--- 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: '2026-08-04' 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. Fast Case Resolution, But Monthly Updates Hard to Navigate **Rating:** 4.5/5.0 stars **Reviewed by:** breana f. | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** if you need to open a case it is quickly opened and worked on **What do you dislike about Vertex?** searching through changes on the monthly update **What problems is Vertex solving and how is that benefiting you?** we are currently upgrading to ondemand and cert center ### 2. User-Friendly and Informative, But Lookup Tables Need Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Commercial Real Estate | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** Vertex is super user-friendly and easy to train with for new employees. There is a great range of technical research material that works for everyone from beginners to advanced users. **What do you dislike about Vertex?** Some of the materials like taxability matrix or other tables can be easier to find. Also, would be nice to make it a little easier to update lookup tables. **What problems is Vertex solving and how is that benefiting you?** Vertex exists as our primary sales tax engine ### 3. Meets ERP Needs, But Support Access Could Improve **Rating:** 4.5/5.0 stars **Reviewed by:** Neith R. | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** The product delivers what we need to work with our ERP system **What do you dislike about Vertex?** When an issue arise sometimes its difficult to get someone in support to respond. **What problems is Vertex solving and how is that benefiting you?** Tax assist rules ### 4. Senior Manager Indirect ax **Rating:** 5.0/5.0 stars **Reviewed by:** Theo D. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** It is easy to use and has lots of Options. **What do you dislike about Vertex?** Slow to get AI out for users and available to all users **What problems is Vertex solving and how is that benefiting you?** It provides all our Indirect tax needs. ### 5. Top-Tier Tax Solutions, But Pricey for Small Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Wayne O. | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** Providing top-tier tax solutions that effectively address sales tax compliance needs. **What do you dislike about Vertex?** Costly and difficult for smaller companies to justify. **What problems is Vertex solving and how is that benefiting you?** Use tax module for O-series along with Workday implementation. ### 6. Technical Product Owner **Rating:** 4.5/5.0 stars **Reviewed by:** Joshua H. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** The company cares for the customers and treats them well **What do you dislike about Vertex?** Error logging from Linux app server is tough to understand **What problems is Vertex solving and how is that benefiting you?** Several O Series issues. They are being responsive ### 7. User-Friendly Interface, But Compatibility Can Be Tricky with Older Systems **Rating:** 4.0/5.0 stars **Reviewed by:** Regan J. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** I like the user friendleyness of the product **What do you dislike about Vertex?** we use an old system so they compatibility is difficult at times **What problems is Vertex solving and how is that benefiting you?** the right tax rate is being used ### 8. Great Managed Returns, But Slow Customer Support **Rating:** 5.0/5.0 stars **Reviewed by:** Patricia l. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** Out sourcing returns with managed services. **What do you dislike about Vertex?** Customer support slow in resolutions passing the ticket to different reps **What problems is Vertex solving and how is that benefiting you?** Data mapping to products in our accelerator system ### 9. User-Friendly UI, But Updates Are Hard to Review **Rating:** 3.5/5.0 stars **Reviewed by:** kylie s. | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** the UI is easy to use. The content is thorough **What do you dislike about Vertex?** The updates are too large to manually review easily **What problems is Vertex solving and how is that benefiting you?** Reviewing the monthly updates using AI. ### 10. Great Team and Software, But Needs Bulk Customer Deletion Featu **Rating:** 5.0/5.0 stars **Reviewed by:** Gladys C. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Vertex?** I like the software and the people I work with at Vertex **What do you dislike about Vertex?** Not able to delete customers in Vertex O by qroup **What problems is Vertex solving and how is that benefiting you?** None right now ### 11. 7 Vertex O-Series Implementations complete. **Rating:** 4.0/5.0 stars **Reviewed by:** Cecelia N. | Enterprise (> 1000 emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Vertex?** The customization it offers and the dependability. **What do you dislike about Vertex?** Address verification is not accurate. Some things are far more complicated then need be. **What problems is Vertex solving and how is that benefiting you?