Jetpack Workflow
Review of Jetpack Workflow Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Jetpack Workflow
Jetpack Workflow Screenshots
Jetpack Workflow Features
Jetpack Workflow Integrations
Customer Reviews
See why people love Jetpack Workflow
Douglas M.
Verified UserThis package is extremely easy to use, which means that I do a better job of keeping it up-to-date.
It quickly shows me which projects are due today, this week, and this month. I use it to track all my tax clients from gathering information to billing. It is very easy to set up the one-off jobs so that they don't get lost in the shuffle.
- 1
- I like that jobs can be quickly created within the platform
- It makes it easier to set up those "one-off" jobs like tax notices or whatever
- 2
- I also like that you can set up a job from your email by forwarding the email to JetPack
- 3
- The developers listen to the users and make appropriate changes to the platform
- I have made a couple of suggestions, and both were incorporated into the program
- This is my fault
- I don't always get my billing out timely, and I use JetPack to help remind me which jobs need to be billed by using a label
- As a result, all of those jobs will show up under my "overdue" list
- This can make it a bit cumbersome to find the real work that is overdue
Christine R.
Verified UserAccounting · 2-10 employees
Great Practice Management Software
Jetpack Workflow is a tremendous piece of software! They have been very responsive with any and all our questions. We were able to quickly set the software up and train our staff. It is easy to use and the company has continued to follow up with us regularly to make sure we are happy with the product and to see if we have any questions. Their pricing is upfront and very affordable. No surprises! They also send us regular tips and tricks to get the most out of our software. It has been a great experience. Nice to see a company that does what it says and keeps its promises!!!
- Jetpack allows us to keep on top of all our deadlines
- The software is easy to use, easy to set up and customer service is top of the line
I would like the ability to access Jetpack through an app on my cellphone, but that is a minor inconvenience
Switched From
We made the mistake of purchasing PracticeCS and AccountingCS - Payroll by Thomson Reuters in December 2018. The software delivered was light years away from the product demonstrated and cost me over $6,000 in client penalties because the company lied about the functionality of the software. The software was extremely manual, difficult to use, required multiple partner companies to assist with functionality. Customer service wait times were often in excess of 1 hour and then all you would get is a person that was reading directly from the TR website.
Why they chose it
"It boiled down to functionality. Each product offered really solid Practice Management functionality, but we felt Jetpack offered a wider range of functionality than the other programs."
Melissa B.
Verified UserAccounting · 2-10 employees
Better Options Out There
Verified reviewer
- price point is good, use of templates made set up helpful
- needs a lot of setup and customer services was lacking
Verified Professional
Accounting · 1001-5000 employees
Jetpack Makes our Accounting Department's life easier
Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.
- I was on the team that selected and implemented Jetpack
- We have many clients that funnel finances into a central repository, so Jetpack was necessary to be able to quickly "copy and paste" numerous workflows together to make a seamless process
- We use the time/tracker feature daily to integrate with our billable hours qualifications and calculations
- Some of the User Interface and interactions could be improved, but naturally comes pretty standard with back-end accounting frameworks
- The features of the product are more important that the looks, fortunately
Switched From
We needed better scalability across our client base
Why they chose it
"Jetpack's product suite and functionality for the price made this and easy value decision."
Cece S.
Verified UserLOVE this software!!
Workflow organization and accountability!
- EVERYTHING
- It is easy to use
- Flexible
- The GUI is very clean and simple
- It keeps all my tasks and jobs organized so that nothing falls through the cracks
- It provides a great way to keep track of job accountability
- Everyone in the office knows exactly what they have done, have yet to do, and can check every step off as the work travels through the office process
- I have provided the company feedback in the past and they have updated the software to reflect a lot of these concerns
- Couldn't ask for more from a software
- This is a difficult one
- I guess it would be nice to be able to modify the dashboard details to show what's important to me
- For example, it would be great to just open the program and see on the dashboard how many phone messages I have
- That's it
- and quite frankly, it's not a HUGE deal
Mike C.
Verified UserKeeps track of all of my work tasks and administrative tasks in one place. Consistently.
Verified reviewer
- This software was designed from the ground up (to the cloud) for CPAs, EAs, and other tax and accounting professionals
- But it could be easily adapted to other service businesses
- Creating templates helps me to consistently and efficiently process my clients' work
- It's saving me time and preventing errors
- I always) regret later when I procrastinate and DON"T use it to track a job
- Every time I think I don't need to record something, it causes me grief
- My life gets better the more I use Jetpack Workflow
Mohamed O.
Verified UserComputer Software · 2-10 employees
It helps a lot to manage company accounts
Verified reviewer
The ease of use and it is contains many useful tools and features regarding managing checklists and accounting duties
- Little bit costy but very useful for business
Joseph C L.
Verified UserJetpack provides an adaptable, functional work flow program.
Verified reviewer
- Ease of use / adaptability
- Quick answers for questions
- Email follow-up and tips
- Great video training
- In the search function, if your not careful you'll enter info on the wrong client
- The search box (until clicked) will show one client name and lower data entry screen will still be on the previous
Candi H.
Verified UserImproves our business efficiency
Verified reviewer
- Jetpack has changed the way we do business
- We are more efficient, never miss deadlines and look like superheroes to our clients because we are able to reach out to them and remind them of upcoming deadlines
- This has allowed our business to grow and at the same time be more productive
- Love it
We would love to be able to see Archived jobs attached to client files, but I'm sure that is coming in the future
Daniel L.
Verified UserAccounting · 11-50 employees
Customer Service is outstanding
Verified reviewer
- The Software is easy to use, and it has a very simplistic overall view of the overall look of an organization on the home screen
- Customer Support is second to none, they are very responsive, knowledgeable of the software and want to be apart of your team
- Wish there were some more flexibility within the task dependencies
- Instead of just a due date, it would be nice if you could build job dependencies off of other jobs being completed
Popular Jetpack Workflow Alternatives
Jetpack Workflow
See what companies are saying about Software Advice
This is very useful service. The company presents itself in a very professional manner.
Subscription Successful!
You've been added to our newsletter.
Write a Review
Share your experience to help others make better decisions.