---
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
**Vendor:** Vertex Inc.  
**Category:** [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 467
## About Vertex
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.



## Vertex Pros & Cons
**What users like:**

- Users value the **ease of use** of Vertex, highlighting its simple setup and intuitive interface. (39 reviews)
- Users praise the **reliable and supportive customer service** of Vertex, enhancing their overall experience with the product. (29 reviews)
- Users value the **tax automation** of Vertex for its accuracy and ability to adapt quickly to legislative changes. (24 reviews)
- Users value the **customer-friendly access** to accurate tax rates and jurisdictions, enhancing their efficiency in critical situations. (22 reviews)
- Users value the **reliability** of Vertex, appreciating its quick adaptability to changing regulations and dependable customer service. (16 reviews)
- Users value the **accuracy of tax calculations** in Vertex, ensuring seamless access to essential jurisdictions and up-to-date rates. (13 reviews)
- User Interface (13 reviews)
- Customization (12 reviews)
- Users praise the **full integration capabilities** of Vertex, enhancing accuracy and efficiency in tax decisioning processes. (12 reviews)
- Flexibility (11 reviews)

**What users dislike:**

- Users express frustration with **slow enhancement delivery** and **inaccurate address verification** complicating their experience with Vertex. (45 reviews)
- Users find the **interface complex** without proper training, making navigation and tasks more challenging than necessary. (29 reviews)
- Users find the **difficulty** level of Vertex high, especially for small companies dealing with complex changes and inaccuracies. (22 reviews)
- Users experience **poor customer support** with slow responses and generic answers that do not address specific configurations. (22 reviews)
- Users face **poor support services** with Vertex, experiencing slow responses and generic answers to specific issues. (20 reviews)
- Tax Issues (17 reviews)
- Users experience **technical issues** with Vertex, including slow updates and performance problems affecting overall functionality. (16 reviews)
- Missing Features (14 reviews)
- Learning Curve (9 reviews)
- Not User-Friendly (8 reviews)

## Vertex Reviews
  ### 1. Great products and wonderful people.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jacque S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2024

**What do you like best about Vertex?**

I appreciate how O Series connects with Returns and ECM seemlessly.

**What do you dislike about Vertex?**

Complex tax rules on the consumers use side.

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

Taxing our customers correctly and timely filing of returns.

  ### 2. tax technology

**Rating:** 5.0/5.0 stars

**Reviewed by:** mohan s. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Vertex?**

excellent product for sales and use. Good with SAP and Oracle integration

**What do you dislike about Vertex?**

complexity and some time support is not good and on time

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

Calculation and rules complexity

  ### 3. Its mixed

**Rating:** 4.0/5.0 stars

**Reviewed by:** Thanoj K. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2024

**What do you like best about Vertex?**

Ease of use is very good with vertex O series

**What do you dislike about Vertex?**

Customer support is support is becoming not to up to the mark recently

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

Tax Calculation and report

  ### 4. Enterprise Global taxsoftware

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Global solution
Robust Tax researched content
On demand version is efficient for enterprises with various source systems

**What do you dislike about Vertex?**

Expensive solution!!
Packaged for for entire region, even if needed for just one country inthe region ( eg. for using Australia content need to suscribe to APAC). No A La Carte option

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

Managing Tax Content
Single destination for out Global foot print
Central tax content and  integration

  ### 5. vertex has made our sales and use taxes easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** yvette b. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Vertex?**

sales tax returns eas of use and implementation

**What do you dislike about Vertex?**

too many workflows  not enouth features and integeration needs it support

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

Makes filing and reporting easier

  ### 6. It was great way to connect and keep updated what’s going on in the current environment

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maulik S. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Vertex?**

It's great Tax product and streamlined tax calculation

**What do you dislike about Vertex?**

Internal tax engine and when calculation happens in market place

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

E in voicing and ECW

  ### 7. Two cutting edge products

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rupinder K. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Vertex?**

Easy implemetation and great customer support.

**What do you dislike about Vertex?**

TPE query limitations that allows complex queries

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

Global Tax complaince for VAT and Tax data hub.

