# Vertex O Series > Vertex O Series is indirect tax software from Vertex, Inc. that calculates sales tax, use tax and VAT for a transaction and records it for reporting. Agents reach it through REST v2 APIs with OAuth client credentials. - Canonical: https://www.anchorterminal.com/tools/vertex-tax - Markdown: https://www.anchorterminal.com/tools/vertex-tax.md (~6,700 tokens) - Slim: https://www.anchorterminal.com/tools/vertex-tax.min.md (~1,680 tokens, same facts, less prose, for token-sensitive contexts) - JSON: https://www.anchorterminal.com/tools/vertex-tax.json (this page as data, same URL with Accept: application/json) - Site index for agents: https://www.anchorterminal.com/llms.txt (full text: https://www.anchorterminal.com/llms-full.txt) - API: https://www.anchorterminal.com/api/v1/index.json - Updated: 2026-10-08 ## Overview **Grade C · 54.7/100 · rank #464 of 629 · #5 in Tax calculation & compliance · not agent-ready · confidence medium** ## Assessment Public OpenAPI 3.0 specs cover calculation, transaction management, tax area lookup and tax configuration, and guides are served as Markdown. Access needs a sales contract. No price, free tier, sandbox signup, calculation rate limit, idempotency key or official SDK was found in the reviewed documentation. ## Facts | Field | Value | | --- | --- | | Vendor | Vertex, Inc. (https://www.vertexinc.com) | | Kind | HTTP API | | Category | Tax calculation & compliance (https://www.anchorterminal.com/categories/tax) | | Transport | HTTP | | Endpoint | `https://calcconnect.vertexsmb.com/vertex-ws/v2` | | Auth | OAuth · Access is granted through a sales contract. OAuth 2.0 client credentials follow. A Cloud Partition System Administrator creates an API credential under Account Settings, Security & Credentials, choosing the API and the partition it maps to. The client id and secret are exchanged at https://auth.vertexcloud.com/oauth/token with audience `verx://migration-api` for a bearer token that lasts 3,599 seconds. The secret is shown once and a credential can't be edited. Token requests are limited to 10 per 8 hours, and a caching endpoint at tokenguard.vertexcloud.com returns unexpired tokens. On-Premise and On-Demand deployments use a service account with the API User role and their own token URL. | | Pricing | Paid (Paid) · No public prices. www.vertexinc.com/pricing returns 404 and the O Series product page asks visitors to book a demo. No free tier, trial or self-serve sandbox was found, and the security guide says to work with the Vertex sales team to establish an account. O Series Online Commerce documents a sandbox host that uses the same contracted credentials (checked 2026-10-08). | | x402 | No · No x402, MPP or L402 in the developer docs or the OpenAPI specs (checked 2026-10-08). | | Licence | Proprietary service under a customer agreement with Vertex, Inc. that isn't published | | Docs | https://developer.vertexinc.com/oseries/docs/quick-start | | llms.txt | not found | | Last release | 2026-09-25 | | Graded surface | O Series Cloud REST v2 APIs. No official MCP server or SDK was found | | APIs | Calculation and Tax GIS (version 2.9.0, 14 operations), Tax Configuration (v2.1.0, 29 operations), User Management and Role Management, all OpenAPI 3.0 | | Calculation endpoints | POST /v2/supplies (seller), /v2/procurement (buyer) and /v2/owner, plus five tax area lookups by address, coordinates, tax area id, external jurisdiction code or batch | | Transaction management | DELETE /v2/transactions/{id}, POST /v2/transactions/{id}/reversal and /rollback, GET /v2/transaction-exists/{transactionid}. On Cloud, within 90 days of calculation | | Hosts | Cloud calculation at calcconnect.vertexsmb.com (AWS) or calcconnect.azure-na.vertexcloud.com (Azure), configuration at calcconnect.vertexsmb.com/tax-config-api, On-Demand at .ondemand.vertexinc.com, On-Premise on the customer's server | | Credentials | OAuth 2.0 client credentials, one API and one partition per Cloud credential, tokens last 3,599 seconds | | Rate limits | 10 access token requests per 8 hours on the standard token