** Automation of tax calculation ### 12. Exemption Certificate Wizard Makes Tax Management a Breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Dhanya V. | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** Exemption Certificate Wizard. I have had great experience with this wizard **What do you dislike about Vertex?** None. I would recommend Vertex to all my contacts **What problems is Vertex solving and how is that benefiting you?** Tax calculation and automation ### 13. Vertex experience **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** Ease of use. Customer service is pretty good. Results are accurate **What do you dislike about Vertex?** Requires quite a bit of customization for complex businesses **What problems is Vertex solving and how is that benefiting you?** Tax determination and calculation ### 14. System Admin Review **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Vertex?** Accurate and efficient sales tax retrieval through seamless integration with my LMA **What do you dislike about Vertex?** Resource constraints when looking for engagement with Consulting **What problems is Vertex solving and how is that benefiting you?** Accurate sales tax assessment ### 15. Vertex Review **Rating:** 3.5/5.0 stars **Reviewed by:** Sandi B. | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** They are using innovative thought for future impact **What do you dislike about Vertex?** Insufficient testing prior to releasing TRO and recent MDU **What problems is Vertex solving and how is that benefiting you?** Making tax compliance easier to manage ### 16. Accurate Tax Compliance Made Easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Paul R. | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** Correct Tax Calculation and compliance . **What do you dislike about Vertex?** Information about converting from L Series to O Series. **What problems is Vertex solving and how is that benefiting you?** Sales and Use tax calculation. Filing Returns. ### 17. Systematic and Static Approach That Works **Rating:** 5.0/5.0 stars **Reviewed by:** Monica C. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Vertex?** taxability set up and static capability. Customer service **What do you dislike about Vertex?** Challenges with SAP conditions and not understanding the back-end set up **What problems is Vertex solving and how is that benefiting you?** SAP conditions setup ### 18. Reliable Tax Calculations, but Notice resolution and Compliance File Need Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** The reliability of tax calculations and that the product is pretty easy to use. **What do you dislike about Vertex?** The tax notice portal and complexity of the tax compliance file. **What problems is Vertex solving and how is that benefiting you?** This tool helps us stay up to date with ongoing tax changes, ensures we handle compliance efficiently and effectively, and takes the burden off our team by managing the processing of numerous returns. ### 19. Sr. Tax Accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Rizza D. | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** pulling data and ease of downloading them **What do you dislike about Vertex?** Nothing I can think of right now - thank you **What problems is Vertex solving and how is that benefiting you?** mapping, taxability, exemption certificates ### 20. Scott **Rating:** 5.0/5.0 stars **Reviewed by:** scott b. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 23, 2023 **What do you like best about Vertex?** Communication is very easy and not an issue. **What do you dislike about Vertex?** Not easy to upload returns to state governments **What problems is Vertex solving and how is that benefiting you?** Converting to O series ### 21. Easy Setup, But Customer Service Is Slow **Rating:** 5.0/5.0 stars **Reviewed by:** Karen P. | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** ease of configuration, logical thought porocess **What do you dislike about Vertex?** customer service assistance can take a long time **What problems is Vertex solving and how is that benefiting you?** Currently allocation tables for office usage ### 22. Excellent Tax Management, But Support Needs Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Tim F. | Enterprise (> 1000 emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Vertex?** Management of tax rates and taxability at scale **What do you dislike about Vertex?** General support regarding issues and updates **What problems is Vertex solving and how is that benefiting you?** Large scale, multijurisdictional sales tax calculations ### 23. Effortlessly Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** The ease of use. Customer support us very responsive. **What do you dislike about Vertex?** Having to scroll to the country and state for exempting a customer instead of just being able to type it in. **What problems is Vertex solving and how is that benefiting you?** Vertex is our tax decision maker. It assists with accurately calculating sales tax on our customer invoices and flagging whether tax is charged correctly on our purchases. ### 24. User-Friendly Interface, But Needs Better Reporting Training **Rating:** 4.5/5.0 stars **Reviewed by:** Fay B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** Pretty user friendly. Reliable reporting. **What do you dislike about Vertex?