Overview
What is Jetpack Workflow?
Jetpack Workflow is a Cloud-based application that helps accounting professions manage, track, and automate recurring client work, from the company of the same name headquartered in Pittsburgh.
Pricing
Organize
$45
Scale
$50
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $45 per month per user
Product Details
- About
- Tech Details
What is Jetpack Workflow?
Some Jetpack Workflow features include:
- Work Templates - Organizes checklists using a template builder or any of the 50 free templates in its associated library. Templates can be applied to a client with one click.
- Critical Deadline Automation - Sets jobs to repeat automatically using a variety of custom scheduling functions.
- Centralized Visualization - Jobs can be filtered, sorted, and searched.
Jetpack Workflow Videos
Jetpack Workflow Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Unspecified |
Mobile Application | No |
Comparisons
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Reviews
Community Insights
- Business Problems Solved
- Pros
- Cons
- Recommendations
Jetpack Workflow has proven to be an invaluable tool for businesses, solving a range of key business problems and streamlining processes. Users have praised the software's user-friendly interface, which allows for easy building and management of processes. By serving as a centralized location for storing client notes and logins, Jetpack Workflow improves team collaboration and eliminates the need for analog systems. This not only enhances efficiency but also creates a more cohesive team environment by tracking progress and promoting accountability in real-time.
One of the major business problems that Jetpack Workflow solves is onboarding new employees. The software provides a clear understanding of job timing and dependencies within the organization, ensuring a smooth transition for new hires. Additionally, with its ability to set deadlines and enforce accountability, Jetpack Workflow ensures timely completion of tasks while identifying and addressing any bottlenecks. It also aids in remembering and completing recurring monthly and yearly tasks, making it particularly useful when onboarding new teams.
Jetpack Workflow addresses various accounting requirements, such as financial statements, returns filing, cost accounting, and inventory management. Users appreciate its accuracy and the requirement of supporting documents for every operation, ensuring compliance with accounting standards. Moreover, the software helps with setting up and organizing time and billable hour invoices, saving both time and money while improving customer interactions.
Another highlighted benefit is that Jetpack Workflow replaces manual client status update spreadsheets with better checklists that provide improved insight into project progress. This feature helps meet client deadlines more effectively and avoid missed projects by keeping users on top of their workflow. The ability to assign projects to employees also facilitates easy communication, reducing the chances of important projects being overlooked.
Jetpack Workflow eliminates the need for paper-based task lists and to-do lists by providing a digital solution that keeps users organized. Its user-friendliness has been particularly appreciated by small firms with non-technical users. Additionally, the responsive customer support provided by the Jetpack Workflow team contributes to a positive user experience, offering quick software setup and training, along with regular follow-ups to ensure customer satisfaction.
Overall, Jetpack Workflow aids in workflow organization, accountability, client list management, task assignment, and productivity improvement. Users have seen work move more smoothly as they leave notes and send emails directly from the job screen. Whether tracking tax clients or managing one-off jobs, the software keeps teams on task, facilitates delegation, and effectively tracks work within the office environment. Users gain confidence in meeting client expectations and maintaining consistency in their work product, leading to increased client satisfaction.
Visual Sorting Features: Many users have found the visual sorting features of Jetpack Workflow to be extremely helpful in organizing their tasks and ensuring a smooth flow of their daily processes. They appreciate the ability to visually see what needs to be done and sort tasks accordingly, which allows for a clear overview of their tasks and effective prioritization.
Dependable and Consistent: Users consistently describe Jetpack Workflow as dependable and consistent, fulfilling its promise of internal workflow management and data housing. This reliability helps them stay organized, manage tasks efficiently, and maintain confidence in the software's performance.
Responsive Customer Support: The support staff at Jetpack Workflow is highly regarded by users for being easy to work with. They value the responsive and knowledgeable customer support team that promptly assists in resolving issues and provides guidance when needed.
Difficult task and template updates: Some users have found it challenging to update tasks and templates in Jetpack Workflow, stating that the process is not intuitive or user-friendly.
Inflexibility in task management: Several reviewers expressed frustration with the inflexibility of task management in Jetpack Workflow. They mentioned that once a task is set in motion and allocated based on due dates, it cannot be easily changed without undoing the whole process and reordering the entire task.
Lack of integration with other software: Many users reported that Jetpack Workflow does not sync well with other software such as Xero, Zapier, and email. They expressed disappointment with the limited integration options available, which hinders their workflow efficiency.
Users have made several recommendations for Jetpack Workflow based on their experience with the program. The most common recommendations include:
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Continuously Growing and Adding More Features: Users have expressed their hope that Jetpack Workflow will continue to evolve and introduce new features. This recommendation suggests that users are satisfied with the current functionality of the program but are eager to see it expand and improve over time.
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Proper Setup to Avoid Clunkiness: Users advise setting up Jetpack Workflow properly to avoid any potential issues with the program's usability. This recommendation highlights the importance of investing time and effort into implementing the software correctly, ensuring a smooth and efficient experience for users.
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Suitable for Accounting Industry Project Management: Many users recommend Jetpack Workflow for project and deadline management in the accounting industry. This suggestion implies that the program is well-suited for tracking projects and deadlines specific to this field, indicating its usefulness in managing accounting-related tasks efficiently.