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Description

Discover the premier provider of tax preparation services worldwide. You can access a wealth of information regarding the company's background, career options, franchise details, and leadership team right here. Use your tax refund to kickstart your savings ambitions or set aside funds for unexpected expenses. Enjoy cashback at numerous retailers when you shop, dine, or book accommodations. So, what exactly is H&R Block? We are dedicated to acting in the best interest of our clients, employees, and the communities we serve. Your journey to a career with H&R Block begins now; explore job listings, benefits, company culture, and more. Learn about various roles at H&R Block, including corporate positions and those available at tax offices. Benefit from professional tax preparation services, whether virtually or face-to-face, while simply collecting your documents for our tax experts to handle the rest. You have the flexibility to file your taxes independently at your convenience, using any device. Should you have any inquiries, our on-demand tax specialists are always available to provide assistance and guidance.

Description

Vertex software allows tax determination, compliance and reporting, tax data and management, as well as document management. It also integrates with core business applications to provide powerful integrations. Vertex combines the best of technology innovation, tax process expertise, and industry partnerships to create a global indirect tax solution. This reduces audit exposure and allows tax departments to add more value to their companies.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AppBilling No 
CSG Encompass No 
Canopy No 
Coupa No 
Excede DMS No 
H&R Block Yes 
JD Edwards EnterpriseOne No 
Lucidworks No 
MINDBill No 
Magento No 
Matrix Frontier No 
Microsoft Dynamics 365 No 
OroCommerce No 
Pinnacle Cart No 
QuickBooks Online Advanced No 
RentalMan No 
S2K Enterprise No 
SAP S/4HANA No 
Salesforce Agentforce Commerce No 
Xelerate Corporate Banking No 

Integrations

AppBilling Yes 
CSG Encompass Yes 
Canopy Yes 
Coupa Yes 
Excede DMS Yes 
H&R Block No 
JD Edwards EnterpriseOne Yes 
Lucidworks Yes 
MINDBill Yes 
Magento Yes 
Matrix Frontier Yes 
Microsoft Dynamics 365 Yes 
OroCommerce Yes 
Pinnacle Cart Yes 
QuickBooks Online Advanced Yes 
RentalMan Yes 
S2K Enterprise Yes 
SAP S/4HANA Yes 
Salesforce Agentforce Commerce Yes 
Xelerate Corporate Banking Yes 

Pricing Details

$89.95 one-time fee
Free Trial No 
Free Version No 

Pricing Details

Contact Vertex for pricing details.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

H&R Block

Founded

1955

Country

United States

Website

www.hrblock.com

Vendor Details

Company Name

Vertex Inc.

Founded

1978

Country

United States

Website

www.vertexinc.com

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export Yes 
Data Verification Yes 
Electronic Filing Yes 
Exception Notification No 
For Nonprofits Yes 
For Partnerships Yes 
K-1 Reporting No 
Payroll & Employer Forms Yes 
Status Tracking No 
Tax Planning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing Yes 
Tax Forms No 
Workflow Management No 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency No 
Nonprofits No 
Payroll Management No 
Project Accounting No 
Purchase Orders No 
Tax Management No 

Corporate Tax

Compliance Management Yes 
Data Import / Export Yes 
Data Verification Yes 
Electronic Filing Yes 
Exception Notification Yes 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

Sales Tax

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

Tax Planning

Detailed Savings Calculations No 
Export Branded Proposal No 
Export Branded Tax Plan No 
Multi-Entity Planning No 
Multi-Year Planning No 
Proposed Legislation Planning No 
State & Local Planning No 
Strategy & Scenario Comparison No 
Tax Return Diagnostics No 
Tax Return Scanning No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
Scenario Planning No 
Tax Filing Yes 
Tax Forms No 
Workflow Management No 

Alternatives

Alternatives

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