Set Yourself Up for Workflow Success

While our self setup is seamless, we offer additional service options to speed up the process, format and scale your workflows, and enhance your overall training. Learn more about our services below!

“The staff are beyond helpful. They make the difference. 

They get you going with zero judgment, jargon, or attitude.”

Our Cost Effective Service Packages:
All service packages are optional add-ons and are one-time payments.

Kickstarter

$299 USD

Our entry level service package to get the basics setup while ensuring you are following best practices with a dedicated customer success specialist

Dedicated customer success specialist assigned

Customized templates (up to 20 templates)

Clients with customized fields (up to 350 clients)

Customized tags for client work

Set up your team

Job creation from the customized 20 templates

Four sessions with customer success specialists

Fast Track

$749 USD

Our fast track package includes everything from Kickstarter plus more robust work assignments, client setup, and team training

Dedicated customer success specialist assigned

Customized templates (up to 25 templates with repeat schedules).

Clients with customized fields (up to 750 clients)

Customized tags for client work

Set up your team with roles & permissions

Job creation from 25 customized templates

Customized job manager assignments

Guided QBO integration setup

Five sessions with customer success specialist which includes a 60 min team training

 

Done For You

Starting at $1499 USD

Our concierge, white glove setup package to build out your account start to finish. Includes 30 day setup guarantee and assigned customer success specialist

Dedicated customer success specialist assigned

Customized templates (up to 50 templates with repeat schedules)

Clients with customized fields (unlimited number of clients)

Customized tags for client work

Set up your team with roles & permissions

Set up billable rates (external / internal)

Set up labels

Job creation from templates

Job manager assignments & task level assignments

Customized due dates/repeat schedules

Guided QBO integration setup

You receive unlimited sessions w/ assigned customer success specialist & 60 min team training

30 day set up guarantee*

*Contingent on sending us all required information in the Jetpack Workflow data collection template.

Ready to Learn More? Let's Chat About
Jetpack Workflow And Our Customized Services

Training Packages FAQ

Is there a setup timeframe guarantee?

Yes, with our Done for You option, there is a 30 day guarantee (contingent on the materials being sent to us in a timely manner!)

What about training for my team?

Each plan includes access to team training resources. Our self-guided offering provides regularly scheduled customer webinar trainings, while our paid on-boarding options provide 1:1 training tailored to your team’s specific questions.

When is the Done for You package a good option?

Our Done for You package is designed for customers who want Jetpack Workflow to provide complete end-to-end account setup.

Do I have to purchase a setup package?

No way! You’re always able to use our industry-leading support and knowledge base to setup an account on your own

Let's Get Started 🚀

Ready to find out if workflow software is the right fit for your firm? Select the potential number of users at your company below to get started with your 14-day free trial.

No credit card required to get started.

“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”

Monica Hodgson-Daniels, CPA
Owner and CEO of Garnett and Gold Financial Corporation