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isolved tax and treasury positive review
May 08, 2024

isolved tax and treasury positive review

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

iSolved (modern)

Modules Used

  • Payroll

Overall Satisfaction with isolved

I handle all things related to taxes in our organization so the isolved tax features have been extremely helpful for me compared to our previous software. The quarterly/year end dashboards, reporting options, A2A transmission capability, treasury management features, etc, make my life so much easier. These also cut down on errors and discrepancies that I was previously struggling with.
  • Quarterly Return Prep and Filing
  • Tax Deposits
  • A2A Transmissions for Tax Return filing
  • Client Report and Return access
  • Certain screens have the PERIOD END DATE before the PERIOD BEGIN DATE. Example: Payroll Run Schedule. It causes confusion and frustration for every team member we have.
  • Ability to email an encrypted report to clients
  • Increased employee efficiency
  • Increased employee satisfaction with tools available to them
  • Improved treasury management abilities drastically
Overall support is very helpful, but members of our team have expressed frustration with allegedly needing to provide the same pieces of information repeatedly because the person they're working with doesn't seem to understand the issue or is missing their meaning, etc

Do you think isolved delivers good value for the price?

Yes

Are you happy with isolved's feature set?

Yes

Did isolved live up to sales and marketing promises?

Yes

Did implementation of isolved go as expected?

Yes

Would you buy isolved again?

Yes

isolved has been really helpful and a huge step up, especially during Quarter End and Year End tax return processing.

isolved Feature Ratings

7.7
Employee demographic data
8
Employment history
8
Job profiles and administration
8
Workflow for transfers, promotions, pay raises, etc.
6
Organizational charting
8
Organization and location management
8
Compliance data (COBRA, OSHA, etc.)
8
7.7
Pay calculation
9
Support for external payroll vendors
7
Off-cycle/On-Demand payment
7
Benefit plan administration
7
Direct deposit files
9
Salary revision and increment management
8
Reimbursement management
7
8.0
Approval workflow
8
Balance details
8
Annual carry-forward and encashment
8
8.0
View and generate pay and benefit information
8
Update personal information
8
View job history
8
View company policy documentation
8
Employee recognition
8
Not Rated
Tracking of all physical assets
Not Rated
8.0
Report builder
8
Pre-built reports
Not Rated
Ability to combine HR data with external data
Not Rated
Integration with other HR capabilities ()
Not Rated
Not Rated
Performance plans
Not Rated
Performance improvement plans
Not Rated
Review status tracking
Not Rated
Review reminders
Not Rated
Multiple review frequency
Not Rated
Not Rated
Create succession plans/pools
Not Rated
Candidate ranking
Not Rated
Candidate search
Not Rated
Candidate development
Not Rated
8.0
New hire portal
8
Manager tracking tools
Not Rated
Not Rated
Corporate goal setting
Not Rated
Individual goal setting
Not Rated
Line-of sight-visibility
Not Rated
Performance tracking
Not Rated
Not Rated
Job Requisition Management
Not Rated
Company Website Posting
Not Rated
Publish to Social Media
Not Rated
Job Search Site Posting
Not Rated
Duplicate Candidate Prevention
Not Rated
Applicant Tracking
Not Rated
Notifications and Alerts
Not Rated