Overview
Product Information on Vertex O Series
Updated 5th January 2026
What is Vertex O Series?
Vertex O Series Pricing
Overall experience with Vertex O Series
Director of Finance
30B + USD, Energy and UtilitiesFAVORABLE
“Vertex is the unsung hero, however be mindful about the full investment cost”
Overall, working with VERTEX as a company is a pleasant experience. Dealing with both sales and account management is usually smooth and I get the support I need. The standard customer support can sometimes be clunky, but overall I am quite satisfied.
Accounting Analyst
<50M USD, Travel and HospitalityCRITICAL
“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.
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
Company type
Public
Year Founded
1978
Head office location
King of Prussia, United States
Number of employees
1001 - 5000
Annual Revenue
500M-1B USD
Website
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Vertex O Series Reviews and Ratings
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- Director of Finance10B+ USDEnergy and UtilitiesReview Source
Vertex is the unsung hero, however be mindful about the full investment cost
Overall, working with VERTEX as a company is a pleasant experience. Dealing with both sales and account management is usually smooth and I get the support I need. The standard customer support can sometimes be clunky, but overall I am quite satisfied. - IT Manager1B-10B USDRetailReview Source
Tax Rate Updates Handled Well, Customizations Require External Provider Involvement
Vertex is good in Tax Determination but lacks capability in the Tax Declaration area - Finance Manager50M-1B USDConsumer GoodsReview Source
Vertex Automation Streamlines Tax Return Prep but Support Access Is Fragmented
I've had a good overall experience with Vertex. The return prep is mostly automated with few manual adjustments. - Manager Of Audit1B-10B USDSoftwareReview Source
Wide range of features with limited country coverage for international needs
Many features lots of sophisicated tax calculation. SOX compliant - Finance Manager50M-1B USDIT ServicesReview Source
Positive Interactions Noted with Quick Support and Data Handling Capabilities
The Vertex CSR and AM have been responsive to all my requests.
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