What is Vertex?

Vertex software facilitates tax determination, compliance, and reporting, in addition to managing tax data and documents. Furthermore, it connects seamlessly with essential business applications to deliver robust integrations.

By merging cutting-edge technology, extensive tax process knowledge, and strategic industry collaborations, Vertex offers a comprehensive solution for global indirect tax. This approach not only minimizes audit risks but also empowers tax departments to enhance their contributions to organizational success. Ultimately, such capabilities can lead to more efficient tax operations and improved overall business performance.

Pricing

Price Overview:
Contact Vertex for pricing details.

Integrations

All Vertex Integrations
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Screenshots and Video

Play Video Vertex Cloud Dashboard Add Products to Vertex Cloud Configure Overview Configure Products Edit Certificate Manage Tax Returns

Company Facts

Company Name:
Vertex Inc.
Date Founded:
1978
Company Location:
United States
Company Website:
www.vertexinc.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Webinars
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Vertex Categories and Features

Tax Preparation Software

Tax Practice Management Software

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Tax Planning Software

Detailed Savings Calculations
Export Branded Proposal
Export Branded Tax Plan
Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Strategy & Scenario Comparison
Tax Return Diagnostics
Tax Return Scanning

Sales Tax Software

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Finance Software

Corporate Tax Software

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Accounting Software

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

More Vertex Categories

Vertex Customer Reviews

Write a Review
  • Reviewer Name: Harold M.
    Position: Business System Analyst
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Complete Review

    Updated: Feb 20 2024
    Summary

    This vendor understands their field of expertise and operates at the highest level. After talking with them you will begin to come to the same conclusion that all Vertex customers see.

    Positive

    Sales tax software selection shouldn’t be taken lightly because of the impact on the business from a financial perspective. Going through that process with Vertex was eye opening. They were able to guide us down all the necessary paths to ensure that the system was set up correctly. So, getting them involved at the start prepared us for a successful integration.
    The steps to the integration were clear and precise. Our UAT didn’t see any hiccups which made the go live date happen sooner than expected.
    After going live is when some of the struggles a company could run into with software vendors. That isn’t the case with Vertex. We had questions and their responses were immediate and accurate. This brought comfort to management because nothing seems to be lingering.
    We have converted all our marketplaces along with our ERP to have one source of truth and we couldn’t be happier with that decision to go with Vertex.

    Negative

    Currently, there isn’t anything to dislike because they take on every challenge with a team of well knowledgeable staff.

    Read More...
  • Reviewer Name: Grace G.
    Position: Administrative Assistant
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Not bad

    Date: Mar 06 2020
    Summary

    All in all, the software is really good. The features are interesting, the software really works on our devices without any problems.

    Positive

    Good solution to work with ERPs and billing systems.
    Reliable customer support.
    Had no issue with the software.
    Valuable price for the features.

    Negative

    It was difficult to setup everything and to use the software when we just installed it. If would be great if you offered a detailed guide how to use it.

    Read More...
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