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.

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

Knowing that businesses have unique business demands, it is rational that they avoid adopting a one-size-fits-all, ideal business application. Still, it would be difficult to try to come across such a software solution even among popular software solutions. The right thing to undertake is to write the different critical aspects that need research including crucial features, packages, technical skill aptitude of staff members, business size, etc. Then, you should conduct the research through and through. Go over some Vertex Cloud Indirect Tax evaluations and explore the other software programs in your list more closely. Such well-rounded product research ensures you take out ill-fitting apps and buy the system that offers all the features you require company requires for success.

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 might also be sensible to analyze other subcategories of Tax Software listed in our base of B2B software reviews.

Each enterprise has its own characteristics, and may need a special Tax Software solution that will be fit for their business size, type of clients and staff and even individual industry they cater to. It's not wise to count on finding an ideal app that is going to work 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 pay attention to what the service is supposed to do for your business and your employees. Do you need an easy and intuitive app with only essential features? Will you actually make use of the complex tools required by pros and large enterprises? Are there any specific tools that are especially useful for the industry you work in? If you ask yourself these questions it will be much easier to find a solid solution that will match your budget.

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

Positive Social Media Mentions 7
Negative Social Media Mentions 0

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


  • 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

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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.

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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Reviewed By Jenny Chang
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