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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
API Access
Has API
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