See why over 6,000 accountants and bookkeepers use Jetpack Workflow.
Begin your journey today! To begin, watch our overview video to see how Jetpack Workflow will help you stay focused on the tasks ahead, ensuring no deadlines fall through the cracks so you can scale your firm with ease.
Ready to take a deep dive? Check out this in depth demonstration.
Learn the ins and outs of Jetpack to get you off and running quickly! If you'd like to jump ahead or watch a module within this video, please see the timestamp references below:
0:01 Introduction to Jetpack Workflow
1:56 Key Terms and Dashboard
6:27 Templates Overview
12:20 Jobs Tab Overview
20:54 Clients Tab Overview
24:49 Job Profile Tour
34:59 Calendar Overview
36:58 Reporting
40:38 Team Member Roles & Permissions
42:55 Integrations Overview
44:55 Support Overview
Receive exceptional support at no extra cost.
Complimentary support and training is included for every subscription and is led by a team of real, rapid- response workflow specialists. After watching this video, we are hear to answer any additional questions you may have.
