---
title: Vertex Reviews
meta_title: 'Vertex Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 467 reviews by the users' company size, role or industry
  to find out how Vertex works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 467
  scale: '5'
date_modified: '2026-07-30'
parent_category:
  name: Tax Software
  url: https://www.g2.com/categories/tax-software
---

# Vertex Reviews
**Vendor:** Vertex Inc.  
**Category:** [Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 467
## About Vertex
Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.



## Vertex Pros & Cons
**What users like:**

- Users value the **ease of use** of Vertex, highlighting its simple setup and intuitive interface. (39 reviews)
- Users praise the **reliable and supportive customer service** of Vertex, enhancing their overall experience with the product. (29 reviews)
- Users value the **tax automation** of Vertex for its accuracy and ability to adapt quickly to legislative changes. (24 reviews)
- Users value the **customer-friendly access** to accurate tax rates and jurisdictions, enhancing their efficiency in critical situations. (22 reviews)
- Users value the **reliability** of Vertex, appreciating its quick adaptability to changing regulations and dependable customer service. (16 reviews)
- Users value the **accuracy of tax calculations** in Vertex, ensuring seamless access to essential jurisdictions and up-to-date rates. (13 reviews)
- User Interface (13 reviews)
- Customization (12 reviews)
- Users praise the **full integration capabilities** of Vertex, enhancing accuracy and efficiency in tax decisioning processes. (12 reviews)
- Flexibility (11 reviews)

**What users dislike:**

- Users express frustration with **slow enhancement delivery** and **inaccurate address verification** complicating their experience with Vertex. (45 reviews)
- Users find the **interface complex** without proper training, making navigation and tasks more challenging than necessary. (29 reviews)
- Users find the **difficulty** level of Vertex high, especially for small companies dealing with complex changes and inaccuracies. (22 reviews)
- Users experience **poor customer support** with slow responses and generic answers that do not address specific configurations. (22 reviews)
- Users face **poor support services** with Vertex, experiencing slow responses and generic answers to specific issues. (20 reviews)
- Tax Issues (17 reviews)
- Users experience **technical issues** with Vertex, including slow updates and performance problems affecting overall functionality. (16 reviews)
- Missing Features (14 reviews)
- Learning Curve (9 reviews)
- Not User-Friendly (8 reviews)

## Vertex Reviews
  ### 1. Responsive Support, But Customization Can Be Challenging

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sania L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

They are always willing to listen to our problems and try to meet us in the middle for a solution.

**What do you dislike about Vertex?**

We are so specialized that the nuance of our model can be tricky to fit into the Vertex mold at times.

**What problems is Vertex solving and how is that benefiting you?**

Taxability - benefiting us in staying up to date on rules and regulations to ensure more accurate taxing

  ### 2. Fast, Accurate Tax Calculations—Worth the Learning Curve

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tim S. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

Quick response. Saves our company money by calculating the appropriate tax rate. Also helps to have all information readily available for any audits

**What do you dislike about Vertex?**

I see no downsides. Just be patient if you are a new user, it will be worth the wait!

**What problems is Vertex solving and how is that benefiting you?**

Appropriate sales & use tax rates including the "special" tax rates in certain states.

  ### 3. Accurate Tax Calculations with Every Feature Making an Impact

**Rating:** 5.0/5.0 stars

**Reviewed by:** hamad j. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 26, 2025

**What do you like best about Vertex?**

the ability to calculate taxes with updated jursidiction rulings, something our internal home-grown system was unable to do.

**What do you dislike about Vertex?**

none of the features we have implemented or used have been unhelpful. each one is useful and makes an impact

**What problems is Vertex solving and how is that benefiting you?**

categorizing our assortment of 100k items which is allowing us to reach our kpi of 99.98% tax accuracy.

  ### 4. Expert Support Shines, But Hard to Find the Right Contact

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

great SMEs that are willing to discuss solutions and options
approachability of experts
CSAM concept
great GPS team to help with the implementation and issues

**What do you dislike about Vertex?**

it is hard to find the right person responsible for a certain topic (if you do not know the person, yet)
focus on US and CA and still many open topics for other regions

**What problems is Vertex solving and how is that benefiting you?**

Tax determination for indirect taxes - benefit for us is, to standardize processes across division and have one way of determining taxes across the group. Implementation of a tax engine fosters process standardization.

