Now Live: 1 way gmail integration

Posted by & filed under Product Updates.

This week we’re excited to announce our latest feature: 1 way Gmail integration!  This part of a multi phase CRM release, so stay tuned for even more updates in the upcoming months 🙂  Under your Jetpack account, you will now be able to: ​​​​​​Send all messages through your Gmail or google apps account while still in Jetpack… Read more »

New Feature: Turn any email into a job

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I wanted to send over a quick note to let you know about the latest feature inside of Jetpack Workflow … Turn any email into a job! Now you can forward (or simply email) anything into Jetpack. When you send something to newjob@m.jetpackworkflow.com, it will Turn the email subject line into a job name Pull… Read more »

Jetpack Workflow vs Karbon Comparison

Posted by & filed under Misc, Uncategorized.

In this article, we’re going to review the difference between Jetpack Workflow vs Karbon.   Both tools are built for accounting firms, and while there are similarities between the tool, there are also important differences between the two products. Note: It’s important to state that a single tool will not be the right tool for… Read more »

What is Karbon software task management? A Review

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What to learn what is Karbon HQ and review of Karbon Task management? This article will go into what is Aero Workflow, and some of the core features, pricing, and overview of Aero Workflow What is Karbon Software ? Overview and Review Karbon Task & workflow management is a workflow management application, focused on accounting professionals…. Read more »

What is Aero Workflow? Our Review

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In this post, we’ll walk through a high level review of Aero Workflow (https://www.aeroworkflow.com), which covers the core features, pricing, and information on the application. Aero workflow is a workflow management application for accounting firms, originally launched via it’s integration with MethodCRM, but then released as a standalone platform shortly thereafter. When evaluating any workflow… Read more »

Release August 30th (Billing Model, QBO updates)

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Welcome to the latest release notes! In Jetpack Workflow, you can now: Single client mapping for our QBO integration  Sign up / sign in via Intuit  (Non QBO) You can now adjust the billing model to Staff Hourly, Service Hourly, Fixed, or Comp fees.  Update Billing Model: Under the Jobs Foundation page, you can now… Read more »

2017 Tax Return Deadline & Due Dates (Updated)

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2017 Tax Return Due Dates

 When reviewing the 2016 tax dates (due in 2017), it’s important to keep in mind some critical changes to the 2017 tax due dates. Please review the information below, however, it’s always recommend to check the IRS website for the most up to date information on tax due dates. Updates: Tuesday, January 31: Up until… Read more »

Pricing Update Email

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Jetpack Workflow: Pricing Update Email Announcement I wanted to send over a note to let you know that we’re raising prices in the beginning of September. Your first question might be “How can I potentially access the early pricing?” What you can do to reserve early pricing today (ie: not pay more) The price increase will only impact firms that… Read more »