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Informacje o produkcie: Vertex
Oprogramowanie Vertex umożliwia określanie wysokości podatku, zgodność z przepisami i raportowanie, zarządzanie danymi podatkowymi oraz zarządzanie dokumentami.
It's a great tool to calculate tax and its very accurate.
Customer service is all by e-mail and it's poor.
Filtruj recenzje: (78)
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Filtruj recenzje (78)

Great!
Komentarze: Customer services is good.
Zalety:
Reliability of the software, I can count on the fact that its right.
Wady:
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
Zalety:
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.
Wady:
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
Komentarze: 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.
Zalety:
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.
Wady:
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
Komentarze: Great experience overall for a large enterprise in automating the tax engine seamlessly, the O series has been more comprehensive than the past series.
Zalety:
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
Wady:
More global support Support for all types of taxes across the globe so large enterprises have on tax solution
Odpowiedź sprzedawcy: Vertex
6 lat temu
Dear Vertex O Series Customer, Everyone at Vertex appreciates it when a customer takes the extra time to write such a great review! Thank you for providing your feedback of Vertex O Series on Capterra. Jen Armstrong Digital Marketing Specialist Vertex Inc.
Great Experience, highly recommended.
Zalety:
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.
Wady:
Vertex could do a better job of communicating their road map for the On-Demand instance as well as the upgrade schedules.
Great Customer Support
Komentarze: The automatic feed, calculation and development of our returns is key. This saves me a lot of time.
Zalety:
Vertex's customer support is amazing! Our adjustments and returns are due in by the 10th. It was late on the night before they were due and I noticed that a return appeared wrong. I was very nervous that it was too late to do anything about it but I emailed support anyways. Within minutes I had a response and the person communicated back and forth with me to answer all my questions and help me straighten things out.
Wady:
The upload process for adjustments is clunky. I would rather see a better interface that allows me to add transactions with a fill in the blank instead of an uploading process,

Vertex O series
Komentarze: Great.
Zalety:
Tax calculations are so accurate item level.
Wady:
Version updates is a bit complex process.
Pleased overall with Vertex O Series for sales tax processing
Komentarze: More accurate and detailed sales tax processing and reporting.
Zalety:
From the IT perspective: Long history of integration between Vertex and J.D. Edwards EnterpriseOne. Despite requiring some item data and order line type setup (including business process changes), we were able to implement in nine months (following system selection effort). From the business perspective: Having up-to-date and more detailed tax rates being calculated provides a much higher degree of confidence in reporting.
Wady:
Setup of the integration with the O Series product required more custom code (UBE) development than expected. The Address Book cleanse process and outside web service (WIO) connections both presented challenges early on in the Project. Additionally, the logic to exclude transactions by listed Order Types required more customization than expected for a product generally understood to be off-the-shelf and having a long history with J.D. Edwards EnterpriseOne.

Customer Support
Komentarze: Not much experience so far. It is very much like the Q series so I am happy about that.
Zalety:
When I have a problem and have to call Vertex whoever I get on the phone will get me an answer to my question. If they don't know the answer they will find out before they close the ticket.
Wady:
I used Q series before this. So far I have not used the O series enough to have any issues.

