Opzer

Includes reviews collected via Zapier partner program. Shown with their source; only reviews checked by PartnerHire carry the verified mark.

• Apr 2026

  Expert Guidance That Made All the Difference Isaac was incredibly helpful in walking me through get our zap up and running! We were spinning our wheels for weeks but he was able to step in and guide us to a solution! So grateful for your assistance! You will be our first call on future projects!

  Leigha Greene · Candella Accounting ServicesCollected via Zapier partner program

• Sep 2025

  5-Star Experience with Opzer’s Automation Team I'd give the Opzer team 5 stars so far. Communication has been excellent, and the expectations set at the start have proven realistic and aligned with what I hoped for. They're helping us automate our client onboarding process. We're halfway through the project and ironing our automation edge cases, but I can see the progress being made and feel confident it's moving in the right direction. Overall, I'm impressed with what's been accomplished already and excited to see the final result!

  Chelsea Powers · CORE Group USCollected via Zapier partner program

• Aug 2025

  AMAZING work from the Opzer team Before working with Juani and the Opzer team, we were spending 3–4 hours a day on just one billing process. It was tedious and honestly exhausting. When we tested our first automation, we only needed to make a few small tweaks—account names, class and location names—and once that was done, it worked perfectly. Our senior bookkeeper even said she wanted to cry a little bit. 'IT WORKS AND IT'S AMAZING!!!!!' were her exact words. I’m extremely pleased with the work Juani and the team.

  Cindy Robinson · CNR ConsultingCollected via Zapier partner program

• Jul 2024

  10/10 Recommend 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 TaxCollected via Zapier partner program

• Jan 2024

  Exceeded Expecations! I saw a post on LinkedIn about the automations they offer, and I reached out to Isaac for help. He was prompt, courteous, and did an amazing job, exceeding my expectations. These automations have saved us time and eliminated the headache of repetitive tasks. I highly recommend exploring automation options for your firm.

  Donna Bordeaux, CPA · Calculated MovesCollected via Zapier partner program

• Jan 2024

  Our decision to outsource was really easy... We moved from Salesforce to Wealthbox, looking to save costs as an 8-personal financial planning firm. 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. Isaac has taken my feedback and incorporated it. It's been a very collaborative process. I'm very grateful to not have to do it all!

  Nicole Renaux · Pioneer WealthCollected via Zapier partner program

• Jan 2024

  They're the guys for the job! Isaac and the team at Opzer have helped me visualize the workflow ideas and in head and bring them into life. 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, CPA · ASO FinancialCollected via Zapier partner program

• Dec 2023

  Fantastic Experience Robert provided us with amazing services. He took the time to understand our needs, fully set it up for us, walk through the steps, and troubleshoot issues. Most importantly, he helped our team learn to set up automations for oursleves so we are self-sufficient. I cannot recommend him enough and look forward to working with him again.

  Conor Sullivan · The Endurance GroupCollected via Zapier partner program