  ### 8. Working with Vertex and it is a great product if I compare with Sovos

**Rating:** 4.5/5.0 stars

**Reviewed by:** sunil v. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Easy to understand or configure. Great customer support

**What do you dislike about Vertex?**

some complex scenarios. Struggling on finding solutions

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

Ecommerce - the best to have verrtex

  ### 9. Vertex makes life easier for our tax team!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chaquita  J. | Tax manager, Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2024

**What do you like best about Vertex?**

Easy to navigate through the website. Highly recommended

**What do you dislike about Vertex?**

Doesn't work well in Microsoft edge. I have to use Google Chrome.

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

Tax solutions

  ### 10. Vertex customer review

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Vertex is very user friendly and has great support services.

**What do you dislike about Vertex?**

Vertex is quick to release product updates in an effort to continuously improve the product, however sometimes the updates are released prior to enough testing and it can result in an unintended error or issue.

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

Marketplace facilitator content will greatly help our ability to support our marketplace sellers.

  ### 11. Awesome integration with SAP

**Rating:** 5.0/5.0 stars

**Reviewed by:** Bill L. | Senior Director IT, Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Accurate and performance is great in production environment.

**What do you dislike about Vertex?**

Improve UI and error investigation tools.

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

Complex tax scenarios and up-to-date rules

  ### 12. Vertex Is The Bomb!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Latonya C. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

They take the guess work out of sales tax.

**What do you dislike about Vertex?**

Some Reporting functionality or lack there of.

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

None at this time.

  ### 13. Very enlightening

**Rating:** 4.0/5.0 stars

**Reviewed by:** fay b. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Meeting and Interaction withn other users

**What do you dislike about Vertex?**

Have had some issues with support when needed

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

Upgrading from Q to O series

  ### 14. Vertex

**Rating:** 4.0/5.0 stars

**Reviewed by:** Shiv Kumar G. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Automated monthly updates, vertex accelator

**What do you dislike about Vertex?**

Sometimes we see Performance issues which cause issues

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

Tax calculations and varulious tax assist rules

  ### 15. Senior IT manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Saleem M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Very comprehensive option to define tax rules

**What do you dislike about Vertex?**

A small, traditional display for setting rules.

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

Nothing special in mind

  ### 16. Vertex ITR has been great!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Vertex?**

Vertex ITR has completely changed the way we work. The efficient process and ease to generate our returns has saved so much time.

**What do you dislike about Vertex?**

The rate application is not always the easiest to use.

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

The AI feature as a tool to aid in support and make things quicker seems like a great move forward.

  ### 17. Automation for sales tax is awesome.

**Rating:** 5.0/5.0 stars

**Reviewed by:** xavier c. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2024

**What do you like best about Vertex?**

Quick taxability review for multiple items.

**What do you dislike about Vertex?**

At times complex with differing systems.

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

Taxability of multiple items.

  ### 18. Sales and Use Tax Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Flexibility, highly customizable with excellent tax calculation results

**What do you dislike about Vertex?**

Dates are very complex, frequent changes requiring updates and product support front line lack of knowledge

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

Vertex continues to include additional sales tax returns in Vertex Returns products and adding new taxability categories to Vertex O Series OD

  ### 19. Vertex helping ease the stress of business tax

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jillian J. | Controller, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 09, 2024

**What do you like best about Vertex?**

Vertex has been so helpful and easy to implement for our business. We previously used Avalara and the functionality within Vertex is much more user-friendly.

**What do you dislike about Vertex?**

Honestly we have not had any complaints about Vertex yet - our implementation and go-live phases have gone really well.

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

Tracking state by state nexus and sales tax compliance, as well as international VAT compliance

  ### 20. Vertex helps with indirect tax.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

The monthly tax rate updates and the use of product classes for taxability categories.

**What do you dislike about Vertex?**

It is difficult upgrading from Vertex Q to Vertex O.  I wish it was easier.

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

Ease in filing sales tax returns.

  ### 21. <p>As a loyal customer of Vertex for over a decade, I can confidently say that their services have consistently met my expectations. The team is always responsive and attentive to my needs, ensuring that any issues are resolved promptly. I highly recommend Vertex to anyone seeking reliable and efficient service.</p>

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Vertex?**

team engagement (Andrew T rocks!), range of offerings and product quality

**What do you dislike about Vertex?**

The pricing could be more competitive, also all it takes to make any changes is consulting.

