Explore the workflow success stories.
Reduce workload stress.
Linda discovered a better work/life balance by utilizing Jetpack Workflow. The tool reduced her stress of managing everything and makes it easy for her team to pick up client work.
Improving firm efficiencies.
Heath manages reports to keep tabs on their firms rapid growth. By using Jetpack Workflow, he easily spots where the firm is spending too much time and losing money.
Better firm profitability.
“Most firms are not aware of the amount of work that their team members have on any given day. Jetpack Workflow has solved that problem for us.”
Get ready to grow.
“I really love the templates that Jetpack has. We were able to custom design the templates to meet our own needs and for each department here. That’s offered us a lot of flexibility and helps us keep track of everything. Nothing gets missed, and all the notes are there.”
Minimize tax season woes.
“Jetpack kept my stress levels down during the busy tax season so that I knew everything was where I needed it to be and that the workflow was moving along without having to manually watch over it.”
Remove task backlog bloat.
"My team and I were really struggling with tasks getting backlogged or dropping the ball on things. We were using other programs that were not geared towards accounting, so we decided to look for a workflow tool and found Jetpack Workflow."
“It’s been amazing, I love Jetpack Workflow! We left a clunky system and now that we’re setup, I no longer miss deadlines.”
Monica Hodgson-Daniels, Owner of Garnett 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Firms are happy to never look back at the old and outdated ways they handled client work.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
