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

1. Ease of Use

Users find Vertex to be super user-friendly, making it easy to train and access for all levels of expertise.

See 65 mentions

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Verified User

Enterprise (> 1000 emp.)

5.0/5

"Vertex Review Summary"

What do you like 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 usin

Damon L.

Enterprise (> 1000 emp.)

4.0/5

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

What do you like about Vertex?

Tax data updates are easy & quick. They also provide the updated location information the business requires.

2. Customer Support

Users commend the responsive customer support of Vertex, making it easy to implement and user-friendly.

See 47 mentions

See Related User Reviews

Liudmyla G.

Mid-Market (51-1000 emp.)

4.5/5

"Outstanding Support and User-Friendly Reporting"

What do you like about Vertex?

Vertex has excellent support; all issues are resolved promptly and with thorough explanations. They have developed a great reporting filing system tha

Sandra S.

Enterprise (> 1000 emp.)

5.0/5

"Excellent Robust Tool"

What do you like about Vertex?

Very Robust, lots of Tools, and excellent customer service

3. Tax Automation

Users value the easy and quick tax updates from Vertex, which save money and simplify compliance for audits.

See 40 mentions

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Avnish G.

Enterprise (> 1000 emp.)

4.5/5

"Vertex Review from QuidelOrtho, A Healthcare Organization"

What do you like 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

Damon L.

Enterprise (> 1000 emp.)

4.0/5

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

What do you like about Vertex?

Tax data updates are easy & quick. They also provide the updated location information the business requires.

4. Helpful

Users find the support associates very helpful, providing easy-to-understand instructions and friendly assistance.

See 38 mentions

See Related User Reviews

Verified User

Enterprise (> 1000 emp.)

5.0/5

"Vertex Review Summary"

What do you like 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 usin

Belinda G.

Enterprise (> 1000 emp.)

5.0/5

"Vertex Review"

What do you like about Vertex?

The way all employees go above and beyond to help customers.

5. Accuracy

Users value the accuracy of tax calculations, ensuring precise tax codes and rates readily available for audits.

See 22 mentions

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Avnish G.

Enterprise (> 1000 emp.)

4.5/5

"Vertex Review from QuidelOrtho, A Healthcare Organization"

What do you like 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

Fleta W.

Mid-Market (51-1000 emp.)

5.0/5

"Reliable Tax Access, But Q Series Lacks User-Friendliness"

What do you like about Vertex?

I like being able to access the jurisdictions that I need in a pinch and making sure that our tax codes and rates are spot on. It really helps when w

5 Cons or Disadvantages of Vertex

1. Improvement Needed

Users feel that improvement is needed in finding materials and updating lookup tables efficiently.

See 72 mentions

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Avnish G.

Enterprise (> 1000 emp.)

4.5/5

"Vertex Review from QuidelOrtho, A Healthcare Organization"

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.

Zachary B.

Enterprise (> 1000 emp.)

4.5/5

"Great Low-Code Features, But SAP Integration Needs Improvement"

What do you dislike about Vertex?

Using Accelerator with SAP, configuration and data mappings; this doesn't feel very user friendly. A little clunky and no explanation of "if you make

2. Complex Interface

Users find the interface complex, lacking onboarding and requiring support for essential changes, complicating their experience.

See 48 mentions

See Related User Reviews

Liudmyla G.

Mid-Market (51-1000 emp.)

4.5/5

"Outstanding Support and User-Friendly Reporting"

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 updat

Belinda G.

Enterprise (> 1000 emp.)

5.0/5

"Vertex Review"

What do you dislike about Vertex?

the level of training required to use the application to it's full potential.

3. Poor Customer Support

Users express frustration over poor customer support, with slow resolutions and difficulties reaching appropriate representatives.

See 30 mentions

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Verified User

Enterprise (> 1000 emp.)

5.0/5

"Vertex Review Summary"

What do you dislike about Vertex?

Logging a ticket - not always helpful. Takes too long to get answers.

Liudmyla G.

Mid-Market (51-1000 emp.)

4.5/5

"Outstanding Support and User-Friendly Reporting"

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 updat

4. Technical Issues

Users experience technical issues with Vertex, including slow updates and performance problems affecting overall functionality.

See 25 mentions

See Related User Reviews

Sandra S.

Enterprise (> 1000 emp.)

5.0/5

"Excellent Robust Tool"

What do you dislike about Vertex?

Would be great to have all the instances as one login and you select the instances that you want to access. too easy to lock up if I forget my passwo

Kathleen D.

