Avis clients sur Vertex

The accuracy of the calculations makes this a terrific tool, especially when preparing for audits. The states are hungry for funds and Vertex helps me send them away with little to no money.

Not being able to use the tab key thru each field makes the program more difficult to use. Also it would help if I was able to add the tax certs when I add the customer.

The Tax reports/Returns are mostly spot on.
I work on 220 returns which Vertex tracks, once I understood the States layouts and how well Vertex matches each, filing has become very easy

Credits are always hard to track. Sometimes Vertex applies a credit and the State does not handle the credit the same way.
Manual adjustment to the tax records which the tax returns calculate from are confusing
Being able to "void" test data would be a plus.

Currently meeting our needs for our tax service but we are exploring adding other regions. I have nothing further to add other then my first statement.

This does not happen often but sometime trying to find the answer without having to contact Customer Support. I have nothing further to add other then my first statement.

I like the ease of using the transaction tester (as long as you remember all the flex field needs). The rate lookups and exemption certificate handlings are very easy to use.

What I like least is trying to identify tax mappings (currently 6.0), but I see 8.0 will be easier?
I do not like that it sometimes has a short span before timing out. We are usually in it all day, but not continuously, so we get timed-out a lot.

adaptability, web service ease of use is a great time saver for one off transaction input and testing.

Data update process - significant work needs be done to speed the updates re sql server. the approach used seems inefficient. Error logging levels re address cleansing failures are cryptic at best.

Vertex performs well and is reliable for most of the transactions we use.

Customer support can be slow and solutions are not always satisfactory. Wish there was better interaction design for manufacturing purchases.

creates both an excel report and tax return

it took a very long time to get the bugs worked out after we started to use the program

Features are too good and easy to used..

Tax calculation can improve more into the vertex

Ease of use, functionality, ability to create reports. Ease of updating every month with the file that is sent out by Vertex.

No real issues, we have been running Vertex for many years without too many issues, all in all we have been happy with it.

Reliability of the software, I can count on the fact that its right.

Trying to find things but luckily I can call and they will either send it to me or point me in the direction.

Tool calculation and tax rate, Great customer support and friendly user product

Vertex return Michigan sales discount amount was not calculated to the State amount discount.

Easy to use and easy to configure and good customer service.

Transnational report runs slow and that is time consuming

The tax rate calculations, able to test transactions.

The import/export reports are not friendly. Setting up rules not easy.

Tax calculations are so accurate item level.

Version updates is a bit complex process.

It is very flexible and I can generate many different types of reports with it. It keeps up with all of the law and rate changes so I don't have to, yet still offers me the ability to make changes to the rules if necessary. It keeps track of all the exemption certificates we receive. It is reliable, I haven't had many issues in the last 7 years of using it.

The reports do have a limit to their use. I often have to use multiple reports to get all the numbers I need, instead of being able to access them in one report.

Vertex Cloud has a very easy to use and comprehensive user interface, a robust product mapping capability, and the ability to user test within the interface.

Currently, Vertex Cloud doesn't have the ability for the user to configure rules on the front end; this in effect forces users to have to work with Vertex on the back end in order to configure rules if necessary.

How easy it is to run reports by state/county

I can't really think of any cons to vertex as it does what's required.

The Vertex cloud makes it very easy to obtain the sales tax rate files that we require for billing out of our back end system.

The only thing that we don't like is being charged a minimum fee if we do not use the software in any given month.

reporting is awesome and I ilke the note tab too

testing should be more good .
Customer support should be more proactive

User interface is very intuitive and the documentation helps beginners to get acquainted with the tool quickly.
Updates tax rules when there are changes in a state.
Allows custom work arounds.

Support ticket creation process can be improved or simplified.
So far haven't found any other major drawback.

We're using Vertex for Financial planning and tax management.

Not really anything that we don't like Vertex.