What is Jetpack Workflow?

About Jetpack WorkflowWhat is Jetpack Workflow_

Jetpack Workflow is client and workflow management for accounting firms.

What is your App’s name, what do you do, & when did you get published on Intuit’s Apps.com?

Jetpack Workflow is a cloud-based, software application that helps accounting & bookkeeping firms track recurring client work, so nothing falls through the cracks. We were published on Apps.com in early 2017.

What was the main problem you were trying to solve when you first developed Jetpack Workflow?

After emailing and talking with thousands of accounting firm owners, we noticed that most firms have a “checklist management” problem, where due dates were falling through the cracks, and it was hard to get visibility on who was working on what. We notice that project management tools ignored clients, and CRM tools were built for salespeople (and ignored ongoing, recurring client work).

Jetpack Workflow is based in Pittsburgh, PA.

What are companies (or users) the best fit for Jetpack Workflow?

Accounting, bookkeeping, payroll and tax firms between 1-50 employees (although we do serve larger firms as well)

Tell us about your users’ top 3 favorite features or benefits of Jetpack Workflow.

+ Recurrence and duplicate: Set a checklist, set a custom recurrence, and easily duplicate it out to clients
+ Team collaboration: Using the “@” mention, you can quickly loop in team members into relevant conversations.
+ Turning emails into work: Using the Jetpack Workflow forwarding feature, you can quickly turn emails into jobs

Tell us about your company’s culture and leadership.

Jetpack Workflow is a “Customer First” culture. Meaning, aside from our application, we also produce a popular (free) podcast called “Growing Your Firm“, which has been downloaded over 200K times. We also have a bestselling book called “Double Your Accounting Firm“, which collects the best practices and strategies from the top firms.

Internally, Jetpackers strive to follow our LEGOS
Leave it better than you found it
Execute and deliver results for customers
Grow continuously, every day
Ownership over isolation
Serve. Help turn our customers into the industry superheroes and be empathetic, supportive, and reflective of fellow team members.

How is Jetpack Workflow different from your competitors?

We include free checklists/workflow templates, have a feature set that is easy to use & setup, and include complimentary training
and client migration services.

What is the pricing for Jetpack Workflow?

$25/mo (pre-pay for 2 years) per user
$30/mo (pre-pay for 1 year) per user
$40/month to month per user

All plans include unlimited customer support, clients, documents, jobs, and notes. You can sign up for a free, no risk, 14-day trial here or by emailing chelsea@jetpackworkflow.com!

Does Jetpack Workflow have any programs for Quickbooks ProAdvisors?

Be sure to connect with a Jetpack Workflow product specialist for ongoing offers or promotions.

Learn about these other great Apps

What is Fyle?

What is Fyle?

About Fyle Fyle is one-click expense tracking for employees, unmatched control and compliance for enterprises. What is your App’s name, what do you do, & when did you get published on Intuit’s Apps.com? App Name: Fyle Published on Intuit’s Apps.com: January 4th, 2018 Fyle helps enterprises of all sizes streamline and automate their employee reimbursement…

0 comments
What is Spotlight Reporting_

What is Spotlight Reporting?

About Spotlight Reporting Spotlight Reporting is integrated reporting and forecasting that allows you to create insights to inform better business outcomes. What is your App’s name, what do you do, & when did you get published on Intuit’s Apps.com? Spotlight Reporting is award-winning software that offers a great range of comprehensive management reports, customisable dashboards,…

0 comments
What is Cloud Cart Connector_

What is Cloud Cart Connector

About Cloud Cart Connector JMA Web Technologies is QBOchat’s newest Trending Sponsor! JMA’s Cloud Cart Connector app syncs customers, inventory, products and orders with QuickBooks Online. What is your App’s name, what do you do, & when did you get published on Intuit’s Apps.com? Some background on JMA Tech: JMA Web Technologies was founded in…

0 comments
Posted in

QBOchat Admin

#QBOchat began in July 2013 with the simple idea to host a weekly Twitter conversation around QuickBooks Online (QBO). We have since grown into a very strong community comprised of a diverse group of users. Our weekly tweet chat is held each Thursday at 3:00PM Eastern. The discussions cover a wide range of topics including QBO’s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

Leave a Comment





This site uses Akismet to reduce spam. Learn how your comment data is processed.

Cart Item Removed. Undo
  • No products in the cart.