Vertex Indirect Tax O Series 9.0 - Latest release improves user experience and streamlines tax processes - TrustRadius

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Vertex Indirect Tax O Series 9.0 - Latest release improves user experience and streamlines tax processes - TrustRadius
Vertex Indirect Tax O Series 9.0
Latest release improves user experience and streamlines tax processes

Version 9.0 of Vertex® Indirect Tax O Series® will be released in August, 2019. This new version adds more
value in every area—new tax content, expanded reporting, more precise jurisdiction assignment capability,
improved security, added database support. All wrapped in a brand new user interface that leverages the
latest technology standards. In addition, Vertex O Series 9.0 supports communications services tax which
enables customers to manage communications tax on the same platform as their sales & use tax and value
added tax.

Vertex O Series v9.0 includes the following                      Communications Services Tax
enhancements:                                                    Vertex O Series v9.0 now supports the calculation of taxes,
++ Enhanced user interface using industry standard HTML5         surcharges, and fees affecting U.S. providers of communication
++ Communications services tax content and calculation           services including wireless, wireline, voice over IP, cable, satellite,
++ Federated security and single sign-on                         internet, video and audio streaming, and more. This supports
++ Taxability Matrix Report enhancements                         the tax needs of traditional telecom service providers, as well
++ Enhanced address cleansing enabling lat/long jurisdiction     as non-telecom companies who now provide communication
   identification                                                services and are subject to the complex mix of taxes and
++ SAP HANA and PostgreSQL database support                      regulatory fees associated with them, like VoIP-based conference
                                                                 services and video content streaming services, for example.
New User Interface                                               The addition of communications tax capabilities in Vertex O
The new, modern user interface in Version 9.0 leverages
                                                                 Series 9.0 enables customers to streamline their tax technology
HTML5, the preferred industry standard for UI development.
                                                                 footprint since they can now manage communications tax on
This enhanced UI improves the user experience by providing
                                                                 the same platform as sales & use tax and value added tax. And
smoother navigation, a faster and more responsive application,
                                                                 bringing comm tax to the O Series platform means customers
and increased consistency across all Vertex platforms. It also
                                                                 can also manage communications tax exemption certificates with
mitigates the risk associated with Adobe Flash (see page 3).
                                                                 the Exemption Certificate Manager.
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      Vertex O Series 9.0 new user interface improves the user experience by providing smoother navigation, a faster and more responsive
      application, and increased consistency across all Vertex platforms

While the user interface design refresh presents a clean modern look, users will recognize the
basic layout of the Vertex O Series screens. Usability enhancements from HTML5 include the
ability to right-click to copy & paste information in any field.

Federated Security & Single Sign-on (SSO)
Vertex O Series 9.0 provides enhanced security functionality                              technology, there is no need to pass sensitive credentials into
with federated security. This feature enables centrally managed                           O Series, as the technology leverages tokens to verify access.
credentialing and authentication with existing identity                                    Version 9.0 also improves the user experience with shared
management solutions.                                                                     authentication and single-sign-on (SSO) convenience. Users
Vertex O Series 9.0 supports both SAML 2.0 and OAuth 2.0                                  can access multiple platforms sharing the same authentication
federated security models to manage user credentials which                                without entering sign-on credentials more than once.
can be used to verify login to O Series. Using this newer security
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Enhanced Taxability Matrix Report                                      Lat/Long Jurisdiction Identification
To improve tax accuracy for global businesses, the Taxability          Version 9.0 improves tax accuracy for customers managing
Matrix Report has been expanded to include value added tax             transactions without a traditional street address, such as oil
(VAT). The Report now includes U.S. Sales Tax and Consumer             rigs, cell towers, and construction sites. The latest version of
Use Tax, Canadian GST and PST, Value Added Tax VAT, and                Vertex O Series offers an enhanced address cleansing service
Mexico VAT.                                                            that converts longitude/latitude coordinates to a Tax Area ID
                                                                       in real time.
Other enhancements to the Report in Version 9.0 include:

++ a separate report for VAT content for Canada showing                Database Support
   UNSPSC codes                                                        New database support for Vertex O Series 9.0 offers additional
++ UNSPSC category mapping                                             options to better complement the existing technology choices
++ identification of changes since the most recent version             within your business. By expanding its supported databases to
The enhanced Taxability Matrix Report is a multi-tab Excel             include SAP HANA, Vertex improves the overall operational
file with the ability to filter by taxpayer. For added efficiency,     experience for O Series customers who use SAP. For companies
users can now generate the Report directly in Vertex O Series,         looking for a lower cost database solution, O Series 9.0 also
eliminating the need to go to myVertex to download.                    supports PostgreSQL, an open source database.