endpoint. Certificate Centre API 1,000 requests a minute. No calculation limit found | | Errors | 400, 401, 403 and 500 with an `errors` array of `code`, `message` and `target`. Configuration adds 404 and 503 | | Pagination | OData `$skip`, `$top` (default 20, maximum 500) and `$filter` on configuration lists | | Exemption certificates | Certificate Centre API, version 1.0.3 in September 2026, 20 operations for customers, certificates and contacts at ccservices.vertexsmb.com | | E-invoicing | Separate e-Invoicing API with dated release notes, the latest on 16 September 2026 | | Azure limits | GET /v2/changed-taxareas and /v2/changed-taxareas/{taxareaid} aren't available on the Azure calculation host | | Certifications | SOC 1 Type II and SOC 2 Type II reports for 2025 by Forvis Mazars, listed in the trust centre | | Status | status.vertexinc.com on Statuspage, 26 components including O Series Cloud and O Series On-Demand | | Sub-processors | AWS, Microsoft, Oracle, ecosio and Global VAT Compliance, with locations, updated 8 April 2026 | | Capabilities | tax.calculate, tax.transactions, tax.exemptions, tax.invoicing | | Tags | hosted, enterprise, oauth, openapi, sales-led, status-page, soc2, on-premise, vat, sales-tax | | JSON | https://www.anchorterminal.com/api/v1/tools/vertex-tax.json | ## Score breakdown (methodology v0.4, October 2026 research run) Assessed 2026-10-08 from public evidence against the published checklist (https://www.anchorterminal.com/benchmark/#checklist). Confidence: medium. Performance and Task success pending (no score, not in the total); the total is Σ(score × weight) ÷ 80 over the 7 assessed categories. "This run" is each category's share of the 100 points. | Category | Weight | This run | Score (0–100) | Points | | --- | --- | --- | --- | --- | | Reliability | 16% | 20 | 65 | 13.0 | | Performance | 10% | pending | pending | n/a | | Schema & documentation | 13% | 16.2 | 74 | 12.0 | | Agent ergonomics | 13% | 16.2 | 51 | 8.3 | | Security & auth | 14% | 17.5 | 57 | 10.0 | | Payments & pricing | 10% | 12.5 | 0 | 0.0 | | Task success | 10% | pending | pending | n/a | | Maintenance & community | 7% | 8.8 | 62 | 5.4 | | Transparency & trust (editorial 52, provenance 84) | 7% | 8.8 | 68 | 6.0 | | Negative events | up to −15 | up to −15 | none recorded | 0 | | **Total** | | | | **54.7 → C** | ### Why each score - Reliability 65: Read with the hosted rubric. The graded surface is the O Series Cloud REST v2 API. Statuspage at status.vertexinc.com with 26 components, O Series Cloud among them (20). The incident feed shows 13 incidents from 10 July to 8 October 2026 and none names O Series Cloud. Certificate Centre had a critical disruption of 1.1 hours on 14 July, and three incidents marked major on VAT Compliance, the portal and Express Returns each lasted 1.1 hours or less (20). The token endpoint is limited to 10 requests per 8 hours and the Certificate Centre API to 1,000 requests a minute. No limit for the calculation API was found (7 of 15). Certificate Centre documents 429 and the O Series guide says to retry a 500 later. No Retry-After, backoff guidance or idempotency key was found (3 of 15). The trust centre lists a Vertex Service Level Exhibit behind an access request, which we couldn't read (5 of 10). REST v2 is generally available (10). - Performance: Pending. Latency is measured per call by our probes, which haven't run yet, so this run doesn't score it. Its weight is shared across the assessed categories until the first probe window closes. - Schema & documentation 74: OpenAPI 3.0 specs for four O Series APIs download without a login from the API reference. Calculation and Tax GIS is 2.9.0 with 14 operations and 168 schemas, Tax Configuration v2.1.0 with 29 operations (25). developer.vertexinc.com/llms.txt returns 404 and the llms.txt on www.vertexinc.com is a list of marketing pages, but each guide is served as Markdown at its URL plus .md (5 of 10). The sale operation explains Quotation, Invoice and Distribute Tax and which are stored, and the calculation spec carries 872 descriptions. None says when not to call an operation (14 of 20). 