Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Get a fully integrated solution that integrates with your office and clients. Our interface includes tools to help you manage clients all year, automate your processes, and grow your business. It's easier to manage your Service Bureau team. You can have a bird's eye view of your partners, capture and manage leads, assign tasks to sub-offices during off season, and automate your entire service agency program. Our tax office portal lets you build relationships with clients all year, schedule appointments, and create workflows that streamline your projects. Your client can be easily onboarded in a secure portal that allows them to access checklists, files, and easy exchange of documents and communication. You can vertically communicate with your clients or partners via email campaigns, forms, invoices, and messages. To be more productive, efficient, and successful in your business, streamline it.
Description
Every team member will have a personalized checklist accessible on their mobile device, allowing their observations to be swiftly uploaded to a secure server where they merge into a cohesive reporting and follow-up system. Have you ever experienced a scenario where your team completes their rounds only to disperse, each member vowing to revise and submit their notes? Weeks go by, and you find yourself still waiting for crucial information. Yet, you manage to push through and complete the task. Imagine a solution that effortlessly and instantly gathers the outcomes from all team members who conducted their rounds. The Walsh Rounds Tracker organizes everyone’s findings into the essential reports you require, including audit, trending, deficiency, and performance, among others. Our collaboration with healthcare professionals over the years has led to the refinement and enhancement of the Walsh Rounds Tracker technology. We believe you will recognize the significant and transformative advantages these features offer to you, your organization, and the patients you serve, ultimately improving workflow and patient care.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$69.99 per month
$699.99 per year
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SeQwens
Founded
2019
Country
United States
Website
seqwens.com
Vendor Details
Company Name
Walsh Integrated
Founded
1992
Country
Canada
Website
walshintegrated.com/products/rounds-tracker/
Product Features
Tax Practice Management
Approval Process Control
Yes
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
Yes
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
Yes
Product Features
Inspection
Appointment Management
No
Customer Database
Yes
Dispatch Management
No
Equipment Tracking
No
Photos In Reports
Yes
Print on Site
No
Report Templates
Yes
Speech Recognition
Yes
Subcontractor Management
Yes