Vertex O Series new version
Komentarze: Overall, it is better than the previous version and hopefully the customer support will be able to help incase something crash.
Zalety:
interfaces, color and new style. very modern.
Wady:
font and maybe it would be better if you have some sort of guide for new users on how to navigate it.
Vertex O series
Komentarze: I am supporting vertex O series from last 2.5 years and i feel its very easy to use.
Zalety:
We are using Vertex O series 6.0 & 7.0 version and its simply to use and all the materials are self explanatory. Monthly updates are on time and easy to upload them to application. Haven't see any bug with these updates. All the updates are very well tested, so we don;'t see much issues while supporting this application. UI is getting better and better.
Wady:
I pretty much liked the software, I didnt find any cons, let you know if i find any. Customer support is not proactive and they are not responding on time for SEV 1 issues, Customer care response time should be looked upon.
Good product
Komentarze: Overall I do like the product. It has so many great features that make filing returns easier. I can mostly rely on what is on the return I print out from Vertex.
Zalety:
I have used Vertex for 10+ years. Whenever I have an issue all I have to do is call and customer service is always there to help fix my issue. The representatives are always kind and helpful. They follow through to make sure I am happy with the product and my issues are resolved.
Wady:
Sometimes the critical changes come out after I finish filing my returns resulting in a possible problem with the return. Not so happy when that happens.
Biggest issue is not knowing/having access to user exits when looking up issues
Komentarze: ease for filing tax returns, accuracy in applying tax rates
Zalety:
I like the ease of using the transaction tester (as long as you remember all the flex field needs). The rate lookups and exemption certificate handlings are very easy to use.
Wady:
What I like least is trying to identify tax mappings (currently 6.0), but I see 8.0 will be easier? I do not like that it sometimes has a short span before timing out. We are usually in it all day, but not continuously, so we get timed-out a lot.
Use almost daily to check exemption certificate status and/or pull data extracts
Komentarze: ease of obtaining data, simplicity of inputting exemption certificates, use of plain addresses to obtain jurisdiction and tax information, ability to test transactions to determine if tax is charged correctly
Zalety:
easy to get tax jurisdiction information, tax rates, validate exemption certificates, data retrieval, set up taxability mapping
Wady:
creating rules; obtaining data extracts without getting extraneous data, setting up customized taxability categories; reviewing tax mapping to categories and products
Vertex shines in the Reports
Komentarze:
Easy of filing is a plus.
Setting up custom tax categories has helped
Zalety:
The Tax reports/Returns are mostly spot on. I work on 220 returns which Vertex tracks, once I understood the States layouts and how well Vertex matches each, filing has become very easy
Wady:
Credits are always hard to track. Sometimes Vertex applies a credit and the State does not handle the credit the same way. Manual adjustment to the tax records which the tax returns calculate from are confusing Being able to "void" test data would be a plus.
We have used Vertex for over a decade. Very solid product and great support - in the unlikely event
Komentarze: Big gains in the efficiency of managing sales tax - from the calculation on the order to the filing of returns. We were able to reduce the time required from technical team in supporting since most admin can be handles by the functional group.
Zalety:
The application administration is built for the functional users - very little support required from a technical standpoint.
Support has been great, no issues with functionality of the software
Komentarze: ease of use, reporting
Zalety:
Ease of use, functionality, ability to create reports. Ease of updating every month with the file that is sent out by Vertex.
Wady:
No real issues, we have been running Vertex for many years without too many issues, all in all we have been happy with it.
Needs some more development
Komentarze: Handles all our states :) I no longer have to try and interpret the various states laws.
Zalety:
creates both an excel report and tax return
Wady:
it took a very long time to get the bugs worked out after we started to use the program
Tax Acct.
Zalety:
Tool calculation and tax rate, Great customer support and friendly user product
Wady:
Vertex return Michigan sales discount amount was not calculated to the State amount discount.
Vertex O Series
Komentarze: very good
Zalety:
Easy to use and easy to configure and good customer service.
Wady:
Transnational report runs slow and that is time consuming
Vertex O series is a great product with a lot of capabilities.
Komentarze: Rules and Taxability
Zalety:
I like the categories, taxability, rules, and transaction tester tool. I don't have to maintain it much. It is plus.
Wady:
Sometimes, changes made in a new version offer good improvement, but at the same time, some nice features or functions in the old version go away and it leaves me the feelings that something is still missing from the software.
Vertex was implemented over the course of the last few months, with the scope being US-centric.
Komentarze: Vertex Cloud granted the ability to automate the tax function with a graphic user interface that is both comprehensive and easy to learn.
Zalety:
Vertex Cloud has a very easy to use and comprehensive user interface, a robust product mapping capability, and the ability to user test within the interface.
Wady:
Currently, Vertex Cloud doesn't have the ability for the user to configure rules on the front end; this in effect forces users to have to work with Vertex on the back end in order to configure rules if necessary.
A short learning curve, but once we've mastered the system, it's been a major time saver for our org
Komentarze: Major time saver for our organization and not having to put in a major effort with our resources internally to determine tax rates in jurisdictions that we do business in ourselves.
Zalety:
Ability to store exempt certificates electronically in their system without needing paper copies trail and filing in our organization.
Wady:
Does not work well with Firefox which is a browser our organization uses often, will often get glitchy or stop working entirely.
User friendly and saves company resources
Komentarze: accuracy of sales tax reporting and sales by state analyis
Zalety:
ease of use, response time to update tax rates, accuracy of reporting, ability to process a lot of data relatively quickly
Wady:
I wish the website was built more like pivot table formats. The filters are more of a scrolling list instead of a grab and drop function.
Vertex 0 is new and simple
Komentarze: it is good and we have TAm who is really responsible and active in the tickets we raise
Zalety:
reporting is awesome and I ilke the note tab too
Wady:
testing should be more good . Customer support should be more proactive