--- description: Detailed reviews on Vertex based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Vertex with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Vertex Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Tax Management Software](/directory/248/tax-management/software) > [Vertex](/software/91111/vertex-smb) # Vertex Canonical: https://www.getapp.ca/software/91111/vertex-smb Page: 1 / 4\ Next: [Next page](https://www.getapp.ca/software/91111/vertex-smb?page=2) > Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. > > Verdict: Rated **4.3/5** by 75 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Key benefits of Vertex \- Improved tax accuracy and consistency - Improved tax audit performance - Tax process efficiency - Minimal IT support required (no software installation or maintenance required) - Scalability ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 75 Reviews | | Ease of Use | 4.0/5 | Based on overall reviews | | Customer Support Software | 4.0/5 | Based on overall reviews | | Value for Money | 4.0/5 | Based on overall reviews | | Features | 4.2/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Vertex - **Location**: King of Prussia, US - **Founded**: 1978 ## Commercial Context - **Starting Price**: US$5,000.00 - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Albania, Andorra, Australia, Austria, Belarus, Belgium, Bosnia and Herzegovina, Brazil, Bulgaria, Canada, China, Croatia, Cyprus, Czechia, Denmark, Estonia, Faroe Islands, Finland, France, Germany and 46 more ## Features - Address Validation - Approval Process Control - Audit Trail - Billing & Invoicing - Compliance Management - Consumer Use Tax - Corporate/Business - Data Import/Export - Data Verification - Document Management Software - Due Date Tracking - Electronic Filing - Exception Notification - Exemption Management - Multi-Currency - Payroll Management - Payroll Reporting - Process/Workflow Automation - Reporting/Analytics - Sales Tax Management ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - 24/7 (Live rep) - Chat ## Category - [Tax Management Software](https://www.getapp.ca/directory/248/tax-management/software) ## Related Categories - [Tax Management Software](https://www.getapp.ca/directory/248/tax-management/software) - [Payroll Software](https://www.getapp.ca/directory/259/payroll/software) - [Billing and Invoicing Software](https://www.getapp.ca/directory/240/billing-invoicing/software) - [Sales Tax Software](https://www.getapp.ca/directory/1255/sales-tax/software) - [Corporate Tax Software](https://www.getapp.ca/directory/1815/corporate-tax/software) ## Alternatives 1. [Avalara](https://www.getapp.ca/software/91105/avatax) — 4.0/5 (350 reviews) 2. [Kintsugi](https://www.getapp.ca/software/2081950/kintsugi) — 4.8/5 (16 reviews) 3. [QuickBooks Online](https://www.getapp.ca/software/20428/quickbooks-online-edition) — 4.3/5 (8393 reviews) 4. [hellotax](https://www.getapp.ca/software/160367/hellotax) — 4.6/5 (107 reviews) 5. [123 Sheets](https://www.getapp.ca/software/2057296/123-sheets) — 4.7/5 (220 reviews) ## Reviews ### "Vertex - Strong Tax Engine" — 4.0/5 > **Julia** | *December 5, 2023* | Food & Beverages | Recommendation rating: 8.0/10 > > **Pros**: Vertex's interface is very easy to use and follow. It is also very easy to edit user specific custom content. > > **Cons**: Food and beverage content is not the strongest. ----- ### "We use this for research along with reporting, billing and exemption maintenance." — 4.0/5 > **Joanne** | *March 1, 2018* | Wholesale | Recommendation rating: 8.0/10 > > **Pros**: We are able to test various scenarios as we expand our product lines and add states. Designing a report that meets your exact needs is helpful when completing returns and the exemption records are neatly stored and easily accessed. > > **Cons**: Adding customers and their certificates can be time consuming since the advanced selection tool now pulls up everything then lets you request a specific account to add to. There is also a lot of date sensitivity that blocks things versus 6.0 which just let it go. Updates to the software are making both of these issues more pronounced. > > Sales tax has a lot of little variances across the states, across industries and cross products. The product supports all our changes and updates in a constantly changing market. I have a lot of confidence that this software allows us to consistently bill our customers correctly. Even when there are customers out of city limits getting billed otherwise, we can send the issue to the support team and they research and provide a solution in a very timely fashion. Granted there is not always a solution but that is communicated well. ----- ### "We've had to customize the program greatly to accommodate our business." — 3.0/5 > **chuck** | *February 28, 2018* > > **Pros**: The ability to consistently handle taxability of a large volume of transactions. Reviewing transactions for taxability is much faster. > > **Cons**: The software is too generic (high level) and does not handle the intricate nature of our business or industry. ----- ### "Great product, no issues with incorrect rates. However, continued issues with invalid TAID" — 4.0/5 > **annelies** | *March 1, 2018* | Mechanical or Industrial Engineering | Recommendation rating: 7.0/10 > > **Pros**: Smooth integration with SAP (however, not clear on which fields are exchanged), correct rate calculation. > > **Cons**: 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. > > Correct sales and use tax calculation for US and Canada. ----- ### "O Series has enabled us to expand into additional states with ease" — 4.0/5 > **Raynetta** | *August 23, 2018* | Automotive | Recommendation rating: 8.0/10 > > **Pros**: O Series makes it easy to add new states to the system for collecting sales tax. Most tasks are performed on user-friendly screens and a transaction tester is provided to test updates made to O Series. > > **Cons**: Not all of the charges we bill our customers have tax rules set up in O Series so we have to create our own rules for mapping and update the rules as tax laws change. > > Before Vertex O Series, our sales tax filing process was mostly manual, gathering data and using spreadsheets to create the returns. We have tripled our tax filing jurisdictions since going on O Series and would not have been able to keep up with our growing business without Vertex. The technical support team has helped us when setting up unusual tax rules that do not come standard with the software. ----- Page: 1 / 4\ Next: [Next page](https://www.getapp.ca/software/91111/vertex-smb?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/91111/vertex-smb) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data