Avaliações do Vertex

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.

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.

Features are too good and easy to used..

Tax calculation can improve more into the vertex

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.

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.

Smooth integration with SAP (however, not clear on which fields are exchanged), correct rate calculation.

Logs are as good as unusable when you have large transaction volumes, so figuring out why something happens is a nightmare. Continued issues with invalid TAID (jurisdiction codes in SAP), we update as soon as files come out and still have many customers that requires manual updates. We have been working with support for a long time and still not a good solution. Very frustrating. Configuration in the config files on the server is not userfriendly at all. Very hard to figure out what all we have set up. Would be much better if it could sit in the Vertex O webtool. Better visibility of exemption certificates in the ERP system would be a big plus for a direct marketing company like ours.

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

More global support
Support for all types of taxes across the globe so large enterprises have on tax solution

Reliability of the software, I can count on the fact that its right.

Trying to find things but luckily I can call and they will either send it to me or point me in the direction.

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.

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.

The ability to consistently handle taxability of a large volume of transactions. Reviewing transactions for taxability is much faster.

The software is too generic (high level) and does not handle the intricate nature of our business or industry.

The value for the money spent makes this solution a wise investment. There is no server maintenance or monthly tax rate update files to be applied. The application can accommodate customer and product level taxability decisions.

The features and functionality of the cloud product vs. O-series are very different. There are very few customizations/configuration changes that can be done following implementation that do not involve additional developer cost. The processing time to save a customer exemption certificate is excessive. Heavy users of this application will find this very frustrating. Customer support is also very different from O-series in that the communication is via e-mail and the response time is often much slower with support reps being less knowledgeable about the application and its functionality.

The system is extremely flexible when it comes to setting up drivers to determine tax ability. A tool is provided to test your calculations without having to post a transaction through your main transactional system. Keeping the system up to date with the latest tax matrices is as easy as it is to upload a picture to social media.

The only minus is that the master data in our ERP system sometimes has to be updated for new tax jurisdictions. We need to look into a background job that touches this master data after Vertex is updated.

The accuracy of the calculations makes this a terrific tool, especially when preparing for audits. The states are hungry for funds and Vertex helps me send them away with little to no money.

Not being able to use the tab key thru each field makes the program more difficult to use. Also it would help if I was able to add the tax certs when I add the customer.

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.

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.

The exemption certificate manager is a handy tool and allows us to quickly retrieve certificates by state.

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

I like about the updates that go in to every patch monthly which we least bother about the Tax changes across global.
We operate globally and this is the best I feel about.

It is difficult to use and the main is search does not work as intended and backspace.

There are some forms where these two mentioned don't work and highly difficult in terms of usage.

Thanks,
venkat

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

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.