Watch How LWS Tax & Accounting Increased Capacity, Added New
Clients, and Grew Their Firm Without Missing a Single Deadline
Simple Workflow To Automate Your Firm in 4 Simple Steps
Built For Accountants and Bookkeepers
1. Import Your Client CSV
2. Add Additional Staff
3. Create a Job, Set Recurrence & Duplicate Across Clients
4. Let Jetpack Take Over
Jetpack Workflow in Action
Importing clients in just minutes. Download a CSV file of your clients, import and tag, and you’re done.
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.
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.