  ### 5. Versatile Solutions for Every Business Need

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lanita G. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

What I love best about Vertex is that there are so many options to choose from no matter what the situation any company is facing

**What do you dislike about Vertex?**

There was nothing that I didn't dislike about Vertex

**What problems is Vertex solving and how is that benefiting you?**

Vertex is solving problems on the daily for our team when we get weird errors such as our monthly uploads

  ### 6. User-Friendly Platform with Room for Better Reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Vishwanath S. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

Vertex is user friendly and I enjoy being part of Vertex community and university to get more product insights.

**What do you dislike about Vertex?**

The reporting and analytics can be better

**What problems is Vertex solving and how is that benefiting you?**

The software's indirect tax and reporting features are notable. I found the tools for managing indirect taxes and generating reports to be effective and useful for my needs.

  ### 7. Effortless Tax Compliance and Reporting—No Drawbacks So Far

**Rating:** 5.0/5.0 stars

**Reviewed by:** josephine k. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Tax Compliance & Tax Reporting made easy.

**What do you dislike about Vertex?**

Haven't come across a reason to speak of.

**What problems is Vertex solving and how is that benefiting you?**

Efficiency of Reporting, Accuracy of Customer Experience, Accuracy of Tax Rules.  As a sole individual within Tax Vertex provides a piece of mind and gives me the sense of a partner in this ever changing world  of tax.

  ### 8. Accurate, User-Friendly Tax Calculations—Tax Rule Setup Could Be Easier

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomas B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Vertex is very customer friendly. The tax rates calculated are accurate and specific for each location,  Easy to use.

**What do you dislike about Vertex?**

What I find difficult is the process to put in a tax rule.  It would help if the process was easier to use.

**What problems is Vertex solving and how is that benefiting you?**

Vertex is calculating tax rate, storing certificate and doing the returns,

  ### 9. Excellent Support and Relationships, But Limited by Legacy Data Integration

**Rating:** 4.0/5.0 stars

**Reviewed by:** Stephen C. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 26, 2025

**What do you like best about Vertex?**

Customer support is very good. Sales Reps are good a developing a strong working relationship with our team.

**What do you dislike about Vertex?**

No their fault, but some of our data sources are antiquated and Vertex isn't able to access and integrate data from those systems.

**What problems is Vertex solving and how is that benefiting you?**

We use it for Sales and Use Tax returns in most States

  ### 10. Vertex user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nola N. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

number of features is great for our use.

**What do you dislike about Vertex?**

ease of integration is sometimes complicated

**What problems is Vertex solving and how is that benefiting you?**

compliance

  ### 11. Effortless Tax Reporting, But Tax Mapping Can Be Tricky

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sandy B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 26, 2025

**What do you like best about Vertex?**

Easy reporting for tax returns and upload files for online filing

**What do you dislike about Vertex?**

tax mapping changes.  Doesn't happen often but can be challenging to remember/navigate

**What problems is Vertex solving and how is that benefiting you?**

tax rate changes for sales tax billed to customers and taxability of POs. Helps so that I don't have to focus on looking for updated tax rates and rules.

  ### 12. Comprehensive Tax Solution with Reliable Compliance, but Support Needs Improvement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Cory S. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

Comfort and confidence knowing that current tax rules and regulations are being followed.  One stop shop -- returns, calculations, rate infomariton.

**What do you dislike about Vertex?**

Can be challenging to troubleshoot issues.  Support cases are tough to keep track with

**What problems is Vertex solving and how is that benefiting you?**

Keeping up with current tax rate information.  Easy monthly reporting that ties to our invoicing

  ### 13. Excellent Customer Service and Comprehensive Documentation

**Rating:** 5.0/5.0 stars

**Reviewed by:** sthefany p. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Vertex customer support and documentation provided Community are super helpful

**What do you dislike about Vertex?**

Miss some flexibility when dealing with granularity taxation from brazil

**What problems is Vertex solving and how is that benefiting you?**

Vertex provide all of our tax content for Brazil and does that pretty well, dealing with a lot of access we have since our website demands a lot of requests.

  ### 14. Robust and User-Friendly,

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anna S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

The robustness of categories and ease of use

**What do you dislike about Vertex?**

Industry specific categories are not as in depth for some industries.

