--- title: "Vertex Software Reviews, Demo & Pricing - 2026" description: "Review of Vertex Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/erp/vertex-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Payroll Software](https://www.softwareadvice.com/hr/payroll-software-comparison/) / Vertex Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/erp/vertex-profile/reviews/)[Alternatives](https://www.softwareadvice.com/erp/vertex-profile/alternatives/) # Vertex Review From $5,000 1 plan Wondering if Vertex is right for your organization? Our Payroll Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews - Popular Comparisons ## Overview Vertex 4.3 [(75)](https://www.softwareadvice.com/erp/vertex-profile/reviews/) Pricing Pricing available upon request ### About Vertex Vertex is the Decision-to-Defense global indirect tax and compliance company. We help enterprises control indirect tax and compliance with confidence. From tax determination and e-invoicing to reporting, filing and audit defense, we make outcomes easier to prove and improve over time. Our ability to integrate across ERP, e-commerce, marketplace, procurement, CRM, and other financial systems means customers can centralize tax determination and compliance to improve accuracy and consistency for the business. Since 1978, Vertex has specialized in helping businesses navigate one of their most critical responsibilities: indirect tax and compliance. We combine deep domain expertise, trusted tax data, and innovative technology to ensure businesses and communities thrive through trusted transactions. Do you work for Vertex? [Manage this product listing](https://www.g2.com/products/vertex-inc-vertex/claim_requests/new?auto=true) Wondering if Vertex is right for your organization? Our Payroll Software selection experts can help you in 15 minutes or less. ## Vertex User Interface ## Popular Vertex Alternatives Main Product Vertex 4.3 [(75)](https://www.softwareadvice.com/erp/vertex-profile/reviews/) Ratings Breakdown - 3.97Ease of use - 4.06Value for money - 3.99Customer support - 4.20Functionality Pricing Available upon request Get Price Alternative Product [TaxDome](https://www.softwareadvice.com/accounting/taxdome-profile/) 4.7 [(3631)](https://www.softwareadvice.com/accounting/taxdome-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.62Value for money - 4.60Customer support - 4.62Functionality Pricing Starting at $800.00 per year Get Price Alternative Product [MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/) 4.6 [(242)](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/) Ratings Breakdown - 4.52Ease of use - 4.67Value for money - 4.64Customer support - 4.52Functionality Pricing Starting at $895.00 per year Get Price Alternative Product [TurboTax Business](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/) 4.5 [(276)](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/reviews/) Ratings Breakdown - 4.48Ease of use - 4.16Value for money - 3.97Customer support - 4.54Functionality Pricing Starting at $170.00 one time Get Price Alternative Product [Drake Tax](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/) 3.8 [(116)](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/) Ratings Breakdown - 3.75Ease of use - 4.02Value for money - 3.83Customer support - 3.74Functionality Pricing Starting at $349.99 one time Get Price Alternative Product [ProSeries Tax](https://www.softwareadvice.com/accounting/intuit-profile/) 4.0 [(164)](https://www.softwareadvice.com/accounting/intuit-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 3.55Value for money - 3.58Customer support - 4.01Functionality Pricing Starting at $409.00 per year Get Price ## Vertex Pricing and Plans Vertex has one plan. Basic is $5,000.00. Basic $5,000.00 No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ### How does Vertex pricing compare to alternatives? Vertex's starting price is $5,000.00. Explore how its pricing and plan options compare with top alternatives below. | Product | Starting price | Free trial | Free version | Value for Money | | --- | --- | --- | --- | --- | | Vertex4.3[(75)](https://www.softwareadvice.com/erp/vertex-profile/reviews/) | $5,000.00 | Not available | Not available | 4.1 | | [TaxDome](https://www.softwareadvice.com/accounting/taxdome-profile/)4.7[(3,631)](https://www.softwareadvice.com/accounting/taxdome-profile/reviews/) | $800.00 /user/yr | Not available | Not available | 4.6 | | [MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/)4.6[(242)](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/) | $895.00 /yr | Available | Not available | 4.7 | | [TurboTax Business](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/)4.5[(276)](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/reviews/) | $170.00 one time | Not available | Not available | 4.2 | | [Drake Tax](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/)3.8[(116)](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/) | $349.99 one time | Available | Not available | 4.0 | Vertex4.3[(75)](https://www.softwareadvice.com/erp/vertex-profile/reviews/) * * * Starting price $5,000.00 Free trial Not available Free version Not available Value