Vertex Reviews & Product Details

Vertex is the Decision-to-Defense global indirect tax and compliance company. We help enterprises control indirect tax and compliance with confidence. From tax determination and e-invoicing to reporting, filing and audit defense, we make outcomes easier to prove and improve over time. Our ability to integrate across ERP, e-commerce, marketplace, procurement, CRM, and other financial systems means customers can centralize tax determination and compliance to improve accuracy and consistency for the business. Since 1978, Vertex has specialized in helping businesses navigate one of their most critical responsibilities: indirect tax and compliance. We combine deep domain expertise, trusted tax data, and innovative technology to ensure businesses and communities thrive through trusted transactions.

Seller

Vertex Inc.

Discussions

Vertex Community

Languages Supported

English

Solution Type

All-in-One

Overview by

Laura Marie Blackburn

Used by Data Meaning and 2 others

Beta

Pricing

Pricing provided by Vertex.

Basic

$5,000.00

View More Pricing Information

Vertex Reviews FAQs

Generated using AI

Last updated: Nov 04, 2026

What is Vertex, and what problem is it built to solve?

Vertex is a tax technology platform for automating business tax compliance. It addresses the work of calculating, reporting, and filing sales and use tax, VAT, and other transaction taxes while helping businesses manage changing tax requirements.

What languages does Vertex support?

Vertex supports 1 language: English.

What company sizes and industries is Vertex the best fit for?

Vertex’s strongest reviewer-reported fit is among enterprise, mid-market, and small businesses, with Retail and Manufacturing especially well represented.

Company size: Enterprise organizations are the most prominent segment, with mid-market and small businesses also represented.
Industries: Retail and Manufacturing are the clearest industry clusters.

How long does it take to implement Vertex across a team?

Implementation time varies, but the most commonly reported range is more than 12 months. Other reported timelines include several shorter, distinct ranges.

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

What customer support options does Vertex provide, and how do users find the overall support experience?

Support is available through a help desk, a knowledge base, and 24/7 live-representative support, with phone and chat options also available. The experience can be strong when users reach knowledgeable consultants who work through issues with them, but ticket responses, escalation, and finding the right contact can be slow or frustrating.

What tools and platforms does Vertex integrate with, and how do these integrations help users get more value from the product?

Vertex offers 3 integrations. Users describe integrations as helping tax information flow between business systems and the tax platform, supporting automated calculations and smoother tax workflows.

Procurement: Coupa.
ERP: Infor CloudSuites (M3).
Commerce: SAP Commerce Cloud.

What features or capabilities could make Vertex even more useful?

Vertex could be more useful with stronger reporting and smoother configuration for teams handling complex tax rules. Recurring improvement opportunities include:

Make reports easier to build, filter, schedule, and use without extensive manual cleanup.
Simplify tax-rule setup, category mapping, and navigation so users can configure complex scenarios more easily.
Improve exemption-certificate workflows, including bulk actions and less manual entry.
Strengthen connections and consistency across integrations and Vertex products.

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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.

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.

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.

Verified User in Manufacturing

Enterprise (> 1000 emp.)

3/26/2026

"Vertex Streamlines Accurate Tax Calculation and Reporting"

5/5

What do you like best about Vertex?

Vertex is a very enhanced tool that support tax calculation and tax reporting on a very efficient way. It helps to standardize and automatize processes on a very accurate way. It helped reducing human resources and many human mistakes Review collected by and hosted on G2.com.

What do you dislike about Vertex?

VAT Compliance tool has some limitation and it is not always up-to date Review collected by and hosted on G2.com.

Tim H.

Small-Business (50 or fewer emp.)

10/27/2025

"Vertex user"

4.5/5

What do you like best about Vertex?

Customer service, up to date with tax legislation, easy to configure Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Reliance on consultants to provide some of the support for services. Possibly Vertex has more in-house services but seems like in 2019 when implemented we had to use a lot of consulting services to get set up. Review collected by and hosted on G2.com.

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

3/30/2026

"Great Rate Tracking, but Pricing and Customer Support Need Improvement"

1/5

What do you like best about Vertex?

Having it keep track of rates and rate changes. Not having to file returns myself. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Customer support - they don't understand the customer that they are working with. pricing is also an issue Review collected by and hosted on G2.com.

Response from Laura Marie Blackburn of Vertex

Thank you for taking the time to share your feedback - we truly appreciate you being candid about your experience. We’re glad to hear that Vertex is delivering value through accurate rate tracking and return filing. At the same time, we apologize that our customer support and pricing did not meet your expectations. That’s not the experience we aim to provide. We welcome the opportunity to learn more and address your concerns directly - if you’re open to it, you can email me at advocacy@vertexinc.com and I will set up time to connect.

Liudmyla G.

Tax Manager

Mid-Market (51-1000 emp.)

11/13/2025

"Outstanding Support and User-Friendly Reporting"

4.5/5

What do you like best about Vertex?

Vertex has excellent support; all issues are resolved promptly and with thorough explanations. They have developed a great reporting filing system that is easy to use and understand. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

The system of settings is quite complex, and there is no onboarding system for new users. Some changes can only be made through support, such as updating company profile information. Review collected by and hosted on G2.com.

Sthefany P.

Small-Business (50 or fewer emp.)

10/28/2025

"Friendly UI and Awesome Customer Support"

5/5

What do you like best about Vertex?

Vertex Customer Support is great to count on when you need assistance, and the UI is easy to use, intuitive, friendly Review collected by and hosted on G2.com.

What do you dislike about Vertex?

I think we can improve the filtering of rules in the UI and also improve ways of bulking editing in O Premises, I miss a way of changing end dates in once Review collected by and hosted on G2.com.

Verified User in Retail

Small-Business (50 or fewer emp.)

10/28/2025

"Great End-to-End Solution, But Support Escalation Needs Improvement"

5/5

What do you like best about Vertex?

end to end solution options, friendly and readily available contacts that are really listening and taking into consideration your needs and wants for future releases. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Customer support tickets can take awhile to get to the right contact. We work closely with the tax research team and typically our support tickets are inquiring about their content but it takes awhile to get the ticket escalated to the correct person when we already know what is wrong. And by the time we get down to a solution its already been multiple MDU releases. Additionally, the SOCs do not provide any context as to why a change was made so we waste a lot of time trying to identify if content was just a fix or an actual law change. Review collected by and hosted on G2.com.

Verified User in Civil Engineering

Enterprise (> 1000 emp.)

10/28/2025

"Good products, but need improvements"

4/5

What do you like best about Vertex?

Vertex works great for US and CA SUT/GST/HST tax calculations. I like the customizability with the Tax Assist Rules. I like that they offer multiple products Review collected by and hosted on G2.com.

What do you dislike about Vertex?

It would be nice if the Vertex products had a direct connection between the different products, ie. O Series ON Demand to VAT Compliance / VITR / Express Returns, etc. The UI on Vertex O tends to change without notice. With Service Releases/updates, functionality that was working is no longer working. The documentation for all products could be more robust. Additional matrices for all Imposition Types and Recoverability is greatly needed. Better documentation on how certain tax types/impositions work with the ERP would be great. We need quicker resolution of tickets. Tickets take way too long to be resolved. Review collected by and hosted on G2.com.