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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
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    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 References71 total
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    Reckon - Online & desktop accounting software for business of all sizes, accountants, bookkeepers & professionals. Along with their loyal network of 6,000+ partners and their active customer base, Reckon's singular mission is to keep moving forward and challenging our space with continuous innovation to create a brave new accounting economy.

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    4.7 / 5.0
    Customer References42 total
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    Shireburn’s core business is the development and support of software applications for business. Established in 1983 and with its operational base in Malta, Shireburn currently consists of a team of 60+ professionals with a skill mix able to address a wide range of client needs. At Shireburn they go to extraordinary lengths in supporting their clients and are rewarded by an unusually high level of client loyalty and retention. The value added by Shireburn in a client relationship is its ability to look at a business process and to identify how technology can be applied to improve the process and maximise the value from technology solutions.

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