Testimonials

Tim Tufford, Assante Capital Management, Hamilton ON

"Thanks so much for the great service you folks offer in tracking the ACB of income trusts! I wouldn't know what to do without you!!!"

Tim Tufford, Assante Capital Management Ltd., Hamilton ON

ACB Tracking has made tax time so much easier

"ACB Tracking has made tax time so much easier. It is easy to use, eliminates calculation errors and is a huge time-saver. We pride ourselves in providing full service to our clients, including accurate tax calculations for income trusts. Our clients and their tax preparers truly appreciate the quick and accurate information we provide with the help we receive from ACB Tracking."

David Simpson, BMO Nesbitt Burns, Hamilton, Ontario.

Very useful

"It's very useful, it saves us a lot of time. The cost of the tax returns for some people with a lot of trusts can get pretty high, so as this cuts our time down, it cuts their bills down."

Susan Mehinagic, Managing Partner, Grant Thornton LLP, Victoria B.C.

Money well spent

"Money well spent! Takes the guess work out of ACB's."

Sandra Bryant, Dart Bryant Chartered Accountants, Calgary, Alberta

Saved a lot of time this tax season

"We saved a lot of time this tax season by using ACB Tracking. Especially useful with phantom distributions and monthly dividend re-investment plans. Was able to supply ACBs to clients and their accountants much more quickly and with much less frustration".

Amy Poon, CIBC Wood Gundy Inc., Richmond, B.C.

Fast - easy to use and accurate

"Fast - easy to use and accurate!"

Carol Calzavara, CA, Toronto, Ontario

ACB Tracking is an extremely valuable tool

"ACB Tracking is an extremely valuable tool which provides confidence in the gain or loss to be reported and saves a lot of time at a very busy time of the year. It simply helps to relieve stress related to calculating the gain or loss".

Gary Zachary, CGA, Sidney, B.C.

ACB Tracking provides clear, complete information

"I am an investor and do not sell my services. I use ACB Tracking to produce the ACB of my asset disposals for my accountant to incorporate in my yearly filing. ACB Tracking provides clear, complete information; it is user-friendly and cost effective".

Denis Laplante, Private Investor, Morin Heights, QC

Very easy to learn the program

"Very easy to learn the program. Clients were very pleased when we were able to provide them the tax information they needed for income trust reporting."

Anne Nemecek, CIBC Wood Gundy Inc., Winnipeg, Manitoba

Reliable and created efficiencies required during tax time

"ACB Tracking was reliable and created efficiencies required during tax time when dealing with the increasingly complex transactions in today's investment industry."

Pat Kenny, Parker-Simone, Chartered Accountants, Mississauga, Ontario

ACB Tracking saved my sanity

"ACB Tracking saved my sanity along with my time (I'm a sole practitioner with no staff). I encountered a client with numerous trades in 24 different trust units. It would have taken me hours to sort through all their paperwork to calculate the ACBs. The site was very easy to use and I was finished in no time at all. Your pricing is very reasonable. Thank you very much!"

Jennifer Cheveldave, CGA, Castlegar, B.C.

One of the best resources available

" This is one of the best resources available for time saving and accurate tax preparation.'' 

Saundra Barecca, Accountant, Padgett Business Services

Provides the Client/Accountant with a comprehensive report

"This service takes hours out of a difficult task and provides the Client/Accountant with a comprehensive report on each security. We use this for all trust unit sell transactions."

Robert McLennan, CIBC Wood Gundy, Penticton, B.C.

Reports are clear and accurate

"I use ACB Tracking to provide my clients and their accountants with a detailed accounting for their income trust transactions. The reports are clear and accurate, and eliminate fuss and worry about the calculation".

Ann Richards, CIBC Wood Gundy Inc, Toronto ON

Prompt, courteous and knowledgeable

" I found the telephone assistance I received to be prompt, courteous and knowledgeable."

Cathy Tune, Chartered Accountant, Scarborough ON

A necessity for accountants and advisors

" ACB Tracking was a necessity for accountants and advisors that want accuracy in their tax returns".

Jacques LeBel, CIBC Wood Gundy, Sherbrooke QC

An excellent resource

" I have found ACB Tracking to be an excellent resource, which has allowed me to increase the value of service I offer my clients. Tracking the ACBs of income trusts can be a time consuming and confusing process, but I have saved time and increased the reliability of my calculations using ACB Tracking".

David Knight, CIBC Wood Gundy, Toronto ON

Makes preparing tax returns much quicker

"Makes preparing tax returns much quicker and is easily used with confidence in the correct capital gain/loss deductions for my clients".

Michelle Griffioen, Accuratax, Mission B.C.

Accurate and a real timesaver

"I have found this system to be accurate and a real timesaver. It is easy to use, but should I come across a question, I call the contact phone number and get an answer asap, which I love".

Courtenay Skeat, CIBC Wood Gundy, Toronto ON

Tax time was the most dreaded time of year

"ACB Tracking saved my sanity! Tax time was the most dreaded time of year, surpassing "year end" and RRSP season".

Tracy Humber, CIBC Wood Gundy, St. John's Nfld

Saves me many hours

"Saves me many hours of manual research and mechanical calculating. (I fight with my calculator)".

James R. Harrison, Private Investor, Chatham ON

Complete gain/loss statements at year end

"ACB Tracking provide our team with the ability to give complete gain/loss statements at year end...."

Bruce Hopkins, CIBC Wood Gundy, Kingston ON

Takes the hassle out of complicated government tax requirements

"Takes the hassle out of complicated government tax requirements when buying and selling trust units".

Richard Alger, Private Investor, Calgary AB

I can now calculate an ACB in minutes

"Before ACB Tracking, I spent countless hours manually calculating the adjusted cost base of income trusts for my clients. With the ACB Tracking service, I can now calculate an ACB in minutes and provide my clients with a detailed report. The website is easy to use and the information is accurate. I love it!"

Investment Advisor, Victoria, B.C.

A "dream come true" at tax season

"I would like to say that this has been a "dream come true" at tax season. Our team was able to handle incoming calls from both clients and accountants and respond, if not while on the phone, within a day turn around!! This is a valuable service, and in my opinion, it put us ahead of the rest!! Thank you!!"

Investment Advisor Assistant, Winnipeg, Manitoba.

Keep up the good work

"Keep up the good work!"

Investment Advisor, Hamilton, Ontario

Less margin for error and less input of data required

"Using this program has certainly made the calculations easier and more suitable to send to clients than what we were previously doing on Excel spreadsheets. Also less margin for error and less input of data required."

Investment Advisor Assistant, Kingston, Ontario

Great product

"Great product. Should be marketed to accountants as much as possible."

Investment Advisor, Trail, B.C.

It's incredible

"It's incredible how much easier your service makes reporting for trust units. Thank you!"

Investment Advisor, Saskatoon, Saskatchewan

Fills a large need for accountants

"We were very pleased with your service as it fills a large need for accountants especially".

Chartered Accountant, Victoria, B.C.

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