Could CashFlowTool Expand Your Advisory Services?

Posted by & filed under Growing Your Firm Podcast, Product Updates, Workflow Excellence.

Justin Pulgrano, from Finagraph, came on this week to talk about how he successfully expanded advisory services for his clients using a new tool called CashFlowTool. It helps you help clients with cashflow issues to improve and grow your advisory services. But we didn’t just talk about software in our interview. We also talked about… Read more »

Feature Release: Template List

Posted by & filed under Product Updates.

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

Posted by & filed under Product Updates.

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 »

How to Manage Workflow And Ditch Working Until 7PM

Posted by & filed under Accountant, Bookkeeper, Growing Your Firm Podcast, Growing Your Firm Questions, Product Updates, Workflow Excellence.

manage workflow

Maura Wiser, Founder at Bluewater Bookkeeping Services, was living and working out of her inbox before she discovered how to manage workflow correctly. She started using a special tool that helped her do it. You’ll hear all about that tool today… In this episode of the Growing Your Firm Podcast, David Cristello and Maura Wiser… Read more »

New Release: New and Improved Tasks View

Posted by & filed under Product Updates.

The Jetpack Workflow team is excited to announce our latest product release focused on improvements to our Tasks functionality. Tasks are the most widely used feature of the entire Jetpack Workflow application. In this release, we’ve focused on usability improvements suggested by our users that will improve our Tasks feature and provide a foundation for… Read more »

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

Posted by & filed under Product Updates.

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’s workflow software. 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… Read more »

May 2017 Product Updates

Posted by & filed under Product Updates.

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 »