Simple Tax Workflow Software
Easy to Use Tax Workflow To Automate Your Firm in 4 Simple Steps
Built For Tax & Accounting Professionals
1. Import Your Client CSV
2. Add Additional Staff
3. Create a Job, Set Recurrence & Duplicate Across Clients
4. Let Jetpack Take Over
A Look at Jetpack Workflow
Uploading Your Client List in Minutes
Get started is a breeze inside of Jetpack Workflow. Simply download a CSV file of your clients, import and tag, and you’re done. We also offer complimentary services as well, in which case, just send us your client list and let us handle the setup.
Add Jobs, Setup a Custom Recurrence and Duplicate
With any job, you can set up a custom recurrence and duplicate it across your clients. Never create the same project again! And once you create project (ex: Payroll items), it will become tag in your filtering and search options.
Search Made Easy So Nothing Falls Through the Cracks
Ready to drill down and find exactly what you’re looking for? Our search options let’s you find any job, task, or client in seconds.
Filter Down to The Exact Job
Need more than a simple search? Our filtering options gives 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. With over 7 custom filtering options, you’ll have no problem tracking down and reviewing work.
Complete Transparency Across Your Team
Simple staff tracking means inside of our tax workflow software 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!
Track Everything via Automated Email Digests
Never let a job fall through the cracks ever again. With our digest, we’ll send you an AM email with what is overdue and due today, and evening digest recapping the day and what’s in store for the week.