**What problems is Vertex solving and how is that benefiting you?**

Tax calculations and reporting have become much more straightforward. The implementation has eliminated the need for manual calculations and has helped ensure greater accuracy when reporting to the relevant jurisdictions.

  ### 15. Helpful Rep. and Engaging Courses

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

I like the courses and online training and certificates that are available. I like that I can contact the help desk and someone to help with any issues. Even the events are fun and the presenter are very interactive. Everyone is super friendly.

**What do you dislike about Vertex?**

Nothing at all. All the courses are very useful.

**What problems is Vertex solving and how is that benefiting you?**

It helpful with our return filing and taking all the different type or report and creating useful reports that we can review. It makes every monthly compliance smooth when the BU do it right.

  ### 16. Friendly Support, But Needs More Tailored Solutions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joe M. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Ease of doing business with. Friendly support

**What do you dislike about Vertex?**

Support will provide out of the box generic answers, not necessarily answered towards our configuration

**What problems is Vertex solving and how is that benefiting you?**

We use Vertex O Series for all our tax calc needs worldwide. This makes a single contact point for all our tax calc and compliance needs.

  ### 17. Flexible Support, But Needs Multi-Line Rule Capability

**Rating:** 4.5/5.0 stars

**Reviewed by:** AJ H. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

The flexibility and willingness to help with questions.

**What do you dislike about Vertex?**

The lack of the ability for rules to look at multiple line items.

**What problems is Vertex solving and how is that benefiting you?**

The problems of tax law changes. We are on Vertex Q and O. Being able to move to O will drastically help us in multiple areas.

  ### 18. Welcoming Experience for First-Timers, Great Community

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephen R. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 26, 2025

**What do you like best about Vertex?**

I appreciate everyone's accommodations. I am a first timer and it has been great to meet new people and learn about Vertex

**What do you dislike about Vertex?**

I have nothing bad to say as this is my first time.

**What problems is Vertex solving and how is that benefiting you?**

Tax preparation and driving taxability of PO and invoices for use tax.

  ### 19. Senior Tax Analyst

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kathleen D. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

I actually love the consultants Vertex provides.  They are really knowledgeable and have been able to solve our problems.

**What do you dislike about Vertex?**

When I am looking at returns, scrolling down the return is so slow it takes a lot of time.

**What problems is Vertex solving and how is that benefiting you?**

Filing our high amount of returns accurately

  ### 20. Vertex changes the way we do taxes

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

Upgrading opportunities.  The ease of use of our current version.  The customer support is always top tier.

**What do you dislike about Vertex?**

The manual manipulations in our current series.

**What problems is Vertex solving and how is that benefiting you?**

Through the ability to upgrade, Vertex has solved a lot of our reporting issues.  This helps our company stay in compliance.

  ### 21. Indirect Tax Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

It covers functionality of so many areas that it is a comprehensive a solution as one can find and use.

**What do you dislike about Vertex?**

Not sure it's a Vertex issue so much as an SAP one, but some data fields tend to drop off during batch processing of vendor invoices, losing our data point that our taxability is mapped to, causing incorrect "default" taxation on all transactions in that batch.

**What problems is Vertex solving and how is that benefiting you?**

solving the issue of having too many user defined rules in place for no good (documented reason).

  ### 22. Effortless Navigation and a Flawless Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Athena D. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

easy to navigate - eg add tax rule, tax certificate, new customer

**What do you dislike about Vertex?**

So far I have not met any situation that I am not satified yet

**What problems is Vertex solving and how is that benefiting you?**

Implemented sale and ues tax, so I can download the report to analysis the data for  sales/use tax reporting

  ### 23. Accurate and Up-to-Date, But UI and Reporting Need Improvement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rajesh Y. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

Accuracy of tax calculation and keeping the content upto date.

**What do you dislike about Vertex?**

Application UI restrictions in allowing custom logic and accessing logs. Reporting is pain.

**What problems is Vertex solving and how is that benefiting you?**

Vertex is used for tax calculation across all products globally. With Vertex accuracy, we are confident that tax rate is correct.

  ### 24. Indirect Tax Senior Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** Colette  L. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

The ability to customize the product to my organizations needs.

