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Vertex

Vertex is an indirect tax and compliance software company whose products cover tax determination, e-invoicing, returns, VAT compliance and reporting, sold alongside returns and exemption certificate outsourcing services. It is oriented to large enterprises running global operations on systems such as SAP.

49 facts on record3 sourcesverified September 20265 modules

01Profile

Categories
Tax complianceverified 2026-09-07Suggest a correction
Company size fit
200–100,000 employeesverified 2026-09-07Suggest a correction
Cost band
Enterpriseverified 2026-09-07Suggest a correction
Deployment
Cloudverified 2026-09-07Suggest a correction
Headquarters
King of Prussia, Pennsylvania, United Statesverified 2026-09-07Suggest a correction
Regions served
North America, EMEA, APAC, LATAMverified 2026-09-07Suggest a correction
Founded
1978verified 2026-09-07Suggest a correction
Website
vertexinc.comverified 2026-09-07Suggest a correction

02Pricing and editions

Pricing model
Quote onlyverified 2026-09-07
Published list price
None published. Stackmark records a cost band, not a modelled figure.

03Functional depth

How deeply each module is covered, as recorded against the sources below. Core and moderate are native; partner means a certified add-on carries it; none is a recorded absence.

Coverage Map · ERP and finance systems · 2026-Q3COVERAGE MAP · ERP AND FINANCE SYSTEMS · 2026-Q3AI featuresAsset managementBusiness intelligenceCRMEcommerceField serviceFinancial managementHR and payrollInventory managementLocalizationsManufacturing managementProcurementProject managementQuality managementSupply chain managementWarehouse managementVertex 1Vertex · AI features: Moderate. Moderate — native, documented as secondary or lighter scope. Footnote 1.Vertex · Asset management: None. None — the vendor does not offer it. Footnote 1.Vertex · Business intelligence: Moderate. Moderate — native, documented as secondary or lighter scope. Footnote 1.Vertex · CRM: None. None — the vendor does not offer it. Footnote 1.Vertex · Ecommerce: None. None — the vendor does not offer it. Footnote 1.Vertex · Field service: None. None — the vendor does not offer it. Footnote 1.Vertex · Financial management: Moderate. Moderate — native, documented as secondary or lighter scope. Footnote 1.Vertex · HR and payroll: Moderate. Moderate — native, documented as secondary or lighter scope. Footnote 1.Vertex · Inventory management: None. None — the vendor does not offer it. Footnote 1.Vertex · Localizations: Core. Core — native, documented as a primary module. Footnote 1.Vertex · Manufacturing management: None. None — the vendor does not offer it. Footnote 1.Vertex · Procurement: None. None — the vendor does not offer it. Footnote 1.Vertex · Project management: None. None — the vendor does not offer it. Footnote 1.Vertex · Quality management: None. None — the vendor does not offer it. Footnote 1.Vertex · Supply chain management: None. None — the vendor does not offer it. Footnote 1.Vertex · Warehouse management: None. None — the vendor does not offer it. Footnote 1.CoreModeratePartnerNoneUnverifiedRows alphabetical · no totals · reuse with attribution, uncropped

Coverage Map · ERP and finance systems · 2026-Q3

  1. 1Vertex — depth stated from 3 sources, verified 2026-09-07

04Vertical focus

Industries the vendor names in its own positioning. Absence from this list is not a statement that the system is unsuitable, only that the vendor does not lead with it.

  • Manufacturing
  • Retail
  • Automotive

05Strengths and watch-outs

Strengths

  • Tax determination, e-invoicing, reporting, filing, content and audit readiness are positioned as one connected lifecycle rather than separate point products.[1]
  • Tax content covers 195+ countries and territories and more than one billion rates and rules, maintained by a company in tax technology since 1978.[2]
  • The product family spans Indirect Tax O Series, Cloud Indirect Tax, Communications Tax, Payroll Tax On-Demand, Indirect Tax Returns, E-Invoicing, VAT Compliance and Reporting & Analysis.[3]
  • Sales and use tax returns and exemption certificate management can be outsourced to Vertex as services rather than run in-house.[3]
  • Publicly listed on Nasdaq (VERX) since July 2020, so financial statements and ownership are public.[3]

Watch-outs

  • No pricing is published; the site routes buyers to an enquiry form.[1]
  • The vendor cites more than 60% of the Fortune 500 as customers and frames its offer around enterprises; smaller companies should confirm fit and minimum commitments.[2]
  • Wikipedia lists a separate Vertex Cloud Indirect Tax product alongside Indirect Tax O Series; the vendor pages read do not state deployment options per product, so confirm hosting model with the vendor.[3]
  • Payroll tax and communications tax are separate products from the indirect tax engine, so a buyer needing several tax types may licence more than one product.[3]
  • Returns and exemption certificate handling are offered as outsourced services, so total cost may include recurring service fees in addition to software.[3]

06Consider when

  • Consider Vertex when you are a large enterprise, for example on SAP S/4HANA, that needs indirect tax determination, e-invoicing and filing across many countries from one vendor.[1]

  • Consider Vertex when you would rather outsource returns and exemption certificates to the same vendor that supplies the tax engine.[3]

07Module notes

One note per module the system offers: the recorded depth, what to ask in a demonstration, and which other tracked systems carry the module natively.

08Questions buyers ask

How is Vertex priced?
No prices are published. The vendor's site asks buyers to get in touch, so pricing is by quote.[1]
What does Vertex cover beyond sales tax calculation?
Products listed include e-invoicing, indirect tax returns, VAT compliance, communications tax, payroll tax and reporting and analysis, plus outsourcing services for returns and exemption certificates.[3]
Is Vertex cloud-based or on-premise?
Wikipedia lists both Vertex Indirect Tax O Series and Vertex Cloud Indirect Tax. The vendor pages read here do not state deployment options per product, so confirm the hosting model with the vendor.[3]
What size of company is Vertex for?
The vendor describes customers from small startups to Fortune 500 companies but cites more than 60% of the Fortune 500 and positions the platform for enterprises; the size range here is Stackmark's approximation.[2]
Which countries does Vertex support?
The vendor cites tax content for 195+ countries and territories; a published customer story describes use across Europe, India, China, Canada, Mexico and South America.[2]
Who owns Vertex?
Vertex, Inc. is a public company traded on Nasdaq as VERX since 2020. It was founded in 1978 by Ray Westphal and is based in King of Prussia, Pennsylvania.[3]

09Sources

Every fact in this profile was taken from the pages below, on the date shown. Footnote markers on the page point here. The positioning statement is Stackmark’s own.

  1. [1]Vertex Inc.: Tax Technology Software & Solutions for Businesseshttps://www.vertexinc.com/ · retrieved 2026-09-07
  2. [2]Learn about Vertex | Vertex Inc.https://www.vertexinc.com/company/about-us · retrieved 2026-09-07
  3. [3]Vertex, Inc. - Wikipediahttps://en.wikipedia.org/wiki/Vertex,_Inc. · retrieved 2026-09-07