---
description: Detailed reviews on Vertex based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Vertex with similar products.
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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

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> Vertex is the Decision-to-Defense global indirect tax and compliance company. From tax determination and e-invoicing to reporting, filing and audit defense, we make outcomes easier to prove and improve over time.
> 
> Verdict: Rated **4.3/5** by 75 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of Vertex

\- Gain greater control across indirect tax and compliance&#10;- Strengthen defensibility and reduce risk&#10;- Reduce manual work and business disruption&#10;- Reduce financial leakage&#10;- Support business growth with greater confidence

## 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 | 4.1/5 | 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
- Reporting/Analytics
- Sales Tax Management
- Tax Calculation

## 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 (366 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) — 4.3/5 (8555 reviews)
4. [hellotax](https://www.getapp.ca/software/160367/hellotax) — 4.7/5 (114 reviews)
5. [123 Sheets](https://www.getapp.ca/software/2057296/123-sheets) — 4.7/5 (223 reviews)

## Reviews

### "The software is clunky" — 3.0/5

> **Verified Reviewer** | *February 28, 2018* | Apparel & Fashion
> 
> **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.

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### "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.

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### "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.

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### "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.

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### "Vertex O series" — 4.0/5

> **shambhu** | *August 22, 2018* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **Pros**: We are using Vertex O series 6.0 \&amp; 7.0 version and its simply to use and all the materials are self explanatory.&#10;Monthly updates are on time and easy to upload them to application.&#10;Haven't see any bug with these updates.&#10;All the updates are very well tested, so we don;'t see much issues while supporting this application. &#10;UI is getting better and better.
> 
> **Cons**: I pretty much liked the software, I didnt find any cons, let you know if i find any.&#10;Customer support is not proactive and they are not responding on time for SEV 1 issues, Customer care response time should be looked upon.
> 
> I am supporting vertex O series from last 2.5 years and i feel its very easy to use.

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## Links

- [View on GetApp](https://www.getapp.ca/software/91111/vertex-smb)

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| en | <https://www.getapp.com/finance-accounting-software/a/vertex-smb/> |
| en-AE | <https://www.getapp.ae/software/91111/vertex-smb> |
| en-AU | <https://www.getapp.com.au/software/91111/vertex-smb> |
| en-CA | <https://www.getapp.ca/software/91111/vertex-smb> |
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| nl-BE | <https://www.getapp.be/software/91111/vertex-smb> |
| pt | <https://www.getapp.com.br/software/91111/vertex-smb> |
| pt-PT | <https://www.getapp.pt/software/91111/vertex-smb> |

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