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Average Ratings 2 Ratings

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Description

The banking, financial services, and insurance industries are undergoing an extraordinary amount of regulatory transformation and intricacy. Thomson Reuters Regulatory Intelligence serves as a comprehensive solution that equips compliance experts with the necessary insights to navigate regulatory risks effectively, enabling them to make informed choices and drive proactive changes within their organizations. This innovative platform not only streamlines compliance processes but also enhances overall organizational resilience in the face of evolving regulations.

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

Acumatica Cloud ERP No 
AppBilling No 
BiznusSoft HR No 
CSG Encompass No 
Coupa No 
Excede DMS No 
Infor LN No 
Kenandy No 
Logicbroker No 
Longview Tax No 
Lucidworks No 
Magento No 
Matrix Frontier No 
Oracle Fusion Cloud ERP No 
RentalResult No 
Ryan Software No 
S2K Enterprise No 
SAP Business ByDesign No 
STORIS No 
Xelerate Corporate Banking No 

Integrations

Acumatica Cloud ERP Yes 
AppBilling Yes 
BiznusSoft HR Yes 
CSG Encompass Yes 
Coupa Yes 
Excede DMS Yes 
Infor LN Yes 
Kenandy Yes 
Logicbroker Yes 
Longview Tax Yes 
Lucidworks Yes 
Magento Yes 
Matrix Frontier Yes 
Oracle Fusion Cloud ERP Yes 
RentalResult Yes 
Ryan Software Yes 
S2K Enterprise Yes 
SAP Business ByDesign Yes 
STORIS Yes 
Xelerate Corporate Banking Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Contact Vertex for pricing details.
Free Trial No 
Free Version 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 

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 No 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Thomson Reuters

Founded

2008

Country

Canada

Website

thomsonreuters.com

Vendor Details

Company Name

Vertex Inc.

Founded

1978

Country

United States

Website

www.vertexinc.com

Product Features

Policy Management

Approval Process Control No 
Attestation No 
Audit Trails Yes 
Policy Creation No 
Policy Library No 
Policy Metadata Management No 
Policy Training Yes 
Reporting / Analytics No 
Version Control Yes 
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 

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