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Vertex Cloud Indirect Tax REVIEW

Tax Software

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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.

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, the technology unit of the American Institute of Certified Public Accountants (AICPA).

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

Position of Vertex Cloud Indirect Tax in our main categories:


Vertex Cloud Indirect Tax is one of the top 50 Tax Softwareproducts


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

If you are considering Vertex Cloud Indirect Tax it may also be sensible to examine other subcategories of Best Tax Software gathered in our database of SaaS software reviews.

There are trendy and widely used systems in each software group. But are they automatically the best fit for your company’s unique wants? A trendy software application may have thousands of subscribers, but does it offer what you need? For this reason, do not blindly invest in popular systems. Read at least a few Vertex Cloud Indirect Tax reviews and consider the factors that you want in the software such as the price, main tools, available integrations etc. Then, select a few systems that fit your wants. Check out the free trials of these products, read online opinions, get information from the maker, and do your research thoroughly. This profound groundwork is sure to assist you select the most excellent software platform for your firm’s special requirements.

How Much Does Vertex Cloud Indirect Tax Cost?

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

We realize that when you make a decision to buy Tax Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Vertex Cloud Indirect Tax reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Vertex Cloud Indirect Tax. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.







Technical details

Devices Supported
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Small Business
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


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.

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.

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