Watch How LWS Tax & Accounting Increased Capacity, Added New

Clients, and Grew Their Firm Without Missing a Single Deadline

Try Jetpack Workflow for Free

 

Simple Workflow To Automate Your Firm in 4 Simple Steps

Built For Accountants and Bookkeepers


Import CSV

1. Import Your Client CSV

Add Staff

2. Add Additional Staff

Duplicate

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

Jetpack in Action

4. Let Jetpack Take Over

Jetpack Workflow in Action


Importing Clients

Importing clients in just minutes. Download a CSV file of your clients, import and tag, and you’re done.

Import client GOOD

 


 

Recurrence

Add Jobs, Set Recurrence and Duplicate

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.


 

Search Made Easy

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.

 


 

Filter Down to The Exact Job or Task

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.

EveningdigestJP

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Add custom labels to any job (and use them as filters when searching for client work!)

Finally work how you want to work… create a custom label, attach them to any job, and use them to track important details, stages, status, and more inside of each client job.

 


 

Profitability Reports to Make Sure Each Client Job is Making Money

Nothing is worse than working hard and not making a real profit. Our reports make sure that your internal budget stays in line with the time it took to actually complete the work.

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Quickly attach multiple versions of a document so that nothing falls through the cracks

Worried about missing files or paperwork. Add as many documents (and as many version as you like). Need to add a document for all client jobs? Attach it to a template, set a recurrence, and never lose that document again.


Track Time Inside of Each Job or Task

Worried about keeping the time? Setup time manually or click the “start timer” to have it running in the background.

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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.


Track Billing in Your Currency, While Pulling in Your Outlook and Google Events

Need to setup a different currency? Or pull in your Google Events? Or Outlook? Quickly do all  three under our settings option.

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Setting Staff Members, Track their Billable Amount, and Custom Set Permissions.

Set up your staff members, manage permission settings, add their billable amount, and more. As soon as you add your staff, they’ll receive a notification and gain instant access.

 

 

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

Testimonial