How to Save 10 Hours per Week With Smart Workflow Systems

Posted by & filed under Growing Your Firm Podcast, Workflow Excellence.

Having someone like Whit Groves to ensure that all tools and technology are functioning properly is priceless. Whit, a technology specialist at DWG CPA, makes sure that you’re getting an ROI on the technology you currently use. He also helps firm owners figure what’s going on in their businesses so they can formalize their processes…. Read more »

From the Founder’s Desk: A Note About Recurrence and Review

Posted by & filed under Product Updates, Team Management, Workflow Excellence.

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In response to our live webinar on Thursday, July 30, 2020 about our Recurrence feature in the app, many of our customers had questions that we wanted to spend some more time thoughtfully answering. Our CEO and Founder, David Cristello wanted to personally address the changes and your questions. Take a read below for the… Read more »

Feature Release: Introducing the Zapier Integration to Jetpack Workflow

Posted by & filed under Product Updates, Team Management, Workflow Excellence.

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While you were busy finishing up taxes for your clients and dealing with more than you thought was humanly possible this July (yes, it’s only July), we were putting some final touches on the newest Jetpack Workflow feature: Our brand new Zapier integration!  You can now easily keep client information up-to-date between Jetpack Workflow and… Read more »