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Vertex O Series REVIEW

Tax Software

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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

Position of Vertex O Series in our main categories:


Vertex O Series is one of the top 20 Tax Softwareproducts


Vertex O Series is one of the 20
Tax Software products

If you are considering Vertex O Series it might also be sensible to check out other subcategories of Best Tax Software gathered in our base of B2B software reviews.

It is crucial to realize that virtually no app in the Tax Software category will be an ideal solution able to match all the goals of different business types, sizes and industries. It may be a good idea to read a few Vertex O Series reviews first as specific solutions may perform well just in a really narrow group of applications or be created with a really specific industry in mind. Others may work with an intention of being easy and intuitive and therefore lack complicated elements desired by more experienced users. You can also come across services that cater to a large group of users and offer a rich feature base, however this frequently comes at a higher price of such a software. Be certain that you're aware of your requirements so that you pick a software that offers exactly the functionalities you search for.

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

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.






Technical details

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

What Support Does This Vendor Offer?


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 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

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