G2

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.