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Envestnet | Tamarac Testimonials

  • "We’re always looking for ways to communicate to clients all that we’re doing for them. At the firm level, Tamarac’s technology enables us to document our activity in a way that’s time efficient and displays a log of what we’ve done."

    Andrew MillerDirector of Analytics at Krilogy Financial

  • "The technology partner we chose was truly that, a partner. Tamarac helped us tremendously throughout the integration process and has continuously enabled us to meet the changing technology needs of our firm to deliver an evolving and better client experience."

    Jake FiloonPresident and Chief Operating Officer
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    4.7 / 5.0
    Customer References22 total
    About

    Bookkeep is the best-in-class provider of summarized financial automation and deposit reconciliation for ecommerce, retail, restaurant, and cannabis businesses. Bookkeep automates the time-consuming, complex process of posting daily financials from multiple sales channels to accounting systems like QuickBooks, Xero, Sage Intacct, and NetSuite. The platform integrates with more than 50 sales, ecommerce and payment channels such as PayPal, Square, Shopify, Amazon Seller, Squarespace, Stripe, and many more. Bookkeep also supports complete US sales tax automation, from setting funds aside daily to filing and payment. Its automation saves accountants and bookkeepers at least 20 hours per month per client.

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    4.7 / 5.0
    Customer References12 total
    About

    Inn-Flow is a hotel-specific software that lives at the intersection of hospitality and technology. Inn-Flow’s platform manages Accounting, Labor, Payroll, Procurement, Sales, and Facilities Management through a single login. Inn-Flow’s mission is to use the latest in technology to solve challenges common to the hotel industry, improve efficiency and drive performance. They support over 15,000 users and manages portfolios that range from 1 hotel to over 100 properties. Inn-Flow supports world leading hotel brand including: Best Western, Choice, Hilton, Hyatt, IHG, Marriott, Omni Hotels & Resorts, and Radisson Hotel Group.f

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    4.7 / 5.0
    Customer References35 total
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    Massey Consulting is a reseller for accounting software products Intacct and Microsoft Dynamics GP. Their consultants boast a wealth of practical field experience gained as controllers, accountants and information system professional in a wide range of business environments. They are certified, recognized experts in each of the software solutions they offer. Their clients benefit from efficient, integrated solutions that allow them to focus more their business and less on their software. Massey Consulting currently serves over 100 clients across the United States and Canada.

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