Jetpack Workflow
Manage recurring client work with ease.
Overview
Jetpack Workflow is a cloud-based application designed to help accounting firms manage their recurring tasks, deadlines, and team assignments. It focuses on providing clarity and control over the firm's work by using templates, a shared dashboard, and progress tracking. The goal is to ensure no deadlines are missed and nothing falls through the cracks.
✨ Key Features
- Workflow & Task Management
- Recurring Jobs & Projects
- Template Library
- Team Collaboration & Management
- Progress Tracking & Reporting
- Email Summaries
🎯 Key Differentiators
- Simplicity and focus purely on workflow management.
- Extensive library of pre-made templates for accounting tasks.
- Easy to set up and implement.
Unique Value: Provides a simple, focused solution for standardizing and tracking all recurring client work, ensuring nothing falls through the cracks.
🎯 Use Cases (4)
✅ Best For
- CPA firms
- Bookkeeping firms
- Accounting firms of all sizes
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Firms needing an all-in-one solution with a client portal and billing
- Solo practitioners who can manage with a simple to-do list
🏆 Alternatives
Easier to adopt and more focused on accounting-specific workflows than general project management tools, but lacks the broad feature set of all-in-one practice management platforms.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: N/A
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