New Cloud Workflow Solution Aims to Help Small to Medium Size Firms Grow with Ease
Jetpack Workflow launches a new workflow solution to help firms regain transparency over their client and team work.
PITTSBURGH, PA: Recently, Jetpack Workflow LLC, launched their cloud based client management system, focused on small to medium sized accounting firms and accounting professionals. Founded by David Cristello, Jetpack Workflow aims to the a simple solution for tracking client work, so that owners can focus on growing their firm.
“Jetpack Workflow was really born from having interactions with thousands of Accounting Professionals, and seeing what the major problems were. CRM tools are built for sales people, and project management tools are built for product companies. We wanted to finally build something for Accounting firms that would have recurring client management. At the core of everything is tracking client work so that nothing falls through the cracks”, said Founder David Cristello.
And as we enter 2015, Firms are looking for new ways to increase productivity during busy season this and next year.
As Jetpack Workflow continues to grow, they plan to add major integrations with Quickbooks, Xero, Bill.com, Google Apps, and Outlook, along working hand in hand with their current firms on how they can continue to evolve the product to serve their needs.
“At the end of the day, the firms that work with us want something simple, quick to setup, easy to use, and fast at finding bottlenecks and urgent issues. Our goal at Jetpack Workflow is to make tracking client work completely transparent and simple to do, so firm owners and team members can focus on client engagements” added David Cristello.
The company, which was launched earlier this year, has already logged over 85,000 jobs and tasks, and is working with hundreds of Accounting Professionals from the United States, Canada, UK, India, and Europe.