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Vertex O Series

Streamline indirect tax management with deep, proven tax content and software built to scale.

Streamline indirect tax management with deep, proven tax content and software built to scale.

Support business growth with reliable tax determination & trusted technology

Automate and centralize sales, use, and value added tax (VAT) determination on your sales and purchase transactions. Connect our leading technology seamlessly to your ERP or financial system. Deploy it using edge computing for the highest availability and scalability to accelerate your business growth.

Explore the features, benefits & highlights of Vertex O Series

Stay ahead of changes with the latest tax rules and rates.

Continually updated tax rules and rates for 19,000 jurisdictions around the world keep your sales, use, and value added tax calculations accurate and reduce audit risk. Plus, global, cross industry content for extractors, manufacturers, wholesalers, distributors, resellers, financiers, service providers, builders and premium content for leasing, telco, healthcare & science, hospitality, oil & gas and more. License the content you need today, and add content as your business grows.

Benefit from a powerful and customizable calculation engine.

Set up your Vertex tax engine to fit your unique business needs. Custom taxability setup for your company’s unique structure and tax policy including taxability rules and exceptions. Gain confidence for even the most complex transactions, simplified through automation.

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Improve U.S. jurisdiction assignment with integrated address cleansing.

Improve tax, invoicing, and shipping accuracy with USPS ZIP+4 data enrichment, lat/long location conversion, and built-in place of supply logic Resolve complex scenarios such as districts crossing city boundaries, districts overlapping other districts, and more. Assign the Tax Area ID (TAID) for state, county, city, and district with automated authority assignment for precise tax determination.

Empower your business with the freedom to choose

Deploy the Vertex solution on-premise for maximum control, leverage the scalability of the cloud, or create a hybrid edge environment that balances cost and flexibility. Our adaptable architecture ensures seamless integration across any deployment method with options in AWS, Oracle Cloud Infrastructure, and Microsoft Azure. It is now easier than ever before to deploy a tax solution that meets your specific needs.

Leverage edge computing to deploy O Series at the point of transaction.

Deploy the O Series tax engine using containers to manage tax calculation at the point of transaction. You'll get the highest availability, improved control over performance, and a streamlined tax technology landscape. Learn all about it here.

Connect Vertex to multiple financial systems.

Integrate a single Vertex tax engine with all your transaction systems – ERP, procurement, e-commerce, and other billing systems – to automate tax, create consistency, and reduce risk across your business. Leverage the rich data in your transaction systems to improve tax accuracy.

Gain real-time insights with built-in tax analytic dashboards.

Analytics to to enable proactive data governance including transaction and nexus threshold tracking, configuration and  rate change monitoring, and audit risk notifications to optimize the power of O Series and transaction insight. (Supports SUT/CUT transactions only.) Learn all about it here.

Support business growth using your tax engine data.

Utilize standard reports and data extracts to support compliance, audit, and reconciliations.

Introducing AI-powered Vertex Copilot!

Ask context-driven questions, get relevant answers without leaving your workflow.

 

PRODUCT SHEETS

Discover more about Vertex O Series

  • Data Sheet

    Product Details: Vertex O Series Edge

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  • Data Sheet

    Deploy the Vertex Tax Engine on Microsoft Azure

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  • Video

    Product Video: Vertex O Series Edge

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  • Data Sheet

    End-to-End Sales & Use Tax Solution

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Patagonia creates a seamless customer experience

  • Created a true omnichannel experience for customers, with consistent tax treatment across selling channels
  • Integrated centralized tax automation across its e-commerce, wholesale, and retail systems
  • Reduced the burden on Tax and IT teams by eliminating tedious manual work related to tax

Unlocking the Benefits of a Cloud-based Third-Party Tax Engine

  • Users of cloud-based systems find it easier to consistently implement indirect tax compliance across their organization.
  • Cloud-based tax engines, such as Vertex O Series, also support business growth by reducing the IT footprint and labor required to maintain tax functions.
  • Decision-makers are drawn to established tax solution providers with a strong industry reputation like Vertex.

Related products & services

Dive into our thought leadership

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We've got the indirect tax solution for you.

Interested in viewing Vertex O Series in action?

Let us walk you through it in real time and show you how we adapt to fit your business. Book a 1-to-1 demo so we can speak in terms of your tax needs.