Workflow Software for CAS: How It Transforms Your Firm
Remember That Month When Everything Was Late?
You were up late. Again. Staring at a spreadsheet. Wondering if payroll had gone out. Or if someone followed up on that client deliverable. And wondering why, even though your team was working hard, things still slipped.
That was the moment you need to start looking for a better way. Not just another app, but a tool built around how accounting work actually flows. So here is… Jetpack Workflow.
Jetpack Workflow is software designed specifically for accounting, bookkeepers and CAS teams. It helps firms build structure into their recurring client work by turning processes into reusable templates, assigning tasks on schedule, and giving partners visibility without the chaos. It is how we finally standardized our delivery, removed hours of manual prep, and scaled without wearing the team thin.
Before, you tracked things in too many places: emails, spreadsheets, sticky notes. The work got done, but it was fragile. Any delay snowballed. Any absence caused a pileup. Once Jetpack was in place, everything ran smoother. Not perfect, but predictable. And in accounting, predictable is gold.
“Jetpack Workflow allows us to keep on top of all our deadlines. The software is easy to use, easy to set up, and customer service is top of the line!”
— Christine R., Firm Owner
If you’re running a Client Accounting Services (CAS) team, you’re juggling monthly bookkeeping closes, payroll cycles, sales tax filings, dashboards, and advisory deliverables. Manually tracking these recurring jobs guarantees missed steps and unpredictable workload.
1. The core CAS delivery problem (and why legacy tools fail)
- Missed client deadlines due to scattered tracking
- Recurring work chaos that’s manually rebuilt each cycle
- Zero standardization across services or staff
- No visibility into team workload or bottlenecks
- Slow onboarding due to disorganized SOPs
- Disconnected tools leading to inefficiency
2. 10 non‑negotiable features CAS firms need in workflow software
- Recurring job templates
- Automated deadlines, bulk updates and fast rescheduling
- Capacity & workload dashboards
- Automated reminders & checkpoints
- Track job status and completion timelines across all tasks and clients
- Client-centric task and note views
- Onboarding with reusable templates and saved views
- Smart filters and search
- Status/aging reports
- Light CRM features to centralize context
3. The CAS‑5 Framework: Your step-by-step implementation playbook
| Step | Action | Why it matters |
|---|---|---|
| C1 | Catalog your CAS services | So you can standardize deliverables and assign roles |
| A2 | Automate recurring jobs and deadlines | To remove manual setup and ensure repeatability |
| S3 | See team capacity and deadlines | To identify bottlenecks and balance workload |
| V4 | Validate with weekly operations reviews | To fine-tune and optimize your process over time |
| E5 | Enable fast onboarding with checklists | So new hires get productive fast with minimal error |
4. Mini‑case: From spreadsheet chaos to on‑time delivery
LWS Tax & Accountants moved from spreadsheets to Jetpack Workflow and, within 4 days, loaded 1,500+ clients and all due dates. Since adopting Jetpack, they’ve scaled to 2,000+ clients without missing a deadline, and the owner removed themself from day‑to‑day client work.
Real Results from Real Firms
“Within a week of adopting Jetpack Workflow we were able to… get rid of using spreadsheets to track client work!”
— LWS Tax & Accountants
LWS went on to manage over 2,000 clients without missing deadlines, proof that Jetpack Workflow can truly replace scattered systems with scalable structure.
5. Launch Plan
Phase 0 – Build your shortlist
- Use the 10 features list above
- Compare Jetpack Workflow, Karbon, CCH Axcess, TaxDome, Aero Workflow
Phase 1 – Run a 30-day pilot
- Pick one service line (e.g. bookkeeping)
- Set up recurring jobs, templates, and dashboards
- Track on-time %, hours/job, and task completion rate
Phase 2 – Scale across services
- Clone and adapt templates
- Conduct weekly reviews and iterate
- Document role-based onboarding checklists
Phase 3 – Add AI (if applicable)
- Use AI for email drafts, SOPs, task summaries
- Only after workflows are templated and clean
6. Next Steps
- Audit your current CAS workload
- Draft your CAS-5 rollout for one service
- Book a Jetpack Workflow demo
- Run your 30-day pilot
- Iterate and scale firm-wide
Frequently Asked Questions
1. What is Jetpack Workflow used for in a CAS firm?
Jetpack Workflow helps Client Accounting Services (CAS) teams manage recurring work by automating task scheduling, standardizing processes with templates, and giving leaders real-time visibility into workloads.
2. Can Jetpack Workflow replace spreadsheets and task apps?
Yes. It replaces manual task tracking tools like spreadsheets and sticky notes with structured templates, recurring schedules, and dashboards that prevent work from slipping through the cracks.
3. How fast can a CAS team go live with Jetpack Workflow?
Most firms can set up and launch Jetpack within days. You can begin with one service line, build templates, and gradually expand to firm-wide implementation.
4. Does Jetpack Workflow support visibility into team capacity?
Yes. Managers can view real-time dashboards showing capacity, workload, and deadline statuses across clients and services, helping them reassign tasks and avoid bottlenecks.
Ready to experience Jetpack Workflow?
Start your 14-day free trial and see how Jetpack Workflow helps CAS teams automate recurring work, meet deadlines, and scale without burning out.
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