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Jetpack Workflow

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4.2 out of 5 stars
13 reviews
  • 1 profiles
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Average star rating
4.2
Serving customers since
2015
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Jetpack Workflow

13 reviews

With any Job, you can set up a custom recurrence and duplicate it across your clients.

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Jetpack Workflow Reviews

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Verified User in Accounting
UA
Verified User in Accounting
10/26/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Helps us keep our heads on straight!

|Jetpack Workflow
Using JetPack helps us keep track of all the big and small things so nothing falls through the cracks. The dashboard view showing overdue tasks, due today, this week and next week is very helpful. It's been especially helpful as we have added our first employee (aside from my husband and myself) in her keeping track of what needs to be done - we flipped jobs over to her and she knew what was needed. The ability to have templates and duplicate jobs from one client to another is also very helpful as many of our processes are the same, no matter who we are dealing with.
Verified User in Accounting
AA
Verified User in Accounting
09/30/2021
Validated Reviewer
Review source: G2 invite
Incentivized Review

Consistent Service Delivery

|Jetpack Workflow
Jetpack Workflow has a template for just about every accountant task you could think of. Task templates range from bookkeeping, payroll, and numerous tax preparation needs.
DL
David L.
Director at Levi Consulting
08/30/2021
Validated Reviewer
Review source: G2 invite
Incentivized Review

Suitable and Advanced Software for Successful and Reliable Accounting Processes

|Jetpack Workflow
Jetpack Workflow records the daily operations or transactions in a cash book or the general ledger, ensuring that only the transparent deals are conducted. More so, Jetpack Workflow helps in cost analysis and budgeting, suitable for efficient planning and business operations.

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HQ Location:
Pittsburgh, US

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@JetpackWorkflow

What is Jetpack Workflow?

Jetpack Workflow is a cloud-based workflow management software specifically designed for accounting professionals and firms. It helps users efficiently manage their client work, streamline their processes, and optimize their productivity. Jetpack Workflow offers features such as automated client reminders, customizable job templates, and client data organization, all aimed at reducing manual tasks and improving accuracy and service delivery. The platform is especially popular for its user-friendly interface and robust reporting capabilities, enabling firms to keep a close tab on deadlines and client work status.

Details

Year Founded
2015