Firm owners and team members are always looking to create the “perfect” view of their client work, and after much feedback, we’ve deployed both Job labels and Client tags inside of Jetpack Workflow. You’ll now be able to apply a job label and filter or sort by these items. Also, you’ll be able to apply a client tag inside of Jetpack, and filter by that as well. This gives your practice the ability to create a simple CRM software, as well as track ongoing milestones or additional items within a job.

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See Jetpack Worflow In Action

Get under the hood of Jetpack Workflow’s accounting workflow and project management platform. See some of the top features and how it helps your firm standardize, automate, and track client work more efficiently.