Feature Release: The All-New My Work Tab

Posted by & filed under Product Updates.

Release Date: 2/17/2020 For those lucky enough to have stumbled on the newest “My Work” feature in the Jobs tab, hats off to you. For those who haven’t seen it yet, consider this your clarion call to go check it out! Before My Work The My Work tab was the culmination of user experience and… Read more »

5 Tips Accounting Firms Can Use to Get More Referrals

Posted by & filed under Accountant, Marketing for Accountants, Referrals.

Referrals are the best way to access the best clients. That’s a bold statement, but there are numbers to back it up. Consumers trust word-of-mouth marketing the most. While 84% of respondents to a Nielsen poll said they trusted recommendations from people they know, only 48% of respondents said they trusted ads on social networks…. Read more »

Feature Release: Template List

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Release Date: 9/9/2019 It’s another release day here at Jetpack Workflow! Today we’re excited to share the small but mighty update to the Template List. Given that “Where are my templates?” was the #1 question answered by the Support team and one of the most visited help sections within the Knowledge Base, we got the… Read more »

Feature Update: Template Profile Revamp

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New Template Profile update image

Release Date: 8/7/2019 We’re SO excited to share this update with you all. The Jetpack workflow templates have long been a backbone for our customers, helping streamline processes across clients and making lives easier one job at a time. However, we haven’t been able to really give it the TLC it deserved…until now.  Previously, a… Read more »