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Vertex Cloud Indirect Tax Review

Vertex Cloud Indirect Tax
Our score: 8.4 User satisfaction: 100%

What is Vertex Cloud Indirect Tax?

Vertex Cloud Indirect Tax is a cloud-based solution intended to streamline and simplify the calculation and reporting of U.S. sales and use tax. It is designed to help businesses of all sizes manage taxability, exceptions, calculations, and reporting. It delivers precise tax determination on each sale and purchase transaction in order to reduce tax risk for businesses as well as improve audit performance.

The system maintains the latest rules and rates for almost 10,000 U.S. taxing jurisdictions covering sales and use tax, value-added tax, as well as industry-specific tax content for multi-channel retail taxation. This means you won’t be remiss in your tax obligations and reporting requirements wherever your business is located.

Vertex Cloud Indirect Tax uses a multi-tenant SaaS solution, allowing a single instance of the software to serve multiple users and customers. Utilizing cloud technology, you are guaranteed fast setup and deployment, reduced IT support, zero software maintenance, minimal hardware requirement, and accelerated access to the software’s continually expanding features and functionality.

As an online solution, you get anytime, anywhere access to the software and capabilities to import/export and share tax data with authorized individuals. In addition, Vertex Cloud brings seamless integration with third-party ERP systems, e-commerce platforms, and procurement applications to give vital extended functionalities. Vertex Cloud Indirect Tax is available on a quote basis.

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Overview of Vertex Cloud Indirect Tax Benefits

Quick setup

Vertex Cloud offers an easy click-through license agreement, step-by-step configuration guide, and an intuitive user interface to quickly keep you up and running with the software in no time. But if you need to master the ins and outs of the Vertex technology, you can enroll in training classes and courses offered by the vendor. You can even get full certification if you want to. Vertex provides flexible terms and quote-based pricing depending on your company’s unique requirements.

One app for calculation and compliance

Regardless of tax complexity, you can customize product taxability, get accurate jurisdiction identification, and perform advanced address cleansing. You can put on auto-pilot the management of exemptions on every purchase and sales and transaction, generate signature-ready PDF returns, and handle returns in-house or have Vertex take care of them for you.

Reliable tax rules & rates

Vertex updates monthly the tax rates for thousands of U.S. taxing jurisdictions and helps you manage complex rules such as the online taxability of your e-commerce or web-based business. It is able to handle consumer use tax covering goods, assets, POs, accruals, inventory removal, and even industry-specific content for leasing, retail, and communications.

Exemption management

You can store, maintain, and update exemption certificates within the software as well as upload customer exemption certificates either in bulk or one at a time. Vertex Cloud lets you view cutoff dates to keep your business always audit-ready. You also get the option to manage exemptions within the Vertex Cloud system and within your existing ERP.

Detailed reporting

Vertex Cloud gives you solid reporting tools, enabling you to get complete visibility over your business transactions and important tax information. Among the reports Vertex is able to generate are:

  • Transaction detail on line items
  • Transaction summary on tax information by country, state, and province down to city, county and district levels
  • Customer expiration on all customer exceptions that have been entered
  • Detailed configuration report for all companies.
  • Vertex-defined or user-defined taxability categorized by jurisdiction, descriptions, effective dates, codes, and paths
  • Validation errors that need correction or process changes
  • Monthly reports on returns subscribers, credit, import error, unassigned data, reconciliation, returns filing calendar, and tax data file for compliance, among others

Specialized solutions for accounting firms

Vertex lets you bring solid value to clients through simple yet robust SaaS solutions for indirect tax. It gives you online dashboards to see your clients’ activity on the Vertex platform and enables you to harness proven sales and marketing toolkit to guide engagements between Vertex and your clients. You can also craft custom offerings to your clients through Vertex’s partnership with CPA.com, the technology unit of the American Institute of Certified Public Accountants (AICPA).

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Overview of Vertex Cloud Indirect Tax Features

  • Sales & use tax rules & rates
  • Tax automation
  • Calculation engine
  • Industry-specific tax content
  • Automated exemptions management
  • Signature-ready PDF returns
  • Standard and custom reporting
  • Online dashboards
  • Web-based, scalable & service-oriented architecture
  • Centralized platform for seamless integration
  • Simplified data importing
  • Special solutions for accounting & CPA firms

Vertex Cloud Indirect Tax Position In Our Categories

Knowing that companies have specific business demands, it is only prudent that they avoid adopting an all-encompassing, ideal software solution. At any rate, it is almost impossible to try to pinpoint such application even among popular software solutions. The correct step to undertake should be to shortlist the several main aspects which require careful thought including major features, plans, technical skill capability of staff members, company size, etc. Next, you must conduct the research fully. Go over some of these Vertex Cloud Indirect Tax review articles and look over the other software products in your list in detail. Such all-encompassing product investigation ensures you stay away from unfit applications and pay for the one that meets all the function your company requires.

