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 your App?
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 your App?
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 your App.
+ 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 your App 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 your App?
$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 firstname.lastname@example.org!
Does your App have any programs for Quickbooks ProAdvisors?
Be sure to connect with a Jetpack Workflow product specialist for ongoing offers or promotions.
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