36 enums and string length limits, though `transactionType` is the only required field among 54 on a sale request (10 of 15). Guides carry sample requests and responses. The calculation spec has 2 examples, and errors are four generic statuses with no catalogue of error codes (8 of 15). The path carries v2 and specs carry versions. Release notes are grouped by service release (SR19 to SR24) without dates (12 of 15). - Agent ergonomics 51: Calculation responses can't be trimmed by field. Three indicator flags switch optional blocks on, and configuration lists default to 20 items (12 of 25). Configuration lists take OData `$skip`, `$top` (maximum 500) and `$filter`, and Certificate Centre documents filtering and sorting. Calculation calls return one transaction (16 of 20). Errors carry `code`, `message` and `target`, but the guide lists only 400, 401, 403 and 500 with general advice (10 of 20). No idempotency key. An agent can check whether a transaction exists, then delete, reverse or roll it back, and the docs warn of duplicate transactions outside a 90-day window on Cloud (6 of 20). One required field on a calculation request. No official SDK was found, and the guides show cURL and C# samples (7 of 15). - Security & auth 57: OAuth 2.0 client credentials. A Cloud credential maps to one API and one partition, the secret is shown once, and access tokens last 3,599 seconds. Token requests with credentials in the URL are rejected. The configuration spec names view and edit scopes, but the Cloud token returns scope `profile`, which the docs call informational, so we scored between plain revocable keys and scoped ones (22 of 30). On-Premise and On-Demand let an admin build a role with a subset of the API User role and set credential expiry in days. No read-only Cloud credential or confirmation for deletes was found (10 of 20). Responses are structured tax results and configuration records (10 of 15). No audit log of API calls was found. A request can ask for support-level log entries in its own response (2 of 15). The trust centre lists 2025 SOC 1 Type II and SOC 2 Type II reports from Forvis Mazars, annual third-party penetration testing and an ISO certificate for e-Invoicing. security.txt returns 404, and no bug bounty or disclosure policy was found (13 of 20). - Payments & pricing 0: Read with the hosted rubric. No x402, MPP or L402 in the developer docs or the specs (0). No public price. www.vertexinc.com/pricing returns 404 and the product page asks visitors to book a demo (0). No free tier or trial was found (0). The security guide says to work with the Vertex sales team to establish an account, and an administrator then creates the API credential in the web interface (0). - Task success: Pending. Task success needs the category task suites run through each tool, which haven't run yet, so this run doesn't score it. Its weight is shared across the assessed categories until then. A data provider's data-quality score is published on its listing now and becomes half of this category when it's scored. - Maintenance & community 62: The O Series release notes page, which now covers SR24 and calculation spec 2.9.0, was last modified on 25 September 2026. Certificate Centre lists a September 2026 release, version 1.0.3 (30). The e-Invoicing API has dated release notes for 22 July, 21 and 28 August, and 1, 4, 10 and 16 September 2026 (20). Closed service with public release notes and support through Vertex Community, which needs a login we don't have (9 of 15). No official SDK or MCP server was found. The only public repository under github.com/vertexinc is a Magento connector last pushed in April 2021 (0). Specs are synced to the docs site from a source repository per the page metadata, with no public CI to read (3 of 10). - Transparency & trust 68: Closed service. The only public terms are the website terms of use, which name Vertex, Inc. and Pennsylvania law. The customer agreement isn't published (10 of 30). The privacy notice, last updated 19 August 2026, says personal data is disposed of when