Position of Vertex Cloud Indirect Tax in our main categories:

TOP 50

Vertex Cloud Indirect Tax is one of the top 50 Tax Software products

If you are considering Vertex Cloud Indirect Tax it could also be beneficial to investigate other subcategories of Tax Software listed in our base of SaaS software reviews.

Each company is different, and may require a particular type of Tax Software solution that will be adjusted to their company size, type of clients and employees and even individual niche they deal with. You should not count on getting a perfect services that will be suitable for every company no matter what their history is. It may be a good idea to read a few Vertex Cloud Indirect Tax Tax Software reviews first and even then you should keep in mind what the solution is supposed to do for your business and your employees. Do you need a simple and intuitive app with only essential functions? Will you actually make use of the complex tools needed by experts and large enterprises? Are there any particular tools that are especially beneficial for the industry you operate in? If you ask yourself these questions it will be much easier to locate a solid solution that will fit your budget.

How Much Does Vertex Cloud Indirect Tax Cost?

Vertex Cloud Indirect Tax Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

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What are Vertex Cloud Indirect Tax pricing details?

Vertex Cloud Indirect Tax Pricing Plans:

Free Trial

Quote-based Plan

Contact vendor

Contact the company for more details and ask for a quote.

User Satisfaction

Positive Social Media Mentions 7
Negative Social Media Mentions 0

We are aware that when you make a decision to get a Tax Software it’s vital not only to learn how professionals rank it in their reviews, but also to find out whether the actual people and enterprises that purchased it are genuinely content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Vertex Cloud Indirect Tax reviews across a wide range of social media sites. The data is then featured in an easy to understand way showing how many users had positive and negative experience with Vertex Cloud Indirect Tax. With that information at your disposal you should be equipped to make an informed buying choice that you won’t regret.

Video

Screenshots

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Vertex Cloud Indirect Tax?

Vertex integrates directly with leading ERP systems such as SAP, Oracle, and Sage as well as with procurement apps, and e-commerce platforms like Magento and PinnacleCart.

Vertex Cloud Indirect Tax User Reviews

Vertex Cloud Indirect Tax average rating:

Average score
4/5 (14 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

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The most favorable review

Jude

PROS: Vertex Cloud produces returns for you. The only thing you have to do is upload necessary files/data. My team no longer have to stress out preparing taxes manually.

CONS: Vertex doesn't offer training for users to have better experience in using the software. I also hope there would be an on-call agent that can help with the configurations.

Reviewed 4 years ago

Read full review >

The least favorable review

Roderick

PROS: I love the tax calculation feature of this program! The price is fixed and budget-friendly.

CONS: What I don't like is the pricing for the returns filing. It's a bit pricey given than it charge per transaction instead of a fixed price like the tax calculation.

Reviewed 4 years ago

Read full review >

More reviews from 14 actual users:

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Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Affordable. Cost-Efficient.

Read full review >
Mozell
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 28.11.2021 Company Size: Industry: Pharmaceuticals

PROS: I love the software especially because it allows us to store exemption certificates. The software is also really easy to use and access.

CONS: Can't think of anything I hate about the software.

What do you think about this review?

Great Poor

Best app for calculating taxes

Read full review >
Noemi
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 02.10.2021 Company Size: More than 100 Employees Industry: Facilities Services

PROS: This software automates preparation of tax returns and calculation of sale tax. I love that it's accessible through the web.

CONS: I can't think of anything bad about it. I just hope it keeps on improving.

What do you think about this review?

Great Poor
Show More User Reviews (14)

Helps us with taxes

Read full review >
Lucile
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 07.09.2021 Company Size: More than 100 Employees Industry: Pharmaceuticals

PROS: The software gives us monthly updates. Because of Vertex Cloud, we no longer have to have a hardware installed to help us with our tax work.

CONS: All good for now!

What do you think about this review?

Great Poor

Automated our regular tasks

Read full review >
Britney
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 05.09.2021 Company Size: 11-50 Employees Industry: Retail

PROS: Vertex makes everything easier for us. It auto-calculates taxes based on the tax policies of different States. It considers tax-exempt customers. Taxes are calculated real-time! I also love that we get to integrate the system in our website.

CONS: We experienced some glitches that resulted to sale losses.

What do you think about this review?

Great Poor

Bye, manual processing of taxes!

