Vertex

4,3 (78)
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Solutions de fiscalité indirecte

Note globale

4,3 /5
(78)
Rapport qualité-prix
4,0/5
Fonctionnalités
4,2/5
Simplicité d'utilisation
4/5
Support client
4,0/5

83%
des utilisateurs recommandent cette application
Classer par

78 avis

Utilisateur vérifié
Note globale
  • Secteur d'activité : Vente au détail
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Regular User

Publié le 22/08/2018

Customer Service is always a plus!

Customer Service is always a plus!

Avantages

I like most about the software is the easy access to updates.

Inconvénients

I liked least about the software is the infrequent emails that we use to receive.

Gideon
Note globale
  • Secteur d'activité : Meubles
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 4.0 /10

Vertex review

Publié le 05/12/2023

Avantages

How easy it is to run reports by state/county

Inconvénients

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

chuck
Note globale
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

We've had to customize the program greatly to accommodate our business.

Publié le 28/02/2018

Avantages

The ability to consistently handle taxability of a large volume of transactions. Reviewing transactions for taxability is much faster.

Inconvénients

The software is too generic (high level) and does not handle the intricate nature of our business or industry.

Réponse de Vertex

Hi Chuck,

Thank you for your feedback. Vertex O Series provides robust rate and rules research that is leveraged by our clients across many industries and tax types. In addition, Vertex O Series provides a number of tools to help customers manage specifics to their business such as tax assist rules and lookup tables, user defined rules and impositions, etc. For more information on these, please contact our Product Support team. Vertex consulting or our alliance partners may also be able to help you better configure O series to fine tune your solution.

Jen Armstrong
Marketing Specialist
Vertex

Amy
Note globale
  • Secteur d'activité : Vente au détail
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé tous les mois pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 5.0 /10

Acceptable

Publié le 30/12/2023

Avantages

The tax engine is mostly accurate and Vertex is responsive in resolving issues

Inconvénients

The interface is not intuitive or user friendly.

Baljit
Note globale
  • Secteur d'activité : Vente en gros
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Probabilité de recommander le produit 7.0 /10

O Series review

Publié le 31/07/2023

Avantages

The tax rate calculations, able to test transactions.

Inconvénients

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

Ko Chia
Note globale
  • Secteur d'activité : Matériel informatique
  • Taille de l'entreprise : 5 001–10 000 employés
  • Logiciel utilisé tous les mois pendant Essai gratuit
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Easy to use

Publié le 05/06/2023

Avantages

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

Inconvénients

Not really anything that we don't like Vertex.

Joanne
Note globale
  • Secteur d'activité : Vente en gros
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

We use this for research along with reporting, billing and exemption maintenance.

Publié le 01/03/2018

Sales tax has a lot of little variances across the states, across industries and cross products....

Sales tax has a lot of little variances across the states, across industries and cross products. The product supports all our changes and updates in a constantly changing market. I have a lot of confidence that this software allows us to consistently bill our customers correctly. Even when there are customers out of city limits getting billed otherwise, we can send the issue to the support team and they research and provide a solution in a very timely fashion. Granted there is not always a solution but that is communicated well.

Avantages

We are able to test various scenarios as we expand our product lines and add states. Designing a report that meets your exact needs is helpful when completing returns and the exemption records are neatly stored and easily accessed.

Inconvénients

Adding customers and their certificates can be time consuming since the advanced selection tool now pulls up everything then lets you request a specific account to add to. There is also a lot of date sensitivity that blocks things versus 6.0 which just let it go. Updates to the software are making both of these issues more pronounced.

annelies
Note globale
  • Secteur d'activité : Génie mécanique ou industriel
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Great product, no issues with incorrect rates. However, continued issues with invalid TAID

Publié le 01/03/2018

Correct sales and use tax calculation for US and Canada.

Correct sales and use tax calculation for US and Canada.

Avantages

Smooth integration with SAP (however, not clear on which fields are exchanged), correct rate calculation.

Inconvénients

Logs are as good as unusable when you have large transaction volumes, so figuring out why something happens is a nightmare. Continued issues with invalid TAID (jurisdiction codes in SAP), we update as soon as files come out and still have many customers that requires manual updates. We have been working with support for a long time and still not a good solution. Very frustrating. Configuration in the config files on the server is not userfriendly at all. Very hard to figure out what all we have set up. Would be much better if it could sit in the Vertex O webtool. Better visibility of exemption certificates in the ERP system would be a big plus for a direct marketing company like ours.

