Vertex O Series
Automate and centralize indirect tax determination for global compliance and growth.
Executive Summary
Vertex O Series is an industry-leading solution that automates and centralizes indirect tax determination, offering robust tax content and flexible deployment options to manage global indirect taxes, including sales, use, value-added, communications, leasing, and retail taxes. It provides a powerful tax determination engine that handles identifying tax jurisdictions, maintaining accurate rate databases, and calculating complex transactions. Designed for mid-market to enterprise businesses, it helps tax departments improve accuracy, consistency, and compliance while supporting business growth into new markets and sales channels. Its key differentiation lies in its comprehensive global tax content, flexible hybrid deployment options, and seamless integration with existing financial systems.
Use Cases
- Automating sales and use tax calculations for e-commerce and retail transactions.
- Managing global VAT and GST compliance for multinational businesses.
- Streamlining consumer use tax processes and accruals.
- Integrating tax determination with ERP, CRM, and financial systems.
- Ensuring accurate taxability for complex transactions across various industries.
- Centralizing exemption certificate management and audit support.
Features
Visibility
- Integrated Tax Analytic Dashboards: Provides near real-time insights into tax data for proactive governance.
- Standard and Custom Reporting: Enables generation of various reports for compliance, audit, and enterprise tax management.
- Streamlined User Interface: Enhances visibility and control for tax departments over complex tax calculations.
- Audit Performance Tools: Integrated tools to collect, track, and store exemption certificates, improving audit readiness.
Intelligence
- Automated Tax Calculation: Automatically calculates sales, use, VAT, and other indirect taxes with high accuracy.
- Real-Time Tax Rate & Rule Updates: Monthly updates to extensive tax content ensure compliance with the latest global regulations.
- Precise Jurisdiction Assignment: Utilizes address cleansing and lat/long functionality to identify correct taxing jurisdictions.
- Custom Taxability Setup: Allows easy configuration of unique company taxability rules and exemptions for accuracy across multiple entities.
Support
- Customer Support: Provides phone and online support for product assistance.
- Comprehensive Documentation: Access to detailed guides and API documentation for integration and usage.
- Vertex Copilot (Generative AI): An in-app generative AI feature for real-time responses to product questions.
- Vertex University: Offers certification paths and training for implementers and administrators of Vertex software.
Technical Specifications
- Architecture
- Hybrid Cloud (Containerized Edge & SaaS)
- Deployment
- Hybrid
- Authentication
- SSO, SAML 2.0, OAuth 2.0, Federated Security
- API Available
- Yes
- MCP Server
- No
Infrastructure
- Vertex-managed data centers for SaaS
- Customer's choice for Edge deployment (on-premise or third-party cloud provider)
AI/ML Stack
- Generative AI
Security & Compliance
Certifications: SOC 2 Type II
Encryption: AES-256 at rest (implied by industry standards for SOC 2), TLS 1.3 in transit (encrypted network access).
Data Residency: North America,Latin America,Europe,Asia Pacific
Pricing
- Model
- Subscription-based or perpetual license, depending on deployment. Pricing varies by transaction volume, number of users, and integration level.
- Starting Price
- Contact sales
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual or multi-year
- Free Trial
- No (credit card required)
Ratings & Reviews
G2: 3.7/5 (8 reviews) · Capterra: [object Object]/5 · Gartner: [object Object]/5
About vertex
Vertex, Inc. is a provider of tax technology and services that help enterprises automate tax calculation, compliance, and reporting across sales, VAT, and income tax. They deliver cloud and integrated solutions for ERP and e-commerce platforms to simplify tax determination and filings for large organizations.