no longer necessary and gives no periods. The trust centre says Vertex signs a DPA and deletes customer data on request, with the DPA itself behind an access request (14 of 30). A dated notice ended support for most REST v1 endpoints on 30 April 2026 with a migration guide. No general deprecation policy was found (10 of 20). Five sub-processors with locations and purpose (AWS, Microsoft, Oracle, ecosio, Global VAT Compliance), last updated 8 April 2026 (18 of 20). Fix list for a coding agent, everything this grade says the listing lacks, the biggest gain first (17 items): https://www.anchorterminal.com/fixes/vertex-tax.md (JSON https://www.anchorterminal.com/fixes/vertex-tax.json) ### What we couldn't check - unchecked: the Vertex Service Level Exhibit, Security Exhibit and Data Processing Agreement, which the trust centre lists behind an access request - unchecked: Vertex Community support and product documentation, which need a customer login - Whether the calculation API has a request rate limit or answers 429. None was found in the O Series guides or spec - Whether resending an INVOICE with the same documentNumber or transactionId replaces or duplicates the stored transaction - Whether the Online Commerce sandbox host can be used without a contract - Whether vertexsmb.com and vertexcloud.com are registered to Vertex, Inc. The vendor's docs name them as its API hosts - The dates of O Series service releases SR19 to SR24. The release notes carry none, only the page's modification date ### Sources - developer hub and API list: (seen 2026-10-08) - O Series quick start, base URLs: (seen 2026-10-08) - Cloud authentication guide: (seen 2026-10-08) - On-Premise and On-Demand authentication guide: (seen 2026-10-08) - token caching and token rate limit: (seen 2026-10-08) - troubleshooting and error format: (seen 2026-10-08) - O Series release notes: (seen 2026-10-08) - REST v1 end of support notice: (seen 2026-10-08) - security considerations, account through sales: (seen 2026-10-08) - Calculation and Tax GIS OpenAPI spec: (seen 2026-10-08) - Tax Configuration OpenAPI spec: (seen 2026-10-08) - Certificate Centre release notes: (seen 2026-10-08) - Certificate Centre error handling and rate limit: (seen 2026-10-08) - e-Invoicing release note, 16 September 2026: (seen 2026-10-08) - status incidents: (seen 2026-10-08) - status components: (seen 2026-10-08) - trust centre, reports and sub-processors: (seen 2026-10-08) - website terms of use: (seen 2026-10-08) - privacy notice: (seen 2026-10-08) - O Series product page: (seen 2026-10-08) - security.txt (404): (seen 2026-10-08) - official MCP registry search: (seen 2026-10-08) - RDAP for vertexinc.com: (seen 2026-10-08) ## Who's behind it (provenance 84/100, checked 2026-10-08) | Check | Finding | Points | | --- | --- | --- | | Legal entity named | Vertex, Inc. | 20/20 | | Domain age | vertexinc.com, registered 1998-09-01 (28 years) | 15/15 | | Endpoint on the vendor's domain | calcconnect.vertexsmb.com | 15/15 | | Terms of service | read, states 3 of the 7 things a reader expects | 6.6/10 | | Privacy policy | read, states 5 of the 8 things a reader expects | 7.8/10 | | Status page | status.vertexinc.com | 10/10 | | Changelog | published | 10/10 | | security.txt | not found | 0/10 | The website terms of use and the privacy notice name Vertex, Inc., 2301 Renaissance Blvd., King of Prussia, PA 19406, and the terms choose Pennsylvania law. The privacy notice was last updated on 19 August 2026. Cloud API calls go to calcconnect.vertexsmb.com and auth.vertexcloud.com, which the vendor's developer docs name as its hosts. We didn't check the registration of those two domains. On-Demand deployments answer on .ondemand.vertexinc.com. www.vertexinc.com/.well-known/security.txt and /security.txt return 404. The terms URL is the website terms of use. The customer agreement, DPA, Security Exhibit and Service Level Exhibit are listed in the trust centre behind an access request. RDAP for vertexinc.com gives a registration date of 1998-09-01. ### Terms and privacy, as read A reading by a fixed set of rules, each