--- 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 Pros and Cons: Top 5 Advantages and Disadvantages

#### Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users value the **ease of use** of Vertex, highlighting its simple setup and intuitive interface. [(39 mentions)](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1365039&qs=pros-and-cons#reviews)

Users praise the **reliable and supportive customer service** of Vertex, enhancing their overall experience with the product. [(29 mentions)](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364458&qs=pros-and-cons#reviews)

Users value the **tax automation** of Vertex for its accuracy and ability to adapt quickly to legislative changes. [(24 mentions)](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1365136&qs=pros-and-cons#reviews)

Users value the **customer-friendly access** to accurate tax rates and jurisdictions, enhancing their efficiency in critical situations. [(22 mentions)](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364573&qs=pros-and-cons#reviews)

Users value the **reliability** of Vertex, appreciating its quick adaptability to changing regulations and dependable customer service. [(16 mentions)](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364198&qs=pros-and-cons#reviews)

Users express frustration with **slow enhancement delivery** and **inaccurate address verification** complicating their experience with Vertex. [(45 mentions)](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1365052&qs=pros-and-cons#reviews)

Users find the **interface complex** without proper training, making navigation and tasks more challenging than necessary. [(29 mentions)](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364513&qs=pros-and-cons#reviews)

Users find the **difficulty** level of Vertex high, especially for small companies dealing with complex changes and inaccuracies. [(22 mentions)](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1363818&qs=pros-and-cons#reviews)

Users experience **poor customer support** with slow responses and generic answers that do not address specific configurations. [(22 mentions)](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364912&qs=pros-and-cons#reviews)

Users face **poor support services** with Vertex, experiencing slow responses and generic answers to specific issues. [(20 mentions)](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364365&qs=pros-and-cons#reviews)

### 5 Pros or Advantages of Vertex

##### 1. Ease of Use

Users value the **ease of use** of Vertex, highlighting its simple setup and intuitive interface.
[
See 39 mentions
](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1365039&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
I

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

 ![Liudmyla G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Liudmyla G.")
LG

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

##### 2. Customer Support

Users praise the **reliable and supportive customer service** of Vertex, enhancing their overall experience with the product.
[
See 29 mentions
](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364458&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Liudmyla G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Liudmyla G.")
LG

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

SS

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 **tax automation** of Vertex for its accuracy and ability to adapt quickly to legislative changes.
[
See 24 mentions
](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1365136&qs=pros-and-cons#reviews)

See Related User Reviews

SM

Samantha M.

Enterprise (\> 1000 emp.)

4.0/5

"Real-Time Tax Updates Shine, But MDU Clarity Needs Improvement"

What do you like about Vertex?

The real time updates of tax rates and tax law and the flexbility of reporting.

KO

Kayla O.

Enterprise (\> 1000 emp.)

5.0/5

"Efficient Tax Filing, But Rounding Issues Need Improvement"

What do you like about Vertex?

The ability for it to create the tax returns and EDI for direct transmission.

##### 4. Helpful

Users value the **customer-friendly access** to accurate tax rates and jurisdictions, enhancing their efficiency in critical situations.
[
See 22 mentions
](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364573&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
I

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

BG

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. Reliability

Users value the **reliability** of Vertex, appreciating its quick adaptability to changing regulations and dependable customer service.
[
See 16 mentions
](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364198&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

Verified User

Enterprise (\> 1000 emp.)

4.5/5

"Reliable Tax Calculations, but Notice resolution and Compliance File Need Improvement"

What do you like about Vertex?

The reliability of tax calculations and that the product is pretty easy to use.

SM

Samantha M.

Enterprise (\> 1000 emp.)

4.0/5

"Real-Time Tax Updates Shine, But MDU Clarity Needs Improvement"

What do you like about Vertex?

The real time updates of tax rates and tax law and the flexbility of reporting.

### 5 Cons or Disadvantages of Vertex

##### 1. Improvement Needed

Users express frustration with **slow enhancement delivery** and **inaccurate address verification** complicating their experience with Vertex.
[
See 45 mentions
](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1365052&qs=pros-and-cons#reviews)

See Related User Reviews

ZB

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

SM

Samantha M.

Enterprise (\> 1000 emp.)

4.0/5

"Real-Time Tax Updates Shine, But MDU Clarity Needs Improvement"

What do you dislike about Vertex?

Understanding what's in MDUs and updates that are needed to my system can sometimes be difficult to understand and know the priority.

##### 2. Complex Interface

Users find the **interface complex** without proper training, making navigation and tasks more challenging than necessary.
[
See 29 mentions
](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364513&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Liudmyla G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Liudmyla G.")
LG

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

BG

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. Difficulty

Users find the **difficulty** level of Vertex high, especially for small companies dealing with complex changes and inaccuracies.
[
See 22 mentions
](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1363818&qs=pros-and-cons#reviews)

See Related User Reviews

CS

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](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
U

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

##### 4. Poor Customer Support

Users experience **poor customer support** with slow responses and generic answers that do not address specific configurations.
[
See 22 mentions
](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364912&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
I

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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Liudmyla G.")
LG

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

##### 5. Poor Support Services

Users face **poor support services** with Vertex, experiencing slow responses and generic answers to specific issues.
[
See 20 mentions
](https://www.g2.com/products/vertex-inc-vertex/reviews?filters%5Bsentiment_snippet%5D=1364365&qs=pros-and-cons#reviews)

See Related User Reviews

 ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User")
I

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.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Liudmyla G.")
LG

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

 ![Larry T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Larry T.")
LT

Larry T.

