Overall experience with
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Favorable Review
Product: Vertex O Series
Vertex is the unsung hero, however be mindful about the full investment cost
Likes and dislikes about
likes
The biggest advantage is the flexibility of setting up tax rules/logic especially compared to native ERP way of using condition records and access sequences. It's also convenient that Vertex O-Series is quite prevalent on the market and so finding an implementation partner / consultant / employee with the skills and experience needed to maintain Vertex O-Series is less of a problem than with other tax engines and add-ons. Added benefit of using Vertex O-Series is that it's also recognized and known by auditors. which may help during different tax health-checks and reviews.
April 9, 2026
dislikes
Vertex charges a percentage of your total revenue, which means that as our business grows, our tax software bill rises as well. This seems wrong because I am not receiving anything more than what has been offered for the price I am paying.
January 24, 2025
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