Vertex

Great!

Comentarios: Customer services is good.

Puntos a favor:

Reliability of the software, I can count on the fact that its right.

Contras:

Trying to find things but luckily I can call and they will either send it to me or point me in the direction.

Very positive overall experience with Vertex for over 10 years

Puntos a favor:

The customer support and ease of use has been fantastic. I have had to call Vertex for support, for recommendations on doing things and for knowledge on the product. Every single person I have spoke to has been knowledgeable, friendly and quick in getting me answers. It is truly a pleasure to call support. The system is fairly user friendly and even when I forget how to do something, it is like riding a bike, it just comes back to you naturally as you navigate through the menus. The system is set up so that you can do most things without looking through documentation. And the things I couldn't figure out? Vertex client support was right there to lend a hand when I needed it. We also did a migration from Vertex Q to Vertex O about a year and a half ago and the process was so easy. I wish all product upgrades/migrations were that simple. Very stress-free. So far, I've seen the same type of satisfaction from O that I saw with Q, which was a very positive experience.

Contras:

There honestly is not much that I have found that I have not liked. There are sometimes outages, since we are using a cloud based product, and those do cause some orders to go through without the correct taxes being charged. If we could have less outages, or perhaps more notice when there is going to be an outage, then the product really would be perfection. It has gotten better since we first went live and they are less frequent and we do receive more notice when they know there is a repair/update needed. However, that being said, we have never had any issues when they have done upgrades, no problems noticed at all. Possibly, the outages could be more system update or hardware related.

Vertex Tax Engine Review

Comentarios: The Vertex program is sophisticated enough to eliminate a great deal of worry in tax application and keeping up with rate changes. Overall the software is extremely useful for a large corporation such the company I work for, however there are some nuanced tax applications that could be addressed.

Puntos a favor:

The ability to make specific tax rules that apply to my company's specific industry or transactional situation. Also the ability to not have to worry about tax application in state's with a stratified tax rate being incorrect because of the automation of the Vertex tax engine.

Contras:

The fact that the tax categories are not as nuanced as they could be, with options for different transactional scenarios that may affect taxability. Also the fact that one or two types is missing, such as the Service Contractor tax in New Orleans, Louisiana.

Must have product for Large enterprise

Comentarios: Great experience overall for a large enterprise in automating the tax engine seamlessly, the O series has been more comprehensive than the past series.

Puntos a favor:

Great piece of tax software for SAP users Very seamlessly use across the board Updated are great Saves tons of time and money on audit and overall efficiencies

Contras:

More global support Support for all types of taxes across the globe so large enterprises have on tax solution

Great Experience, highly recommended.

Puntos a favor:

Vertex is always willing to help out, whether's it a simple question on software functionality or a more indepth question on TaxAreaIDs - they're always quick w/ a response.

Contras:

Vertex could do a better job of communicating their road map for the On-Demand instance as well as the upgrade schedules.