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Über Jetpack Workflow

Jetpack Workflow hilft Buchhaltungsprofis bei der Automatisierung und Nachverfolgung wiederkehrender Kundenarbeit. Erhalte Kontrolle, Prognostizierbarkeit und Transparenz.

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Nutzerbewertungen filtern (47)

Douglas M.
Douglas M.
Partner in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

This package is extremely easy to use, which means that I do a better job of keeping it up-to-date.

5 vor 4 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von Jetpack Workflow

vor 4 Jahren

Hi Douglas! Thank you for the kind words - we really enjoy working with your firm and appreciate the note! David

Christine R.
Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great Practice Management Software

5 vor 2 Jahren

Kommentare: 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!!!

Vorteile:

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!

Nachteile:

I would like the ability to access Jetpack through an app on my cellphone, but that is a minor inconvenience.

Antwort von Jetpack Workflow

vor 2 Jahren

Hi Christine, Thanks for the kind words! We are so happy you're part of the Jetpack Workflow family and getting so much value from our software!

Rob T.
Financial Advisor in USA
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Keeps track of tasks but that's about it

3 letztes Jahr

Kommentare: Overall for a few hundred bucks it's probably worth it. I've outgrown the software and think they need to have a lot more features available.

Vorteile:

Easy to use, helps to keep track of projects and allows you to take notes. Also keeps track of billing time

Nachteile:

Just not robust enough. I kept asking them when they were going to have a mobile app or have new features and they haven't come out with any.

Verifizierter Rezensent
Human Capital Services Senior Consultant in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Jetpack Makes our Accounting Department's life easier

4 vor 2 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Antwort von Jetpack Workflow

vor 11 Monaten

Thank you so much for taking the time to review Jetpack Workflow. Your feedback is important and I have shared it with our product team already!

Cece S.
Cece S.
Accountant in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

LOVE this software!!

5 vor 3 Jahren

Kommentare: Workflow organization and accountability!

Vorteile:

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!

Nachteile:

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.

Antwort von Jetpack Workflow

vor 3 Jahren

Thank you Cece! We love working with your firm and thank you for the kind words!

Mike C.
Mike C.
President in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Keeps track of all of my work tasks and administrative tasks in one place. Consistently.

5 vor 4 Jahren

Vorteile:

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.

Nachteile:

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.

Joseph c L.
Joseph c L.
EA, Enrolled to practice before the IRS in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Jetpack provides an adaptable, functional work flow program.

5 vor 4 Jahren

Vorteile:

Ease of use / adaptability. Quick answers for questions. Email follow-up and tips. Great video training.

Nachteile:

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.

Antwort von Jetpack Workflow

vor 4 Jahren

Hi Joseph! Thank you for taking the time to write a review- it means the world to us. As we continue to roll out improve functionality, we'll certainly pass along these points to the development team. All the best! David

Candi H.
Candi H.
Owner / Operator in Kanada
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Improves our business efficiency

5 vor 4 Jahren

Vorteile:

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!

Nachteile:

We would love to be able to see Archived jobs attached to client files, but I'm sure that is coming in the future.

Samantha M.
President in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

User for Years

5 vor 5 Monaten

Vorteile:

I love Jetpack, it helped me get organized and stop waking up at 5am, afraid that I forgot to do something.

Nachteile:

Email integration and client reminders would be useful.

Verifizierter Rezensent
Owner in USA
Verifizierter Nutzer auf LinkedIn
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

From the sale interaction through today this group is true to their word. Works right out of the box

5 vor 4 Jahren

Kommentare: Manage an employee group that all work remotely.

Vorteile:

Ease of use. You don't need a manual, or an IT department to make this work. Within hours of purchase we had clients uploaded and were working with the software. Most software of this type tries to do everything including tying your shoes. Jetpack is all about workflow, managing people and jobs.

Nachteile:

I wish there was a mobile interface. However, that would not deter me from purchase. The use on my phone is a bit difficult but better than what I was doing.

Genevieve D.
Founder of GD Bookkeeping in Kanada
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Easy to use!! Never miss a deadline!

5 vor 4 Jahren

Vorteile:

One of the reasons I purchased the product was because I wanted to be able to break down each job by tasks (steps). I wasn't able to do that with the previous software I was using. We have step by step instructions on how to prepare and file remittances and how to do each of our bookkeeping clients files... I always know what my team is working on by reviewing the Dashboard each day. It's super easy to get around and use.

Nachteile:

The only issue I have with this product is not seeing a period end date. Previous software we were using would show period end date as well as due date because they aren't always the same date. This is important for when we setup our fiscal year end jobs for each client. If the year-end is Nov 30th, it's not due Nov 30th. In our office we have to show the due date as 2 months after the actual year end for due date to be sent to the accountant. I would love to see each month who actually has a year end ending this month but it's not actually due until 2 months from now. End date and due date would be wonderful to see. That is my only complaint... that and it's getting more expensive each employee I add. That's one big bill to pay at the end of December all at once. I'd prefer either a monthly payment or to pay at a different time of year, not December.

