# Vertex Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Vertex the right Payroll solution for you? Explore 75 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/160387/Vertex-SMB/reviews --- Vertex 4.3 (75) [View alternatives](https://www.capterra.com/p/160387/Vertex-SMB/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Vertex Ease of use 4.0 Customer Service 4.0 ## Pros and Cons in Reviews VC Vishal C Internal ConsultantLeisure, Travel & Tourism, 11 - 50 employeesUsed the software for: More than 2 years. “The tax calculation is very accurate and can be used by a beginner too.“ March 23, 2026 AF Amy F Tax ManagerRetail, 10,001+ employeesUsed the software for: More than 2 years. “The interface is not intuitive or user friendly.“ December 30, 2023 AF Amy F Tax ManagerRetail, 10,001+ employeesUsed the software for: More than 2 years. “The tax engine is mostly accurate and Vertex is responsive in resolving issues“ December 30, 2023 AD Ayan D Internal ConsultantLeisure, Travel & Tourism, 5,001 - 10,000 employeesUsed the software for: 1-2 years. “perfect product , accurate tax calculation“ August 23, 2024 TD Tara D Senior AccountantRetail, 51 - 200 employeesUsed the software for: 1-2 years. “I also like how easy it is to upload tax data files into Vertex. “ June 5, 2023 ## Showing most helpful reviews Showing 1-25 of 75 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use RR Rebecca R. Senior Systems Specialist Used the software for: 2+ years ### "Very positive overall experience with Vertex for over 10 years" February 28, 2018 4.0 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. Review Source AD Ayan D. Internal Consultant Leisure, Travel & Tourism Used the software for: 1-2 years ### "vertex a perfect tax calculation engine" August 23, 2024 5.0 perfect product , accurate tax calculation Pros sales and procurement tax calculation, accurate tax measurement Cons customer response should be quicker , reporting can be enhanced Review Source ZP Zoilo P. Sr Staff Accountant Events Services Used the software for: 2+ years ### "Vertex Tax Engine Review" August 22, 2018 3.0 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. Pros 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. Cons 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. Review Source VR Verified Reviewer Vice President Information Technology and Services Used the software for: 2+ years ### "Must have product for Large enterprise " July 23, 2019 5.0 Great experience overall for a large enterprise in automating the tax engine seamlessly, the O series has been more comprehensive than the past series. 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 Review Source Response from Vertex July 26, 2019 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. VR Verified Reviewer Director, Indirect Tax Individual & Family Services Used the software for: 2+ years ### "Great Experience, highly recommended." February 28, 2018 5.0 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. Review Source VR Verified Reviewer Accounting Associate Telecommunications Used the software for: 2+ years ### "Great Customer Support" January 25, 2018 5.0 The automatic feed, calculation and development of our returns is key. This saves me a lot of time. Pros 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. Cons 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, Review Source VR Verified Reviewer IT Manager - Americas Enterprise Information Systems Mechanical or Industrial Engineering Used the software for: Less than 6 months ### "Pleased overall with Vertex O Series for sales tax processing" March 1, 2018 3.0 More accurate and detailed sales tax processing and reporting. Pros 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. Cons 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. Review Source VR Verified Reviewer Tax Accountant Retail Used the software for: 2+ years ### "Regular User" August 22, 2018 4.0 Customer Service is always a plus! Pros I like most about the software is the easy access to updates. Cons I liked least about the software is the infrequent emails that we use to receive. Review Source VR Verified Reviewer VP of Finance Apparel & Fashion Used the software for: 6-12 months ### "The software is clunky" February 28, 2018 3.0 Pros It's comprehensive and accurate in its calculation of sales taxes. It can also handle the large volume of transactions on our e-commerce site. Cons It's got an outdated user interface and it's fairly expensive. The implementation was fairly laborious. Review Source Response from Vertex June 4, 2018 Hello, We apologize you feel that our software is clunky; however, with Vertex O Series version 9.0 in development, you will be seeing a brand new user interface. Jen Armstrong Marketing Specialist Vertex, Inc. VR Verified Reviewer Software Engineer Retail Used the software for: Less than 6 months ### "Vertex O Series Review" October 30, 2019 5.0 Overall, I have had a very good experience using Vertex O Series as a tool and would definitely recommend it to my colleagues. Pros User interface is very intuitive and the documentation helps beginners to get acquainted with the tool quickly. Updates tax rules when there are changes in a state. Allows custom work arounds. Cons Support ticket creation process can be improved or simplified. So far haven't found any other major drawback. Review Source RT Roger T. Senior Tax Manager Wholesale Used the software for: 2+ years ### "We use the exemption certificate manager and I do not recall receiving any training " February 28, 2018 3.0 Pros The exemption certificate manager is a handy tool and allows us to quickly retrieve certificates by state. Cons On Demand keeps having unanticipated breaks in service. I don't understand why a secure server keeps going down. It is a major customer red flag that the server is off line for unexplained reasons Review Source Response from Vertex June 6, 2018 Roger, Thank you for your feedback. The Vertex O Series On-Demand notification service sends out a generic blast notification to all customers in case of any type of service event. These service events can range from a general slow down in application response times to a full blown application outage. Given the