CLIENT REVIEWS

Read what firm owners just like you have to say about working with our team.

20,000+ hours saved for over 65 clients

I've been using Opzer to automate administrative tasks this tax season - starting with onboarding new clients. 10/10 recommend and they specialize in accounting firms.

Lorilyn Wilson

Lake Oswego Tax

These automations have saved us time and eliminated the headache of repetitive tasks. I highly recommend exploring automation options for your firm.

Donna Bordeaux

Calculated Moves

Giving access to our CRM to a third-party was scary, but they shared best practices. And the content they put out online gave me the confidence to trust them. Seeing our systems talk to one another has been an aha moment for us.

Nicole Renaux

Pioneer Wealth Management

They bring their own ideas. I was able to pick a new CRM, implement it with my tech stack, craft key follow-up automated emails. Overall, I'd highly recommend them for your workflow automation needs.

Adedoyoin Agunbajo

ASO Financial

We're saving at least 18-20 hours per week. Now I can bring in more business rather than mess around with triggers and automations. They've blown us away -- way beyond our expectations.

John Mollica

My Franchise CPAs

They helped us to completely rework our processes from the ground up and have implemented a more streamlined user experience for us and our clients. I would not hesitate in recommending Opzer for your automation needs.

Dave Miller

Rosen Dental Transitions