** Could use more training on reporting outcomes **What problems is Vertex solving and how is that benefiting you?** Integration with new ERP systems ### 25. Excellent for Complex Tax Decisions, But Data Extracts Need Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** Handles very complex tax decisions utilizing lots of transaction factors & where it's not built in functionality, you can build custom rules. **What do you dislike about Vertex?** Transaction detail extracts are multi-line & make analysis difficult **What problems is Vertex solving and how is that benefiting you?** Vertex is handling tax calculations on a large volumn of transactions across all of the USA, with constantly changing rates & regulations. ### 26. Excited to Implement—Looking Forward to Full Experience **Rating:** 4.5/5.0 stars **Reviewed by:** mona a. | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** we are still in the implementation process. **What do you dislike about Vertex?** not applicable. nothing to mention yet.. **What problems is Vertex solving and how is that benefiting you?** not applicable ### 27. Highly Customizable Reporting, But Date Management Can Be Tricky **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** The customization of reporting and flexible fields to be able to pull all information from our ERP. **What do you dislike about Vertex?** The way the effective date needs to be changed for adding certificates, changing rules, etc. I always seem to forget to change the date back. **What problems is Vertex solving and how is that benefiting you?** Data integrity and confidence in our sales and procurements. ### 28. Automation Made Easy, But Communication Needs Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** More automation of things we had been doing manually **What do you dislike about Vertex?** At times, communication can be lacking, particularly regarding support tickets and updates or changes. **What problems is Vertex solving and how is that benefiting you?** RTE handles tax rate updates for our retail locations instead of a person manually changing those. Also, the return prep is cleaner than where we were previously. ### 29. Fast and Accurate, But Occasionally Unreliable **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** The speed and accuracy of the tax returns are impressive, and I also appreciate how easy the process is to use. **What do you dislike about Vertex?** does not always function as expected. sometimes it will not print correctly **What problems is Vertex solving and how is that benefiting you?** Filing use tax and sales tax returns is more straightforward. use tax reporting for audits is helpful. ### 30. Accurate Rates and Helpful Support, But Reporting Needs Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** Accurate rates. The customer support is responsive and helpful. **What do you dislike about Vertex?** We have to set up our own custom reports and use pivot tables to summarize data. We thought the reports out of Vertex would already provide summarized data. The reports are not as user friendly as we hoped. **What problems is Vertex solving and how is that benefiting you?** Accurate rates. ### 31. Overall good product **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** Vertex helps with automating the sales tax prep process and helps keep us up to date with current tax law. **What do you dislike about Vertex?** Vertex customer support can be difficult at times. **What problems is Vertex solving and how is that benefiting you?** Vertex helps us not have to use Excel to calculate sales tax and integrates with Omni to make getting data easier. ### 32. Senior Tax Accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** How user-friendly the O-Series system is. With Vertex, we are able to stay in compliance with much greater ease. **What do you dislike about Vertex?** I haven't really had issues with Vertex. I find that Vertex frequently puts out MDUs to keep up with jurisdiction changes each month. **What problems is Vertex solving and how is that benefiting you?** Staying in compliance with jurisdictional changes. ### 33. Highly Configurable and Integrative, But Navigation Can Be Tricky **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Vertex?** Software is highly configurable. Allows ease to integrate with multiple billing system **What do you dislike about Vertex?** Software can be very difficult to find where changes need to be made. **What problems is Vertex solving and how is that benefiting you?** staying compliant with ever changing tax regulations, Allows us to research whether products or services we provide are taxable in a particular state. ### 34. Great Integration with VITR, But Needs Consistent Terminology **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Vertex?** Having it integrate with return software (VITR) **What do you dislike about Vertex?** The language is not consistent between products. ie Geocodes, Tax Area IDs, Situs codes. Consistency would be great. **What problems is Vertex solving and how is that benefiting you?