Corporate Tax Accountant

Enterprise (\> 1000 emp.)

3/25/2026

"Effortless Sales Tax Management with Vertex"

5/5

What do you like best about Vertex?

The main thing I like about Vertex is I don't have to worry about changing the rates on a monthly basis or tracking that. I also don't have to worry about whether something's taxable or not as long as we invoice it correctly and we've put the correct rules in place. It pretty much automates probably 98% of sales tax decisions, which is a great relief. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Well, right now, we have a situation where there are special rates in California, depending upon what you're doing and where it's at. We're currently working with the Vertex representative to set up the rules properly because we've tried on our own, and it doesn't seem to be taking the special role. If there was some sort of analytics where we could put in, you know, code two or three if it was pre-populated into the monthly updates, that would be helpful, then we can just link it to the customers who qualify for that. That would be great. Review collected by and hosted on G2.com.

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

Vertex automates tax rate changes and ensures compliance without manual checks. It integrates with our ERP to query and apply correct tax rates automatically, reducing manual returns preparation. I like not having to worry about tracking rate changes or sales tax decisions, automating around 98%. Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
IF

Verified User in Financial Services

Enterprise (\> 1000 emp.)

10/28/2025

"Vertex Review Summary"

5/5

What do you like best 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 using BCI, and if anything appears incorrect, I use the Transaction Tester to identify which rule ID or Tax Assist rule is being triggered. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Logging a ticket - not always helpful. Takes too long to get answers. Review collected by and hosted on G2.com.

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

Calculating tax in the U.S. involves significant complexity, and I ensure we have the ability to review our data, troubleshoot issues, and understand what any errors mean. Review collected by and hosted on G2.com.

Show More

6/23/2026
Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign

 ![Caroline T.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Caroline T.")
CT

Caroline T.

Tax Lead

Mid-Market (51-1000 emp.)

3/24/2026

"Automated Sales Tax Calculation with Minimal Effort"

4/5

What do you like best about Vertex?

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.

What do you dislike about Vertex?

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.

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

Vertex calculates sales tax for our ecommerce orders, automatically updating as tax rules change. It's mostly automated, so we don't have to worry about it. Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Wholesale](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wholesale")
UW

Verified User in Wholesale

Enterprise (\> 1000 emp.)

4/3/2026

"Easy-to-Navigate Interface with Automatic Tax Rate Updates and Powerful Reporting"

5/5

What do you like best about Vertex?

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.

What do you dislike about Vertex?

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.

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

They are helping us get into more countries and with integrating new systems. Review collected by and hosted on G2.com.

Show More

Current UserValidated ReviewerIncentivizedSource: Seller invite

 ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services")
UI

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

7/29/2026

"Fully Managed Generative AI Capabilities That Stand Out"

5/5

What do you like best about Vertex?

The best about Vertex is its full managed Generative AI capabilites Review collected by and hosted on G2.com.

What do you dislike about Vertex?

The major dislike about Vertex is it becomes very expensive for training large scale data Review collected by and hosted on G2.com.

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

The problem that Vertex solving for me is it provides fully managed platform with very minimal infra management, it is unified platform for ML management Review collected by and hosted on G2.com.

Show More

Our network of Icons are G2 members who are recognized for their outstanding contributions and commitment to helping others through their expertise.G2 IconCurrent UserValidated ReviewerSource: G2 invite

 ![Avnish G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Avnish G.")
AG

Avnish G.

Senior Manager, Corporate IT

Enterprise (\> 1000 emp.)

10/28/2024

"Vertex Review from QuidelOrtho, A Healthcare Organization"

4.5/5

What do you like best 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 to use it globally. We are present in 40+ countries. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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

Tax calculation and reporting. Review collected by and hosted on G2.com.

Show More

4/2/2026
Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign

DL

Damon L.

Senior Developer

Enterprise (\> 1000 emp.)

10/23/2023

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

4/5

What do you like best about Vertex?

Tax data updates are easy & quick. They also provide the updated location information the business requires. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

HR location updates aren’t handled in real time the way AP location updates are handled. Review collected by and hosted on G2.com.

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

Tax estimation for AP and Procurement is automated through Vertex On-Demand, which benefits my company because it isn’t a manual process like our PA tax estimation. Review collected by and hosted on G2.com.

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3/31/2026
Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign

LC

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.

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

They make sure we are compliant with our sale taxes, and they have helped us stay out of trouble with the states. They are also helping us figure out the taxability of the products we sell, and help us with the incredible number of returns we have to file any given month. Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: G2 Gives Campaign

SG

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.

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

I use Vertex to make better use tax decisions, with its tools providing valuable assistance. Review collected by and hosted on G2.com.

Show More

Validated ReviewerIncentivizedSource: G2 Gives Campaign

BT

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.

Show More

Validated ReviewerIncentivizedSource: G2 Gives Campaign

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