Skip to content
Z Zendikt
V
Sales Tax / Tax Compliance · Rank #3 of 10

Vertex

Public, ERP-anchored enterprise tax leader.

By Vertex, Inc. · Founded 1978 · King of Prussia, PA · public

Vertex is the enterprise tax engine market leader for ERP-anchored businesses, founded 1978 in King of Prussia, PA. The company went public on NASDAQ in July 2020 (NASDAQ: VERT) and remains independent and public, distinct from the Vista/Apollo-owned Avalara. The product covers Vertex O Series (calculation), Vertex Returns (filing), Vertex Indirect Tax for SAP/Oracle/Workday, and a deep enterprise stack across sales tax, VAT, consumer use tax, and excise. Strengths: deepest SAP, Oracle, and Microsoft Dynamics tax engine integration in the category, longest enterprise track record (47 years), public-company financial transparency and stability, more stable pricing trajectory than Avalara post-2022, and the strongest fit for $1B+ revenue companies with mature ERP. Trade-offs: UX is dated relative to modern challengers (the product carries 1990s-era enterprise tax DNA), implementation is meaningful (3-12 months for typical ERP integration), pricing is opaque and quote-based, and the SMB/mid-market positioning is weaker than Avalara, TaxJar, or the modern challengers.

Visit Vertex Vendor pricing Compare to TaxJar
Best for

Global enterprise ($1B+ revenue, 1,000-100,000+ employees) anchored on SAP, Oracle, or Microsoft Dynamics ERP with multi-jurisdiction US sales tax plus international VAT and complex consumer-use-tax workflows.

Worst for

B2B SaaS startups (Anrok, Numeral, TaxJar better), Stripe-anchored e-commerce (TaxJar/Stripe Tax cleaner), or buyers wanting modern UX (most challengers better).

Vendor Trust Score

Is Vertex a trustworthy vendor?

7.5/10
Mixed
Pricing transparency
Published rates; no hidden fees
5.5
Contract fairness
Reasonable terms; no auto-renew traps
7.5
Incident response
How they handle outages and breaches
7.5
Post-acquisition behavior
Customer treatment after M&A or PE
8.5
Executive stability
Leadership churn over 24 months
8.5
Roadmap honesty
Public commitments held
7.5
Trust signal log
  • 2020-07-29
    IPO on NASDAQ under ticker VERT
    Vertex went public on NASDAQ in July 2020, two years after the Wayfair ruling. The company remains independent and public, distinct from Avalara post-2022 take-private.
  • 2024-09-22
    Pricing trajectory more stable than Avalara post-take-private; flagged as advantage in renewal comparisons
  • 2025-04-22
    Continued ERP integration depth investment; Vertex Indirect Tax for SAP S/4HANA expansion
Vendor Trust is scored independently of product quality. A great product from an unfair vendor still earns a low trust score.
Review Intelligence

What 720 reviews actually say

Synthesized from G2, Capterra, Reddit, Trustpilot. Patterns >15% prevalence shown.

Last synthesized
2026-04-29

Praise patterns

  • Deepest SAP and Oracle tax engine integration
    87% →
  • Public-company stability versus Avalara PE pressure
    64% ↑
  • Mature audit defense and state response
    71% →
  • More stable pricing trajectory than Avalara
    51% ↑

Complaint patterns

  • UX dated relative to modern challengers
    51% →
  • Implementation meaningful (3-12 months)
    47% →
  • Pricing opaque and quote-based
    41% →
  • SMB/mid-market positioning weaker
    38% →
Sentiment trend (6 months)
78/100 +2 pts
12
01
02
03
04
05
Patterns are extracted from review corpus and human-verified. We surface trends, not anecdotes.
Verified Pricing

What buyers actually pay

187 anonymized deal disclosures · last updated 2026-05-01

Contribute your deal price
Company size Median annual
500-2,500 employees $84,000
2,500-10,000 employees $252,000
10,000+ employees $720,000
Verified pricing is crowdsourced from buyers under anonymity guarantees. Vendor-listed prices are validated against actual deals quarterly.
Compliance & Security

Auto-verified certifications

Verified 2026-05-01
SOC 2 Type II
ISO 27001
HIPAA
GDPR
CCPA
PCI DSS
◐ FedRAMP In-Process

Editorial: Strengths

  • Deepest SAP, Oracle, Microsoft Dynamics tax engine integration in the category
  • Longest enterprise track record (founded 1978, 47 years)
  • Public-company financial transparency and stability (NASDAQ: VERT)
  • More stable pricing trajectory than Avalara post-2022
  • Fits $1B+ revenue with mature ERP
  • Mature audit defense and state-by-state response
  • Vertex Indirect Tax for SAP is enterprise gold standard

Editorial: Weaknesses

  • UX dated relative to modern challengers
  • Implementation meaningful (3-12 months for typical ERP integration)
  • Pricing opaque and quote-based
  • SMB/mid-market positioning weaker than Avalara, TaxJar
  • Innovation pace below Anrok, Numeral, TaxJar on SaaS-native workflows
  • Limited e-commerce platform connectors versus Avalara

Key features & integrations

  • +Vertex O Series real-time calculation engine
  • +Vertex Returns filing automation
  • +Vertex Indirect Tax for SAP, Oracle, Microsoft Dynamics, Workday
  • +Consumer use tax (CUT) workflow
  • +Global VAT, GST, and indirect tax
  • +Mature audit defense
  • +Address cleansing and jurisdiction lookup
180+ integrations
SAPOracleMicrosoft DynamicsNetSuiteWorkdaySalesforceCoupaAriba
Geography supported
Global; strongest in US, EU, UK, Canada, AU
Best fit
1,000–100,000+ employees · Global enterprise with mature ERP
Editorial deep-dive

Read our full ranking of Sales Tax / Tax Compliance

Vertex ranks #3 in our editorial review of 10 sales tax / tax compliance platforms. The deep-dive covers methodology, comparison tables, decision matrix, migration scoring, and FAQs.

Read the full ranking

Closest alternatives in Sales Tax / Tax Compliance

#2
TaxJar
Stripe-owned standalone sales tax for SMB and mid-market.
★ 4.5 partial
#4
Stripe Tax
Tax calculation embedded in Stripe payments with one toggle.
★ 4.4 public
#1
Avalara
Sales tax market leader, now navigating Vista/Apollo PE pressure.
★ 4.0 opaque
Help the next buyer

Contribute your verified deal price

Pricing in B2B software is opaque because vendors want it that way. Verified buyer prices fix that, anonymously. Share what you actually paid for Vertex; we’ll add it to the verified pricing dataset on this page (with company size band only, no identifying details).

Submit anonymously