Project and Task Management Software for Accounting Firms
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How Jetpack Workflow manages accounting projects and tasks
Recurring client jobs that create themselves
Set a service to repeat monthly, quarterly or annually, with custom recurrence when you need it. Jetpack creates the next job automatically, so the work is already scheduled before anyone thinks about it.
A template for every service
Build your checklist once (bookkeeping, payroll, sales tax, tax returns, advisory) and apply it to any client in a click. Start from Jetpack’s template library or your own.
Deadlines you can’t miss
Every task and project carries a due date, and notifications flag what’s coming up and what’s overdue before a client has to ask.
Clear ownership from preparer to reviewer
Assign each task to the right person, and use labels such as urgent, waiting on client and in review to show exactly where work is stuck.
See all client work in one place
Filter by client, person, service, status or due date, view future work before it lands, and pull reports on what’s done and what’s late.
Update once, change every project
Edit a template or a recurring task and push the change to every client project that uses it, instead of making the same edit hundreds of times.
Capacity planning and time tracking
See each team member’s hours week by week across the year, spot who is overloaded before deadlines slip, and open any week to see the client work behind it. Track time against each client and compare budget to actuals. Capacity management and time tracking are included in the Premium plan.
Client context on every task
Jetpack includes client records, contacts and custom client fields, so the details your team needs are attached to the work. Unlimited clients and contacts on every plan.