answered with the vendor's own sentence. Not legal advice. **Terms of service** (https://www.vertexinc.com/terms-of-use), read 2026-10-08, gives no date, states 3 of the 7 things a reader expects. - Not found in the text. Gives the date it was last updated. - Names the governing law or courts. The law of the Commonwealth of Pennsylvania. - States a limit on its liability. Rules out indirect and consequential losses, with no cap named in this sentence. - Not found in the text. Says how the agreement or account can be ended. - Says how changes to the terms are announced. Changes are posted, with no other notice named. - Not found in the text. Lists what users may not do. - Not found in the text. Refers to a service level or uptime commitment. **Privacy policy** (https://www.vertexinc.com/vertex-privacy-policy), read 2026-10-08, gives no date, states 5 of the 8 things a reader expects. - Not found in the text. Gives the date it was last updated. - Not found in the text. Says how long data is kept. - Says whether personal data is sold or shared for advertising. Says it does not sell personal data. - Not found in the text. Gives a privacy contact. ## Live (updated 2026-10-08 18:22 UTC) - Right now: up, HTTP 401, 329 ms, checked 2026-10-08 18:20 UTC (get on `https://calcconnect.vertexsmb.com/vertex-ws/v2`, asks for auth) - Uptime 24h 100.0% (33 probes) · 30 days 100.0% (33 probes) · p50 339 ms · p95 435 ms - Vendor status page: none, All Systems Operational - security.txt: none - Watching changelog - Always current: https://www.anchorterminal.com/api/v1/live/vertex-tax.json ## Probe metrics Not measured yet. Our benchmark probes haven't run, so there's no availability, latency or error rate from a run and Performance is pending. Live uptime, where we poll the endpoint, is under Live and doesn't change the score. ## Strengths - OpenAPI 3.0 specs download without a login. Calculation and Tax GIS is version 2.9.0 with 14 operations, Tax Configuration v2.1.0 with 29 - Every guide page is served as Markdown when .md is added to its URL - Each Cloud API credential maps to one API and one partition, and token requests carrying credentials in the URL are rejected - status.vertexinc.com lists 26 components, and no incident from 10 July to 8 October 2026 names O Series Cloud - The trust centre lists SOC 1 Type II and SOC 2 Type II reports for 2025 and five sub-processors with locations ## Weaknesses - No public price, free tier or self-serve signup. The security guide sends new users to the Vertex sales team for an account - No rate limit for the calculation API and no idempotency key were found in the reviewed documentation - The standard token endpoint allows 10 access token requests per 8 hours for each client - No official SDK, MCP server or llms.txt on the developer site was found - The customer agreement, DPA and Service Level Exhibit sit behind an access request in the trust centre ## Before you call it (notes for agents) 1. Cache the access token for its 3,599-second life. The standard token endpoint allows 10 requests per 8 hours, and tokenguard.vertexcloud.com returns a cached token 2. Send no `Authorization: Bearer` header to /oauth/token, and put the client id and secret in the body or a Basic header. Credentials in the URL are rejected 3. Set `saleMessageType` to QUOTATION for an estimate. INVOICE is stored for reporting and remittance 4. Call GET /v2/transaction-exists/{transactionid} before retrying a failed INVOICE. No idempotency key is documented 5. Delete, reverse or roll back a Cloud transaction within 90 days of calculation. Later requests can cause calculation errors or duplicates ## Connect First request: ```bash curl --location 'https://auth.vertexcloud.com/oauth/token' \ --header 'Content-Type: application/x-www-form-urlencoded' \ --data-urlencode 'client_id=' \ --data-urlencode 'client_secret=' \ --data-urlencode 'audience=verx://migration-api' \ --data-urlencode 'grant_type=client_credentials' ``` Through letme (picks today, calling later): https://letme.dev/vertex-tax. letme answers with the pick and how to call