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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Savance EIOBoard simplifies the process of monitoring employee presence, whether they are in the office, telecommuting, offsite, on vacation, or absent for the day. It allows users to track various details, including personalized statuses, comments, expected return times, and contact information, all color-coded for quick reference. The platform enables the assignment of users to specific groups and locations, facilitating effortless filtering and searching. Additionally, it permits users to indicate and showcase estimated return times for various statuses, including lunch breaks and vacations. To ensure that vital information reaches all employees, the system can send company announcements and alerts through various channels. Furthermore, integration with Savance Emergency Mustering provides a swift way to account for all staff during emergencies or evacuations. User management is made straightforward through Active Directory integration, including Microsoft Azure, ensuring that adding and managing users is a seamless experience. Overall, Savance EIOBoard enhances workplace communication and safety, making it an invaluable tool for any organization.

Description

We have struggled as tax accountants with the lack of software tools that allow us to do our jobs efficiently. It seemed that we had to choose between a complete CRM system to manage every aspect of our tax practice or a spreadsheet. The former is too much, while the latter is not enough. Multiple entities can be created for each client, with multiple returns per entity. All client information from one year to the next can be kept in one place. You can quickly find all client returns statuses in one place. Import your client's data from any software that can export to a.csv and then add the associated entities. You can create custom checklist templates to help you organize the various types of returns that your firm will file. Start tracking and adding tax returns for clients and their entities.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Microsoft Azure

Integrations

Active Directory
Microsoft Azure

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$20 per user per month
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

Savance

Founded

1998

Country

United States

Website

www.savanceworkplace.com/electronic-in-out-board/

Vendor Details

Company Name

TaxFlow

Country

United States

Website

www.taxflowsolutions.com

Product Features

Workforce Management

Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

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

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