Vertex review

Vertex serves companies whose tax problem lives inside an ERP. Its sales and use tax suite centers on O Series, a tax determination engine that centralizes tax content across billing systems, cloud ERPs and custom builds, and Vertex says it covers 11,000+ U.S. jurisdictions. Around it sit Certificate Center for collecting, tracking and storing exemption certificates, Indirect Tax Returns for signature-ready and e-file returns, Express Returns for O Series Cloud users, and a compliance service that outsources monthly returns, filing and remittance. It also estimates tax on purchase orders and requisitions to tighten use tax self-assessment, which matters for buyers as well as sellers. Partner ecosystems include SAP, Oracle, Microsoft, NetSuite, Workday and Shopify, and Vertex offers consulting, support and training for rollout. Pricing is only available through sales. For a small Shopify store or early SaaS company, the setup work and cost are hard to justify; for a multi-entity enterprise it is a serious option.

Who it is for

Large retailers and enterprises on SAP, Oracle, NetSuite or Workday with complex, high-volume sales and use tax.

Price

See vendor pricing (USD check pending); quoted after a sales conversation.

US price check pending. See the vendor pricing page.

Key features

• Vertex O Series tax determination across billing systems
• Coverage for 11,000+ U.S. jurisdictions
• Vertex Certificate Center for exemption certificates
• Signature-ready and e-file format returns across jurisdictions
• Tax estimates on purchase orders and use tax self-assessment

Strengths and weaknesses

• Strength: Covers sales tax, use tax in procurement and exemptions in one suite
• Strength: Integrations with SAP, Oracle, Microsoft, NetSuite, Workday and Shopify
• Strength: Outsourced returns, filing and remittance through its compliance service
• Weakness: No published pricing
• Weakness: Implementation often runs through Vertex Consulting or partners
• Weakness: More than most small online sellers need

Key facts

• U.S. jurisdictions: 11,000+
• Core engine: Vertex O Series
• Pricing: By quote

Where it ranks

Vertex is No. 9 in our Best Sales Tax Software verdict.