Jetpack Workflow
Description de Jetpack Workflow
Jetpack Workflow aide plus de 6 000 professionnels de la comptabilité à automatiser et à suivre le travail récurrent des clients.
Avec Jetpack Workflow, vous n'aurez plus à vous inquiéter de tout ce qui passe entre les mailles du filet. Configurez vos clients en joignant uniquement une feuille de calcul. La configuration du travail client consiste à définir la récurrence et à la dupliquer pour les autres clients. Retrouvez contrôle et transparence sur votre travail client.
Qui utilise Jetpack Workflow ?
La solution s'adresse aux professionnels de la comptabilité (comptables, experts-comptables, etc.), bien que toutes les entreprises de services professionnels puissent également bénéficier du Jetpack Workflow.
Jetpack Workflow ne vous convainc pas tout à fait ?
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Avis sur Jetpack Workflow
Douglas
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.
Réponse de l'équipe de Jetpack Workflow
il y a 6 ans
Hi Douglas! Thank you for the kind words - we really enjoy working with your firm and appreciate the note! David
Christine
Alternatives envisagées :
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.
Réponse de l'équipe de Jetpack Workflow
il y a 4 ans
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!
Rob
Keeps track of tasks but that's about it
Commentaires : 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.
Avantages :
Easy to use, helps to keep track of projects and allows you to take notes. Also keeps track of billing time
Inconvénients :
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.
Utilisateur vérifié
Alternatives envisagées :
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.
Réponse de l'équipe de Jetpack Workflow
il y a 2 ans
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!
Cece
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.
Réponse de l'équipe de Jetpack Workflow
il y a 5 ans
Thank you Cece! We love working with your firm and thank you for the kind words!
