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Accounting practice management Category leader

Jetpack Workflow

Workflow and deadline tracking for accounting firms

Visit Jetpack Workflow

Jetpack Workflow is a workflow tool for accounting, tax and bookkeeping firms. It runs recurring client work from templates, with team collaboration, time tracking, reports and capacity management on the higher plan.

Key Accounting practice management features

  • Recurring jobs and deadlines
  • Workflow templates
  • Client portal (not listed)
  • Document requests (not listed)
  • Time and billing (not listed)
  • Proposals and engagement letters (not listed)

Also includes

  • Capacity planning
  • Firm reporting

From the vendor's own site. Not yet verified by SoftScout. A missing item may just mean we haven't confirmed it.

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