Overview
Jetpack works to help firms of all sizes standardize, track and automate their processes so that each team member has a greater ability to complete more work in less time. Every workflow is unique, which is why our software comes fully customized to the needs of your company – down to the letter. Jetpack Workflow helps you become more efficient with tracking, notification management and automation. Build trust through transparency and scale your firm by focusing on the work that matters.
Screenshot
Features
- Approval Workflow
- Client Management
- Document Management
- Due Date Tracking
- For CPA Firms
- Project Management
- Staff Management
- Time Tracking
- Workflow Management
- Access Controls/Permissions
- Activity Tracking
- Alerts/Notifications
- Data Import/Export
- Document Management
- Search/Filter
- Status Tracking
- Task Management
- Workflow Management
Specifications
- Deployment: Cloud Based, Web Based, SaaS Based
Training
- Live Online
- Webinars
- Documentation
Jetpack Workflow Users
Available Support
- Phone
Language Support
- English
Company Details
Company Name: Jetpack Workflow
Headquarter: United States
Full Address:
Reviews
Overall: It quickly shows me which projects are due today, this week, and this month. I use it to track all my tax clients from gathering information to billing. It is very easy to set up the one-off jobs so that they don’t get lost in the shuffle.
Pros: 1. I like that jobs can be quickly created within the platform. It makes it easier to set up those “one-off” jobs like tax notices or whatever. 2. I also like that you can set up a job from your email by forwarding the email to JetPack. 3. The developers listen to the users and make appropriate changes to the platform. I have made a couple of suggestions, and both were incorporated into the program.
Cons: This is my fault. I don’t always get my billing out timely, and I use JetPack to help remind me which jobs need to be billed by using a label. As a result, all of those jobs will show up under my “overdue” list. This can make it a bit cumbersome to find the real work that is overdue.
Overall: Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.
Pros: I was on the team that selected and implemented Jetpack. We have many clients that funnel finances into a central repository, so Jetpack was necessary to be able to quickly “copy and paste” numerous workflows together to make a seamless process. We use the time/tracker feature daily to integrate with our billable hours qualifications and calculations.
Cons: Some of the User Interface and interactions could be improved, but naturally comes pretty standard with back-end accounting frameworks. The features of the product are more important that the looks, fortunately.
What do you like best?
I like the templates and ability to customize each step for every project. The interface is user friendly, clean, and sharp.
What do you dislike?
I don’t like how the client name is “sticky” each time you go to search, I wish it would clear when I opened that page up again.
What do you like best?
Ease of use and features; built in templates; price is reasonable
What do you dislike?
I would like the product to have the option of listing client names by first or last name. I also wish it came with a CRM feature
Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.
Pros
I was on the team that selected and implemented Jetpack. We have many clients that funnel finances into a central repository, so Jetpack was necessary to be able to quickly “copy and paste” numerous workflows together to make a seamless process. We use the time/tracker feature daily to integrate with our billable hours qualifications and calculations.
Cons
Some of the User Interface and interactions could be improved, but naturally comes pretty standard with back-end accounting frameworks. The features of the product are more important that the looks, fortunately.
