Vertex Inc. Review

Customer Reference Rating 4.7
Devices Supported
  • Windows
  • Mac
  • Web-based
Customer Types
  • < 50 Small Businesses
  • < 250 Medium Businesses
  • 250 + Large Businesses
  • 40 Testimonials
  • 48 Case Studies
  • 35 Customer Videos

Overview

What is Vertex Cloud Indirect Tax?

Vertex Cloud Indirect Tax is a software service that integrates with e-commerce platforms, billing systems, and ERPs to facilitate accurate tax calculation on all sales and purchase transactions. The application also offers exemption certificate management features and produces PDF returns. It maintains the newest rates and rules for value added tax and sales and use tax, as well as sector-specific tax details for multi-channel retail taxation.  

Vertex Cloud Indirect Tax offers benefits such as tax process efficiency, scalability, enhanced tax consistency and accuracy, and better tax audit performance. Your company can use it with minimal IT support as there is no need for software setup or maintenance.

Benefits

What is Vertex Indirect Tax O Series?

Reliable Tax Rates and Rules

Vertex O presents updated and reliable tax content for US sales and use tax as well as other global transaction taxes. It provides you sector-specific and region-specific tax content for EMEA, Asia-Pacific, South America, and North America, with particular content for India, the Gulf states, and Brazil. The platform also offers a rate lookup tool to help you query the rule and rate database.

Strong Calculation Feature

Vertex’s robust calculation capability enables you to perform granular jurisdiction identification, arrange custom taxability, utilize role-based security, automate exception management for each sales and purchase transaction, and manage exception for standard tax rules.

Exemption Certificate Management

Vertex provides you the needed services to capably store, update, and maintain exemption certificates in the platform. You can upload consumer exemption certificates individually or in bulk into a safe consumer web portal and view expiration dates to keep your company audit-ready.

Comprehensive Reporting

Vertex lets you generate standard or custom reports for compliance, audit, and reconciliations. The software permits you to schedule report and frequency times as per workflows and deadlines, as well as collect and export tax data documents categorized by tax type, location, or state. You can view invoice tax details by line items, transaction summaries by nation or state up to district level, and taxability reports by jurisdiction.

Array of Integrations

Vertex integrates seamlessly with leading billing, online retail and e-commerce, procurement, accounting and financial, ERP and other solutions. More than 80 software firms and third-party platforms are Vertex partners including top names like Oracle, Microsoft, Sage, SAP, Intuit, and Infor to provide you a completely extendable tax management system.

Product Features

  • Ability to tailor for lease tax compliance
  • Easy drag-n-drop functionality
  • Single platform for smooth integration
  • Service-oriented, scalable architecture
  • Intuitive commands, simple navigation
  • Supports indirect tax determination in more than 240 countries
  • Up-to-date tax rules and rates
  • Web-based architecture
  • Simplified data import

Pricing

Vertex has not provided pricing details on their website. Contact the vendor directly to get the latest and correct pricing information.

Customer Support

  • Phone Support
  • Training
  • Support Tickets