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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$69.99 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

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
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Product Features

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

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