What is better Vertex O Series or Zoho Books? It’s easy to our scoring system to give you a general idea which Tax Software product is will work better for your business. For overall product quality, Vertex O Series received 8.6 points, while Zoho Books received 9.6 points. At the same time, for user satisfaction, Vertex O Series scored 92%, while Zoho Books scored 100%.
Details about their characteristics, tools, supported platforms, customer support, etc. are provided below to help you get a more precise analysis. Keep in mind to choose only the functions that you need to avoid wasting cash for features that you won’t be using.
Right now, the top services in our Tax Software category are: Zoho Books, QuickBooks Online, Xero.
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
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Starbucks, Procter and Gamble, Toyota Financial Services
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
This tax software prioritizes keeping your company tax compliant in terms of the latest tax rates and the rules pertaining to them. For this approach, Vertex O Series keeps in touch with around 10,000 US taxing jurisdictions. The program also lets users integrate easily with third-party ecommerce, ERPs, and billing systems.
Zoho Books offers three pricing plans. There is also a great 14-free trail that lets you try out the software to see if it actually fits the requirements of your business. You can sign up for Zoho Books free trial here.
Free Plan – $0/month, for businesses with turnover <50K USD per annum
1 User + 1 Accountant
Manage Clients
Manage Invoices (Up to 1,000)
Client Portal
Online/Offline Payments
Automate Payment Reminders
Multi-lingual Invoicing
Credit Notes
Recurring Invoices
Expenses & Mileage Tracking
Add Multiple Bank and Credit Card Accounts
Import Bank and Credit Card Statements
Bank Rules & Reconciliation
Chart of Accounts & Sub-accounts
Manual Journals
Reports
Invoice Customization
Taxes
Payment Gateways
Integrations – Zoho Apps & Other Apps
Support – Email
Standard Plan – $20/organization per month or $180/organization per year
50 Contacts
2 Users (1 user + 1 Accountant)
5 Automated Workflows
Bank Reconciliation
Custom Invoices
Expense Tracking
Projects and Timesheets
Recurring Transactions
Sales Approval
Professional Plan – $50/organization per month or $480/organization per year
500 Contacts
3 Users (2 users + 1 Accountant)
10 Automated Workflows/Module
All Basic features, plus:
Bills
Vendor Credits
Reporting Tags
Purchase Approval
Premium Plan – $70/organization per month or $720/organization per year
Unlimited Contacts
10 Users
10 Automated Workflows/Module
All Standard features, plus:
Purchase Order
Sales Order
Inventory
Custom Domain
Add-ons
Add a user – $3/month or $30/year
Auto-scans – Buy 50 scans/month for $10/month or $96/year
Zoho Books is a comprehensive smart accounting software solution designed for small businesses to better manage their finances and control their cash flow more efficiently. It is also user-friendly, with a clean design yet robust set of features that helps users generate actionable, data-based insights.
No Tax Software will manate to solve all the needs of a company. Though core features of Vertex O Series and Zoho Books are important you should also thoroughly analyze the integrations supported by a given solution. Very often you will already be using various kinds of B2B software in your company and it’s definitely wiser to go with products that integrate well with one another. If you do that you will be able to ensure a reliable exchange of data between your teams and software used, which can significantly reduce time devoted to migrating between one software and the next.
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