Introducing New Timers!

Posted by & filed under Product Updates.

We’re happy to release our brand new Timers to all users of Jetpack Workflow today! Timers are an important way for you to keep track of where your team spends their time. While many of you depend on our Timers everyday, we knew there was some room for improvement. In addition to a brand new… Read more »

New Release: New Jobs List

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Today we’re excited to announce the release of an updated Jobs List inside of Jetpack Workflow! In addition to an improved design, the Jobs List contains a number of improvements and updates we think you’re going to love: Permalinks are now available so you can share specific views of information with colleagues or bookmark them… Read more »

How This CPA Owner Earned an “Extra Week of Vacation” with One Tool

Posted by & filed under Accountant, Bookkeeper, Product Updates, Team Management, Workflow Excellence.

jetpack workflow

I don’t normally do this… But, recently, I got on the phone with a new user of Jetpack Workflow. His name is Tom Kneeland, he is the Founder and President of Kneeland CPA. After speaking with him…I realized he managed to squeeze out an “extra week of vacation” using Jetpack Workflow. Let me explain. Tom’s… Read more »

May 2017 Product Updates

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Hey Folks! Each month we are going to be bringing you a round-up of all things Jetpack, so check here for updates. It was a rainy month here in Pittsburgh in May, but the sunshine of June is just around the corner. May is also the month we do our Jetpack Company Cook Out! I may… Read more »

Product Update: 1 way outlook integration

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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

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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 »

New Feature: Turn any email into a job

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I wanted to send over a quick note to let you know about the latest feature inside of Jetpack Workflow … Turn any email into a job! Now you can forward (or simply email) anything into Jetpack. When you send something to newjob@m.jetpackworkflow.com, it will Turn the email subject line into a job name Pull… Read more »

New Features: Client Messaging + Workflow Library

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We’ve released a brand new client messaging and workflow library inside of Jetpack Workflow. Now, inside of every Jetpack Workflow account, you have a full Workflow Library and ClientMessaging system. We see this being utilized in a few ways Increase referrals and reviews: When you’re done with a client engagement, send them a short email… Read more »