Audience
Accounting and bookkeeping professionals seeking a solution to manage their operations
About Jetpack Workflow
Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. We help you prioritize your to-do’s simply and easily so you’re never left wondering what to work on next. Always know what your team needs to work on next and keep a pulse on how much progress your firm has made in a given time period so you can plan better. Easily keep track of what your team is working on. Complimentary support and training is included for every subscription and is led by a team of real, rapid- response workflow specialists. Get support by phone, email or right in the app, with response times under 30 minutes! Receive exceptional support and training at no extra cost.
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Visibility & Control
Enjoy peace of mind knowing where every job stands, who’s working on what, and what’s being said to clients. No blind spots, and nothing falls through the cracks.
Automation & Efficiency
Get more out of every team member by automating tasks, standardizing common processes, scheduling data collection and scaling onboarding.
Collaboration & Connectivity
Unite the firm with one place to collaborate on email, clients, jobs and tasks. Get more work done together, whether people are remote or in the office.
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Pricing
Starting Price:
$36.00 USD/month/user
Pricing Details:
We price on a per-user basis at monthly and 1-year subscription levels. Prices start at $36/month per user for an annual subscription.
Our month-to-month subscription costs $45/month per user. With our annual subscription, save 25% off each user compared to the month-to-month.
Our month-to-month subscription costs $45/month per user. With our annual subscription, save 25% off each user compared to the month-to-month.
Free Trial:
Free Trial available.
Integrations
Company Information
Jetpack Workflow
Founded: 2014
United States
www.jetpackworkflow.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
Jetpack Workflow Frequently Asked Questions
Jetpack Workflow Product Features
Accounting Practice Management
Approval Workflow
Client Management
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Billing & Invoicing
Client Portal
Professional Services Automation
CRM
Collaboration Tools
Project Management
Time & Expense Tracking
Billing & Invoicing
Client Portal
Document Management
Portfolio Management
Proposal Generation
Quote Management
Resource Management
