Vertex

Vertex

Vertex Inc.
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About

Prepare returns quickly and confidently with the software known for its ease of use and error-spotting diagnostics. See why no other professional tax software has been #1 for as long as ProSeries, and why over 60,000 pros like you choose it year after year. Get more time back on every return with timesavers built into your workflow. Simply describe what you're looking for to quickly find the right forms or data entry fields. Save 23 minutes per return with the ability to quickly spot any fields that need data, and then send an email request to the client with a click. Rest assured that your returns are done right with comprehensive diagnostics that instantly pinpoint errors and show you exactly where to go to fix them with a click. Customize a solution that’s the right fit for your practice and pay for only what you need. Choose packaged bundles for significant savings on every individual return.

About

Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Tax accountants searching for a complete Tax Preparation solution

Audience

Vertex delivers technology solutions that automate and streamline global indirect tax for companies of all sizes.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$340 per year
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.0 / 5

Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.5 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Intuit
Founded: 1983
United States
proconnect.intuit.com/proseries/

Company Information

Vertex Inc.
Founded: 1978
United States
www.vertexinc.com

Alternatives

Alternatives

CCH SureTax

CCH SureTax

Wolters Kluwer
UltraTax CS

UltraTax CS

Thomson Reuters
Lacerte

Lacerte

Intuit
UltraTax CS

UltraTax CS

Thomson Reuters

Categories

Categories

Sales Tax Features

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Corporate Tax Features

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Sales Tax Features

Address Validation
Audit Trail
Consumer Use Tax
Exemption Management
Tax Calculator
Tax Filing
Taxability Verification
Transaction Tracking
Value Added Tax (VAT)

Tax Practice Management Features

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Integrations

Aptos Retail Cloud
BiznusSoft HR
Coupa
Excede DMS
Fullintel
JD Edwards EnterpriseOne
Kibo eCommerce
Odessa Platform
Oracle Fusion Cloud ERP
ProvenExpert.com
QuickBooks Online Advanced
Recurly
Ryan Software
S2K Enterprise
SAP Concur
SAP ERP
Sage 300
Salesforce Agentforce Commerce
TaxDome
Verito

Integrations

Aptos Retail Cloud
BiznusSoft HR
Coupa
Excede DMS
Fullintel
JD Edwards EnterpriseOne
Kibo eCommerce
Odessa Platform
Oracle Fusion Cloud ERP
ProvenExpert.com
QuickBooks Online Advanced
Recurly
Ryan Software
S2K Enterprise
SAP Concur
SAP ERP
Sage 300
Salesforce Agentforce Commerce
TaxDome
Verito
Claim Intuit ProSeries Tax and update features and information
Claim Intuit ProSeries Tax and update features and information
Claim Vertex and update features and information
Claim Vertex and update features and information