Vertex

What do you like best?

The interface is designed well. simple interface, easy to find what you need. I have used a lot of different software in my career and this is one of the best from the user interface standpoint.

The support documentation is top notch, easy to find and use.

The ECW works great. Its a simple interface for the customer and walks thru the process of creating an exemption certificate.

What do you dislike?

The only thing I don't like is that you have to wait for 15-45 minutes for new exemption certificates or other configuration changes to be populated in the Vertex system. With how we integrated it, that slows down the customer ordering process. In our shopping cart, the customer can create and exemption certificate at checkout. But with the delay in the certificate being populated thru the Vertex systems, the customer can't check out right away.

Recommendations to others considering the product:

Vertex is definitely worth looking at. Our company only used it for sales tax compliance, but it works as expected. The integration with Magento went pretty smooth for our developer.

The interface is well thought out, easy to navigate. Their support / knowledgebase is really good. If there were questions that required contacting support, they respond in a timely matter and in most cases solved quickly.

During the onboarding period, training was provided 1 on 1 via a web meeting. Trainers were knowledgeable and very helpful.

What problems are you solving with the product? What benefits have you realized?

Solving- having Vertex keeps us from having to update tax tables and keep up with changing tax rates in 38 states. Benefits are the time savings of not manually entering tax rates, returns are generated automatically. The reporting tools show all the details needed for transactions, thus we don't have to create our own.