**What do you dislike about Vertex?**

Specifically to Vertex for Marketplace, certain fields (ex tax area ID) is not available which our outsourced compliance provider needs to prepare returns using Vertex software.

**What problems is Vertex solving and how is that benefiting you?**

Global tax calcs and marketplace liability assignment

  ### 25. User-Friendly Software with Excellent Support, But Needs Timely Updates

**Rating:** 4.5/5.0 stars

**Reviewed by:** Gardy L. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

easy to use software. support is also very good. ease implementation.  frequency of use

**What do you dislike about Vertex?**

Usually pretty good with state update form but the New Orleans Parish has not been update since 2012 when I started

**What problems is Vertex solving and how is that benefiting you?**

States and local jurisdiction sales & Use tax

  ### 26. Expert Team, But Invoicing and Outage Issues Need Improvement

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

dedicated people 
experts on their topics

**What do you dislike about Vertex?**

The invoicing process has been problematic, as the address data on the invoices was incorrect for 12 months. Additionally, it took nine months to resolve issues related to productive outages. It was only after this lengthy period that it was discovered the problem was due to excessive CPU consumption. it is hard to impossible for the support to get the right people from the 3rd or 4th level support.

**What problems is Vertex solving and how is that benefiting you?**

getting taxes right, right?

  ### 27. Innovative Features, But Reporting Needs Smoother Workflow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Diana D. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Innovation and things that are improving

**What do you dislike about Vertex?**

Some screens like Transaction Tester do not always show completely accurate info. The custom report results have to keep selecting options and sorting after looking at each entry.

**What problems is Vertex solving and how is that benefiting you?**

Tax rules and data in place for compliance.

  ### 28. Efficient Tax Filing, But Rounding Issues Need Improvement

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kayla O. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

The ability for it to create the tax returns and EDI for direct transmission.

**What do you dislike about Vertex?**

The penny rounding issues and when certain cities do not round in VITR but round on the city website.

**What problems is Vertex solving and how is that benefiting you?**

Help to file consumer use tax returns.

  ### 29. Robust Products, But Slow Enhancement Response

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jessica C. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

Their products are the most robust on the market, as is their customer service.

**What do you dislike about Vertex?**

Enhancement requests take too long regardless of complexity.

**What problems is Vertex solving and how is that benefiting you?**

Easier exemption certificate maintenance, and more trustworthy tax calculations due to using O Series versus other suppliers' products.

  ### 30. Great Features, But Navigation Can Be Confusing at First

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Entertainment | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Very helpful in keeping up with rules and making sure we are taking correctly.  The transaction tester is very helpful after setting up flex fields

**What do you dislike about Vertex?**

Lots of different locations.  In the beginning it is very difficult to figure out where everything goes.

**What problems is Vertex solving and how is that benefiting you?**

For my purposes, I help to set up taxing rules.  Also, reports can be beneficial when looking into variances that we do not believe should be there to see if there is a taxing issue.

  ### 31. Revenue Cycle Manager

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kristi M. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Takes the stress of tax compliance away.

**What do you dislike about Vertex?**

The amount of time it takes to save a new configuration.

**What problems is Vertex solving and how is that benefiting you?**

Anything and everything tax. We upgraded to premium return service because of the amount of time it was taking to submit.

  ### 32. Looking forward to a full implementation of Version O

**Rating:** 4.5/5.0 stars

**Reviewed by:** Pamela L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Keeps up to date with the regulatory issues and changes without us needing to employ personnel to do so.

**What do you dislike about Vertex?**

Misperception for how long a conversion from Q to O would actually take.

**What problems is Vertex solving and how is that benefiting you?**

Certificate automation, compliance with origination States, regulatory

  ### 33. Flexible Platform, But Needs More Content and Streamlined Login

**Rating:** 4.0/5.0 stars

**Reviewed by:** frank v. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Easy setup and usage, options for USA and Canada

**What do you dislike about Vertex?**

Missing contents, Exemption Certificate center, and multiple logins

**What problems is Vertex solving and how is that benefiting you?**

The sales tax calculation feature works as expected. It accurately computes the required tax amounts, making the process straightforward and reliable.

