Jetpack Workflow

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Great Practice Management Software

Commentaires : 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!!!

Avantages :

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!

Inconvénients :

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

Better Options Out There

Avantages :

price point is good, use of templates made set up helpful

Inconvénients :

needs a lot of setup and customer services was lacking

Jetpack Makes our Accounting Department's life easier

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

LOVE this software!!

Commentaires : Workflow organization and accountability!

Avantages :

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!

Inconvénients :

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.

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

Avantages :

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.

Inconvénients :

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.

It helps a lot to manage company accounts

Avantages :

The ease of use and it is contains many useful tools and features regarding managing checklists and accounting duties.

Inconvénients :

Little bit costy but very useful for business.

Jetpack provides an adaptable, functional work flow program.

Avantages :

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

Inconvénients :

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.

Improves our business efficiency

Avantages :

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!

Inconvénients :

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

Customer Service is outstanding

Avantages :

The Software is easy to use, and it has a very simplistic overall view of the overall look of an organization on the home screen. Customer Support is second to none, they are very responsive, knowledgeable of the software and want to be apart of your team.

Inconvénients :

Wish there were some more flexibility within the task dependencies. Instead of just a due date, it would be nice if you could build job dependencies off of other jobs being completed.

My review of an amazing product

Commentaires : Again, the product is great, but the customer support is EXCEPTIONAL. I can't say this enough. They are the friendliest bunch of people, fast, and extremely professional. They know their product inside and out, and have the patience of saints!

Avantages :

I love the ease of this product. I was apprehensive about moving to this platform because I and my team just don't have a lot of time for a huge learning curve. This product was so easy to use, and the customer support team is EXCEPTIONAL in their response and assistance that the transition couldn't have been any easier. The videos are short and thorough which is wonderful.

Inconvénients :

The only thing thus far that I've found to complain about is the Documents management. You can upload documents or save documents to the client file, but there is no way to organize them. As documents build, you have to dig through them to find what you are looking for. Folders would be a great help.

Loved it, but left it.

Commentaires : I had a good experience with the process building in JetPack. It was very user friendly. I had to leave because I needed more features included for the price.

Avantages :

The ability to visually see what needs to be done with the sort features made my daily processes flow very easy.

Inconvénients :

I switched to a different software that included many more features such as a client portal, automations, document storage, and website included. I felt it was a better use of time and money having all of the features in one app.

Easy to use!! Never miss a deadline!

Avantages :

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.

Inconvénients :

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.

You need this software to grow your business

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

Avantages :

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.

Inconvénients :

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.

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

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

Commentaires : Manage an employee group that all work remotely.

Avantages :

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.

Inconvénients :

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.

No more missed projects

Commentaires : 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.

Avantages :

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

Inconvénients :

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

If is good but not great

Avantages :

we loved that it is easy to use and tracks tasks well

Inconvénients :

The issue lays in no automation, reports were not great and sorting columns was an issue.

Complete Help

Avantages :

I love the customer support and the fact that the team is open to suggestions and makes improvements based on feedback. This program has helped bring us from manual lists to a more organized process.

Inconvénients :

I would like for there to be a way to distinguish a hard deadline from a soft one and I would like a current to do list. It is difficult to prioritize without the deadline distinction.

Not just for accounting

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

Avantages :

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.

Inconvénients :

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

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

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Excellent solution for the right size firm

Commentaires : Our firm grew to the point where we needed a workflow management system, but the workflow solution I had used previously (Practice CS) was too heavy and expensive. Jetpack was/is a great solution, allowing us to keep a closer eye on our capacity utilization and time spent on projects. I wish there was a mobile app and I wish we could extract some more specialized reports, but these are small items that don't detract from an overall excellent product. I would highly recommend for any firm around the same size as us (3 senior accountants and 3 bookkeepers).

Avantages :

Very easy to use with a short learning curve, seems to scale nicely, and generates good reports.

Inconvénients :

Some features could be improved and I wish there was a mobile app, but there's nothing crucial.

Great Software

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

Avantages :

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

Inconvénients :

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

This software keeps our team super organized

Avantages :

I love how easy it is to track jobs and set up tasks. It keeps our team so organized and we rarely forget to do a task.

Inconvénients :

You have to be super proactive in setting up jobs in order to keep track of them. It's great once the job is in there, but not so great when you forget to set up the job.

Great for my growing accounting practice

Avantages :

We have been using Jetpack Workflow for almost a year and we absolutely love it for managing clients, projects, and tasks.

Inconvénients :

The main downside to Jetpack Workflow is the lack of a mobile app for the product. I also wish that I could assign emailed tasks to an individual.