Explore the workflow success stories.
“It’s been amazing, I love Jetpack Workflow! We left a clunky system and now that we’re setup, I no longer miss deadlines.”
and Gold Financial Corporation
Firms are happy to never look back at the old and outdated ways they handled client work.
Before Jetpack Workflow
- Drowning in spreadsheets and post-it notes.
- Client work is constantly falling through the cracks.
- Hours spent on manual process and tedious admin work.
- Trouble tracking progress across clients and your team.
After Jetpack Workflow
- Every project and task is now organized in one central hub.
- Never be late or miss important client deadlines again.
- Automate recurring tasks and free up time for new client work.
- Monitor progress and know exactly what’s upcoming, when, and for who.
But wait, there’s more!
“Jetpack Workflow allows us to keep on top of all our deadlines. The software is easy to use, easy to set up, and customer service is top of the line!”Christine R., Firm Owner
“I switched to Jetpack Workflow during the tax season after finding my old solution very clunky and difficult to track my work."Greg S., Firm Owner
“The software keeps our team on track and its easy to see what’s due, what we should be expecting, and chase clients down if necessary.”Abigail C., Staff Accountant