For Money 4.1 - [TaxDome](https://www.softwareadvice.com/accounting/taxdome-profile/)4.7[(3,631)](https://www.softwareadvice.com/accounting/taxdome-profile/reviews/) * * * Starting price $800.00 /user/yr Free trial Not available Free version Not available Value For Money 4.6 - [MyTAXPrepOffice](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/)4.6[(242)](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/reviews/) * * * Starting price $895.00 /yr Free trial Available Free version Not available Value For Money 4.7 - [TurboTax Business](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/)4.5[(276)](https://www.softwareadvice.com/corporate-tax/turbotax-business-profile/reviews/) * * * Starting price $170.00 one time Free trial Not available Free version Not available Value For Money 4.2 - [Drake Tax](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/)3.8[(116)](https://www.softwareadvice.com/tax-practice-management/drake-tax-profile/reviews/) * * * Starting price $349.99 one time Free trial Available Free version Not available Value For Money 4.0 ## Vertex Features - Popular features found in Payroll 401(k) Tracking Benefits Management Check Printing Compensation Management Compliance Management Direct Deposit Employee Database Self Service Portal Third-Party Integrations W-2 Preparation Wage Garnishment - More features of Vertex Address Validation Approval Process Control Audit Trail Billing & Invoicing Consumer Use Tax Corporate/Business Data Import/Export Data Verification Document Management Due Date Tracking Electronic Filing Exception Notification Exemption Management Multi-Currency Payroll Management Payroll Reporting Reporting/Analytics Sales Tax Management Taxability Verification Tax Calculation Tax Compliance Tax Filing Tax Forms Tax Management Transaction Tracking Value Added Tax (VAT) Workflow Automation ## Vertex User Reviews ## Vertex customer ratings - Overall rating: 4.3/5 - Total reviews: 75 ### Rating distribution - 5 stars: 34 reviews (45%) - 4 stars: 28 reviews (37%) - 3 stars: 13 reviews (17%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.0/5 - Value for money: 4.1/5 - Customer support: 4.0/5 - Functionality: 4.2/5 --- ### Vertex - The Evergreen Tool - Overall rating: 5/5 - Reviewer: Vishal C. - Verified reviewer: Yes - Industry: Leisure, Travel & Tourism - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: March 2026 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. It is good and the user experience is getting better day by day. Not felt bored even after so many years of use. It is maintaining the level from years. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Now more tax areas and jurisdictions have been included under vertex. Now we also got the copilot option in vertex integrated itself so that AI can help in various ways. A quality value addition to vertex I would say. #### Cons Cache memory is now being stored for a longer period of time which results in a similar result even for different location id. It's not a big cons. --- ### Great product overall. - Overall rating: 4/5 - Reviewer: Tara D. - Verified reviewer: Yes - Industry: Retail - Company size: 51-200 employees - Product usage: Used weekly for less than 2 years - Reviewed: June 2023 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Overall, it's a great product. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 3/5 - Functionality: 4/5 #### Pros I love working the Tax Preparer Team at Vertex. They are the main reason I love Vertex. I also like how easy it is to upload tax data files into Vertex. #### Cons I wish that there was a better resource at Vertex for navigating solutions in O'Series, when it comes to resolving issues we discover along the way. Navigating the ticketing system and the various emails back and forth (only to get a mediocre answer) is quite discouraging. #### Reasons for choosing Vertex Vertex was compatible with our B2B website--which was required. The other two couldn't do this for us. #### Reasons for switching to Vertex Avalara cancelled our contract with them. --- ### Good product - Overall rating: 5/5 - Reviewer: Toni V. - Verified reviewer: Yes - Industry: Semiconductors - Company size: 1001-5000 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons 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. --- ### Reliable Tax Solution with Strong Regulatory Support - Overall rating: 5/5 - Reviewer: Rebecca S. - Verified reviewer: Yes - Industry: Financial Services - Company size: 5001-10000 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2026 - Review source details: This reviewer was invited by the software vendor to submit an honest review. Vertex stays on top of changing tax laws and regulations, continually updating the system to adapt to new requirements. This helps ensure compliance and reduces the effort needed to manage regulatory changes. