Vertex O Series for Retail

A robust automated tax solution enabling omnichannel retailers to accelerate growth.

Person checking out order at a coffee shop with a credit card

Accelerate growth while improving tax accuracy and consistency across channels

Vertex enables retailers to stay ahead of rapid change and accelerate growth regardless of whether your business is clicks, bricks, or a mix. We combine innovative technology, deep experience, ecosystem partnerships, and award-winning support to enable omnichannel sales, support supply chain resilience, and help future-proof tax management as you grow.

Explore the Features, Benefits & Highlights

Global tax content to support even the most complex retail scenarios.

Continually updated sales, use, and value added tax content ensures you keep up with the latest regulations. Retail-specific content supports accurate tax determination on complex retail scenarios like BOPIS/BORIS, tax holidays, and more.

Enable tax calculation across all sales channels.

Improve accuracy and consistency of tax calculation regardless of whether you do business online or in a store. Maintain content updates easily across your selling platforms, including online marketplaces.

Connect Vertex to the platforms you use today, and easily support future growth.

Integrate a Vertex tax engine to the ERP, e-commerce, POS, and marketplace platforms you use today, and add integrations as you grow your retail business.

Maximize tax system uptime in-store and online, even during peak selling periods.

Leverage edge computing technology to ensure maximum uptime of the tax engine for your POS system and an added layer of failover for e-commerce confidence. Don’t let unreliable local internet connections and peak selling days add friction to your business.


Automate the collection, validation, and maintenance of U.S. exemption certificates.

With embedded exemption management tools including self-service customer certificate submission, you’ll spend less time managing certificates and ultimately reduce audit risk and improve your customer experience.

Tap the deep experience of the Vertex Consulting retail practice.

Leverage our expertise, best practices, and standardized processes from over 200 retail system implementations. We'll guide you through implementation to get your tax engine up and running, and increase your ROI.

How LEGO Put the Pieces Together to Simplify Sales Tax

  • LEGO's online shoppers enjoy a frustration-free experience where sales tax is calculated correctly up-front
  • Gave back valuable time to the Tax Operations team so they can focus on more strategic projects
  • Automated the handling of sales tax holidays throughout the year

Patagonia's Journey to a True Omnichannel Experience

  • Eliminated work that was draining the Tax and IT departments
  • Created a seamless experience for customers across channels, setting Patagonia apart from its competitors
  • Increased efficiency, reduced costs, minimized risk across the enterprise

Ubisoft grows their online marketplace with confidence.

"Taxamo by Vertex took the time to understand our business model and our indirect tax management challenges. As we expand into new territories, their expertise of the international indirect tax landscape was invaluable. "

Françoise Thomas
Accounting Director, Ubisoft

Related Products & Services

  • Vertex Consulting

    Leverage the expertise, best practices, and standardized processes from over 200 retail system implementations.

  • Vertex Certificate Center

    Streamlined exemption certificate management to improve compliance and audit performance.

We're Here to Help You Simplify Tax Complexity

Interested in learning more about Vertex Indirect Tax for Retail? Let's connect to help you find the best tax solution for your business.