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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory Yes 
Microsoft Azure Yes 

Integrations

Active Directory No 
Microsoft Azure No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20 per user per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

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 No 
Contractor Management No 
Employee Lifecycle Management No 
Labor Projection No 
Performance Appraisal No 
Recruiting Management No 
Scheduling No 
Skills Tracking No 
Time & Attendance Yes 
Variable Workforce No 

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing No 
Client Management Yes 
Client Portal No 
Document Management No 
Due Date Tracking Yes 
For CPA Firms Yes 
Project Management Yes 
Staff Management No 
Time Tracking No 

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Tax Practice Management

Approval Process Control No 
Billing & Invoicing No 
Client Management Yes 
Client Portal No 
Document Management No 
Due Date Tracking Yes 
Scenario Planning No 
Tax Filing No 
Tax Forms No 
Workflow Management Yes 

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