--- title: Vertex Reviews meta_title: 'Vertex Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 466 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: 466 scale: '5' date_modified: '2026-09-28' parent_category: name: Tax Software url: https://www.g2.com/categories/tax-software ---

Vertex Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users find Vertex to be super user-friendly, making it easy to train and access for all levels of expertise. (65 mentions)
Users commend the responsive customer support of Vertex, making it easy to implement and user-friendly. (47 mentions)
Users value the easy and quick tax updates from Vertex, which save money and simplify compliance for audits. (40 mentions)
Users find the support associates very helpful, providing easy-to-understand instructions and friendly assistance. (38 mentions)
Users value the accuracy of tax calculations, ensuring precise tax codes and rates readily available for audits. (22 mentions)
Users feel that improvement is needed in finding materials and updating lookup tables efficiently. (72 mentions)
Users find the interface complex, lacking onboarding and requiring support for essential changes, complicating their experience. (48 mentions)
Users express frustration over poor customer support, with slow resolutions and difficulties reaching appropriate representatives. (30 mentions)
Users experience technical issues with Vertex, including slow updates and performance problems affecting overall functionality. (25 mentions)
Users find the functionality difficult, citing manual processes and complicated report creation as major frustrations. (22 mentions)

5 Pros or Advantages of Vertex

5 Cons or Disadvantages of Vertex

AD
Athena D.
Small-Business (50 or fewer emp.)
"Effortless Navigation and a Flawless Experience"
5/5
What do you like best about Vertex?

easy to navigate - eg add tax rule, tax certificate, new customer Review collected by and hosted on G2.com.

What do you dislike about Vertex?

So far I have not met any situation that I am not satified yet Review collected by and hosted on G2.com.

RY
Rajesh Y.
Enterprise (> 1000 emp.)
"Accurate and Up-to-Date, But UI and Reporting Need Improvement"
5/5
What do you like best about Vertex?

Accuracy of tax calculation and keeping the content upto date. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Application UI restrictions in allowing custom logic and accessing logs. Reporting is pain. Review collected by and hosted on G2.com.

CL
Colette L.
Enterprise (> 1000 emp.)
"Indirect Tax Senior Manager"
5/5
What do you like best about Vertex?

The ability to customize the product to my organizations needs. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Specifically to Vertex for Marketplace, certain fields (ex tax area ID) is not available which our outsourced compliance provider needs to prepare returns using Vertex software. Review collected by and hosted on G2.com.

GL
Gardy L.
Enterprise (> 1000 emp.)
"User-Friendly Software with Excellent Support, But Needs Timely Updates"
4.5/5
What do you like best about Vertex?

easy to use software. support is also very good. ease implementation. frequency of use Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Usually pretty good with state update form but the New Orleans Parish has not been update since 2012 when I started Review collected by and hosted on G2.com.

Verified User in Automotive
EA
Verified User in Automotive
Enterprise (> 1000 emp.)
"Expert Team, But Invoicing and Outage Issues Need Improvement"
3/5
What do you like best about Vertex?

dedicated people

experts on their topics Review collected by and hosted on G2.com.

What do you dislike about Vertex?

The invoicing process has been problematic, as the address data on the invoices was incorrect for 12 months. Additionally, it took nine months to resolve issues related to productive outages. It was only after this lengthy period that it was discovered the problem was due to excessive CPU consumption. it is hard to impossible for the support to get the right people from the 3rd or 4th level support. Review collected by and hosted on G2.com.

DD
Diana D.
Enterprise (> 1000 emp.)
"Innovative Features, But Reporting Needs Smoother Workflow"
4.5/5
What do you like best about Vertex?

Innovation and things that are improving Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Some screens like Transaction Tester do not always show completely accurate info. The custom report results have to keep selecting options and sorting after looking at each entry. Review collected by and hosted on G2.com.

KO
Kayla O.
Enterprise (> 1000 emp.)
"Efficient Tax Filing, But Rounding Issues Need Improvement"
5/5
What do you like best about Vertex?

The ability for it to create the tax returns and EDI for direct transmission. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

The penny rounding issues and when certain cities do not round in VITR but round on the city website. Review collected by and hosted on G2.com.

JC
Jessica C.
Enterprise (> 1000 emp.)
"Robust Products, But Slow Enhancement Response"
5/5
What do you like best about Vertex?

Their products are the most robust on the market, as is their customer service. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Enhancement requests take too long regardless of complexity. Review collected by and hosted on G2.com.

Verified User in Entertainment
UE
Verified User in Entertainment
Enterprise (> 1000 emp.)
"Great Features, But Navigation Can Be Confusing at First"
5/5
What do you like best about Vertex?

Very helpful in keeping up with rules and making sure we are taking correctly. The transaction tester is very helpful after setting up flex fields Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Lots of different locations. In the beginning it is very difficult to figure out where everything goes. Review collected by and hosted on G2.com.

KM
Kristi M.
Mid-Market (51-1000 emp.)
"Revenue Cycle Manager"
4/5
What do you like best about Vertex?

Takes the stress of tax compliance away. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

The amount of time it takes to save a new configuration. Review collected by and hosted on G2.com.