Vertex Reviews

The accuracy of the calculations makes this a terrific tool, especially when preparing for audits. The states are hungry for funds and Vertex helps me send them away with little to no money.

Not being able to use the tab key thru each field makes the program more difficult to use. Also it would help if I was able to add the tax certs when I add the customer.

I like the ease of using the transaction tester (as long as you remember all the flex field needs). The rate lookups and exemption certificate handlings are very easy to use.

What I like least is trying to identify tax mappings (currently 6.0), but I see 8.0 will be easier?
I do not like that it sometimes has a short span before timing out. We are usually in it all day, but not continuously, so we get timed-out a lot.

I like about the updates that go in to every patch monthly which we least bother about the Tax changes across global.
We operate globally and this is the best I feel about.

It is difficult to use and the main is search does not work as intended and backspace.

There are some forms where these two mentioned don't work and highly difficult in terms of usage.

Thanks,
venkat

The exemption certificate manager is a handy tool and allows us to quickly retrieve certificates by state.

On Demand keeps having unanticipated breaks in service. I don't understand why a secure server keeps going down. It is a major customer red flag that the server is off line for unexplained reasons

The Tax reports/Returns are mostly spot on.
I work on 220 returns which Vertex tracks, once I understood the States layouts and how well Vertex matches each, filing has become very easy

Credits are always hard to track. Sometimes Vertex applies a credit and the State does not handle the credit the same way.
Manual adjustment to the tax records which the tax returns calculate from are confusing
Being able to "void" test data would be a plus.

Currently meeting our needs for our tax service but we are exploring adding other regions. I have nothing further to add other then my first statement.

This does not happen often but sometime trying to find the answer without having to contact Customer Support. I have nothing further to add other then my first statement.

adaptability, web service ease of use is a great time saver for one off transaction input and testing.

Data update process - significant work needs be done to speed the updates re sql server. the approach used seems inefficient. Error logging levels re address cleansing failures are cryptic at best.

Vertex performs well and is reliable for most of the transactions we use.

Customer support can be slow and solutions are not always satisfactory. Wish there was better interaction design for manufacturing purchases.

I have used Vertex for 10+ years. Whenever I have an issue all I have to do is call and customer service is always there to help fix my issue. The representatives are always kind and helpful. They follow through to make sure I am happy with the product and my issues are resolved.

Sometimes the critical changes come out after I finish filing my returns resulting in a possible problem with the return. Not so happy when that happens.

Straight forward dropdowns. Easy to find customers

Would like to be able to drill down more

I like the ability to run reports and see all of my data so I can manage it myself, in addition to taking advantage of the reporting functionality. I also like the transaction tester which provides instant sales tax quotes. The customer service people are also exceptionally friendly and the Exchange provides a great opportunity to network with them and fellow colleagues.

I think that the software could be a little easier to use and some of the tax rules, tax assist rules, and logic behind tax decisions could be made easier.

The compact structure.It should become the go to for all customers.

The complex design.Not as user friendly as the Vertex Cloud version.

Simple to use; we upload our activity and returns are created quickly and accurately. It appears to be perfectly suited for a small company who processes invoices through the system as they occur.

Searching capability is limited within the products and exempt customer lists. Once you have entered a product or customer as exempt it is very difficult to undo it for that period. The reporting can be difficult to understand as well.

Vertex's customer support is amazing! Our adjustments and returns are due in by the 10th. It was late on the night before they were due and I noticed that a return appeared wrong. I was very nervous that it was too late to do anything about it but I emailed support anyways. Within minutes I had a response and the person communicated back and forth with me to answer all my questions and help me straighten things out.

The upload process for adjustments is clunky. I would rather see a better interface that allows me to add transactions with a fill in the blank instead of an uploading process,

From the IT perspective: Long history of integration between Vertex and J.D. Edwards EnterpriseOne. Despite requiring some item data and order line type setup (including business process changes), we were able to implement in nine months (following system selection effort).

From the business perspective: Having up-to-date and more detailed tax rates being calculated provides a much higher degree of confidence in reporting.

Setup of the integration with the O Series product required more custom code (UBE) development than expected. The Address Book cleanse process and outside web service (WIO) connections both presented challenges early on in the Project. Additionally, the logic to exclude transactions by listed Order Types required more customization than expected for a product generally understood to be off-the-shelf and having a long history with J.D. Edwards EnterpriseOne.

I like most about the software is the easy access to updates.

I liked least about the software is the infrequent emails that we use to receive.

Ability to store exempt certificates electronically in their system without needing paper copies trail and filing in our organization.

Does not work well with Firefox which is a browser our organization uses often, will often get glitchy or stop working entirely.

The tax engine is mostly accurate and Vertex is responsive in resolving issues

The interface is not intuitive or user friendly.

ease of use, response time to update tax rates, accuracy of reporting, ability to process a lot of data relatively quickly

I wish the website was built more like pivot table formats. The filters are more of a scrolling list instead of a grab and drop function.

I recently went through two state tax audits with the period audited included data from Vertex and transaction tax data from our historical systems..the variance for a quarter for a significant sales volume between the vertex data and the auditor's evaluation was amazing.

Honestly nothing but I've never interacted with Vertex customer service as we have a dedicated financial tech team.

It's comprehensive and accurate in its calculation of sales taxes. It can also handle the large volume of transactions on our e-commerce site.

It's got an outdated user interface and it's fairly expensive. The implementation was fairly laborious.

Cloud portal is easy to navigate and clear to understand.

Nothing at this time, interface was easy to navigate.