Customer Testimonials

Here’s what our clients have said about our team and our product
"TaxExact has gotten my final reviews down to an average of 15-30 minutes max, allowing me to focus on key indicators inside the return. I now spend more time providing proactive financial advice to my clients and expanding those relationships. Not only has my firm never had a tax notice, but I’ve been able to grow my firm over 7X in bottom-line revenue and profitable advisory services since I created and implemented TaxExact in our practice."
Pat Roberts
CPA & Firm Owner
"I love the simplicity of it and seeing all the return details in one window — it's taught me more about the tax return itself. It's one thing to just fill out a return in the software and then it calculates everything for you, and you're not actually checking each line. But with TaxExact, you know if something's off. You have to look into it. You have to know why it's off. You have to be up-to-date on the calculations and just know what to expect — it's really helped me stay current. If you’re just entering numbers into a software and letting it calculate everything, I think you do tend to get a little bit lazy. You just expect that it's going to do it right and that’s not always the case."
Lisa Sill
CPA
"I've done my share of tax work over the last 10 years or so, but never really considered myself a tax accountant. I helped out during tax season and did what I could, but really wasn't a tax expert. After this tax season, I actually am comfortable and really feel like I can take on a number of tax issues. I really feel I have a better understanding of taxes, and a lot of it has to do with TaxExact. I finally know how the return form and the calculations work."
Lori Jansen
CPA