** Since we have a homegrown ERP system, Vertex has shown us where we need to make improvements to our own system. ### 35. User-Friendly Interface, But Reporting Needs Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Vertex?** UI friendly, not overly complex. Easy to access returns. **What do you dislike about Vertex?** Reporting feature could be more robust. When making updates it locks the system and cannot be accessed. This causes delays in being able to process exemptions real time. **What problems is Vertex solving and how is that benefiting you?** Management of tax rules and return processing and filing. ### 36. Seamless Integration Boosts Efficiency, but Separate Licensing Adds Cost Challenges **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** Very in depth and integrated products. Cross functionality between tax engine and ERP system is a vast improvement from prior products used. **What do you dislike about Vertex?** Have to license products separately creates challenges with cost to upper management. **What problems is Vertex solving and how is that benefiting you?** Gaps in transaction processing for procurement and exemption certificate management. ### 37. Timely Rate Updates and Easy to Use, But Room for Improvement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Hardware | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** Ease of use. Customer success team is wonderful to work with **What do you dislike about Vertex?** Enhancements are usually not delivered on time **What problems is Vertex solving and how is that benefiting you?** This tool is used for calculating sales tax. I find it especially helpful during sales tax holidays and when dealing with other complex tax compliance situations. ### 38. Seamless Tax Integration, But Support Response Needs Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Vertex?** Seemless tax info returned from Vertex cloud to our ERP. SIC log **What do you dislike about Vertex?** Vertex support is slow to address issues. I entered 1 on 10/21 and they had uncertainty if the $64,000 support that we pay is covered. Issue is still not resovled **What problems is Vertex solving and how is that benefiting you?** Tax compliance ### 39. SR Tax Accountant **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** I love the reports you can get out of Vertex for Tax Return Prep **What do you dislike about Vertex?** When there are issues it some times takes a long time to resolve. **What problems is Vertex solving and how is that benefiting you?** They were able to solve our ND Max Tax issue, but it took about 5-6 months. ### 40. Excellent Tax Tools and Support, But Community Site Needs Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** It Support and Training University. The tax calculating product is obviously doing excellent job. **What do you dislike about Vertex?** Its webpage called community site. Specially login page has unnecessarily kept username and password boxes in next page. **What problems is Vertex solving and how is that benefiting you?** Correct tax calculations and helping in filing returns on time. ### 41. Reliable Rates and Time Savings, Improved Support Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** The rates are reliable and saves me a TON of time **What do you dislike about Vertex?** Early on, we did not have a good rep, but the one we have now is great **What problems is Vertex solving and how is that benefiting you?** Maintaining correct sales tax rates and providing not only filing,but also audit documentation ### 42. Engaging and Informative Speakers Make Learning Enjoyable **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** The software is very helpful and easy to use once you get use to it. **What do you dislike about Vertex?** Some of the software isn't straight forward if you haven't received proper training or assistance. **What problems is Vertex solving and how is that benefiting you?** Vertex assists use with use tax accrual assistance and allocations. ### 43. Great Add-On Tools, But Certificate Center Needs Broader Support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 28, 2025 **What do you like best about Vertex?** Vertex content + Add on tools it offers (Certificate center + Vertex returns) **What do you dislike about Vertex?** Some feature gaps like certificate center does not support lower level jurisdictional certificates **What problems is Vertex solving and how is that benefiting you?** Indirect tax determination Master data gaps Reporting Exemption certificate center Foreign registration ### 44. Consistent Reporting and Intuitive UI Make It Stand Out **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Wholesale | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** The consistency in reporting and the user interface **What do you dislike about Vertex?** Transaction tester can be confusing to fill out **What problems is Vertex solving and how is that benefiting you?** Having consistent jurisdiction names available in a dropdown selection helps reduce typos and misspellings, which can otherwise impact the accuracy of reporting. ### 45. Clean, Organized Interface with Easy Setup - Interface between Vertex and ERP could be faster **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** website is clean and organized. appears to be easy to add configuration but I am still new and learning **What do you dislike about Vertex?