Jetpack Workflow

With any Job, you can set up a custom recurrence and duplicate it across your clients.

Languages supported: English

7.8/10 (Expert Score) ★★★★★
Product is rated as #18 in category Accounting Practice Management Software
Ease of use
Support
Ease of Setup

Images

Check Software Images

Jetpack Workflow is a workflow management tool that helps firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry.

Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business.

Jetpack Workflow
Jetpack Workflow

Show more categories

Customer Reviews

Jetpack Workflow Reviews

Zara M.

Advanced user of Jetpack Workflow
★★★★★
Great project management system

What do you like best?

I like the templates and ability to customize each step for every project. The interface is user friendly, clean, and sharp.

What do you dislike?

I don't like how the client name is "sticky" each time you go to search, I wish it would clear when I opened that page up again.

Recommendations to others considering the product:

Take the time to set it up properly, it's very consuming and can be tedious but it's worth it in the long run. There's a lot of templates you won't use, just get rid of them to avoid clunkiness.

What problems are you solving with the product? What benefits have you realized?

We are meeting client deadlines, not missing projects, and keeping on top of the workflow. Its helpful to assign the project to each employee so you know who to go with questions.

Review source: G2.com

Leave a reply

Your total score

B2B Software Guide