EIOBoardSavance
|
||||||
Related Products
|
||||||
About
Savance EIOBoard provides an easy way to keep track of who’s in the office, working from home, working offsite, on vacation, or out for the day. Include and track any information, such as statuses, comments, return times, and contact information, using as many customized status options as you need, color-coded for at-a-glance visibility. Assign users to different groups and locations for easy filtering and searching. Allow users to set and display estimated return times for statuses like lunch, vacation, break, etc. Ensure staff receives critical information by sending company-wide announcements and alerts through multiple channels. Integrate with Savance Emergency Mustering for a quick and easy way to account for all staff in the event of an emergency or evacuation. Easily add and manage users by leveraging Active Directory, including Microsoft Azure. Allow users to set and display estimated return times for statuses like lunch, vacation, break, etc.
|
About
As tax accountants we've struggled with the lack of useful software tools for us to do our jobs successfully. For tax season it always seemed like we had to choose between a full CRM system to control every aspect of our practice, or a spreadsheet. The former being too much and the latter not quite enough. Create multiple entities per client and multiple returns per entity. Keep all of your client’s information from year to year in one place. Easily find the statuses of all of a client’s returns in one glance. You can import your client’s from any software that exports to a .csv, then add their associated entities. Create custom checklist templates for the different types of returns your firm will file. Start adding and tracking tax returns for your clients and their various entities.
|
|||||
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
|
|||||
Audience
Electronic in/out board solution for companies that allows their staff to sign in and out of the office as they come and go
|
Audience
Accountants that need a tax return tracking solution
|
|||||
Support
Phone Support
24/7 Live Support
Online
|
Support
Phone Support
24/7 Live Support
Online
|
|||||
API
Offers API
|
API
Offers API
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
No information available.
Free Version
Free Trial
|
Pricing
$20 per user per month
Free Version
Free Trial
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationSavance
Founded: 1998
United States
www.savanceworkplace.com/electronic-in-out-board/
|
Company InformationTaxFlow
United States
www.taxflowsolutions.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
Categories |
Categories |
|||||
Workforce Management Features
Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce
|
Accounting Practice Management Features
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Business Management Features
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 Features
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
|
|||||
Integrations
Active Directory
Microsoft Azure
|
||||||
|
|
|