Enterprise (> 1000 emp.)

5.0/5

"Senior Tax Analyst"

What do you dislike about Vertex?

When I am looking at returns, scrolling down the return is so slow it takes a lot of time.

5. Difficulty

Users find the functionality difficult, citing manual processes and complicated report creation as major frustrations.

See 22 mentions

See Related User Reviews

Cory S.

Enterprise (> 1000 emp.)

4.5/5

"Comprehensive Tax Solution with Reliable Compliance, but Support Needs Improvement"

What do you dislike about Vertex?

Can be challenging to troubleshoot issues. Support cases are tough to keep track with

Verified User

Enterprise (> 1000 emp.)

4.0/5

"User-Friendly and Informative, But Lookup Tables Need Improvement"

What do you dislike about Vertex?

Some of the materials like taxability matrix or other tables can be easier to find. Also, would be nice to make it a little easier to update lookup

Pamela L.

Mid-Market (51-1000 emp.)

10/27/2025

"Looking forward to a full implementation of Version O"

4.5/5

What do you like best about Vertex?

Keeps up to date with the regulatory issues and changes without us needing to employ personnel to do so. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Misperception for how long a conversion from Q to O would actually take. Review collected by and hosted on G2.com.

frank v.

Enterprise (> 1000 emp.)

10/27/2025

"Flexible Platform, But Needs More Content and Streamlined Login"

4/5

What do you like best about Vertex?

Easy setup and usage, options for USA and Canada Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Missing contents, Exemption Certificate center, and multiple logins Review collected by and hosted on G2.com.

Amy B.

Enterprise (> 1000 emp.)

10/26/2025

"Easy to Use, Rich Content, and Excellent Help Desk Support"

5/5

What do you like best about Vertex?

Ease of use, expansive content, great Help Desk response Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Tax Assist rules are difficult to configure on occasion - it feels like there should be more options/more obvious options Review collected by and hosted on G2.com.

caroline t.

Enterprise (> 1000 emp.)

10/27/2025

"Smooth Integrations, But Customer Support Can Be Frustrating"

4/5

What do you like best about Vertex?

when things are integrated things run incredibly smooth Review collected by and hosted on G2.com.

What do you dislike about Vertex?

sometimes the customer support feels like it goes in circles Review collected by and hosted on G2.com.

Tiniquia F.

Mid-Market (51-1000 emp.)

10/27/2025

"O Series Review by Tax Pro"

5/5

What do you like best about Vertex?

integration between O series and VITR are seamless. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

We are implementing Edge and would like for single sign on between Edge and O-Series Review collected by and hosted on G2.com.

Kimberly S.

Mid-Market (51-1000 emp.)

10/27/2025

"Still Learning the Ropes"

3.5/5

What do you like best about Vertex?

Just started working with Vertex. Still Learning Review collected by and hosted on G2.com.

What do you dislike about Vertex?

So far I like it using it. Just started so I dont have anything bad to say Review collected by and hosted on G2.com.

Rob H.

Small-Business (50 or fewer emp.)

10/27/2025

"Effortless State Updates Vertex"

5/5

What do you like best about Vertex?

State updates are done for you and the support Review collected by and hosted on G2.com.

What do you dislike about Vertex?

It can be hard to Implement with out help from an outside source Review collected by and hosted on G2.com.

Lisa C.

Enterprise (> 1000 emp.)

10/27/2025

"Effortless Tax Rate Inquiry Feature"

5/5

What do you like best about Vertex?

tax rate inquiry #45 in the Vertex side of Rentalman Review collected by and hosted on G2.com.

What do you dislike about Vertex?

doesn't always show the tax rate when viewing the tax breakdown Review collected by and hosted on G2.com.

Jenna L.

Mid-Market (51-1000 emp.)

10/26/2025

"Absolutely Love This Software!"

4/5

What do you like best about Vertex?

User friendly and consultants have been great to work with for implementation into Odessa 5.0. Customer support is helpful and timely Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Not enough flex fields!!!!!!!!!!!!!!!!!! Review collected by and hosted on G2.com.

Hussain j.

Mid-Market (51-1000 emp.)

10/26/2025

"Great Integration and Automation, Needs More Pharma-Specific Solutions"

4.5/5

What do you like best about Vertex?

integration, automation and tax determination Review collected by and hosted on G2.com.

What do you dislike about Vertex?

still some work to do cover all scenario for example - free of charge taxability in good movement solution for pharma industry Review collected by and hosted on G2.com.