Never miss client deadlines
with Jetpack Workflow
Jetpack is a workflow software for accounting & bookkeeping firms. Your team knows what's due & who owns it, so nothing falls through the cracks.
Setup your project template in minutes
Custom fields and tasks make it a breeze to set up your ideal service template.
Setup your service cadence
Create your recurring schedule to automate project scheduling.
Assign to one or many clients
Easily filter clients by service, partner, pod (or anything else) and assign work in bulk.
Nothing falls through the cracks
Never miss a deadline with smart notifications.
Why Accounting Firms Choose Jetpack
“Jetpack Workflow has made managing bookkeeping & client work simple. You set up your account, jump right into it, and nothing falls through the cracks.”
Daniel Lange
Owner, Lange Bookkeeping
Jetpack saves us at least 2-3 hrs of headaches every week. Instead of hunting for what needs to be done, asking each other what happened last quarter, or relying on memory, we open Jetpack and have everything we need tracked in one place. The time savings are real.
Jetpack's biggest ROI is peace of mind. I was constantly asking, "What am I forgetting?" Notes, reminders, things living in people's heads — and the stressful part was never the big work, it was the tiny things, like paying an odd account before payroll. Now those tasks are captured and surface when we need them.
Client Context tied to every project and task
With our native CRM, your client data is available & filterable by any project or task in the system.
Update once, bulk changes to all projects & tasks
Our change management updates all projects & tasks, eliminating the thousands of manual updates.
Track employee time spent across all work & pull reports
See where the hours go across every client and project, then pull the report that proves it.
