Accounting Workflow Management Without the Complexity
Accounting firms need more than a generic task list. Jetpack Workflow helps solo CPAs and small firms organize recurring client work, standardize processes, track deadlines, and see what needs attention next.
Accounting Workflow
Easily standardize your workflows and use custom templates to save hours on tedious client setup and processes.
Project Management
Setup and track projects, tasks, capacity, and more. All built specifically for accountants.
Recurring Tasks
Set up automations and templates on recurring tasks so you can focus on the work that matters most to your clients. Recurring deadlines are critical for payroll and bookkeeping work. That is why our task management software for accountants helps you stay on top of every cycle.
Progress Tracking
Quickly see the progress of specific client work and what is coming up next. No more getting buried in notes or spreadsheets. Firm partners and firm owners use tools to improve visibility across the entire practice.
Common Accounting Workflows You Can Manage
Accounting firms manage recurring work across different clients, services, and deadlines. Here are some common accounting workflows that can be organized and standardized with Jetpack Workflow:
| Workflow | Examples | Typical Frequency |
|---|---|---|
| Monthly Accounting | Reconciliations, close, review, reporting | Monthly |
| Tax Preparation | Document collection, preparation, review, filing | Seasonal / Annual |
| Payroll | Processing, review, reporting, follow-up | Weekly / Biweekly |
| Client Onboarding | Document requests, setup, kickoff tasks | Per Client |
| Accounts Payable | Bills, approvals, payments | Weekly |
| Accounts Receivable | Invoicing, payment tracking, follow-up | Weekly / Monthly |
| CAS & Advisory | Reporting, analysis, client meetings | Monthly / Quarterly |
| Year-End Close | Reconciliations, adjustments, reporting | Annual |
Instead of recreating these processes for every client, accounting workflow software lets firms turn repeatable work into standardized workflows with defined tasks, responsibilities, and deadlines.
Manage Recurring Accounting Work From One Place
As client work grows, Jetpack Workflow helps accounting firms organize recurring projects, responsibilities, and deadlines in one place.
Standardize Accounting Workflows
Build repeatable processes for tax, monthly accounting, payroll, and onboarding.
Automate Recurring Client Work
Schedule recurring projects instead of rebuilding the same tasks each cycle.
See What Needs Attention
Quickly identify upcoming and overdue client work.
Get Support When Needed
Access training and support as your firm sets up and manages workflows.
Keep Deadlines Visible
See active work and upcoming responsibilities across your firm.
Accounting Workflow Software vs. Project Management Software
General project management tools can organize tasks, but accounting firms have a different operational challenge: the same client services and deadlines repeat every month, quarter, and year. Here is how general project management software compares with accounting-focused workflow software.
| Capability | General Project Management Software | Jetpack Workflow |
|---|---|---|
| Recurring accounting work | Requires configuration | Built around recurring client workflows |
| Client deadlines | General task due dates | Centralized deadline tracking |
| Accounting workflow templates | Usually not accounting-specific | Reusable accounting workflows |
| Recurring projects | Varies by platform | Scheduled recurring projects |
| Client work visibility | General project views | Accounting-focused workflow visibility |
| Setup for accounting firms | Requires customization | Designed for accounting workflows |
General project management tools can organize tasks, but accounting firms have a different operational challenge: the same client services and deadlines repeat every month, quarter, and year. Jetpack Workflow focuses on managing that recurring client work rather than trying to replace every system an accounting firm uses.
Standardize your workflows and organize your client work specific to your needs.
Save time on tedious tasks with automation so you can work less or take on more clients.
Automation frees up time for client management software for accountants, letting you focus more on advisory and less on admin.
Intuitive software that is easy to use. Say goodbye to confusing features you don't need.
Training and support as needed. Bring continued peace of mind to your work week.
While users often find Jetpack Workflow simple and approachable, we also provide same day customer support and complimentary team training, and access to our “JetpackU” certification.
If you need us to migrate extensive data over, format and scale your client workflows, or enhance your overall training, we can also do this for you via our add-on services.
Never miss deadlines again and stop letting work fall through the cracks.
We hear similar results from CAS teams and bookkeepers who rely on Jetpack as their CRM software for accountants.
