Meet Monica Hodgson Daniels. She is the owner of Garnett and Gold Financial Corporation. They are an accounting firm built to help business owners achieve their dreams.
The Challenge: Glitchy workflow providers
Monica’s previous workflow provider wasn’t getting the job done. It seemed like they always had system updates and glitches, which made completing tasks a pain.
Overall, it wasn’t working well for what she needed.
The Solution: Switching to Jetpack Workflow
“Setting up Jetpack Workflow was pretty amazing! It was seamless!”
Monica loved how easy it was to set up Jetpack Workflow. All she had to do was use her QuickBooks data file and import her information over to Jetpack.
The best part of getting started? She didn’t have to do any data entry!
Monica says the biggest ROI of using Jetpack Workflow is not missing a deadline. It tracks all of your jobs and sends updates of when they are due. This ensures she meets deadlines for all of her clients.
Results to Date
Monica is still using Jetpack Workflow for document management. She enjoys the ease of scanning, uploading, and storing.
Her team also heavily relies on the activity notes for collaboration purposes, as well as the job tracking system.
“I love the fact that it has a job tracking system. I never miss a deadline for my clients.”
Jetpack Workflow makes document management, team collaboration, and never missing a deadline easy for firm owners!