Last updated: Nov 04, 2026
| Time to go live | Relative frequency |
|---|---|
| More than 12 months | Most commonly reported |
| 3–6 months | Also commonly reported |
| 6–12 months | Reported |
| 1–3 months | Reported |
Realtime rate updates and filing our returns Review collected by and hosted on G2.com.
Poor communication from support and our account rep Review collected by and hosted on G2.com.
The tax calculation automation with Workday, although not perfect, still helps streamline the process. Review collected by and hosted on G2.com.
There seems to be a disconnect between O Series and Vitr. Another issues compliance details and rates aren’t always correct, and the only workaround I’m given is customization. This has been especially noticeable in Louisiana. Updates to the system. Review collected by and hosted on G2.com.
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.
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.
Have very robust system for complicated tax scenarios Review collected by and hosted on G2.com.
Flexibility to offer different product offerings. Review collected by and hosted on G2.com.
Indirect tax determination and access to vertex knowledge Review collected by and hosted on G2.com.
Education related to various tools offered Review collected by and hosted on G2.com.
I like the IT support. Review collected by and hosted on G2.com.
I need training on new features. Review collected by and hosted on G2.com.
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.
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.
The partners are very supportive and easy to work with. They make the products user-friendly and straightforward, so they’re effortless to understand. Review collected by and hosted on G2.com.
The limited access to the efficiencies as on-prem users. Review collected by and hosted on G2.com.
it handles all complex taxes in one central place. By automating this process across our entire business, it saves from manual work and keeps systems connected seamlessly. Review collected by and hosted on G2.com.
Tax assist rules can be complex and hard to determine Review collected by and hosted on G2.com.
It is user-friendly, and I also like the hands-on sessions, which allow users to practice through real scenarios. Review collected by and hosted on G2.com.
There are three different platforms, and that can sometimes be confusing for some users. Review collected by and hosted on G2.com.
Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights.
How often is O Series enhanced?
Pricing provided by Vertex.