  ### 34. Easy to Use, Rich Content, and Excellent Help Desk Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amy B. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 26, 2025

**What do you like best about Vertex?**

Ease of use, expansive content, great Help Desk response

**What do you dislike about Vertex?**

Tax Assist rules are difficult to configure on occasion - it feels like there should be more options/more obvious options

**What problems is Vertex solving and how is that benefiting you?**

Keeping on top of rate changes and taxability changes

  ### 35. Smooth Integrations, But Customer Support Can Be Frustrating

**Rating:** 4.0/5.0 stars

**Reviewed by:** caroline t. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

when things are integrated things run incredibly smooth

**What do you dislike about Vertex?**

sometimes the customer support feels like it goes in circles

**What problems is Vertex solving and how is that benefiting you?**

it is making our tax calculation run much smoother and Is also submitting our sales tax returns!

  ### 36. O Series Review by Tax Pro

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiniquia F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

integration between O series and VITR are seamless.

**What do you dislike about Vertex?**

We are implementing Edge and would like for single sign on between Edge and O-Series

**What problems is Vertex solving and how is that benefiting you?**

Accuracy of sales tax calculations. Soon will be using the ECM.

  ### 37. Still Learning the Ropes

**Rating:** 3.5/5.0 stars

**Reviewed by:** Kimberly S. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Just started working with Vertex.  Still Learning

**What do you dislike about Vertex?**

So far I like it using it. Just started so I dont have anything bad to say

**What problems is Vertex solving and how is that benefiting you?**

Still Learning Vertex.  So far I haven't had any issues

  ### 38. Effortless State Updates Vertex

**Rating:** 5.0/5.0 stars

**Reviewed by:** Rob H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

State updates are done for you and the support

**What do you dislike about Vertex?**

It can be hard to Implement with out help from an outside source

**What problems is Vertex solving and how is that benefiting you?**

Creating the monthly tax file that we use to file tax returns

  ### 39. Effortless Tax Rate Inquiry Feature

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lisa C. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

tax rate inquiry #45 in the Vertex side of Rentalman

**What do you dislike about Vertex?**

doesn't always show the tax rate when viewing the tax breakdown

**What problems is Vertex solving and how is that benefiting you?**

When updating a job it updates the tax rate of the geocode entered.

  ### 40. Absolutely Love This Software!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jenna L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 26, 2025

**What do you like best about Vertex?**

User friendly and consultants have been great to work with for implementation into Odessa 5.0. Customer support is helpful and timely

**What do you dislike about Vertex?**

Not enough flex fields!!!!!!!!!!!!!!!!!!

**What problems is Vertex solving and how is that benefiting you?**

Sales tax in most all 50 States for leasing

  ### 41. Great Integration and Automation, Needs More Pharma-Specific Solutions

**Rating:** 4.5/5.0 stars

**Reviewed by:** Hussain  j. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 26, 2025

**What do you like best about Vertex?**

integration, automation and tax determination

**What do you dislike about Vertex?**

still some work to do cover all scenario for example - free of charge taxability in good movement solution for pharma industry

**What problems is Vertex solving and how is that benefiting you?**

tax determination for sales and use tax

  ### 42. Vertex Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Belinda  G. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

The way all employees go above and beyond to help customers.

**What do you dislike about Vertex?**

the level of training required to use the application to it's full potential.

**What problems is Vertex solving and how is that benefiting you?**

compliance process, managing exempt customer accounts and or transactions.

  ### 43. Director

**Rating:** 5.0/5.0 stars

**Reviewed by:** Diane B. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

The professionals and the tax expertise as well as bringing forth new technologies  and being the leader in industry

**What do you dislike about Vertex?**

Response time from customer support for open tickets

**What problems is Vertex solving and how is that benefiting you?**

Ensuring proper tax calculation and reporting.

  ### 44. Great MDU and Release Summaries, But Vertex Support Needs Improvent

**Rating:** 4.0/5.0 stars

**Reviewed by:** ramu r. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

MDU and service release summaries are provided, and the content updates are shared quite frequently.

**What do you dislike about Vertex?**

Vertex support taking so many time to understand the

**What problems is Vertex solving and how is that benefiting you?**

This has been helpful for our SUT compliance process.

  ### 45. Easy to Use and Comfortable—A Pleasure to Work With

**Rating:** 4.0/5.0 stars

**Reviewed by:** Randy J. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Vertex is easy to navigate and update as needed.