it direct; calling through letme (one key, the vendor's own price) comes later. How it works: https://www.anchorterminal.com/letme/index.md ## Similar tools Ranked by shared capabilities, then score. Same-category tools with no shared capability key are listed last. | Tool | Grade | Score | Rank | Shared capabilities | x402 | Markdown | | --- | --- | --- | --- | --- | --- | --- | | Avalara AvaTax | B | 68.8 | 162 | tax.calculate, tax.transactions, tax.exemptions, tax.invoicing | no | https://www.anchorterminal.com/tools/avalara.md | | Anrok | C | 61.6 | 321 | tax.calculate, tax.transactions, tax.exemptions | no | https://www.anchorterminal.com/tools/anrok.md | | Quaderno | C | 59.5 | 377 | tax.calculate, tax.transactions, tax.invoicing | no | https://www.anchorterminal.com/tools/quaderno.md | | TaxJar | C | 57.6 | 417 | tax.calculate, tax.transactions, tax.exemptions | no | https://www.anchorterminal.com/tools/taxjar.md | ## Panel reviews (0) Reviewed by the Anchor panel (https://www.anchorterminal.com/reviewers/index.md): . Desk reviews, written from public documentation, pricing, terms, source and status history on 1 October 2026. No calls made. For a desk review, the outcome says whether the reviewer's questions could be answered from public material: success, partial or failure. How reviews work: https://www.anchorterminal.com/reviews/how-it-works.md ## Notable - The developer hub lists nine API products, among them O Series, e-Invoicing, VAT Compliance, Certificate Centre, Payroll Tax and e-Commerce and Marketplaces (source: ) - POST /v2/supplies calculates from the seller's side. `saleMessageType` QUOTATION is an estimate and isn't stored, INVOICE is stored for reporting and remittance (source: ) - Support for most REST v1 endpoints ended on 30 April 2026, with a v1 to v2 code changes guide (source: ) - The standard token endpoint allows 10 access token requests per 8 hours for each client and audience (source: ) - On Cloud, delete, reversal and rollback requests must be made within 90 days of the calculation (source: ) - Vertex says it maintains tax rules and rates for 19,000 jurisdictions (source: ) - The trust centre lists 2025 SOC 1 Type II and SOC 2 Type II reports and five sub-processors, last updated 8 April 2026 (source: ) ## Compare - [Anrok vs Vertex O Series](https://www.anchorterminal.com/compare/anrok-vs-vertex-tax.md): C 61.6 vs C 54.7 - [Avalara AvaTax vs Vertex O Series](https://www.anchorterminal.com/compare/avalara-vs-vertex-tax.md): B 68.8 vs C 54.7 - [Quaderno vs Vertex O Series](https://www.anchorterminal.com/compare/quaderno-vs-vertex-tax.md): C 59.5 vs C 54.7 - [TaxJar vs Vertex O Series](https://www.anchorterminal.com/compare/taxjar-vs-vertex-tax.md): C 57.6 vs C 54.7 ## Verify this listing For the vendor. The badge or a plain link to this page verifies the listing, from a page on vertexinc.com or one of its subdomains. It shows the listing is the vendor's and that the vendor knows it's here, and it never changes a grade, rank or review. The vendor sends the page's address to `POST https://www.anchorterminal.com/api/v1/verify` as `{"slug": "vertex-tax", "url": "…"}`, or calls the `verify_listing` tool at https://www.anchorterminal.com/mcp. We fetch the page once, then again every week; two failed checks in a row and the verification lapses, and a later pass restores it. What we check: https://www.anchorterminal.com/builders/index.md#verify HTML badge: ```html Vertex O Series on Anchor Terminal ``` Markdown badge, for a README: ```markdown [![Vertex O Series on Anchor Terminal](https://www.anchorterminal.com/badges/vertex-tax.svg)](https://www.anchorterminal.com/tools/vertex-tax) ``` Plain link: ```html Vertex O Series on Anchor Terminal ``` ## Share this listing For the vendor. Sharing assets for social media, two PNGs of 1200 × 630 that say Vertex O Series is listed on Anchor Terminal, with the vendor's logo and this page's address and no grade or score. - Dark: https://www.anchorterminal.com/assets/share/vertex-tax-dark.png - Light: https://www.anchorterminal.com/assets/share/vertex-tax-light.png