CRM manager vs. OneSource Virtual

OSV uses tickets/cases for communication, which makes it easy to open and monitor the status of transactions. They are great at net pay processing and filing taxes. If things are not moving along, you can reach out to your Tax Specialist or Customer Success Manager, and they can help escalate concerns. It sounds like they are rearranging their tax filing department so they can facilitate quicker resolutions, so I hope that benefits their customers. They are also interested in reaching out and making things right for the customer. Their Knowledge Center online could use a re-vamp. The search function is not useful at all, and I have a difficult time finding forms such as ACH Reversal form, or the Stop Payment form.

Incentivized

• [OneSource Virtual] offers an array of on-demand webinars
• At the end of each quarter, [OneSource Virtual]'s tax and payroll team initiate a meeting with me to discuss the quarter's activities and hear any concerns I may have
• I meet with my [OneSource Virtual] Success Manager once a year to touch base and discuss improvements to our services

Incentivized

• We receive far too many emails from our cases. They send three just to start with.
• Better knowledge of the tax deferrals due to Covid19.
• A better reminder of when your contract will end. They spring it on you at the very last second and then you cannot look outside of OneSource Virtual because you need coverage.

Incentivized

We just renewed our contract and increased the number of hours.

Incentivized

Have had no issues with getting what we need from this service

Incentivized

Most of the time, we receive a response to a new ticket within a few hours. Occasionally, a ticket with the payroll tax team would fall through the cracks and take several days before it was acknowledged. This issue has gotten better since we had a meeting and discussed the expectations.

Incentivized

I would say the benefit we had was that we engaged OSV as our Workday implementation partner, therefore, the rest was seamless.

Incentivized

The level of support and flexibility of OneSource Virtual is far superior to my experience with ADP. They are readily available to assist with troubleshooting as well as day-to-day needs. ADP was difficult to get in touch with and had a box product that required our business to conform to instead of being able to flex to meet business needs. OneSource Virtual has a deeper platform than Paychex, however, the level of customer support is equal.

Incentivized

• Leveraging OneSource Virtual's garnishment processing services reduced overheard and allowed me to repurpose a position I had in my department just for processing garnishments.
• Not having to push tax files to the vendor is a huge time savings as well-we would spend all day producing files to push over to our previous vendor.
• Ease of processing our Canadian payroll-we are done with payroll in 1 hour.

Incentivized