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306 reviews
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External reviews are not included in the AWS star rating for the product.


    Jennifer J.

Vertex O Series

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
What I like about Vertex works well integrating with SAP. Rates are automated and rule updates.
What do you dislike about the product?
Ticketing system and slow resolution when an issue arises.
What problems is the product solving and how is that benefiting you?
Rates are kept cujrrent , tax determination, user defined rules for customer base.


    Sophie G.

Having a Great Time so Far!

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
Ability to form connections, learn new things, and expand on previous knowledge
What do you dislike about the product?
Can be overwhelming, but it is still do-able!
What problems is the product solving and how is that benefiting you?
User tax support


    Tara B.

Vertex is the gold standard for tax compliance

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
Vertex is the gold standard for tax compliance. If you join a company and they use Vertex products, you know they care about the tax function and, therefore, your role. If they are willing to invest in Vertex, they are showing they value best standards for taxation. In my 24 years of tax experience, my best positions have been at companies that use Vertex and are willing to invest in strong tax systems.
What do you dislike about the product?
Like any large company, it's occasionally hard to get to the right person or the information you need, because there are so many resources.
What problems is the product solving and how is that benefiting you?
Vertex keeps its finger on the pulse of the issues of their customers. They are currently working on moving products to the cloud and adding AI copilots. These new features help you keep your data and the software updated more easily and provide help as you are working.

Vertex allows for a great deal of flexibility in tax determination. They have all the research done for many, many products and services, but if they don't have it, the product has the capability for you to build it.

If you join a company and they use Vertex products, you know they care about the tax function and, therefore, your role. If they are willing to invest in Vertex, they are showing they value best standards for taxation. In my 24 years of tax experience, my best positions have been at companies that use Vertex and are willing to invest in strong tax systems.


    Sophia M.

Vertex guides our solutions

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
Easy to follow UI design, ease of creating tax rules/tax assists.
What do you dislike about the product?
Customer support could be more interactive.
What problems is the product solving and how is that benefiting you?
Helps us track constantly changing compliance.


    Dee O.

Intuitive Program with Hands on Customer Service

  • October 23, 2023
  • Review provided by G2

What do you like best about the product?
The software is very straightforward and user friendly. Customer service is very hands on and responsive. They truly try to dig deep to discover root cause of any issues we may encounter with the program properly interfacing with our ERP. Our ERP system is highly customized, so they work closely with us to meet our unique busniess needs.
What do you dislike about the product?
Sometimes the software is not always compatible with how highly customized our ERP system, but we find work arounds.
What problems is the product solving and how is that benefiting you?
Vertex has helped us with unique tax calculations on medical devices.


    Leslie V.

Disappointing product and support

  • August 31, 2023
  • Review provided by G2

What do you like best about the product?
Joe that help implement Vertex and Rachel over in the premium returns department.
What do you dislike about the product?
Once you save a configuration you are locked out of vertex for an indefinite amount of time where you cant add anything. This causes problems when exempt customers try to place orders.

You have to open a support ticket to get anyone to talk to you. The team drags it out days/weeks and never sends helpful information.

I was left to fend for myself during go-live week 3 months ago and are still dealing with issues.
What problems is the product solving and how is that benefiting you?
None. Vertex was supposed to make my job easier but it is causing more work.


    Financial Services

offer promised and under delivered

  • August 22, 2023
  • Review provided by G2

What do you like best about the product?
I could see how this would have made a possitive impact in our indirect tax function. Technology used to automate processes would have freed up time from managers.
What do you dislike about the product?
The implementation team was from the start a big issue since they did not take the time to understand our business and how we operate. Vertex treated us as simply another number and not as a star client that one would expect.
What problems is the product solving and how is that benefiting you?
At this stage vertex is not solving problems, six months into the implementation we are still batling to fix bugs in the system. We hoped that by now we would have had a fully operational tax determination system.


    Suzy A.

How would I funtion without Vertex!

  • August 17, 2023
  • Review provided by G2

What do you like best about the product?
I am so thankful for Vertex Returns On-Deman! It is easy to use. Once a month I upload the data and a few clicks my returns are ready to file. No more manual excel files and monthly rate lookups. All the forms and prepays are there for whatever forms are needed.
What do you dislike about the product?
Hoping that Vertex finds an easier way to log into Vertex Returns On-Demand than waiting for an email code to log in. Hoping for the password to last longer than 30 days.
What problems is the product solving and how is that benefiting you?
Currently, on a very old ERP system and Vertex Q Series. Hoping to upgrage to Vertex O and have the entire suite or products working together ( SAP, O Series, Returns OnDemand and ECM/Wizard). I know its a dream but I will continue dreaming!


    Gideon O.

I use Vertex to upload tax data and review/approve tax returns submitted through Vertex.

  • March 08, 2023
  • Review provided by G2

What do you like best about the product?
How easy Vertex is to navigate, and I can always find what I'm looking for.
What do you dislike about the product?
I sometimes found it a bit challenging to find specific answers regarding questions on how to set certain things up on Vertex.
What problems is the product solving and how is that benefiting you?
Vertex is solving the problem of help with tax compliance matters and making it easier to file sales and use tax returns.


    Francois D.

Rave about the software.

  • March 08, 2023
  • Review provided by G2

What do you like best about the product?
My staff raves about the software and all its different features. We know that we can rely on the fact that the forms and rates are current. It's very user-friendly.
What do you dislike about the product?
When uploading notices to the platform, there isn't an option to put them in the associated tax period. It might help with the organizing of these notices.
What problems is the product solving and how is that benefiting you?
The software provides an efficient means of handling our compliance. It also provides reports to help us keep track of and help with future projections.