What is Vertex?
Vertex Inc. is a leading tax software and services provider that empowers global commerce. Vertex connects customers and partners across all industries to deliver the world’s most trusted tax solutions for businesses to grow with confidence. Vertex provides cloud-based and on-premise solutions that can be tailored to specific industries for every major line of indirect tax, including sales and consumer use, value added and payroll. Headquartered in Pennsylvania, and with offices worldwide, Vertex is a privately held company that employs over 1,000 professionals and serves companies across the globe.
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Vertex Reviews (26)
- ★★★★★19
- ★★★★★6
- ★★★★★1
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
Vertex earns strong marks for tax accuracy and ease of use, though onboarding friction and inconsistent support responses are real drawbacks for smaller teams.
Users consistently praise the indirect tax engine, the intuitive interface, and broad integration coverage with ERP, e-commerce, and accounting platforms. The rules engine for multi-jurisdiction compliance stands out—it handles nexus changes and complex sourcing logic without manual overrides, and the audit trail reporting saves significant time during reconciliation. Cloud deployment eliminates server maintenance headaches. Customers also value the depth of the tax content database, which stays current without manual chasing, and the ability to batch-process returns across multiple states at once.
On the downside, onboarding takes longer than promised, particularly for companies with complex nexus rules or those transitioning from lighter tools. Configuration requires real effort and deeper product knowledge than documentation suggests. Support quality is inconsistent—some reps are thorough and knowledgeable, but response times can stretch to four or five business days, and generic replies sometimes miss the point. For startups and small teams, pricing feels steep upfront, though most users justify it after seeing what the platform replaces. The renewal and mid-year licensing processes are reportedly slow to navigate.
For mid-market and enterprise buyers managing multi-state tax obligations, Vertex delivers. Smaller operations should budget extra ramp-up time and realistic expectations around support response windows.
★★★★★
Wednesday, April 24, 2019
“The best part of the cloud was not having to…”
The best part of the cloud was not having to have a dedicated remote server for all our software. The old Vertex ran but required constant maintenance, monthly updates, SQL knowledge. With the cloud, no longer do you worry about down times, corrupted databases and the like. The Vertex team is very helpful from the moment you buy the software. Our support rep spent hours with us configuring everything out of the box to our exact specifications.
★★★★★
Tuesday, February 19, 2019
“The interface is easy to use for nexus setup for…”
The interface is easy to use for nexus setup for both taxpayers and taxability. I am also a fan of the logging feature to review the XML used in the calculation.
★★★★★
Wednesday, February 6, 2019
“The interface is easy to use for nexus setup for…”
The interface is easy to use for nexus setup for both taxpayers and taxability. I am also a fan of the logging feature to review the XML used in the calculation.
★★★★★
Wednesday, December 19, 2018
“With the Nexus compliance now becoming a law, it is…”
With the Nexus compliance now becoming a law, it is almost impossible to prepare monthly sales tax returns by yourself. Thanks to Vertex, the team, and software I no longer have to stress out each month. Instead of manually preparing sales tax returns one at time. I can now upload all my data into the Vertex Cloud and produce all the returns at one time. Then the Vertex team files those returns on my behalf.
★★★★★
Sunday, November 18, 2018
“We are currently using O series and Vertex returns. Navigating…”
We are currently using O series and Vertex returns. Navigating the site and using the software is straight forward and user friendly. Great product!
★★★★★
Tuesday, August 21, 2018
“O series is extremely versatile and customizable to the unique…”
O series is extremely versatile and customizable to the unique products and taxing scenarios of your business. The tax rates and tax driver mappings by state are extremely accurate. Excellent reporting and integration with accounting platform.
★★★★★
Tuesday, August 21, 2018
“I love the support team that I've worked with over…”
I love the support team that I've worked with over the years. They are experts in their field of technology. Anytime I have a question or issue, there isn't a single person I've ever worked with who doesn't understand or know the answer. They have talked me through countless issues over the years.
★★★★★
Tuesday, August 21, 2018
“Everything is very self explanatory. All I need is to…”
Everything is very self explanatory. All I need is to just go with the steps.
★★★★★
Thursday, April 5, 2018
“I find the interface to be incredibly user friendly and…”
I find the interface to be incredibly user friendly and was very quick to implement. Well worth the cost.
★★★★★
Thursday, January 4, 2018
“I love the automated processing. I know that our transactions…”
I love the automated processing. I know that our transactions are flowing right through Vertex so the right sales tax is being charged. The comfort of knowing that our monthly sales tax filings for various states are all correct and processed on time. Moving forward with Vertex has provided a comfort and security as well as freeing up so much of my time.