service¿s single dedicated instance per individual customer, even though you might receive an initial blast notification, the event may or may not be applicable to your particular instance. We do provide real time application status pages to customers at your request. If you are interested please contact your Vertex representative. Thank you, Jen Armstrong Marketing Specialist Vertex Inc. TW Tom W. Manager of Corporate Data and Operations Information Technology and Services Used the software for: 2+ years ### "No title" August 22, 2018 3.0 Vertex is not tuned for either database platform that is supported. This causes delay in real performance in the tool. Major cases we have had to escalate to senior management to get any sort of response and then development comes back and states well that is the way it is and we can't help you. Pros The number of countries supported by the software. Cons Support case response time is very horrible. Typically, it takes 3 weeks of ping support to get any sort of real answers. API response times not the best. Review Source LM Lee M. Credit Manager North America Used the software for: 2+ years ### "Meet my expectation." March 2, 2018 5.0 Pros Currently meeting our needs for our tax service but we are exploring adding other regions. I have nothing further to add other then my first statement. Cons This does not happen often but sometime trying to find the answer without having to contact Customer Support. I have nothing further to add other then my first statement. Review Source AF Amy F. Tax Manager Retail Used the software for: 2+ years ### "Acceptable" December 30, 2023 4.0 Pros The tax engine is mostly accurate and Vertex is responsive in resolving issues Cons The interface is not intuitive or user friendly. Review Source CC CHRIS C. Tax Advisor Used the software for: 2+ years ### "Support has been great, no issues with functionality of the software" March 1, 2018 5.0 ease of use, reporting Pros Ease of use, functionality, ability to create reports. Ease of updating every month with the file that is sent out by Vertex. Cons No real issues, we have been running Vertex for many years without too many issues, all in all we have been happy with it. Review Source jW julie W. Accounting Admin Computer Software Used the software for: 2+ years ### "Needs some more development" February 5, 2019 4.0 Handles all our states :) I no longer have to try and interpret the various states laws. Pros creates both an excel report and tax return Cons it took a very long time to get the bugs worked out after we started to use the program Review Source vL vincent L. Tax Acct. Medical Devices Used the software for: 2+ years ### "Tax Acct." August 22, 2018 5.0 Pros Tool calculation and tax rate, Great customer support and friendly user product Cons Vertex return Michigan sales discount amount was not calculated to the State amount discount. Review Source PB Preeti B. SAP/Vertex IT Analyst Information Technology and Services Used the software for: 2+ years ### "Vertex O Series" August 22, 2018 5.0 very good Pros Easy to use and easy to configure and good customer service. Cons Transnational report runs slow and that is time consuming Review Source KL Kaitlyn L. Tax Director Used the software for: 2+ years ### "Vertex O series is a great product with a lot of capabilities." February 28, 2018 4.0 Rules and Taxability Pros I like the categories, taxability, rules, and transaction tester tool. I don't have to maintain it much. It is plus. Cons 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. Review Source MW Michael W. Consultant Accounting Used the software for: 6-12 months ### "Vertex was implemented over the course of the last few months, with the scope being US-centric." January 26, 2018 5.0 Vertex Cloud granted the ability to automate the tax function with a graphic user interface that is both comprehensive and easy to learn. Pros 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. Cons 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. Review Source ES Eric S. Oracle Applications Specialist Computer Games Used the software for: 6-12 months ### "A short learning curve, but once we've mastered the system, it's been a major time saver for our org" February 28, 2018 4.0 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. Pros Ability to store exempt certificates electronically in their system without needing paper copies trail and filing in our organization. Cons Does not work well with Firefox which is a browser our organization uses often, will often get glitchy or stop working entirely. Review Source PS Paul S. Tax Clerk Retail Used the software for: 1-2 years ### "Vertex shines in the Reports" November 20, 2018 5.0 Easy of filing is a plus. Setting up custom tax categories has helped 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. Review Source VR Vaughn R. finance Retail Used the software for: 1-2 years ### "Audit Data Integrity" August 22, 2018 5.0 Pros I recently went through two state tax audits with the period audited included data from Vertex and transaction tax data from our historical systems..the variance for a quarter for a significant sales volume between the vertex data and the auditor's evaluation was amazing. Cons Honestly nothing but I've never interacted with Vertex customer service as we have a dedicated financial tech team. Review Source JY Janet Y. Accounting Receivable Used the software for: Less than 6 months ### "Wonderful customer support for helping me to get through how to use this software." January 26, 2018 4.0 Pros Real time updated sales and use tax rate saves us a lot of time to search online. Criteria for helping decide if our product taxable in each state is really the best tool. Cons Not clear which part is not in the subscribing package and need to pay extra cost. There's no criteria for deciding if out-of -state business needs to pay sales and use tax or not. Review Source VK Val K. Tax Manager Retail Used the software for: 2+ years ### "Vertex tax " January 15, 2025 5.0 great products, calculate taxes same time Pros we using as tax engin for tax calculations, generating tax reports Cons mapping to SAP and products category is limited Review Source Similar Products Featured