Jetpack Workflow

Jetpack Workflow

von Jetpack Workflow

Wer verwendet Jetpack Workflow?

Die Anwendung ist in erster Linie für Buchhaltungsprofis (in der Rechnungsprüfung, Buchhaltung, CPA usw.) gedacht, doch jede professionelle Dienstleistungsfirma kann von Jetpack Workflow profitieren.

Was ist Jetpack Workflow?

Jetpack Workflow hilft mehr als 6.000 Buchhaltungsprofis bei der Automatisierung und Nachverfolgung wiederkehrender Kundenarbeit.

Mit Jetpack Workflow musst du dir keine Sorgen mehr machen, dass etwas in Vergessenheit gerät. Das Einrichten deiner Kundschaft erforderte nur den Anhang einer Tabelle. Beim Einrichten von Kundenarbeit geht es um das Festlegen des Wiederauftretens und der kundenübergreifenden Duplizierung der Arbeit. Erhalte Kontrolle und Transparenz über deine Kundenarbeit.

Jetpack Workflow – Details

Jetpack Workflow

http://www.jetpackworkflow.com/

Gegründet 2014

Jetpack Workflow – Kostenübersicht

Jetpack Workflow bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von Jetpack Workflow ist ab 36,00 $/Monat verfügbar.

Startpreis

36,00 $/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
Abrechnung & Rechnungsstellung
Dokumentenmanagement
Fälligkeits-Tracking
Kontrolle des Genehmigungsprozesses
Kundenmanagement
Kundenportal
Steuererklärungen
Steuererklärungs-Formular
Szenarioplanung
Workflow-Management

Jetpack Workflow – Nutzerbewertungen

Zeigt 5 von 43 Nutzerbewertungen

Gesamt
4,9/5
Benutzerfreundlichkeit
4,8/5
Kundenservice
5/5
Funktionen
4,7/5
Preis-Leistungs-Verhältnis
4,8/5
Douglas M.
Partner
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 31.10.2017

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

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

  • Quelle des Nutzers 
  • Bewertet am 31.10.2017
Christine R.
Owner
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 24.8.2019

"Great Practice Management Software"

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!

  • Quelle des Nutzers 
  • Bewertet am 24.8.2019
Verifizierter Rezensent
Director Of Web Technology
Immobilien, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    Nicht bewertet
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    5/10
  • Quelle des Nutzers 
  • Bewertet am 29.11.2018

"Not just for accounting"

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.

  • Quelle des Nutzers 
  • Bewertet am 29.11.2018
Verifizierter Rezensent
Human Capital Services Senior Consultant
Buchhaltung, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 23.3.2020

"Jetpack Makes our Accounting Department's life easier"

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.

  • Quelle des Nutzers 
  • Bewertet am 23.3.2020
Genevieve D.
Founder of GD Bookkeeping
Buchhaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 30.4.2018

"Easy to use!! Never miss a deadline! "

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.

  • Quelle des Nutzers 
  • Bewertet am 30.4.2018