Emily B.
Owner/Accountan in USA
Buchhaltung, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

You need this software to grow your business

5 vor 3 Jahren

Kommentare: I love Jetpack Workflow. I can't imagine running my business without it. They have a fantastic product and incredibly friendly and helpful staff.

Vorteile:

It allows me to rid my brain of thoughts and not forget anything. It keeps me organized and as I grow, saves me time in training and tracking my remote employees. I have a lot of recurring tasks and I like that I can set it once and then it's just automatic. It also lets me plan ahead. In the dashboard I can see what I need to work on for that day, that week, that month and helps me give better estimates to clients on when I can have something done for them. Jetpack Workflow is my key to growing a successful scaleable business.

Nachteile:

There has only been one issue I've had, which was for my bookkeeping clients I don't tend to wait on them for anything and I can start the project as soon as the month ends. I wish there was a way to automatically set the "date in" feature. The staff though, have helped me with a work around and same with other problems I've encounter. Most of the time, the "work around" is actually just a better way of doing it than what I had been thinking.

Antwort von Jetpack Workflow

vor 3 Jahren

Hi Emily I really appreciate the feedback and support! Ill be sure to pass along the kind words to our team as well :) Thank you!

Jim G.
Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

We feel this is the answer to workflow control in our paperless office

5 vor 4 Jahren

Kommentare: Much better control of jobs as they move through the process. We're starting to see work move easier as we get used to leaving notes and sending emails from the job screen.

Vorteile:

We most like that this system allows us to track and control everything that moves in our office. It combines everything that we were doing with deadline tracking software, spreadsheets and handwritten to-do lists. Because we operate in a paperless environment, controlling jobs as they flowed through the office was difficult. There was no file that moved around to show you had the job. We tried using a pdf control sheet and moved it around in various folders, but that system was too loose and as bad as spreadsheets to control work. We're in our third month with JetPack and are starting to appreciate that this is more than just deadline tracking for compliance jobs. We have templates for client onboarding, responding to tax notices, year-end tax planning and some for administrative processes. As we start to customize jobs and leave more comments and instructions in the job, I feel like we're getting closer to being able to work seamlessly. We're going to use a tax preparer who is remote and are really looking forward to see how the system helps us there.

Nachteile:

There's really nothing that we find that we don't like. The worst thing I can think of is that it's easy in some entry fields to click out without checking to accept the entry. The entry is lost and has to be rekeyed.

David G.
CPA in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Easy to use and manage the many tasks we have in our office.

5 vor 4 Jahren

Kommentare: Easy to manage and use, but also able to add detail to the tasks as you work on them. This software keeps us on task and makes it easy to delegate and track work in our office.

Vorteile:

Its Flexibility and the level of detail we can put in it. It is easy to filter and sort task to see what is open and what needs to be worked on. Also good ways in the software to communicate with others about issues or things that need to be completed.

Nachteile:

The exported time reports are not as easy to sort and filter as I would wish. The e-mail feature is not as robust as I would wish. You cannot embed links in it for instance or create as elaborate a signature block as in regular e-mail.

Antwort von Jetpack Workflow

vor 4 Jahren

Hi David! Thank you for the review and feedback! These are areas I can certainly pass along to product to review, and appreciate you taking the time to send them over. Thanks again! David

Susan W.
CFO in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

No more missed projects

5 vor 2 Jahren

Kommentare: When we first loaded everything up into Jetpack, we were only tracking basic services such as payroll and bookkeeping. Now that we understand the system better, we've added our projects that may have slipped through the cracks since they are one-time or less frequent. I feel confident that we are meeting client expectations, and being consistent with our work product.

Vorteile:

Ability to see what upcoming work we have to schedule and communicate with our team.

Nachteile:

Sometimes we have challenges using templates and creating tasks within the jobs.

Antwort von Jetpack Workflow

vor 2 Jahren

Hi Susan, thank you for being a Jetpack Workflow customer and taking the time to leave a review!

Sandra E.
Owner in USA
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great!

5 vor 4 Jahren

Kommentare: Stay on time with my client projects and easily identify what projects may need additional follow up.

Vorteile:

Awesome project management & easy to use; helps me stay on track with my clients and their various projects and deadlines. Customer service is great! Always kept informed of improvements and new features.

Nachteile:

I wish you could tag a client with a label in their file like we can with templates. Also, would like to see a password protected area to keep client sensitive data like username and passwords for their accounts that even JetPack employees would not have access to for security reasons.

Antwort von Jetpack Workflow

vor 4 Jahren

Thank you for the kind words Sandra! I'm going to share this feedback with the entire team! Best David

Verifizierter Rezensent
Office Manager in USA
Verifizierter Nutzer auf LinkedIn
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great Software

4 vor 3 Jahren

Kommentare: Great! Love it, no plans on switching.

Vorteile:

Helps us keep track of all jobs with ease, we can see at a glance what stage we are at

Nachteile:

I wish there was an indicator that reflected there was a note under the activity tab. It's nice being able to attach notes to a client rather than just the job but our employees don't think to click on it. This is also a training issue, yes, but an indicator would be nice

Janet k M.
Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Love Jetpack. It is easy to use and keeps me organized which means peace of mind.

