Available on-premise or on-demand, Vertex Indirect Tax O Series is a robust tax calculation engine that helps you achieve an accurate determination of sales and purchase tax in every transaction. It features a solid integration with ERPs, billing systems, or ecommerce platforms. The solution is updated with the latest rules and rates for sales & use tax, value-added tax, as well as vertical tax content for retail, leasing, and communications taxes.
Vertex O Series maintains the latest rules and rates for nearly 10,000 U.S. taxing jurisdictions. This enables it to simplify and automate the tedious processes involved in calculating, collecting, and reporting on sales, consumer use, as well as VAT, GST, and other transaction tax types. It can likewise manage industry-specific tax content for communications, leasing, and retail taxes. The software is powered by a robust calculation engine for automated tax management and for handling your company’s unique taxability exemptions and rules.
You can connect seamlessly and use external applications and services directly from within Vertex. With the solution, you’ll have confidence in handling complex taxability matters, improve accuracy in your tax calculations, and standardize all your tax processes.
Show MoreDependable tax rules & rates
Vertex O offers reliable and updated tax content for U.S. sales and use tax and other various global transaction taxes. It gives you industry-specific as well as region-specific content for North America, South America, Asia-Pacific, EMEA, and with specific content for Brazil, the Gulf States, and India. It also has a rate lookup utility for querying the rate and rule database.
Robust calculation engine
Technology is at the forefront of Vertex which utilizes a powerful calculation engine that lets you set up custom taxability, do granular jurisdiction identification, handle exceptions for ordinary tax rules, automate exceptions management for every purchase and sales transaction, and apply role-based security.
Wide integration
Vertex boasts of wide integration for leading ERP systems, accounting and financial applications, procurement tools, e-commerce and online retail platforms, and billing services, among others. Over 80 third-party solutions and software companies have partnered with Vertex including industry giants Microsoft, Oracle, SAP, Sage, Infor, and Intuit to give you a fully extendable tax management solution.
Exemption certificate management
Vertex gives you tools and services to let you confidently store, maintain, and update exemption certificates within the software. You can upload customer exemption certificates by bulk or individually into a secure customer web portal and view expiration and effectivity dates to keep your business audit-ready.
Complete reporting
With Vertex, you can generate custom or standard reports for reconciliations, audit, and compliance. It allows you to schedule frequency and report times according to deadlines and workflows as well as export and gather tax data files categorized by state, location, or tax type. You can even view details of invoice tax by line item, taxability reports by jurisdiction, and transaction summaries by country or state up to district level.
Show MoreBearing in mind businesses have special business-related needs, it is only rational that they steer clear of going for an all-in-one, “perfect” software. Nonetheless, it is almost impossible to try to find such an app even among branded software products. The sensible step to do is to narrow down the varied important factors which entail scrutiny such as major features, plans, technical skill capability of the employees, organizational size, etc. Next, you should follow through your product research through and through. Browse over some Vertex O Series review articles and check out the other applications in your shortlist in detail. Such comprehensive product investigation ensure you drop unfit software solutions and buy the system that has all the tools your business requires.
Position of Vertex O Series in our main categories:
Vertex O Series is one of the top 20 Tax Software products
If you are interested in Vertex O Series it may also be a good idea to analyze other subcategories of Tax Software listed in our database of SaaS software reviews.
It's crucial to keep in mind that virtually no service in the Tax Software category is going to be a perfect solution that can match all the requirements of all company types, sizes and industries. It may be a good idea to read a few Vertex O Series Tax Software reviews first as certain services may dominate only in a very small group of applications or be designed with a very specific industry in mind. Others can function with an intention of being easy and intuitive and as a result lack complex functions needed by more experienced users. You can also come across services that focus on a broad group of customers and provide a powerful feature toolbox, however that usually comes at a more expensive cost of such a software. Make sure you're aware of your requirements so that you choose a service that provides all the elements you look for.
Vertex O Series Pricing Plans:
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Vertex O Series Pricing Plans:
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We are aware that when you make a decision to buy a Tax Software it’s crucial not only to find out how professionals rank it in their reviews, but also to check whether the real users and companies that use these solutions are actually satisfied with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Vertex O Series reviews across a wide range of social media sites. The information is then featured in a simple to digest way revealing how many clients had positive and negative experience with Vertex O Series. With that information available you will be prepared to make an informed buying decision that you won’t regret.
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Vertex integrates with the following ERPs, ecommerce platforms and billing systems, plus other applications:
Vertex O Series average rating:
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ADD A REVIEWThe most favorable review
PROS: The logging feature is great which helps in checking the XML sources of certain computations. Its Nexus setup is convenient to use too, whether for taxability or taxpayers.
CONS: It has a quite unreliable support team. They’re especially hard to connect when not on working hours of the East Coast USA time zone.
