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Jetpack Workflow
Wat is Jetpack Workflow?
Jetpack Workflow helpt meer dan 6000 boekhoudkundige professionals werk van terugkerende klanten te automatiseren en bij te houden.
Met Jetpack Workflow hoef je je niet langer zorgen te maken dat je iets over het hoofd ziet. Voor het instellen van je klanten hoef je alleen maar een spreadsheet bij te voegen. Voor het instellen van het werk van klanten hoef je de taak alleen maar op herhalen te zetten en het te kopiëren naar andere klanten. Krijg de controle en transparantie terug over het werk van je klanten.
Wie gebruikt Jetpack Workflow?
De software is bedoeld voor boudkhoudkundige professionals (accountants, boekhouders, CPA's, enz.), hoewel elke professionele dienstverlener zou kunnen profiteren van Jetpack Workflow.
Twijfels over Jetpack Workflow?
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Jetpack Workflow
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Reviews over Jetpack Workflow
This package is extremely easy to use, which means that I do a better job of keeping it up-to-date.
Opmerkingen: 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.
Pluspunten:
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.
Minpunten:
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.
Reactie Jetpack Workflow
6 jaar geleden
Hi Douglas! Thank you for the kind words - we really enjoy working with your firm and appreciate the note! David
Eerder overwogen alternatieven:
Great Practice Management Software
Opmerkingen: 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!!!
Pluspunten:
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!
Minpunten:
I would like the ability to access Jetpack through an app on my cellphone, but that is a minor inconvenience.
Reactie Jetpack Workflow
4 jaar geleden
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!
My review of an amazing product
Opmerkingen: 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!
Pluspunten:
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.
Minpunten:
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.
Keeps track of tasks but that's about it
Opmerkingen: Overall for a few hundred bucks it's probably worth it. I've outgrown the software and think they need to have a lot more features available.
Pluspunten:
Easy to use, helps to keep track of projects and allows you to take notes. Also keeps track of billing time
Minpunten:
Just not robust enough. I kept asking them when they were going to have a mobile app or have new features and they haven't come out with any.
Eerder overwogen alternatieven:
Jetpack Makes our Accounting Department's life easier
Opmerkingen: 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.
Pluspunten:
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.
Minpunten:
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.
Reactie Jetpack Workflow
3 jaar geleden
Thank you so much for taking the time to review Jetpack Workflow. Your feedback is important and I have shared it with our product team already!
