Jetpack Workflow is a project management and workflow automation tool tailored for accounting professionals. It helps firms organize services, automate recurring tasks, and plan future work. Key features include:
- Custom Work Templates: Create reusable templates for various accounting services.
- Deadline Management: Prioritize tasks and automate cascading deadlines.
- Team Tracking: Monitor team progress and workload distribution.
- Client Management: Organize client-related tasks and communications.
- Reporting & Analytics: Gain insights into firm performance and efficiency.
Jetpack Workflow is used by firm owners, CAS teams, solo accountants, and bookkeepers to eliminate stress, regain control, and improve efficiency. It integrates with other accounting tools and offers support via chat, email, and in-app assistance.