Read full review >
Jude
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.07.2021 Company Size: More than 100 Employees Industry: Electrical/Electronic Manufacturing

PROS: Vertex Cloud produces returns for you. The only thing you have to do is upload necessary files/data. My team no longer have to stress out preparing taxes manually.

CONS: Vertex doesn't offer training for users to have better experience in using the software. I also hope there would be an on-call agent that can help with the configurations.

What do you think about this review?

Great Poor

Love this software!

Read full review >
Kole
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 07.06.2021 Company Size: 11-50 Employees Industry: Accounting

PROS: The software is really helpful when it comes to tax-related tasks. I love how it expedites our process especially in tax reporting.

CONS: None so far! Great software.

What do you think about this review?

Great Poor

A huge help to our company

Read full review >
Bill
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 21.04.2021 Company Size: More than 100 Employees Industry: N/A

PROS: It keeps our system updated whenever there are changes with the tax State laws.

CONS: It doesn't cater well to companies from other countries.

What do you think about this review?

Great Poor

Worth the price!

Read full review >
Arthur
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 16.04.2021 Company Size: 1-10 Employees Industry: Accounting

PROS: The software is cost-effective because it improves a lot of aspects in our work. It automatically adjusts whenever there are changes with tax laws of various states. They also have A+ customer support. I stopped worrying about audit because of Vertex.

CONS: Check accuracies and issues can take time. There is also no option to manually post tax exempt sales. I've also experienced some troubles in downloading information.

What do you think about this review?

Great Poor

Exactly what our company needs!

Read full review >
Roderick
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 14.04.2021 Company Size: 11-50 Employees Industry: Retail

PROS: I love the tax calculation feature of this program! The price is fixed and budget-friendly.

CONS: What I don't like is the pricing for the returns filing. It's a bit pricey given than it charge per transaction instead of a fixed price like the tax calculation.

What do you think about this review?

Great Poor

Amazing UI!

Read full review >
Zola
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 22.03.2021 Company Size: More than 100 Employees Industry: Medical Devices

PROS: I love the user-interface! It doesn't overwhelm new users and other users who aren't familiar with tax processing.

CONS: I've had some issues with importing adjustments where I have to upload it twice because it wasn't properly working.

What do you think about this review?

Great Poor

Huge help!

Read full review >
Elmer
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.02.2020 Company Size: More than 100 Employees Industry: Consumer Goods

PROS: What I like best about this software is their customer service! The agent assigned to us has been very responsive and pro-active. Very knowledgeable on the filing processes.

CONS: There should be an assigned representative from the very start.

What do you think about this review?

Great Poor

Excellent app for business!

Read full review >
Garrison
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 24.02.2020 Company Size: Industry: Apparel & Fashion

PROS: Vertex Cloud is an excellent, user-friendly app. Business transactions are now done with ease and convenience.

CONS: Nothing to dislike! This app is great.

What do you think about this review?

Great Poor

Helpful in financial reporting

Read full review >
Gideon
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 17.02.2020 Company Size: More than 100 Employees Industry: Wholesale

PROS: The app does a lot! It's really helpful to us especially on tax calculation and reporting. It also allows us to view transaction details. It also helps us in managing tax-exempt customers.

CONS: There are some issues on the software's compatibility with other apps. We've experienced difficulties in integrating it with other software, and got no luck with their customer/technical support as well. It also took us a while before we're able to reconcile returns with the data in our general ledger. I hope there's an easier way to do this.

What do you think about this review?

Great Poor

The cure to tax-related headaches

Read full review >
Winston
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 11.02.2020 Company Size: More than 100 Employees Industry: N/A

PROS: This program does the job! It keeps me worry-free about taxes because I know it takes care of it and ensures that we're tax compliant! It does everything for you so you no longer have to stress yourself out thinking about taxes. It saves us a lot of time. Their customer support is also super helpful!

CONS: Quite unaffordable for businesses on a budget.

What do you think about this review?

Great Poor
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Vertex Cloud Indirect Tax user reviews

Affordable. Cost-Efficient.

Read full review >
Mozell
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 28.11.2021 Company Size: Industry: Pharmaceuticals

Best app for calculating taxes

Read full review >
Noemi
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 02.10.2021 Company Size: More than 100 Employees Industry: Facilities Services

Helps us with taxes

Read full review >
Lucile
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 07.09.2021 Company Size: More than 100 Employees Industry: Pharmaceuticals

Automated our regular tasks

Read full review >
Britney
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 05.09.2021 Company Size: 11-50 Employees Industry: Retail

Bye, manual processing of taxes!

Read full review >
Jude
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 27.07.2021 Company Size: More than 100 Employees Industry: Electrical/Electronic Manufacturing
Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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