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

Real-time tax calculations, compliance, reporting, audit support

  ### 22. Great intro for new person in sales tax

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Works with many third parties so we have support in many ways

**What do you dislike about Vertex?**

Not very intuitive. Takes awhile to learn it and cannot just pick it up.

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

Sales tax integration with SAP and outsourcing

  ### 23. Vertex University is Great

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

I have used Vertex university and love the content and user friendliness

**What do you dislike about Vertex?**

I have not used vertex much as I am new in the industry so cannot answer this question yet.

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

N/A

  ### 24. Vertex Soluiton

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

When connecting with the right resources guided in the right direction to the necessary solution.

**What do you dislike about Vertex?**

Difficulty navigating the learning materials.

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

It is helping solve the associated sales tax for shipping and handling.

  ### 25. Very easy to use, support always very helpful

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Machinery | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

For On Demand, I like the automatic updates

**What do you dislike about Vertex?**

I haven't had any issues with Vertex as of today

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

They make it easy to stay up to date with tax law updates/changed

  ### 26. More Capabilities Than I Realized

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Vertex is vast in capabilities and strong in support

**What do you dislike about Vertex?**

Nothing of note! Still learning about all that it can offer

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

Vertex custom categories have been a game changer for our company.

  ### 27. Good overall

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Taxability research is user friendly overall

**What do you dislike about Vertex?**

User page could have some improvement and so on

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

We need tax rate updates often and Vertex is a lot of help on that

  ### 28. Vertex is very user friendly. Employee are passionate and knowledgeable.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Vertex?**

Easy to find solutions to my questions. Walk through processes are in details.

**What do you dislike about Vertex?**

Maybe some emails about relatives educations programs would be great.

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

Tax mapping, researches and tax rates.

  ### 29. Super fun!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Vertex?**

I like the ease of use and implementation

**What do you dislike about Vertex?**

Returns Manager is a bit quirky, but functional.

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

Accruing tax automatically in conjunction with Oracle Cloud Fusion. Saving time.

  ### 30. My vertex experience

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Machinery | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Product Support Team answeres in a timely manner

**What do you dislike about Vertex?**

Too many fields that are not user friendly

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

Right now there is a problem that is currently not solved

  ### 31. Good product

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Very good Product for the tax calculations

**What do you dislike about Vertex?**

Reporting is yet to solve for big enterprises, when there are lot of transactions.

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

calculating tax and generating Tax reports

  ### 32. Reliable sales tax solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

All rates have been researched and update every month.

**What do you dislike about Vertex?**

Difficulty troubleshooting. Need more solutions to solving problems

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

It is calculating sales tax on all US invoices.

  ### 33. Tax Engine on a global scale

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Electrical/Electronic Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Sophisticated content and very knowlegdeable staff

**What do you dislike about Vertex?**

Sometimes slow internal processes to get to a satisfying answer

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

Multinational company with a big amount of tax rules

  ### 34. Excellent experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 30, 2024

**What do you like best about Vertex?**

The availability of assistance from internal consultants

**What do you dislike about Vertex?**

Although helpful, some processes can be a bit manual

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

US and international sales and VAT calculations, respectively

  ### 35. Amazing experience with Vertex support and the UI

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Renewables & Environment | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

The UI is very user friendly and intuitive.

**What do you dislike about Vertex?**

I like it so far. No downsides for Vertex.

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

Indirect Taxes and ease of tax calculation.

  ### 36. Very knowledegable instructors and sessions. Would love to see more specific use cases

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Vertex?**

Furthers the automation of our processes

**What do you dislike about Vertex?**

Sometimes can be seen as a blackbox, may impact confidence in the tools

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

automated sales tax calculation

  ### 37. Great experience meeting vertex experts and networking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Full integration with other systems and .

**What do you dislike about Vertex?**

Would like to have more access to behind the scenes tables

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

Tax situs, classification and rates

  ### 38. Director of Tax

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Simple solution for complex situations. Easy to implement.

**What do you dislike about Vertex?**

Not much I dislike in the software. Its very helpful.

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

US and Canada tax solutions.

