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Vertex Indirect Tax O Series Review

Product Snapshot

Product Pricing

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Platform is a SaaS solution.

Customer Focus

Vendor works with mid-sized to enterprise level businesses across multiple industries.

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About Vertex Indirect Tax O Series

Vertex Indirect Tax O SeriesThe Vertex Indirect Tax O Series is a tax solutions software that provides a single platform to streamline an organization’s sales tax, consumer use tax and global tax management processes. The platform allows users to access two deployment options: as software implemented on-premise or as an on-demand, hosted version accessible through a web portal.

The software provides businesses with tools to access the most complete coverage of calculation methods in the industry. Additionally, the platform allows companies to use web-based architecture for deployment in an intranet/internet environment to make information available in real-time from all locations.

About the Company

Vertex was founded in 1978 and is headquartered in Berwyn, PA.


Vertex Indirect Tax O Series Key Features

  • Eases the compliance and remittance burdens with solutions for web-based, client-server or main frame IT architectures.
  • Integrated with host financial systems and SAS 70 compliant research and processes
  • Handles an organization’s sales and use tax returns
  • Provides tax professionals in addition to a Cybertrust Certified Web portal to manage and approve returns
  • Helps businesses move beyond the base functions of ERP systems for global tax management and international tax compliance
  • Lets users handle all preferred and alternate federal, state and locally-approved methods
  • Supports tax in over 240 countries and territories
  • Offers seamless integration for customization with all retail point-of-sale (POS) systems, whether legacy or new


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