist in evaluating taxes and purchasing decisions, allowing for a more efficient decision-making process. Additionally, I appreciate the straightforward setup of Vertex, as it was easy to implement without any challenges. The pricing also stands out as a factor that makes Vertex an attractive choice, as it was one of the reasons I would consider purchasing it again. The overall experience with Vertex is satisfactory, and I am impressed with its capabilities and effectiveness in helping with tax-related decisions. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

I find the cost of the Accelerator Plus tools in Vertex to be high. Review collected by and hosted on G2.com.

What problems is Vertex solving and how is that benefiting you?

I use Vertex to make better use tax decisions, with its tools providing valuable assistance. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

BT

Billy T.

Enterprise (\> 1000 emp.)

10/27/2025

"Excellent Taxability Insights, But Reporting Needs Improvement"

3.5/5

What do you like best about Vertex?

The taxability information available in the tool. I am able to look up a specific taxability category and see what states a product is taxable in as well as the specific state rules related to that product. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

When it comes to reporting, I find that some of the reports in Vertex are confusing and feel more like a data dump than a truly usable report. While using Vertex's reporting features, I often had to manually manipulate the data quite a bit just to extract the information I needed. Review collected by and hosted on G2.com.

What problems is Vertex solving and how is that benefiting you?

I don't believe Vertex is actually solving any major problems for us, but it does offer significant benefits through its available tools, which assist with the audit process and support my daily sales tax tasks. While Vertex provides what I need, I feel that we are not utilizing its full potential. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 Gives Campaign

## Questions about Vertex? Ask real users or explore answers from the community

Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.

[
Ask about Vertex
](https://www.g2.com/products/vertex-inc-vertex/discussions/new)

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
G2

Verified User
•
Last activity over 6 years ago

How often is O Series enhanced?

1 Upvote

1

[
Join the conversation
](https://www.g2.com/discussions/how-often-is-o-series-enhanced)

GU

Guest User

What is Taxamo by Vertex used for?

0 Upvotes

0

[
Join the conversation
](https://www.g2.com/discussions/what-is-taxamo-by-vertex-used-for)

[
View all Discussions
](https://www.g2.com/products/vertex-inc-vertex/discuss)

## Pricing Insights

Averages based on real user reviews.

### Time to Implement

7 months

### Return on Investment

17 months

### Average Discount

9%

[
View More Pricing Information
](https://www.g2.com/products/vertex-inc-vertex/pricing)

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##### 
##### Vertex Features

Tracking

Sales Tax

VAT

GST

Integrations

Integrations

Remittance

Returns

Notifications

Global/Cross Borders

[
View More Features
](https://www.g2.com/products/vertex-inc-vertex/features)

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##### Categories on G2

[SAP Store](https://www.g2.com/categories/sap-store)[Sales Tax and VAT Compliance](https://www.g2.com/categories/sales-tax-and-vat-compliance)[Corporate Tax](https://www.g2.com/categories/corporate-tax)

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