The least favorable review
PROS: I consider Vertex as a well of resource for tax policies. I love that they regularly update their policies depending on the region that our customers belong in. Needless to say, this saves us a lot of time in research and manual updates.
CONS: The support team isn't always so responsive. There have been some issues that I've raised in the past that they weren't able to address right away.
More reviews from 14 actual users:
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Stellar and Complete Tax App
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PROS: It’s easier to comply with taxation through the help of this tool. It also keeps us up-to-date with recent rate changes.
CONS: The app is great. However, its tax guides need more improvements for easier use.
How Vertex works for us
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PROS: The app is extremely easy to use, and makes our tax computation processes faster. It also has high accuracy which is important in any tax calculations.
CONS: The reporting feature is hard to use, especially with its interface design. More competitive rates would be great as well.
Perfect Tax Tool for Tech and Online Shopping Business
Read full review >Overall impression
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PROS: The logging feature is great which helps in checking the XML sources of certain computations. Its Nexus setup is convenient to use too, whether for taxability or taxpayers.
CONS: It has a quite unreliable support team. They’re especially hard to connect when not on working hours of the East Coast USA time zone.
Tax App with Outstanding Features
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PROS: The platform has a user-friendly design which makes it easier to execute sales tax computations. Real-time calculation does wonders through this app too. It doesn’t even rely on geocodes to do the job.
CONS: Installing and setting up the app isn’t easy, and its user support team isn’t always available. The integration channel is quite too loose for other platforms to connect as well.
Our Experiences in using this Tax App
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PROS: The app is convenient in doing different essential calculations. Its speed in updating data is also worth mentioning.
CONS: Exemptions from different jurisdictions are inconvenient to type into the platform. However, a matrix-type feature may do the job smoothly.
Makes my life a whole lot easier.
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PROS: Vertex makes calculating and setting up taxes seem like a walk in the park. Its search engine capability is impressive too.
CONS: It randomly and erroneously flags certain websites of our customers. This has to do with the address tagging, but the root cause is still not quite clear. The important thing is that this issue is now fixed. We've had to find some work-around solution, but I'm glad to finally put this to bed. I just wish that their support team were more helpful. Certain reps were a pain to deal with.
The simplicity of the dashboard really helps!
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PROS: First of all, I appreciate the way that Vertex layouts their dashboard--it's clean and simple. It also serves as a resource for me because all of the new and old tax policies are just searchable within its platform.
CONS: I can't think of anything negative to say about this product.
The reporting is impressive.
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PROS: I consider Vertex as a well of resource for tax policies. I love that they regularly update their policies depending on the region that our customers belong in. Needless to say, this saves us a lot of time in research and manual updates.
CONS: The support team isn't always so responsive. There have been some issues that I've raised in the past that they weren't able to address right away.
Our Feedback after using the Vertex OS series
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PROS: This tax software helps handle exemptions from transaction activities. This includes transactions from all our clients and customers.
CONS: Vertex OS series lacks features which handle current actual transactions. Questionable orders often happen too, wherein we have difficulties in determining about its taxation. A log file is necessary to know why such questionable order is taxed on certain ways.
It can be configured easily.
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PROS: One of the best things about this product is its flexibility. The settings can easily be configured to my preferences and needs. Accuracy is as good as guaranteed also, plus the reports I've been able to generate from this have been so useful.
CONS: The support team isn't very easy to contact. They're not very helpful too, to be honest.
The interface works well for me.
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PROS: What I like best about Vertex is its neat and simple dashboard environment. The tracking of the value of XML computations is an awesome feature too!
CONS: It can be a little difficult to get hold of the support team because they operate in a different timezone.
They have the best team!
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PROS: I think that their support team deserves a shoutout in this section. In all my years using Vertex, they've always tended to my needs. My issues, be it major or minor, always get prioritized. This super team loves to help, and each member is the best at what they do.
CONS: The system bags down intermittently. As an effect, we also run into some issues in receiving taxes.
Helps us manage files and be more accurate in accounting.
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PROS: Vertex helps us run the necessary paperwork that would allow us to act and/or file taxes on behalf of our clients.
CONS: Tracking is not as thorough as I would want it to be. Some transactions would go through and we don't have the capacity to audit it in real-time.
Simple and straightforward enough…
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PROS: Vertex simplifies tax handling and calculation. Through it, all the tools that I need for computation are within reach. There's no need for geocoding too. Best of all? It's super easy to use.
CONS: There wasn't much support extended to me, especially when I was setting up my account. The interface is not up-to-date as well. But other than these, I have no other issue with Vertex.
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Stellar and Complete Tax App
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
How Vertex works for us
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Perfect Tax Tool for Tech and Online Shopping Business
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Tax App with Outstanding Features
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
Our Experiences in using this Tax App
Read full review >Overall impression
Customer Support
Value for Money
Ease of Use
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