How to Improve Workflow Management for Accounting Firms

Posted by & filed under Accountant, Workflow Excellence.

Increasing your Workflow Efficiency to Increase Capacity This chapter preview comes from the Double Your Accounting Firm book  (Amazon) Sam started his practice ten years ago. He worked “typical” 80-hour weeks to build his dream firm. He hired a dozen workers spread out between CPA practitioners and administrative staff. His firm grew and referrals came… Read more »

Product Update: 1 way outlook integration

Posted by & filed under Product Updates.

This week we’re excited to announce our latest feature: 1-way Outlook 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 Outlook account while still in Jetpack Use BCC’s or CC’s to auto… Read more »

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 Use… Read more »

Time Saving Applications During Busy Season

Posted by & filed under Uncategorized.

workflow software for accountants

It is that time of year again – busy season. Days are long and strenuous and sometimes they last into the night. Personal commitments are pushed to the sideline. Laundry piles up and you have no food in the refrigerator. Life is on hold until April – oh can’t April come soon enough. To help… Read more »