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Vertex offers a reliable tax engine with strong ERP integration and automation capabilities that help improve accuracy and reduce manual effort. #### Cons The support team can be slow to resolve tickets, particularly when issues require multiple follow-ups or escalation. Resolution times could be improved to provide a better overall customer experience. --- ### Best software for sales tax and maangement without the overhead - Overall rating: 5/5 - Reviewer: Christopher D. - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: April 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We were able to get rid of our expensive hosted server solution and the maintenance that came with it. Being able to access Vertex data from anywhere in the world made our team more productive across the board. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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 everyhting out of the box to our exact specifications #### Cons The cost of the software is pretty immense since you're pretty much renting a server Hold times can be a bit long in the customer support queue SaaS so once you stop paying, you lose access the software and any data if not backed up. --- ### Very positive overall experience with Vertex for over 10 years - Overall rating: 4/5 - Reviewer: Rebecca R. - Verified reviewer: Yes - Company size: 201-500 employees - Product usage: Used monthly for more than 2 years - Reviewed: February 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons 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. --- ### Must have product for Large enterprise - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Information Technology and Services - Company size: 10000+ employees - Product usage: Used daily for more than 2 years - Reviewed: July 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great experience overall for a large enterprise in automating the tax engine seamlessly, the O series has been more comprehensive than the past series. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros 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 #### Cons More global support Support for all types of taxes across the globe so large enterprises have on tax solution #### Vendor response 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. Replied July 2019 --- ### Great tool, but internally we needed MUCH better requirements gathering in hindsight. - Overall rating: 4/5 - Reviewer: Mike B. - Verified reviewer: Yes - Industry: Construction - Company size: 1001-5000 employees - Product usage: Used daily for less than 2 years - Reviewed: March 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. From an IT perspective, none honestly. It is a maintenance and support nightmare. However, in all fairness to Vertex, I feel this can be mostly if not completely attributed to our internal lack of sufficient requirements gathering before implementation. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 3/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The potential tax savings and benefits it can uncover. As well as the gaps it has helped identify in some of our processes. #### Cons The cumbersome cloning and configurations requirements have proved to be especially difficult or time consuming throughout the process. --- ### Great Experience, highly recommended. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Individual & Family Services - Product usage: Used daily for more than 2 years - Reviewed: February 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons Vertex could do a better job of communicating their road map for the On-Demand instance as well as the upgrade schedules. --- ### Vertex O series - Overall rating: 4/5 - Reviewer: Suma N. - Verified reviewer: Yes - Industry: Apparel & Fashion - Company size: 1001-5000 employees - Product usage: Used daily for less than 2 years - Reviewed: August 2018 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Great. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Tax calculations are so accurate item level. #### Cons Version updates is a bit complex process. --- Showing 1 - 10 of 75 Reviews [See All Reviews](https://www.softwareadvice.com/erp/vertex-profile/reviews/) ## Vertex Popular Comparisons [TaxDome vs Vertex](https://www.softwareadvice.com/accounting/taxdome-profile/vs/vertex/)[MyTAXPrepOffice vs Vertex](https://www.softwareadvice.com/tax-practice-management/mytaxprepoffice-profile/vs/vertex/)[QuickBooks Online vs Vertex](https://www.softwareadvice.com/compare/326127-vertex/vs/393202-QuickBooks-Online/)[TaxJar vs Vertex](https://www.softwareadvice.com/tax-preparation/taxjar-profile/vs/vertex/)[Tipalti vs Vertex](https://www.softwareadvice.com/scm/tipalti-profile/vs/vertex/) [Compare All Alternatives](https://www.softwareadvice.com/erp/vertex-profile/alternatives/) ## Other Top Recommended Payroll Software [Rippling](https://www.softwareadvice.com/hr/rippling-profile/) **4.9** (4886) Recently recommended **361** times [BambooHR](https://www.softwareadvice.com/hr/bamboohr-profile/) **4.6** (3653) Recently recommended **282** times [Paychex](https://www.softwareadvice.com/hr/paychex-flex-profile/) **4.2** (1820) Recently recommended **270** times [Paycom](https://www.softwareadvice.com/hr/paycom-profile/) **4.4** (1400) Recently recommended **256** times Stuck Between Options? 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