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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

Knowing that businesses have distinctive business-related requirements, it is wise that they avoid getting a one-size-fits-all, “perfect” software system. Regardless, it would be almost impossible to come across such an app even among recognizable software systems.
The best thing to undertake should be to shortlist the different vital aspects that demand examination including essential features, packages, technical skill levels of staff members, company size, etc. Thereafter, you must do the research through and through. Read these Vertex O Series analyses and explore the other software systems in your list more closely. Such all-encompassing product research ensures you weed out poorly fit applications and pay for the system which meets all the aspects your company requires for optimal results.

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 considering Vertex O Series it may also be beneficial to examine other subcategories of Tax Software collected in our base of B2B software reviews.

Enterprises have unique wants and requirements and no software solution can be ideal in such a scenario. It is useless to try to find an ideal out-of-the-box software app that meets all your business wants. The smart thing to do would be to customize the solution for your specific wants, worker skill levels, finances, and other aspects. For these reasons, do not hasten and pay for well-publicized leading systems. Though these may be widely used, they may not be the perfect fit for your unique wants. Do your research, investigate each short-listed system in detail, read a few Vertex O Series Tax Software reviews, speak to the maker for explanations, and finally select the product that provides what you require.

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

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Vertex O Series Comparisons

Vertex O Series user reviews

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: 03.08.2019 Company Size: More than 100 Employees Industry: Accounting

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
4.3/5 (1 user reviews)
4/5

Overall Impression

4/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most 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 3 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 3 months ago

Read full review >

More reviews from 1 actual users:

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  • Latest
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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: 03.08.2019 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.

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Reviewed By Jenny Chang
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