Utilisateur vérifié
Note globale
  • Secteur d'activité : Mode et vêtements
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les mois pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

The software is clunky

Publié le 28/02/2018

Avantages

It's comprehensive and accurate in its calculation of sales taxes. It can also handle the large volume of transactions on our e-commerce site.

Inconvénients

It's got an outdated user interface and it's fairly expensive. The implementation was fairly laborious.

Réponse de Vertex

Hello,

We apologize you feel that our software is clunky; however, with Vertex O Series version 9.0 in development, you will be seeing a brand new user interface.

Jen Armstrong
Marketing Specialist
Vertex, Inc.

Utilisateur vérifié
Note globale
  • Secteur d'activité : Vente au détail
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Vertex O Series Review

Publié le 30/10/2019

Overall, I have had a very good experience using Vertex O Series as a tool and would definitely...

Overall, I have had a very good experience using Vertex O Series as a tool and would definitely recommend it to my colleagues.

Avantages

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.

Inconvénients

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

Amy
Note globale
  • Secteur d'activité : Vente au détail
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Vertex cloud is very accurate and easy to use for small to medium size businesses.

Publié le 25/01/2018

accurate tax calculations, low cost of ownership, easy to learn

accurate tax calculations, low cost of ownership, easy to learn

Avantages

The value for the money spent makes this solution a wise investment. There is no server maintenance or monthly tax rate update files to be applied. The application can accommodate customer and product level taxability decisions.

Inconvénients

The features and functionality of the cloud product vs. O-series are very different. There are very few customizations/configuration changes that can be done following implementation that do not involve additional developer cost. The processing time to save a customer exemption certificate is excessive. Heavy users of this application will find this very frustrating. Customer support is also very different from O-series in that the communication is via e-mail and the response time is often much slower with support reps being less knowledgeable about the application and its functionality.

Amy
Note globale
  • Secteur d'activité : Vente au détail
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

O-Series - great for multi-state nexus retailers

Publié le 22/08/2018

O-series is a very robust product. Very user friendly and intuitive. Allows for easy customization...

O-series is a very robust product. Very user friendly and intuitive. Allows for easy customization of customer taxing, taxpayer set up and product taxing attributes. Very accurate tax rates, easy to maintain and integrate with most accounting platforms.

Avantages

The application is highly customizable using user-defined tax rules in combination with the out of the box rates and tax driver matrixes.

Inconvénients

The support is sometimes slow to respond and does not always find a solution to the problems that you may encounter leaving some of the troubleshooting to your internal IT department.

Roger
Note globale
  • Secteur d'activité : Vente en gros
  • Taille de l'entreprise : 5 001–10 000 employés
  • Logiciel utilisé Autre pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 5.0 /10

We use the exemption certificate manager and I do not recall receiving any training

Publié le 28/02/2018

Avantages

The exemption certificate manager is a handy tool and allows us to quickly retrieve certificates by state.

Inconvénients

On Demand keeps having unanticipated breaks in service. I don't understand why a secure server keeps going down. It is a major customer red flag that the server is off line for unexplained reasons

Réponse de Vertex

Roger,

Thank you for your feedback. The Vertex O Series On-Demand notification service sends out a generic blast notification to all customers in case of any type of service event. These service events can range from a general slow down in application response times to a full blown application outage. Given the service¿s single dedicated instance per individual customer, even though you might receive an initial blast notification, the event may or may not be applicable to your particular instance. We do provide real time application status pages to customers at your request. If you are interested please contact your Vertex representative.

Thank you,
Jen Armstrong
Marketing Specialist
Vertex Inc.

Tom
Note globale
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 5 001–10 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 0.0 /10

No title

Publié le 22/08/2018

Vertex is not tuned for either database platform that is supported. This causes delay in real...

Vertex is not tuned for either database platform that is supported. This causes delay in real performance in the tool. Major cases we have had to escalate to senior management to get any sort of response and then development comes back and states well that is the way it is and we can't help you.

Avantages

The number of countries supported by the software.

Inconvénients

Support case response time is very horrible. Typically, it takes 3 weeks of ping support to get any sort of real answers. API response times not the best.

Lee
Note globale
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client

Meet my expectation.

Publié le 02/03/2018

Avantages

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.

Inconvénients

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.

Roger
Note globale
  • Secteur d'activité : Fabrication électrique/électronique
  • Taille de l'entreprise : 5 001–10 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 6.0 /10

Vertex Review

Publié le 22/08/2018

We use Vertex for sales, use and returns processing. All three have performed very well.

We use Vertex for sales, use and returns processing. All three have performed very well.

Avantages

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

Inconvénients

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

Doug
Note globale
  • Secteur d'activité : Ressources humaines
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Vertex has been great to work with, especially the customer support group.