**What do you dislike about Vertex?**

The current returns package is a little outdated.

**What problems is Vertex solving and how is that benefiting you?**

We file sales and use taxes in all states, and it provides returns for every state.

  ### 46. tax manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** ivan r. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2025

**What do you like best about Vertex?**

I like the visual interface.  user friendly and it makes sense.

**What do you dislike about Vertex?**

that I do not know all the capabilities that I have and how to apply them.

**What problems is Vertex solving and how is that benefiting you?**

sales and use tax compliance

  ### 47. Industry-Leading Products and a Supportive Community, with Improving Phone Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shawn S. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Best products in the industry.  Vertex is a family of customers and employees

**What do you dislike about Vertex?**

Vertex Support Phone line quality fell a couple of years ago, but is improving.

**What problems is Vertex solving and how is that benefiting you?**

Taxability of various products lines

  ### 48. Efficient and tim use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Celeaste C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

efficient and easy to use for sales\use tax

**What do you dislike about Vertex?**

Some features are a little slow and returns we have to manually enter the information.

**What problems is Vertex solving and how is that benefiting you?**

Returns and a faster way of getting reports generated

  ### 49. Flexible and Accurate,

**Rating:** 5.0/5.0 stars

**Reviewed by:** Barbara  M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 27, 2025

**What do you like best about Vertex?**

Its flexibility; precise tax rate updates; partnership

**What do you dislike about Vertex?**

Their Vertex O tax assist / is a bit confusing and not user friendly.  need more help 'advice' on mapping.

**What problems is Vertex solving and how is that benefiting you?**

cost of the license

  ### 50. Expert Consulting, But Portal Speed Needs Improvement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ali  M. | Enterprise (> 1000 emp.)

**Reviewed Date:** October 26, 2025

**What do you like best about Vertex?**

Consulting Services, experts are very knowledgeable and customer focused

**What do you dislike about Vertex?**

Portal is sometimes slow and through random error when downloading reports

**What problems is Vertex solving and how is that benefiting you?**

Reporting and compliance requirements are important considerations when using E-Invoicing tools.


## Vertex Discussions
  - [How often is O Series enhanced?](https://www.g2.com/discussions/how-often-is-o-series-enhanced) - 1 comment, 1 upvote
  - [Can O Series complete Returns?](https://www.g2.com/discussions/can-o-series-complete-returns) - 1 comment, 1 upvote
  - [When are O Series data updates made available?](https://www.g2.com/discussions/when-are-o-series-data-updates-made-available) - 1 comment, 1 upvote
  - [How many clients are on O Series?](https://www.g2.com/discussions/how-many-clients-are-on-o-series) - 1 comment, 1 upvote

- [View Vertex pricing details and edition comparison](https://www.g2.com/products/vertex-inc-vertex/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-03+22%3A01%3A11+-0500&secure%5Bsession_id%5D=5c63d92d-d7ff-48f4-ad48-c3db55ee1a00&secure%5Btoken%5D=1df703b4f0cf91e5bb6b0a5437bd04a081ddc083e9bd4ac44f8b523e58c28fda&format=llm_user)
## Vertex Integrations
  - [Infor CloudSuite M3](https://www.g2.com/products/infor-cloudsuite-m3/reviews)

## Vertex Features
**Tracking**
- Sales Tax
- VAT
- GST
- Exemptions
- Adjustments
- Localization

**Tax Planning**
- Strategies
- Exemptions
- Credits
- Estimations

**Agentic AI - SAP Store**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Integrations**
- Integrations

**Tax Filing**
- Calculations
- Rules & Regulations
- Reporting

**Remittance**
- Returns
- Notifications
- Global/Cross Borders
- Analytics

**Workflows**
- Integrations
- Importing

**Agentic AI - Sales Tax and VAT Compliance**
- Autonomous Task Execution
- Natural Language Interaction

## Top Vertex Alternatives
  - [Avalara](https://www.g2.com/products/avalara/reviews) - 4.0/5.0 (813 reviews)
  - [TaxJar](https://www.g2.com/products/taxjar/reviews) - 4.7/5.0 (246 reviews)
  - [Sovos](https://www.g2.com/products/sovos/reviews) - 4.2/5.0 (91 reviews)

