As part of their family of solutions, Tallie is thrilled to extend Emburse’s Solution Administrator service to our customers and accounting partners.
This gives your team the ability to focus on advisory services, improve margins, and help control spend. Meanwhile, our team of experts manages the day-to-day operations and system changes in Tallie, while advising on best practices to maximize the solution’s value.
Begin by identifying your organization’s Authorized Change Request (ACR). This individual submits system change or add-on subscription service requests. As requests are received, your assigned ESA reviews them to ensure a seamless, accurate delivery.
All ESA subscribers receive:
Note: Subscribers may designate up to three ACRs from the organization or partner firm to collaborate with an Emburse Solution Administrator.
ESA subscribers enjoy exclusive access to Tallie Premium Support, which includes:
Cases that require follow-up resolution are assigned a priority of Urgent or Normal. Urgent cases receive status updates every four business hours, and are qualified as:
Whether you subscribe to ESA or ESA for Accounting Partners, your account manager provides ongoing consultation to optimize the value you receive from Tallie, including:
Our team of system experts is here to help fulfill the configuration and service changes you need. The following tables provide examples of common requests that come standard with an ESA subscription.
We offer an alternate ESA subscription for accounting firms. This covers employees of your accounting partner firm only. The extended administration offerings are designed to help you manage system changes and operations across your client base.
ESA FOR ACCOUNTING PARTNERS INCLUDES ALL OF THE PRIORITY SUPPORT, DEDICATED ACCOUNT MANAGEMENT, AND MENU OF SERVICES FOUND IN OUR STANDARD PLAN, PLUS: