Vertex 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Vertex

4.3

(75)

Pricing

Pricing available upon request

About Vertex

Vertex is a single tax engine capable of managing both tax determination and transaction management functions. It uses robust technology to improve tax accuracy and consistency on sales and purchase transactions. Integrations to ERP, e-commerce, procurement, and other billing systems enable Vertex to seamlessly support growing businesses with high volume and complex transactions at speed and scale.

Vertex Screenshots

Vertex Pricing and Plans

Starting price: $5,000.00

Free Trial

Free Version

Basic

$5,000.00

No plan information available

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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
Process/Workflow Automation
Reporting/Analytics
Sales Tax Management
Taxability Verification
Tax Calculation
Tax Compliance
Tax Filing
Tax Forms
Tax Management
Transaction Tracking
Value Added Tax (VAT)

Vertex User Reviews

Overall Rating

4.3

Ratings Breakdown

44%

39%

17%

Secondary Ratings

Ease of Use

4.0

Value for money

4.0

Customer support

4.0

Functionality

4.2

Toni V.

Verified reviewer

Semiconductors

1001-5000 employees

Used daily for more than 2 years

Review source

Reviewed September 2021

Good product

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

Value for money

Customer support

Functionality

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.

Tara D.

Verified reviewer

Retail

51-200 employees

Used weekly for less than 2 years

Reviewed June 2023

Great product overall.

Overall, it's a great product.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Paul S.

Retail

51-200 employees

Used daily for less than 2 years

Review source

Reviewed November 2018

Vertex shines in the Reports

Previously 4

Easy of filing is a plus. Setting up custom tax categories has helped

Ratings Breakdown

Ease of use

Value for money

Previously 3

Customer support

Previously 4

Functionality

Previously 4

Pros:

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

Cons:

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.

Val K.

Verified reviewer

Retail

10000+ employees

Used daily for more than 2 years

Review source

Reviewed January 2025

Vertex tax

great products, calculate taxes same time

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

we using as tax engin for tax calculations, generating tax reports

Cons:

mapping to SAP and products category is limited

Sumana C.

Verified reviewer

Leisure, Travel & Tourism

11-50 employees

Used daily for less than 2 years

Reviewed August 2024

Vertex: A great tool to calculate cross border tax

It's a great experience to use Vertex as a tax calculation tool. It's customer support is also very efficient and dedicated.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's a very useful tax calculation tool useful for multiple countries like US, CA etc. with great customer support.

Cons:

1. L1 support response quality should be little better. 2. Response time should be little lesser than what it is currently.

Christopher D.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2019

Best software for sales tax and maangement without the overhead

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

Value for money

Customer support

Functionality

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.

Mike B.

Verified reviewer

Construction

1001-5000 employees

Used daily for less than 2 years

Reviewed March 2018

Great tool, but internally we needed MUCH better requirements gathering in hindsight.

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

Value for money

Customer support

Functionality

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.