  ### 39. Senior Analyst

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Vertex?**

Functioanlity and ability to perform multiple tasks on one platform

**What do you dislike about Vertex?**

Can be more user friendly, less tech issues.

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

Day to day implementation.

  ### 40. Rave Reviews

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2024

**What do you like best about Vertex?**

Vertex exemption certificates is a life saver.

**What do you dislike about Vertex?**

The monthly updates sometimes takes a little longer than expected to update.

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

Customer code allocations.

  ### 41. Vertex Review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Telecommunications | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Ease of use and user interface make interactions very easy

**What do you dislike about Vertex?**

customization options can be overwhelming

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

complex tax rules and numberous jurisdictions

  ### 42. VP Product Manager - JPMC

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** October 23, 2023

**What do you like best about Vertex?**

Networking with different people at Vertex

**What do you dislike about Vertex?**

Vertex is not dupporting Vertex Returns per our needs

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

Avoid manual tax determination

  ### 43. Director Sales & Use Tax

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2024

**What do you like best about Vertex?**

Tax content and tax calculation, looking up tax categories by state

**What do you dislike about Vertex?**

interruption between data from oseries to returns

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

compliance

  ### 44. Vertex

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.)

**Reviewed Date:** October 29, 2024

**What do you like best about Vertex?**

consultants are top notch and responsive

**What do you dislike about Vertex?**

nothing - always responsive to customer issues

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

data management

  ### 45. Vertex a great product

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Leisure, Travel & Tourism | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 19, 2024

**What do you like best about Vertex?**

Vertex is really a very good product for calculating tax. It is very easy to understand and a very user friendly product.

**What do you dislike about Vertex?**

Nothing to be disliked about it. it is very flexiable tool.

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

Helps in calculating cross border taxes and the calculated taxes are very accurate

  ### 46. Vertex implementation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.)

**Reviewed Date:** February 08, 2024

**What do you like best about Vertex?**

We have  been using vertex on demand cloud for more than 5 years for North America and our business stakeholders are very happy about it. Last year, we were expanding our business to EU and we instantly went with Vertex with second thoughts.

**What do you dislike about Vertex?**

We some times see performance issues when the order lines exceed 500 and also some critical reports like total time taken to complete for a transaction

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

We are using vertex to calculate the sales tax in NA and sales tax + vat for EU.

  ### 47. vertex the perfect ta engine

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 16, 2024

**What do you like best about Vertex?**

its sales tax calculation; interfaces are very good. very user freindly

**What do you dislike about Vertex?**

no concerns. Vertex is an excellent product. there is no concerns identifed by team.

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

helps in tax calculation

  ### 48. User friendly vertex

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 15, 2024

**What do you like best about Vertex?**

Vertex is user friendly and it is very easy to use for a begginer also.

**What do you dislike about Vertex?**

Nothing to be disliked, it is good application.

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

Helps in calculation of tax.

  ### 49. Disappointing product and support

**Rating:** 0.0/5.0 stars

**Reviewed by:** Leslie V. | Senior Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** August 31, 2023

**What do you like best about Vertex?**

Joe that help implement Vertex and Rachel over in the premium returns department.

**What do you dislike about Vertex?**

Once you save a configuration you are locked out of vertex for an indefinite amount of time where you cant add anything. This causes problems when exempt customers try to place orders. 

You have to open a support ticket to get anyone to talk to you. The team drags it out days/weeks and never sends helpful information.

I was left to fend for myself during go-live week 3 months ago and are still dealing with issues.

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

None. Vertex was supposed to make my job easier but it is causing more work.

**Official Response from Laura Marie Blackburn:**

> Hi Leslie, I'm sorry to hear about the frustrations you've been having. We strive to deliver an exceptional support experience for all of our customers - would you be open to connecting with one of our Customer Success leaders to discuss the challenges you mentioned? If so, I'll reach out to you directly to schedule a time. I appreciate you taking the time to share your feedback and hope we can connect soon.

