Jetpack Workflow has launched its cloud-based client management system for small to medium-sized accounting firms and accounting professionals.
Designed as a simple solution for tracking client work, Jetpack Workflow plans to add major integrations with Quickbooks, Xero, Bill.com, Google Apps and Outlook. The solution automates and tracks recurring client work with the goal of reducing costly administration time, enabling users to manage all client work in one place, and offering complete visibility with the solution’s filtering options.
Jetpack Workflow, launched earlier this year, has currently logged more than 30,000 jobs and tasks.
“Jetpack Workflow was really born from having interactions with thousands of accounting professionals, and seeing what the major problems were,” stated founder David Cristello. “CRM tools are built for sales people, and project management tools are built for product companies. We wanted to finally build something for accounting firms that would have recurring client management. At the core of everything is tracking client work so that nothing falls through the cracks.”
More information is available here.
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