Time Saving Applications During Busy Season

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workflow software for accountants

It is that time of year again – busy season. Days are long and strenuous and sometimes they last into the night. Personal commitments are pushed to the sideline. Laundry piles up and you have no food in the refrigerator. Life is on hold until April – oh can’t April come soon enough. To help… Read more »

Jetpack Workflow vs Karbon Comparison

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In this article, we’re going to review the difference between Jetpack Workflow vs Karbon.   Both tools are built for accounting firms, and while there are similarities between the tool, there are also important differences between the two products. Note: It’s important to state that a single tool will not be the right tool for… Read more »

What is Karbon software task management? A Review

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What to learn what is Karbon HQ and review of Karbon Task management? This article will go into what is Aero Workflow, and some of the core features, pricing, and overview of Aero Workflow What is Karbon Software ? Overview and Review Karbon Task & workflow management is a workflow management application, focused on accounting professionals…. Read more »

Release notes: Billing Model, Timer, Client documents, and more!

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Welcome to the latest release notes! In Jetpack Workflow, you can now: Configurable default whether timer is billable QuickBooks Online integration improvements (time import updates) Document upload associated with clients Default Time Entry … Billable vs Non Billable   Under “Settings” (scroll down to the bottom of the screen) you can now set the default… Read more »

Jetpack Workflow Case Study

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Firm: LWS Tax & Accounting Firm size: 8 People, 2,000+ clients Service Category: Tax, Payroll, Bookkeeping Pain Points: Growing firm means additional due date tracking, and was manually updating spreadsheets (time-consuming) and was prone to letting client work fall through the cracks. When we first started with Blake at LWS Tax, his system was cobbled… Read more »