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Compare CFS TaxTools vs Vertex O Series

What is better CFS TaxTools or Vertex O Series? You can use our scoring system to help you get a general idea which Tax Software product is better for your business. For overall product quality, CFS TaxTools received 6.8 points, while Vertex O Series received 8.6 points. At the same time, for user satisfaction, CFS TaxTools scored N/A%, while Vertex O Series scored 92%.

Details about their unique elements, tools, supported platforms, customer service, plus more are given below to give you a more versatile review. Don’t forget to purchase only the features that you need to avoid wasting cash for features that are unnecessary.

Users who are pressed for time or want a Tax Software advice from our team may want to examine these top choices for the current year: Wave, Sage 50cloud, QuickBooks Online.

NOAWARDS
YET

SmartScore™

OUR SCORE 6.8

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $199

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Vast catalogue of federal and state tax forms
  • Flowcharts to understand filing status
  • Financial calculators
  • Directly map client information on forms
  • Present tax returns with an invoice
  • Print worksheets with client’s name and user’s firm name
  • Database for clients and preparers
  • Easy data backup on any storage device
  • Email forms in PDF format
  • Import clients in multiple formats
  • Project tax calculations up to five years

Pricing Info

CFS TaxTools is available to first-time users for $199, and renewing the license annually is possible at a discounted price of $179. One CFS TaxTools license is usable by multiple computers in one location under the same company name.

For companies operating in multiple locations, the vendor requires purchasing a program license for each area. Good news is that the company offers a multi-program discount.

Similarly, getting CFS TaxTools alongside a network update, which costs $374, allows users to utilize the software on multiple computers on a single LAN or Wan, and those running it on multiple locations can avail the network licenses at a discounted price. For those who already own the single user version, the TaxTools network upgrade costs $175. Meanwhile, renewing CFS TaxTools and its network upgrade costs $354.

Below are all the enterprise pricing details for CFS TaxTools:

  • TaxTool: $199
  • TaxTools Renewal: $179
  • TaxTools plus Network Upgrade: $374
  • TaxTools Network Upgrade Only: $175
  • TaxTools Renewal plus Network Upgrade: $354

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

No information available.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

CFS TaxTool is a feature-complete solution that encompasses all essentials for tax calculation and financial planning at a low cost.

Company Email

custserv2@taxtools.com

Contact No.

Company's Address

1445 Los Angeles Ave., Ste. 214
Simi Valley CA 93065
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 8.6

User Satisfaction

CUSTOMER EXPERIENCE 92%

Pricing

by quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Calculation engine
  • Monthly updated tax rules, rates & regulations
  • Straightforward navigation
  • Instinctive commands
  • Simple drag and drop functionality
  • Web-based, scalable & service-oriented architecture
  • Centralized platform for seamless integration
  • Simplified data importing
  • Supports indirect tax calculation in over 240 countries
  • Lease tax compliance customization
  • Option for either cloud-hosted or on-premise deployment
  • Import/export tax data
  • Standard & custom reporting
  • Exception certificate management

Pricing Info

Contact the company for more details and ask for a quote.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Starbucks, Procter and Gamble, Toyota Financial Services

Integrations

Vertex integrates with the following ERPs, ecommerce platforms and billing systems, plus other applications:

  • Acumatica ERP
  • Aria
  • Alfa
  • Amdocs Kenan Enterprise
  • Amdocs Vindicia
  • Aptos
  • Business Planning and Consolidation (BPC)
  • Cloud Lending
  • CSG Singleview
  • Dante Allegory
  • Davis & Henderson CreditPath Equipment Finance
  • Epicor Activant Silk
  • Epicor Avanté
  • Epicor DataFlo
  • Epicor Manage 2000
  • Elastic Path
  • Episerver Commerce
  • Excede DMS
  • Ericsson Revenue Manager
  • Fidelity Sungard Asset Finance
  • Friedman Frontier ERP
  • Fujitsu Retail Suite
  • Genpact GRADE
  • Infor CloudSuite Industrial
  • Infor Distribution A+
  • Infor M3
  • Infor LN
  • Infor LX
  • Infor Rhythm
  • Infor Service Manangement
  • Infor System21
  • Infor SyteLine – CloudSuite Industrial
  • Infor XA
  • Intershop Commerce Suite
  • Infor CloudSuite Financials & Supply Management
  • InsiteCommerce
  • Intuit Quickbooks Online
  • Intuit Quickbooks Desktop
  • IFS Applications
  • Kenandy Cloud ERP
  • Kibo eCommerce
  • LineData CapitalStream Lending & Leasing
  • Magento Open Source
  • Manhattan
  • Mi9
  • MINDBill
  • Microsoft Dynamics AX
  • Microsoft Dynamics GP
  • Microsoft Dynamics 365 for Retail
  • NetCracker Revenue Management
  • NETSOL LeasePak
  • Oracle NetSuite ERP
  • Oracle E-Business Suite
  • Oracle Monetization Cloud
  • Oracle JD Edwards EnterpriseOne
  • Oracle JD Edwards World
  • Oracle PeopleSoft ERP
  • Oracle NetSuite SuiteCommerce
  • Oracle NetSuite OneWorld
  • Odessa LeaseWave
  • PinnacleCart
  • Prophet 21
  • QAD Cloud ERP
  • Recurly
  • RentalMan
  • RentalResult
  • ROI Syngineering
  • Sage 100
  • Sage 300
  • SAP S/4HANA
  • SAP Ariba
  • SAP Commerce Cloud
  • SAP Business ByDesign
  • Storis Furniture Retail Software
  • SYSPRO ERP Software
  • Sitecore Commerce
  • THINK Enterprise
  • VAI S2K Enterprise
  • Vertex for Salesforce Billing and CPQ
  • Vertex for Salesforce CRM
  • Xelerate
  • Znode
  • Zuora Billing

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Tax management solution intended to automate and centralize corporate indirect tax procedures.

Company Email

account.services@vertexinc.com

Contact No.

Company's Address

Vertex Main Office
2301 Renaissance Blvd
King of Prussia, PA 19406
USA

You should pay attention to the fact that even though both CFS TaxTools and Vertex O Series may have an excellent array of features each service may be created for a different company size. If you are analyzing various solutions you may want to give some attention to a business type they are meant for. Some elements may scale up well for large enterprises but if you run a small or mid-sized business it’s usually better to refrain paying for complex features that you may never have a chance to use.

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