Jetpack Workflow

Client and Workflow Management for Accounting Firms

Description

Client & Time Sync || Jetpack Workflow 2.0 is the #1 Recurring Client Application for Accountants + Never lose sight of client work + Manage your client work in one place + Over 2,000,000 Jobs & Tasks Processed + Over $112M of Client Work Tracked

Never Let Client Work Fall through the Cracks

in the jobs tab, you can create any status report you need to see work. You can also setup and complete work from this single screen as well.

Automatically Track Firm & Team Capacity to Increase Productivity and Profitability

In the dashboard, you can view firm and team capacity (team capacity not shown in image). You can automatically track turn around time, budget vs actual time, profitability, and more.

Standardize and Automate Your Client Work So Nothing is Missed

Using the quick add, template creation (or our workflow library) to quickly create recurring work and duplicate it out to clients. Firms getting setup with Jetpack will typically save 4 hours/staff per month in the first month, and Jetpack comes with complimentary setup and team training services

Workflow Template Library INCLUDED on All Free Trials

Access Dozens of Workflow and Email Templates, for Free. Drop them into your account, and begin automating your recurring client work

Never Let Client Work Fall through the Cracks
Automatically Track Firm & Team Capacity to Increase Productivity and Profitability
Standardize and Automate Your Client Work So Nothing is Missed
Workflow Template Library INCLUDED on All Free Trials

Flexible Pricing (Monthly or Yearly) | 14 Day Free Trial | 30 Day Guarantee


PLAN PRICE USERS DETAILS
Yearly Plan 25/month (pre-paid on yearly plan) 1 Full access to all features, workflow & email templates included, along with phone and chat support, and implementation training. 60 Day Guarantee + 14 Day Free trial
Month to Month 30 1 Full access to all features, workflow & email templates included, along with phone and chat support, and implementation training. 60 Day Guarantee + 14 Day Free trial

All accounts come with full live chat, email, and phone support. Support@jetpackworkflow.com

Contacts

(888) 445-3735
Online support:
https://jetpackworkflow.uservoice.com/knowledgebase


FAQ

Is there a free trial?
Yes, there is a complimentary free trial, access to all features, for 14 days. You can start your trial here https://jetpackworkflow.com/freetrial
Is there a price guarantee?
Yes, within 30 days of implementing Jetpack, if you do not see an improvement in your firm, we'll refund 100% of payments
Can I schedule a demo first?
Yes, you can view our calendar here: http://www.meetme.so/jetpackworkflow
Can I see some other reviews of the application?
Yes, you can view them here https://jetpackworkflow.com/reviews