Why SoftwareWorld Chooses Jetpack Workflow:

“SoftwareWorld selected Jetpack Workflow based on its user-friendly interface, robust features, and exceptional customer support. Users praised its ability to streamline workflow management, enhance productivity, and simplify task tracking. The software's seamless integration with other tools and its adaptability to various business needs were also highlighted as key factors in its positive reviews.”

Highly Recommended

Jetpack Workflow Overview

Jetpack Workflow is a cutting-edge accounting practice management software designed to help accounting firms streamline their workflows and improve client service. This platform provides comprehensive tools for task management, project tracking, and team collaboration, ensuring that deadlines are met and tasks are completed efficiently. With its user-friendly interface, accountants can easily assign tasks, monitor progress in real time, and communicate with team members seamlessly. Jetpack Workflow features customizable templates for recurring tasks, automating workflows and reducing manual entry. The software also offers robust reporting capabilities that provide insights into team performance and project status, helping managers make informed decisions. By leveraging Jetpack Workflow, accounting firms can enhance their operational efficiency, improve client satisfaction, and ultimately drive business growth. This software is essential for any accounting practice looking to optimize its management processes.

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Jetpack Workflow Screenshot & Video

Contact Details

  • Vendor Name Jetpack Workflow
  • Founded 2014
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Financial Services

Jetpack Workflow Features

  • Arrow Icon Portfolio Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Gantt/Timeline View
  • Arrow Icon Activity Tracking
  • Arrow Icon Multiple Projects
  • Arrow Icon Proposal Generation
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Task Management
  • Arrow Icon Real Time Reporting
  • Arrow Icon Project Management
  • Arrow Icon Document Management
  • Arrow Icon Forecasting
  • Arrow Icon Approval Process Control
  • Arrow Icon Performance Metrics
  • Arrow Icon Resource Management
  • Arrow Icon Project Planning
  • Arrow Icon Billable Items Tracking
  • Arrow Icon Collaboration Tools
  • Arrow Icon Task Scheduling
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Project Time Tracking
  • Arrow Icon Project Tracking
  • Arrow Icon Client Portal
  • Arrow Icon Timesheet Management
  • Arrow Icon Progress Tracking
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Calendar Management
  • Arrow Icon Accounting Integration
  • Arrow Icon Staff Management
  • Arrow Icon Client Portal
  • Arrow Icon Client Management
  • Arrow Icon Workflow Management
  • Arrow Icon Document Management
  • Arrow Icon Due Date Tracking
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Task Management
  • Arrow Icon Time Tracking
  • Arrow Icon Project Management
  • Arrow Icon For CPA Firms
  • Arrow Icon Approval Workflow
  • Arrow Icon Client Management
  • Arrow Icon Tax Forms
  • Arrow Icon Document Management
  • Arrow Icon Tax Filing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Status Tracking
  • Arrow Icon Approval Process Control
  • Arrow Icon Workflow Management
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Client Portal
  • Arrow Icon Task Management
  • Arrow Icon Communication Management
  • Arrow Icon Time Tracking
  • Arrow Icon For Tax Practices

Jetpack Workflow Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Organize

$45 Per User

Jetpack Workflow FAQs

Jetpack Workflow is a cutting-edge accounting practice management software designed to help accounting firms streamline their workflows and improve client service. This platform provides comprehensive tools for task management, project tracking, and team collaboration, ensuring that deadlines are met and tasks are completed efficiently. With its user-friendly interface, accountants can easily assign tasks, monitor progress in real time, and communicate with team members seamlessly. Jetpack Workflow features customizable templates for recurring tasks, automating workflows and reducing manual entry. The software also offers robust reporting capabilities that provide insights into team performance and project status, helping managers make informed decisions. By leveraging Jetpack Workflow, accounting firms can enhance their operational efficiency, improve client satisfaction, and ultimately drive business growth. This software is essential for any accounting practice looking to optimize its management processes.

  • No, Jetpack Workflow does not offer a free version.

  • Yes, Jetpack Workflow offers a free trial.

  • No, Credit Card details are not required for the Jetpack Workflow trial.

  • Jetpack Workflow offers the following pricing plans & packages:

    Organize

    $45 Per User

  • Jetpack Workflow supports the following payment frequencies:

    • Monthly Subscription

  • No, Jetpack Workflow does not offer an API.

  • Jetpack Workflow offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • Jetpack Workflow offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • Jetpack Workflow supports the following languages:
    • English

  • Following are the typical users of the Jetpack Workflow:
    • Self-Employed , Small-Business , Midsize-Business

  • Jetpack Workflow supports the following deployment:
    • Cloud Hosted

  • Jetpack Workflow supports the following devices and operating systems:
    • Web-Based

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