Overview
Product Information on Vertex O Series
What is Vertex O Series?
Vertex O Series Pricing
Overall experience with Vertex O Series
“A powerful tax solution for large and complex businesses”
“Unpacking the Cost Challenges of Vertex O Series”
About Company
Company Description
Vertex, Inc., based in King of Prussia, Pennsylvania, has over 40 years of experience in tax automation. The company mission is to deliver innovative tax solutions that empower global businesses to transact, comply, and grow with confidence. Leveraging AI-powered technology and advanced data integration, Vertex offers tax management to address business challenges beyond traditional tax calculation and compliance. The platform supports a wide range indirect taxes, including Sales and Use Tax, Value Added Tax, and payroll tax, and addresses digital tax requirements such as e-invoicing, Continuous Transaction Controls (CTC), and Periodic Transaction Controls (PTC). With data integration and reconciliation capabilities, Vertex simplifies tax processes and helps businesses navigate an increasingly complex tax environment.
Company Details
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Key Insights
A Snapshot of What Matters - Based on Validated User Reviews
Reviewer Insights for: Vertex O Series
Performance of Vertex O Series Across Market Features
Vertex O Series Likes & Dislikes
I like how accurate the computations are. Provides detailed configuration and very powerful customization.
Vertex O Series handles such computations without any problem while also making sure that the right tax rules are applied to my transactions. The software has been a good fit for me as it interconnects well with my current ERP system reducing on data entry mistakes.
-Accurate tax calculations based on jurisdictional level - Comprehensive reporting features - Simple and efficient UI - Improved SOX and Audit control - Vertex university and annual exchange
I don't like the pricing model.
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.
Lack of automation esp in Import/Export processes and monthly reporting areas Absence of direct E-filing options for few countries Search functionality within the portal could be improved
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Peer Discussions
Vertex O Series Reviews and Ratings
- TAX MANAGER1B-10B USDManufacturingReview Source
A powerful tax solution for large and complex businesses
Very accurate, comprehensive and powerful reporting. Customer Service could definitely use some improvements. - Accounting Analyst<50M USDTravel and HospitalityReview Source
Unpacking the Cost Challenges of Vertex O Series
The tax engine of the Vertex O Series is something that cannot be overlooked; however, the pay as you go price model is not very helpful for planning. For a small enterprise, it may not be such a big deal. But for companies that are growing at a very fast rate, the cost becomes a real problem. - SENIOR DIRECTOR10B+ USDEnergy and UtilitiesReview Source
Harnessing Precision: Power of Accurate Tax Calculations with Vertex
Excellent tax calculation engine with great features ensuring accurate financial transactions, updated tax rules and having standard integrations with leading ERP/CRM tools - Director Business Technology10B+ USDMiscellaneousReview Source
Vertex: The Flexible and Accurate Tax Solution with Ease of Use
Vertex has been good to work with and we've been able to accommodate all of our situations/circumstances by configuring their solution - PROCUREMENT MGR1B-10B USDHealthcare and BiotechReview Source
Understanding the Revenue-Based Pricing Structure of the Software
While the product performs well, the pricing structure is nonstandard. Their fees are based on overall customer revenue. Thus, the better a customer does, the more they charge. This is despite the fact that the software is not providing any improved capabilities, and the customer is providing all the costs of on-premises services. Additionally, they don't provide a contractual prices for each "Tier" of revenue and refuse to negotiate any changes to the fee structure.