Jetpack Workflow

Jetpack Workflow

von Jetpack Workflow

Wer verwendet Jetpack Workflow?

We focus on accounting professionals (Accountants, Bookkeepers, CPA's, etc), although any professional service firm could benefit from Jetpack Workflow

Was ist Jetpack Workflow?

Jetpack Workflow is a workflow management tool that helps accounting firms manage deadlines without tasks falling through the cracks, allowing firms to increase profitability and scalability. Launched in 2015, it serves over 6,000 accounting professionals in 18 countries around the world. Founded on the notion that out-of-the-box project management and CRM tools were not solving the pain points in the accounting and CPA world, Jetpack Workflow aims to make workflow easy and help firms grow.

Jetpack Workflow – Details

Jetpack Workflow

http://www.jetpackworkflow.com/

Gegründet 2014

Jetpack Workflow – Preisübersicht

Jetpack Workflow ist verfügbar ab 30,00 $/Monat. Jetpack Workflow bietet keine Gratisversion, aber eine kostenlose Testversion. Weitere Preisinformationen für Jetpack Workflow findest du unten.

Startpreis

30,00 $/Monat

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

Support während der Geschäftszeiten

Jetpack Workflow Funktionen

Rechnungswesen Software
Abrechnung & Rechnungsstellung
Dokumentenmanagement
Fälligkeits-Tracking
Für CPA-Firmen
Genehmigungs-Workflow
Kundenmanagement
Kundenportal
Mitarbeiter-Management
Projektmanagement
Zeitverfolgung

Jetpack Workflow – Nutzerbewertungen

Zeigt 5 von 42 Nutzerbewertungen

Gesamt
4.9/5
Benutzerfreundlichkeit
4.8/5
Kundenservice
5/5
Funktionen
4.7/5
Preis-Leistungs-Verhältnis
4.8/5

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

Bewertet am 31.10.2017
Douglas M.
Partner
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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 des Softwareanbieters

von Jetpack Workflow an 2.11.2017

Hi Douglas!

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

David

Great Practice Management Software

Bewertet am 24.8.2019
Christine R.
Owner
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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 des Softwareanbieters

von Jetpack Workflow an 27.8.2019

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!

Easy to use!! Never miss a deadline!

Bewertet am 30.4.2018
Genevieve D.
Founder of GD Bookkeeping
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Not just for accounting

Bewertet am 29.11.2018
Verifizierter Rezensent
Director Of Web Technology
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Overall good. Not spectacular or phenomenal but good. It gets the job done.

Vorteile: Ability to create reuseable templates which cuts down on time spent explaining processes and procedures. Reoccurrence of jobs is also a big pro along with delegation of individual tasks.

Nachteile: Completely accounting driven. We don't use it for just accounting but you can tell this product is more geared for this crowd.

LOVE this software!!

Bewertet am 18.7.2018
Cece S.
Accountant
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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 des Softwareanbieters

von Jetpack Workflow an 20.7.2018

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