15 anos ajudando empresas brasileiras
a escolherem o melhor software

Conheça Jetpack Workflow

O Jetpack Workflow ajuda a mais de 6.000 profissionais de contabilidade a automatizar e acompanhar trabalhos recorrentes de clientes.

Com o Jetpack Workflow, não é preciso mais me preocupar com coisas que possam passar despercebidas. Para configurar seus clientes, é necessário anexar apenas uma planilha. Configurar o trabalho de clientes é uma questão de definir a recorrência e duplicá-la entre os clientes. Recupere o controle e a transparência do trabalho do seu cliente.

Quem usa Jetpack Workflow?

Para profissionais de contabilidade (contadores, revisores público de contas, etc), embora qualquer empresa de serviços profissionais possa se beneficiar do Jetpack Workflow.

Jetpack Workflow Software - 1
Jetpack Workflow Software - 2
Jetpack Workflow Software - 3
Jetpack Workflow Software - 4
Jetpack Workflow Software - 5

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As barras de classificação verdes mostram o produto vencedor com base na nota média e no número de avaliações.

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Avaliações do Jetpack Workflow

Pontuação média

Geral
4,8
Praticidade
4,7
Atendimento ao cliente
4,9
Recursos
4,3
Relação qualidade/preço
4,6

Avaliações por tamanho de empresa (funcionários)

  • <50
  • 51-200
  • 201-1.000
  • >1.001

Encontre avaliações segundo pontuações

5
83%
4
13%
3
2%
2
2%
Douglas
Douglas
Partner, EUA
Usuário do LinkedIn Verificado
Usou o software para: Mais de um ano
Fonte da avaliação

This package is extremely easy to use, which means that I do a better job of keeping it up-to-date.

5,0 há 6 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Resposta do Jetpack Workflow

há 6 anos

Hi Douglas! Thank you for the kind words - we really enjoy working with your firm and appreciate the note! David

Christine
Owner, EUA
Contabilidade, 2–10 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Great Practice Management Software

5,0 há 5 anos

Comentários: 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!!!

Vantagens:

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!

Desvantagens:

I would like the ability to access Jetpack through an app on my cellphone, but that is a minor inconvenience.

Resposta do Jetpack Workflow

há 5 anos

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
Financial Advisor, EUA
Serviços financeiros, Profissional autônomo
Usou o software para: Mais de um ano
Fonte da avaliação

Keeps track of tasks but that's about it

3,0 há 3 anos

Comentários: 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.

Vantagens:

Easy to use, helps to keep track of projects and allows you to take notes. Also keeps track of billing time

Desvantagens:

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.

Avaliador Verificado
Usuário do LinkedIn Verificado
Contabilidade, 1.001–5.000 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Jetpack Makes our Accounting Department's life easier

4,0 há 4 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Resposta do Jetpack Workflow

há 3 anos

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
Cece
Accountant, EUA
Usuário do LinkedIn Verificado
Usou o software para: 6 a 12 meses
Fonte da avaliação

LOVE this software!!

5,0 há 6 anos

Comentários: Workflow organization and accountability!

Vantagens:

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!

Desvantagens:

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.

Resposta do Jetpack Workflow

há 6 anos

Thank you Cece! We love working with your firm and thank you for the kind words!