MENU
GET LISTED
GET LISTED
SHOW ALLPOPULAR CATEGORIES

Vertex O Series Review

Vertex O Series
Our score: 8.6 User satisfaction: 92%

What is Vertex O Series?

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.

Overview of Vertex O Series Benefits

Dependable 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.

Overview of Vertex O Series Features

  • Calculation engine
  • Monthly updated tax rules, rates & regulations
  • Straightforward navigation
  • Instinctive commands
  • Simple drag and drop functionality
  • Web-based, scalable & service-oriented architecture
  • Centralized platform for seamless integration
  • Simplified data importing
  • Supports indirect tax calculation in over 240 countries
  • Lease tax compliance customization
  • Option for either cloud-hosted or on-premise deployment
  • Import/export tax data
  • Standard & custom reporting
  • Exception certificate management

What Problems Will Vertex O Series Solve?

  1. Global tax management
  2. Scalability for growing business
  3. Flexibility to meet multiple IT environments (on-premise, on-demand, or hybrid)

Vertex O Series Position In Our Categories

Bearing in mind companies have distinct business needs, it is rational they steer clear of deciding on a one-size-fits-all, ”best” software product. Nonetheless, it is futile to chance on such a software product even among branded software solutions. The logical step to undertake can be to list the various key functions which necessitate careful thought such as critical features, plans, skill levels of staff, company size, etc. Next, you should do your research to a full extent. Have a look at some Vertex O Series review articles and scrutinize each of the software systems in your shortlist in detail. Such detailed research guarantee you stay away from unsuitable applications and subscribe to the system which offers all the benefits you require business requires in sustaining growth.

Position of Vertex O Series in our main categories:

TOP 20

Vertex O Series is one of the top 20 Tax Software products

If you are interested in Vertex O Series it could also be sensible to analyze other subcategories of Tax Software collected in our database of B2B software reviews.

Since each enterprise has unique business needs, it is sensible for them to desist from looking for a one-size-fits-all perfect software application. Needless to say, it would be futile to try to find such a platform even among market-leading software applications. The clever thing to do would be to jot down the various essential aspects that require consideration such as required features, budget, skill levels of employees, company size etc. Then, you should do your groundwork thoroughly. Read some Vertex O Series Tax Software reviews and look into each of the other solutions in your shortlist in detail. Such comprehensive groundwork can make sure you weed out ill-fitting applications and choose the solution that presents all the elements you need for business success.

How Much Does Vertex O Series Cost?

Vertex O Series 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 18
Negative Social Media Mentions 1

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 O Series 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 O Series. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • On Premise

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

Popular Vertex O Series Alternatives

Top Competitors To Vertex O Series By Price

Trending Tax Software Reviews

Product name:
Score:
Satisfaction:
7.8
N/A

Vertex O Series Comparisons

Vertex O Series user reviews

Our Experiences in using this Tax App

Read full review >
Linda
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.04.2020 Company Size: Industry: Industrial Automation

Perfect Tax Tool for Tech and Online Shopping Business

Read full review >
Ilene
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 22.04.2020 Company Size: More than 100 Employees Industry: Marketing and Advertising

Stellar and Complete Tax App

Read full review >
Luella
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 09.04.2020 Company Size: More than 100 Employees Industry: N/A

Tax App with Outstanding Features

Read full review >
Myrtice
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 30.03.2020 Company Size: More than 100 Employees Industry: Financial Services

How Vertex works for us

Read full review >
Eliezer
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 13.03.2020 Company Size: More than 100 Employees Industry: Electrical/Electronic Manufacturing

What are Vertex O Series pricing details?

Vertex O Series 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 O Series?

Vertex integrates with the following ERPs, ecommerce platforms and billing systems, plus other applications:

  • Acumatica ERP
  • Aria
  • Alfa
  • Amdocs Kenan Enterprise
  • Amdocs Vindicia
  • Aptos
  • Business Planning and Consolidation (BPC)
  • Cloud Lending
  • CSG Singleview
  • Dante Allegory
  • Davis & Henderson CreditPath Equipment Finance
  • Epicor Activant Silk
  • Epicor Avanté
  • Epicor DataFlo
  • Epicor Manage 2000
  • Elastic Path
  • Episerver Commerce
  • Excede DMS
  • Ericsson Revenue Manager
  • Fidelity Sungard Asset Finance
  • Friedman Frontier ERP
  • Fujitsu Retail Suite
  • Genpact GRADE
  • Infor CloudSuite Industrial
  • Infor Distribution A+
  • Infor M3
  • Infor LN
  • Infor LX
  • Infor Rhythm
  • Infor Service Manangement
  • Infor System21
  • Infor SyteLine – CloudSuite Industrial
  • Infor XA
  • Intershop Commerce Suite
  • Infor CloudSuite Financials & Supply Management
  • InsiteCommerce
  • Intuit Quickbooks Online
  • Intuit Quickbooks Desktop
  • IFS Applications
  • Kenandy Cloud ERP
  • Kibo eCommerce
  • LineData CapitalStream Lending & Leasing
  • Magento Open Source
  • Manhattan
  • Mi9
  • MINDBill
  • Microsoft Dynamics AX
  • Microsoft Dynamics GP
  • Microsoft Dynamics 365 for Retail
  • NetCracker Revenue Management
  • NETSOL LeasePak
  • Oracle NetSuite ERP
  • Oracle E-Business Suite
  • Oracle Monetization Cloud
  • Oracle JD Edwards EnterpriseOne
  • Oracle JD Edwards World
  • Oracle PeopleSoft ERP
  • Oracle NetSuite SuiteCommerce
  • Oracle NetSuite OneWorld
  • Odessa LeaseWave
  • PinnacleCart
  • Prophet 21
  • QAD Cloud ERP
  • Recurly
  • RentalMan
  • RentalResult
  • ROI Syngineering
  • Sage 100
  • Sage 300
  • SAP S/4HANA
  • SAP Ariba
  • SAP Commerce Cloud
  • SAP Business ByDesign
  • Storis Furniture Retail Software
  • SYSPRO ERP Software
  • Sitecore Commerce
  • THINK Enterprise
  • VAI S2K Enterprise
  • Vertex for Salesforce Billing and CPQ
  • Vertex for Salesforce CRM
  • Xelerate
  • Znode
  • Zuora Billing

Vertex O Series average rating:

Average score
4.5/5 (14 user reviews)
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Eliezer

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.

Reviewed 4 months ago

Read full review >

The least favorable review

Hertha

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.

Reviewed 10 months ago

Read full review >

More reviews from 14 actual users:

Sort by:

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

Our Experiences in using this Tax App

Read full review >
Linda
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 25.04.2020 Company Size: Industry: Industrial Automation

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.

What do you think about this review? Great Poor

Perfect Tax Tool for Tech and Online Shopping Business

Read full review >
Ilene
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 22.04.2020 Company Size: More than 100 Employees Industry: Marketing and Advertising

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.

What do you think about this review? Great Poor

Stellar and Complete Tax App

Read full review >
Luella
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 09.04.2020 Company Size: More than 100 Employees Industry: N/A

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.

What do you think about this review? Great Poor

Tax App with Outstanding Features

Read full review >
Myrtice
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 30.03.2020 Company Size: More than 100 Employees Industry: Financial Services

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.

What do you think about this review? Great Poor

How Vertex works for us

Read full review >
Eliezer
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 13.03.2020 Company Size: More than 100 Employees Industry: Electrical/Electronic Manufacturing

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.

What do you think about this review? Great Poor

Our Feedback after using the Vertex OS series

Read full review >
Ricky
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 03.03.2020 Company Size: More than 100 Employees Industry: Accounting

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.

What do you think about this review? Great Poor

Makes my life a whole lot easier.

Read full review >
Webster
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 27.11.2019 Company Size: More than 100 Employees Industry: N/A

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.

What do you think about this review? Great Poor

The simplicity of the dashboard really helps!

Read full review >
Ambrose
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 16.11.2019 Company Size: More than 100 Employees Industry: N/A

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.

What do you think about this review? Great Poor

It can be configured easily.

Read full review >
Filiberto
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 10.10.2019 Company Size: More than 100 Employees Industry: N/A

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.

What do you think about this review? Great Poor

The reporting is impressive.

Read full review >
Gretchen
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 08.10.2019 Company Size: More than 100 Employees Industry: N/A

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.

What do you think about this review? Great Poor

The interface works well for me.

Read full review >
Harold
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 05.10.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

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.

What do you think about this review? Great Poor

They have the best team!

Read full review >
Ocie
5/5

Overall impression

4/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 21.09.2019 Company Size: More than 100 Employees Industry: Non-Profit Organization Management

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.

What do you think about this review? Great Poor

Helps us manage files and be more accurate in accounting.

Read full review >
Hertha
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 17.09.2019 Company Size: More than 100 Employees Industry: Accounting

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.

What do you think about this review? Great Poor

Simple and straightforward enough…

Read full review >
Demarcus
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Published on: 17.09.2019 Company Size: More than 100 Employees Industry: N/A

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.

What do you think about this review? Great Poor
women man women man man women

Join a community of 7,369 SaaS experts

Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.

Sign in with LinkedIn Why we require LinkedIn?
  • Show the community that you're an actual user.
  • We will only show your name and profile image in your review.
  • You can still post your review anonymously.

OR

Sign in with company email

Sign in with company email

Reviewed By Jenny Chang
Page last modified
Did you find this review useful?
Yes No

Thank you for your feedback

How can we make this page better?

TOP

Why is FinancesOnline free? Why is FinancesOnline free?

FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.

Share
Tweet
Share