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Jetpack Workflow

Name: Jetpack Workflow
Rating: 4.5 (2 reviews)

By Jetpack Workflow

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Highlights : About Jetpack Workflow

Document Management

Project Management

Time Tracking

Staff Management

Client Management

Approval Workflow

Due date tracking

For CPA Firms

About Jetpack Workflow

Jetpack Workflow is a cloud-based practice, client, and workflow management solution for accountants, which includes tools for job management, document storage, time tracking, and more. With Jetpack Workflow, users can import their client lists from CSV files, setup jobs with custom recurrences, and tag both jobs and clients to enable advanced searching and filtering. Jobs can be duplicated across multiple clients, removing the need for users to manually re-create the same jobs. All clients, projects, and tasks can be searched, and multiple filtering options allow users to drill-down by client, staff, labels, due dates, and more. Users can also track which jobs staff are working on, assess their workloads, and reassign tasks as necessary. Jetpack Workflow automatically sends users email digests in the morning and evening, with details of which tasks are due or overdue that day, and what work has been completed. Time can be tracked within each job, with users able to log time manually, or utilize the built-in timer. Profitability reports give insight into the time to complete work compared to internal budgets. Multiple documents can also be uploaded and attached to tasks, so all paperwork can be accessed centrally.

Specifications

Business Size

Mid-Market

Deployments

Cloud

Language Support

English

Platforms

Product Details

Benefits

Jobs can be created and duplicated, and users can set custom recurrences, add custom labels to jobs for searching and filtering, and track job details, statuses, and more.

Staff tracking tools give users insight into who is working on what, and which tasks are due today, this week, or overdue, with automated morning and evening email task digests.

Multiple documents, and multiple versions of the same document, can be uploaded to Jetpack Workflow, and documents can be attached to templates to add to all client jobs.

Time can be tracked from within each task or job, with users able to enter time manually or run the built-in time in the background.

Multiple staff members can be managed, with control over user permissions and staff billable amounts.

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