Always know the status of client work.
Whether your firm experiences fast client growth, a wave of new hires, or unexpected team turnover — client work will never be missed again.
Accounting Workflow
Easily standardize or automate workflows and use custom templates to save hours on tedious client setup and processes.
Capacity Planning
Get an overview of your team’s workload capacity, better delegate work, and reassign tasks as needed.
Project Management
Setup and track projects, tasks, capacity, and more. All built specifically for accountants.
Progress Tracking
Quickly see the status of specific client work, catch potential issues in advance, and always know who’s working on what.
Jetpack Workflow Helps Your Firm Get Efficient
Onboard new clients and manage your team's workflows with ease.
Have fewer and faster meetings with your clients. And eliminate constant followups with your staff to see if they have completed their work.
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.
Track progress, capacity, catch bottlenecks before they happen, and always know the status of work.
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.
