Verified User in Manufacturing
UM
Verified User in Manufacturing
Enterprise (> 1000 emp.)
"Vertex Streamlines Accurate Tax Calculation and Reporting"
5/5
What do you like best about Vertex?

Vertex is a very enhanced tool that support tax calculation and tax reporting on a very efficient way. It helps to standardize and automatize processes on a very accurate way. It helped reducing human resources and many human mistakes Review collected by and hosted on G2.com.

What do you dislike about Vertex?

VAT Compliance tool has some limitation and it is not always up-to date Review collected by and hosted on G2.com.

TH
Tim H.
Small-Business (50 or fewer emp.)
"Vertex user"
4.5/5
What do you like best about Vertex?

Customer service, up to date with tax legislation, easy to configure Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Reliance on consultants to provide some of the support for services. Possibly Vertex has more in-house services but seems like in 2019 when implemented we had to use a lot of consulting services to get set up. Review collected by and hosted on G2.com.

Verified User in Manufacturing
UM
Verified User in Manufacturing
Small-Business (50 or fewer emp.)
"Great Rate Tracking, but Pricing and Customer Support Need Improvement"
1/5
What do you like best about Vertex?

Having it keep track of rates and rate changes. Not having to file returns myself. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Customer support - they don't understand the customer that they are working with. pricing is also an issue Review collected by and hosted on G2.com.

Response from Laura Marie Blackburn of Vertex

Thank you for taking the time to share your feedback - we truly appreciate you being candid about your experience. We’re glad to hear that Vertex is delivering value through accurate rate tracking and return filing. At the same time, we apologize that our customer support and pricing did not meet your expectations. That’s not the experience we aim to provide. We welcome the opportunity to learn more and address your concerns directly - if you’re open to it, you can email me at advocacy@vertexinc.com and I will set up time to connect.

Liudmyla G.
LG
Liudmyla G.
Tax Manager
Mid-Market (51-1000 emp.)
"Outstanding Support and User-Friendly Reporting"
4.5/5
What do you like best about Vertex?

Vertex has excellent support; all issues are resolved promptly and with thorough explanations. They have developed a great reporting filing system that is easy to use and understand. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

The system of settings is quite complex, and there is no onboarding system for new users. Some changes can only be made through support, such as updating company profile information. Review collected by and hosted on G2.com.

SP
Sthefany P.
Small-Business (50 or fewer emp.)
"Friendly UI and Awesome Customer Support"
5/5
What do you like best about Vertex?

Vertex Customer Support is great to count on when you need assistance, and the UI is easy to use, intuitive, friendly Review collected by and hosted on G2.com.

What do you dislike about Vertex?

I think we can improve the filtering of rules in the UI and also improve ways of bulking editing in O Premises, I miss a way of changing end dates in once Review collected by and hosted on G2.com.

Verified User in Retail
UR
Verified User in Retail
Small-Business (50 or fewer emp.)
"Great End-to-End Solution, But Support Escalation Needs Improvement"
5/5
What do you like best about Vertex?

end to end solution options, friendly and readily available contacts that are really listening and taking into consideration your needs and wants for future releases. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Customer support tickets can take awhile to get to the right contact. We work closely with the tax research team and typically our support tickets are inquiring about their content but it takes awhile to get the ticket escalated to the correct person when we already know what is wrong. And by the time we get down to a solution its already been multiple MDU releases. Additionally, the SOCs do not provide any context as to why a change was made so we waste a lot of time trying to identify if content was just a fix or an actual law change. Review collected by and hosted on G2.com.

Verified User in Civil Engineering
AC
Verified User in Civil Engineering
Enterprise (> 1000 emp.)
"Good products, but need improvements"
4/5
What do you like best about Vertex?

Vertex works great for US and CA SUT/GST/HST tax calculations. I like the customizability with the Tax Assist Rules. I like that they offer multiple products Review collected by and hosted on G2.com.

What do you dislike about Vertex?

It would be nice if the Vertex products had a direct connection between the different products, ie. O Series ON Demand to VAT Compliance / VITR / Express Returns, etc. The UI on Vertex O tends to change without notice. With Service Releases/updates, functionality that was working is no longer working. The documentation for all products could be more robust. Additional matrices for all Imposition Types and Recoverability is greatly needed. Better documentation on how certain tax types/impositions work with the ERP would be great. We need quicker resolution of tickets. Tickets take way too long to be resolved. Review collected by and hosted on G2.com.

JS
Jessica S.
Enterprise (> 1000 emp.)
"Making Tax Easy"
5/5
What do you like best about Vertex?

I have worked in 2 industries that use Vertex and the tax mapping has been great to solve all our tax issues. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

I do not like that it doesn't give the citing for tax laws and we have to use other websites for it. Review collected by and hosted on G2.com.

Verified User in Retail
AR
Verified User in Retail
Enterprise (> 1000 emp.)
"Accurate, Easy to Use, and Backed by Great Customer Support"
4.5/5
What do you like best about Vertex?

Accuracy, customer support, and ease of operation. Review collected by and hosted on G2.com.

What do you dislike about Vertex?

Some tax jurisdictions aren’t included in the software—for example, Indian Reservations. Review collected by and hosted on G2.com.

ND
Nancy D.
Enterprise (> 1000 emp.)
"Vertex - ROBUST!"
4.5/5
What do you like best about Vertex?

very robust, flexible, covers almost every conceivable situation. Always thinking ahead and planning for the futur Review collected by and hosted on G2.com.

What do you dislike about Vertex?

very IT centric (non IT person here) and hard to set up rules on the fly for the non-Vertex language experienced. Difficult to Implement without expensive partners. Review collected by and hosted on G2.com.