Publié le 25/01/2018

I know that the tax calculations that are being made are accurate and the customizations for our...

I know that the tax calculations that are being made are accurate and the customizations for our company have been minimal. There customizations are based on specific tax audits/decisions that are specific to our products and how we do business.

Avantages

The software is fairly easy to work. Most importantly, customer support is there to help you out. They understand that not every business is run the same and they take the time to work with you so you can accomplish the desired results when you have exceptions. They also respond very timely when issues are raised.

Inconvénients

Is the software perfect in every aspect, no. But is any service exactly what you need out of the box. I can not say enough about how attentive the support group is to help you understand the software and assist you when an issue does arise.

Karen
Note globale
  • Secteur d'activité : Construction
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Upgrade from 6.0 to 8.0

Publié le 04/09/2018

Avantages

Ability to add Tax Accelerator. Easy transition from 6.0 to 8.0 for users.

Inconvénients

To open the software and find customers or mapping it seems to take forever. This has been noticed by multiple users.

Samantha
Note globale
  • Secteur d'activité : Biens de consommation
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

Vertex Rocks

Publié le 22/08/2018

Overall, it has been easy to use, and quick to learn!

Overall, it has been easy to use, and quick to learn!

Avantages

The software makes it easy to track exemption certificates, and ensure the rates are being applied correctly. I also like the ability to map the taxability of our products

Inconvénients

In some states, bundled items are taxed based on the contents of the bundle. For example, 2 items combined, one is taxable, the other is not. But when you bundle, only the taxable item should be taxed. There is no option for bundling the items, and appropriately applying the tax

Azra Khairis
Note globale
  • Secteur d'activité : Exploitation minière et métaux
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Vertex O v8 better than STQ v4

Publié le 27/08/2018

Avantages

Installation and configuration is easy to deploy. Good user experience.

Inconvénients

Integration with SAP ECC is a bit complicated and not straightforward. GUI interface for Vertex Central should be redesigned for simpler navigation access maybe like SAP FIORI?

Jim
Note globale
  • Logiciel utilisé tous les mois pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Once configured, software is stable and easy to maintain.

Publié le 02/03/2018

Avantages

Tax errors are greatly reduced. Monthly updates are timely and easy to apply.

Inconvénients

Dealing with Vertex Support. Sometimes it can take forever to get a response. Support team has two separate groups, one for O series itself and one for the 'connector'. Connector team also acts as Consultants, so it seems consulting gigs get priority over support needs.

Réponse de Vertex

Thank you for your feedback. Most customers give us positive feedback on our support, but we are always striving to improve. We have recently made changes to enhance our ability to support our clients, including launching a new customer support portal, internal process changes, and support rep training.

preston
Note globale
  • Secteur d'activité : Vente au détail
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Vertex Cloud Review

Publié le 09/08/2018

Very user friendly. Nice to have a software that can tax in different states as every state tax...

Very user friendly. Nice to have a software that can tax in different states as every state tax rate is different.

Avantages

Fairly easy to use
Nice to generate reports for specific states
User Friendly
Has all the taxing jurisdictions in each state outlined

Inconvénients

How long it takes to generate a simple transaction report for a state sometimes
I would not trust Vertex submitting an actual tax return. The numbers never match up from what generated report says to what the numbers on the state sales tax return.

Julie
Note globale
  • Secteur d'activité : Vente en gros
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les mois pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Excellent Sales Tax software

Publié le 22/08/2018

With all the laws changing with ecommerce, we realized we had to begin collecting sales tax in many...

With all the laws changing with ecommerce, we realized we had to begin collecting sales tax in many states. Vertex has made this task much easier ... instead of hiring employees to continually calculate and analyze tax data for state reporting we rely on Vertex to help us calculate what we need.

Avantages

We collect sales tax from 34 different states and would have to hire a team of employees to do what Vertex does for us.

Inconvénients

The software is a little difficult to understand at first, but with each issue I learn more about the capabilities and how to handle situations within the software.

Jason
Note globale
  • Logiciel utilisé tous les mois pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

We use this software to update sales tax information in our back end system.

Publié le 25/01/2018

Easy to use, and obtain sales tax rate files.

Easy to use, and obtain sales tax rate files.

Avantages

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.

Inconvénients

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.

Susan
Note globale
  • Secteur d'activité : Appareils médicaux
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les mois pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

Vertex O Series

Publié le 20/11/2018

Avantages

User Friendly and Reliable. Works well for most filing jobs.

Inconvénients

Small errors in rates and factoring in calculations