  ### 50. It is almost good

**Rating:** 3.0/5.0 stars

**Reviewed by:** Faisal M. | Senior Principle Accounting Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 12, 2024

**What do you like best about Vertex?**

The calculation and computation sale tax number

**What do you dislike about Vertex?**

Enhance need to be made.Some new features to be added

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

Vertex solved the tax calculation and computation and make the life easy


## Vertex Discussions
  - [How often is O Series enhanced?](https://www.g2.com/discussions/how-often-is-o-series-enhanced) - 1 comment, 1 upvote
  - [Can O Series complete Returns?](https://www.g2.com/discussions/can-o-series-complete-returns) - 1 comment, 1 upvote
  - [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
  - [How many clients are on O Series?](https://www.g2.com/discussions/how-many-clients-are-on-o-series) - 1 comment, 1 upvote

- [View Vertex pricing details and edition comparison](https://www.g2.com/products/vertex-inc-vertex/reviews?page=5&section=pricing&secure%5Bexpires_at%5D=2026-08-10+08%3A11%3A38+-0500&secure%5Bsession_id%5D=9b771cfe-40fd-4fd3-b096-884bf9b2638f&secure%5Btoken%5D=efaa0d3fa1ca7f309254bd7dfd92e8bad01efb12a8be699d622231a43f47beca&format=llm_user)
## Vertex Integrations
  - [Infor CloudSuite M3](https://www.g2.com/products/infor-cloudsuite-m3/reviews)

## Vertex Features
**Tracking**
- Sales Tax
- VAT
- GST
- Exemptions
- Adjustments
- Localization
- Consumer Use Tax

**Tax Planning**
- Strategies
- Exemptions
- Credits
- Estimations

**Agentic AI - SAP Store**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Integrations**
- Integrations

**Tax Filing**
- Calculations
- Rules & Regulations
- Ad hoc Reporting
- Historical Reporting
- K-1 Reporting

**Remittance**
- Returns
- Notifications
- Global/Cross Borders
- Analytics

**Workflows**
- Integrations
- Importing
- Accounting Integration

**Additional Functionality**
- Tax Compliance
- Generative AI
- SSL Security
- Workflow Management
- Accounting
- Multiple User Accounts
- Audit Trail
- Tax Filing
- Client Management
- Activity Dashboard
- AI Copilot
- Electronic Filing
- Tax Planning
- Corporate/Business
- Dashboard Creation
- Multiple Data Sources
- Compliance Management
- Data Import/Export
- Sales Tax Management
- Client Portal
- Deadline Management
- Customizable Templates
- Status Tracking
- Exception Notification
- Audit Management
- Customer Accounts
- For Nonprofits
- Data Storage Management
- Document Management
- Electronic Submission
- Email Reminders
- Alerts/Notifications
- Data Visualization
- Reporting & Statistics
- Access Controls/Permissions
- Payroll & Employer Forms
- Tax Forms
- Reminders
- Activity Tracking
- Financial Analysis
- Data Verification
- Bank Reconciliation
- Mobile Access
- Payroll Management
- Multi-Currency
- Invoice Processing
- Value Added Tax (VAT)
- Taxation & Assessment
- Approval Process Control
- Electronic Payments
- Invoice Management
- Tax Management
- Task Management
- API
- Customizable Branding
- Property Tax Management
- Customizable Reports
- Time & Expense Tracking
- Real-Time Data
- Receipt Management
- Document Storage

**Agentic AI - Sales Tax and VAT Compliance**
- Autonomous Task Execution
- Natural Language Interaction

**Additional Functionality**
- Secure Data Storage
- API
- Credit Card Processing
- Access Controls/Permissions
- Policy Management
- Multi-Currency
- Invoice Management
- Cash Flow Management
- AI Copilot
- User Management
- Document Management
- Exemption Management
- Address Validation
- Accounting
- Audit Management
- For eCommerce
- Client Portal
- Document Templates
- Tax Calculation
- Generative AI
- Data Import/Export
- Tax Compliance
- Real-Time Data
- Tax Filing
- Audit Trail
- Transaction Tracking
- Taxability Verification
- Electronic Payments
- Activity Dashboard
- Workflow Automation

## Top Vertex Alternatives
  - [Avalara](https://www.g2.com/products/avalara/reviews) - 4.0/5.0 (813 reviews)
  - [TaxJar](https://www.g2.com/products/taxjar/reviews) - 4.7/5.0 (246 reviews)
  - [Sovos](https://www.g2.com/products/sovos/reviews) - 4.2/5.0 (91 reviews)