** lag time between invoicing system appears to be unpredictable sometimes. **What problems is Vertex solving and how is that benefiting you?** maintains tax rates and our current, limited customization ### 46. Accurate Tax Calculations, But Reporting Needs Simplifying **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Mid-Market (51-1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** For accurately calculating tax rates for all the different jurisdictions. **What do you dislike about Vertex?** Creating reports can be quite complicated **What problems is Vertex solving and how is that benefiting you?** They are helping us accurately map our products to taxability categories so that our POs have the correct tax. ### 47. Absolutely Love This Software! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** I really like the new SSo login feature. **What do you dislike about Vertex?** Customer Support is lacking. When we put in a ticket sometimes they go months without a resolution. **What problems is Vertex solving and how is that benefiting you?** Accurate taxability that allows for more hands off tax calculations. ### 48. Great SAP Integration and Easy Tax Setup, But Needs Better Documentation and Updates **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** Integration with SAP S/4. Easy rules based tax setup. **What do you dislike about Vertex?** LAck of good documentation . Lack of pro active response to changes in the tax and tech landscape e.g SAP On Rise impact. **What problems is Vertex solving and how is that benefiting you?** Tax compliance Globally ### 49. New user, new customer **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Industrial Automation | Enterprise (> 1000 emp.) **Reviewed Date:** October 26, 2025 **What do you like best about Vertex?** I do like how easy is to customize tax results **What do you dislike about Vertex?** It seems to be tailored specifically for users of SAP or Oracle. **What problems is Vertex solving and how is that benefiting you?** I need to calculate the correct tax for each type of product. ### 50. Simplifies Tax Management, Needs Better On-Premise Support and Monitoring **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 27, 2025 **What do you like best about Vertex?** We don't have to manage complex tax rules **What do you dislike about Vertex?** The are some gaps in monitoring and logging. I want better support for on premise solutions **What problems is Vertex solving and how is that benefiting you?** Tax rule management for US Indirect Tax ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-08-05+13%3A32%3A33+-0500&secure%5Bsession_id%5D=dbea2a56-2abb-410f-bca2-2d43b81649a8&secure%5Btoken%5D=8332eab1ca3fafe25052d10a9c7ee809d9aff4800361ea878ff271bdbf343ff0&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 - Consumer Use Tax **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 - Historical Reporting - K-1 Reporting **Remittance** - Returns - Notifications - Global/Cross Borders - Analytics **Workflows** - Integrations - Importing **** - Tax Compliance - Generative AI - SSL Security - Workflow Management - Accounting - Multiple User Accounts - Audit Trail - Tax Filing - Client Management - Activity Dashboard - AI Copilot - Electronic Filing - Tax Planning - Corporate/Business - Dashboard Creation - Multiple Data Sources - Compliance Management - Data Import/Export - Sales Tax Management - Client Portal - Deadline Management - Customizable Templates - Status Tracking - Exception Notification - Audit Management - Customer Accounts - For Nonprofits - Data Storage Management - Document Management - Electronic Submission - Email Reminders - Alerts/Notifications - Data Visualization - Reporting & Statistics - Access Controls/Permissions - Payroll & Employer Forms - Tax Forms - Reminders - Activity Tracking - Financial Analysis - Data Verification - Bank Reconciliation - Mobile Access - Payroll Management - Multi-Currency - Invoice Processing - Value Added Tax (VAT) - Taxation & Assessment - Approval Process Control - Electronic Payments - Invoice Management - Tax Management - Task Management - API - Customizable Branding - Property Tax Management - Customizable Reports - Time & Expense Tracking - Real-Time Data - Receipt Management - Document Storage **Agentic AI - Sales Tax and VAT Compliance** - Autonomous Task Execution - Natural Language Interaction **** - Secure Data Storage - API - Credit Card Processing - Access Controls/Permissions - Policy Management - Multi-Currency - Invoice Management - Cash Flow Management - AI Copilot - User Management - Document Management - Exemption Management - Address Validation - Accounting - Audit Management - For eCommerce - Client Portal - Document Templates - Tax Calculation - Generative AI - Data Import/Export - Tax Compliance - Real-Time Data - Tax Filing - Audit Trail - Transaction Tracking - Taxability Verification - Electronic Payments - Activity Dashboard ## 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)