    Avoid the risk of Adobe Flash end-of-life
    What’s happening and when?
    The end-of-life date for Adobe Flash Player is 12/31/20. As of that date, browsers will block Flash content entirely and the
    only option to continue using applications that require Flash (including Vertex O Series 7.0 & 8.0) will be to use an older
    version of a browser and an unsupported version of Adobe Flash, both of which will incur security risk.

    How to avoid the risk?
    Vertex O Series 9.0 features a new user interface leveraging HTML5 instead of Adobe Flash which mitigates the risk of
    the Adobe Flash end-of-life. In addition to mitigating that risk, some customers may also want to consider moving to an
    on-demand or cloud deployment to meet their changing business needs. Vertex has invested in a robust portfolio of solutions
    to meet customers wherever they are in their journey to the cloud. We stand ready to help customers evaluate those
    deployment options and make the best move for their current and future business.

    How will Vertex support O Series customers?
    ++ Vertex Consulting offers experienced, knowledgeable assistance with migration.
    ++ An Extended Support Program will smooth the transition from O Series 6.0, 7.0, and 8.0.
        Vertex O Series 6.0
        Extended Support extends through October, 2020.
        Vertex O Series 7.0
        Extended Support will begin August, 2020 and extend through August, 2021.
        Vertex O Series 8.0
        Version 8.0 will be supported through August, 2021 when it will be retired along with Version 7.0.
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Platform Support                                                                         About Vertex
                                                                                         Founded in 1978, Vertex Inc. is the leading provider of corporate
Application Servers                                                                      tax software and services for companies of all sizes, from small
++ Apache Tomcat 9.0
                                                                                         to medium-sized businesses to global multinationals.
++ SAP NetWeaver 7.5
++ Oracle WebLogic Server 12                                                             Vertex solutions enable companies to realize the full strategic

++ Wildfly 15                                                                            potential of the corporate tax function. The company offers
                                                                                         a variety of products and services that allow businesses
Database Servers                                                                         to automate, integrate, and streamline their corporate tax
++ IBM Db2 11.1                                                                          processes. Vertex provides solutions in every major line of tax
++ Microsoft SQL Server 2014, 2016, 2017                                                 including sales and consumer use, value added and payroll.
++ Oracle 12                                                                             Vertex also offers tailored solutions for specific industries
++ PostgreSQL 10                                                                         including retail, communications, hospitality and leasing. Vertex
++ SAP HANA 2.0                                                                          Managed Services allows companies to outsource sales and use
                                                                                         tax returns and exemption certificate management.
Java Versions
++ Java 8 and 11
                                                                                         To learn more visit vertexinc.com today.
Operating Systems
++ IBM AIX 7.2
++ HPUX 11
++ RedHat Linux 7
++ SUSE Linus 12 and 15
++ Oracle Solaris 11
++ Microsoft Windows Server 2012, 2016
++ Microsoft Windows 10

Web Browsers
++ Google Chrome
++ Mozilla Firefox
++ Microsoft Edge 12
++ Apple Safari 11

    North America                        Latin America             Europe                 Asia Pacific
    King of Prussia, PA, USA             São Paulo, BR             London, UK             Chennai, IN

    ©2019 Vertex Inc. All rights reserved. Vertex and the Vertex logo are all trademarks of Vertex Inc.
    All other trademarks are used for identification purposes only and are properties of their respective owners. 7.19                       vertexinc.com
Vertex Indirect Tax O Series 9.0 - Latest release improves user experience and streamlines tax processes - TrustRadius
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