Simple Workflow To Automate Your Firm

In 3 Simple Steps

 

Import CSV

1. Import Your Client CSV

Add Staff

2. Add Additional Staff

Duplicate

3. Create a Job, Set Recurrence & Duplicate Across Clients

 
 

Try Jetpack Workflow for Free

 
 

Jetpack Workflow in Action

 

Never Miss a Deadline by Using Our Repeat Scheduler

With any Job, you can set up a custom recurrence and duplicate it across your clients. Never create the same job again! And once you create a job (ex: Payroll items), it will become a tag in your filtering and search options.

Recurrence

Using the Jobs Tab, Find the Client & Work Status in Seconds

Ready to drill down and find exactly what you’re looking for? Our search options let’s you find any project, task, or client in seconds.

Team Collaboration is Built in so You’re Always in the Loop

Need more than a simple search? Our filtering options give you the ability to drill down. Need to know what jobs are overdue for a client? Done. Need to know all the tax returns due tomorrow for a client? We’ve got you covered.

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See Exactly What Your Staff is Working On

Simple staff tracking means no more scrambling to find who is doing what, and when. Better yet, you can see what is overdue, due today, and due this week. If you need to reassign, it’s just one click away!

Automated Email Digests to Stay on Track

Never let a job or task fall through the cracks ever again. With our digest, we’ll send you an AM email with what is overdue and due today, and an evening digest recapping the day and what’s in store for the week.

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Easily Track and Manage What Your Staff Should Be Working On

Quickly see everything that’s going on across your firm. Quickly identify jobs and work that’s in danger of falling through the cracks, and get them done on time.

Concierge Client Migration Included

Worried about getting your client list in Jetpack? Not only do we integrate with Quickbooks Online and have a client list spreadsheet importer, but we’ll do you one better! Email support your client and we’ll set it up for free, even if it’s during your free trial period.

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And we’re always investing back into the product.
Here’s a list of recently updated features


Google and Outlook Calendar Integration

Jetpack’s EffectiveDueDate (TM) tracker

Attach documents to jobs and clients (no limit)

Turn any email into a Jetpack Job

Instant team collaboration sync

Updated metrics download to view budgeted vs actual (and more)

Watch How LWS Tax & Accounting Increased Capacity, Added New

Clients, and Grew Their Firm Without Missing a Single Deadline

Want To See More? Click Here to Access a Full, 15 Minute Overview of Jetpack Workflow

 
Testimonial