5 vor 3 Jahren

Kommentare: Organization, client list, assignment of tasks to other staff members

Vorteile:

I love the fact that I have a list of all of my clients and I can assign tasks to each client . It helps me make sure that I don't let anything fall through the cracks. I have one client that is elderly and cannot remember to pay her estimates on time. I have a tasks set up to notify her care giver to help her to pay her estimated tax. It makes clients feel you care about them and that you are on top of things. Jetpack helps me do that.

Nachteile:

I honestly have to say that at this point in time I do not have anything that I do not like about this software.

Antwort von Jetpack Workflow

vor 3 Jahren

Thank you Janet! We love working with your firm and look forward to your continued success!

Kristin S.
Owner in USA
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

I have tried many task management programs and this one is the best I've found, in my opinion.

5 vor 4 Jahren

Vorteile:

The logical way that recurring transactions are handled, the ability to use both Jobs and Tasks, the uncomplicated User Interface, the communications allowed between team members, the Gmail integration, the

Nachteile:

The filtering and column sorting system in the Jobs tab is awkward, there is a limit on the number of Labels allowed, would prefer more granularity in email notification options

Antwort von Jetpack Workflow

vor 4 Jahren

Thank you for the review Kristin! Really appreciate the feedback on where we can improve as well!

Diane D.
CPA in USA
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

pleasant

5 vor 4 Jahren

Vorteile:

Price, training video's, support, cloud and internet based, access

Nachteile:

at times, I need to review the input and it might not seem as intuitive as I think. I would like to be able to adjust the column width and add additional colums

Antwort von Jetpack Workflow

vor 4 Jahren

Thank you for the kind words Diane, we really appreciate your review and feedback! Best David

Michelle H.
president in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

this software has been a game changer for my practice; we no longer has clients slipping thru cracks

5 vor 4 Jahren

Vorteile:

My most liked feature is custom labels. I like the colors, the customization, and the ease of adding and deleting them.

Nachteile:

I don't like that the templates are so generic. A turnkey template that I just click on or make minor changes to would be great. Of course, I have tweaked my jetpack so that now I have custom templates, but it would have been time saving when I was setting it up.

Antwort von Jetpack Workflow

vor 4 Jahren

Thank you for the feedback Michelle! We'll certainly pass this along to the product team as well!

Wendy W.
Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Switched from another workflow - even with impending tax season. So glad we did!

5 vor 4 Jahren

Kommentare: Absolute productivity.

Vorteile:

Ease of use. Ease of everything. We implemented in January (crazy, right?). We weighed the pros and cons of switching from our other workflow and honestly, switching, importing clients, tasks, etc. was all much, much easier than fighting with the other workflow for another day. We use the labels for quick views of what's due. We use the templates (extremely easy to modify) as soon as a client walks through the door. We especially like the "little things" like sorting not only by due date but by date received so that 1040's truly are on a first-come-first-served basis. With the colored labels, we know at a glance who is ready for work and who we're waiting for so not a lot of wasted time looking for what to do next. There is honestly no hassle at all. Staff was functional within minutes, fully trained within a few hours. We saw productivity gains immediately.

Caitlin B.
Owner in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Firm/Life/Sanity Saver!

5 vor 3 Jahren

Kommentare: Have loved my overall experience! We are a small (3 person) firm, and I am no IT guru. I found the setup to be very user friend and the support of the software has been wonderful.

Vorteile:

I love the functionality, I love the way it looks. So many accounting softwares are incredibly boring to look at. Jetpack is a breathe of fresh air in that area. I love Task dependencies and the fact that the tasks will flow to the next person in the process automatically. My husband and I regularly work in different locations, so it is becoming a huge life and time saver as far as communicating the progress on any particular job without having to spend time having a meeting to talk abut what is going on for the week, I can just refer him to Jetpack!

Nachteile:

Don't have much in the con area yet, except maybe how my husband ignores his training and asks me 4839028439024803 questions, but that's not your problem haha!

Mendel S.
Principle in USA
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Great to keep our firm on target

5 vor 4 Jahren

Kommentare: We use this keep our firm and team on top of task, projects and due dates. it does a great job in keeping you in shape with a nice and user-friendly interface.

Vorteile:

Assignment of team to tasks and apply across multiple clients or jobs. the email, chat and calendar features make it even more useful

Nachteile:

Not being able to update templates for assigned jobs. having dependency tasks with later date show as overdue

Maura W.
Owner in USA
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

I am very happy with JetPack Workflow and highly recommend this product.

5 vor 4 Jahren

Vorteile:

I love the support and training that I received when setting up my system and the continuing support is excellent. I appreciate the quick videos that are available for learning something new, or refreshing my memory. I find this appealing compared to taking a long webinar. I have been using this workflow for almost a year and many additional features have been added already.

Antwort von Jetpack Workflow

vor 4 Jahren

Thank you Maura! We really enjoy working with your firm and thank you for the kind words!