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Reviews for Practice-Management-Software-for-Accountants---CPA-Firms
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Date Created: 12/21/15
Practice Management Software for Accountants amp CPA Firms Presented by Jetpack Work ow Defining Your Practice Management It s important to think through what you will be using a practice management application or software for For example how many team or staff members will you be tracking Do you need a CRM Do you need to track time Is it cloud based Or have it be focused on your industry Thinking through the questions will help you select the right practice management software Is it easy to track your team r q Overview October 2014 lt gt today 1 month week day 0 Unassigned a Sun Mon Tue Wed Thu Fri Sat 4 0 Bill Door 0 0 David Jetpack 0 do this for Video Inc is overdue 08132014 1200 pm 0 David 0 0 Every 2 weeks Example for 12345 ABC company is overdue 9 David Cristello 9 Monthly 4013 Tax Return for Video Inc is overdue Monthly 4013 Tax Return for Bill Thompson is overdue Monthly Onboarding Setup for TimeWarner is due today Every 2 weeks Thursday Video Walkthrough for Post It Note is due today 101020141200 pm Can you easily identify which team members are becoming overloaded Can you create custom work Views F mi lob Dy name 039 r lei 3 Find Staff All V Partner AI V Jobs Named A AI V Label All V Client AI V Due A All V Status All V 100 V Manager Job Name All Client Tasks Due Status 0 DC DC 4013 Tax Return 35 08152014 in progress 0 10 cc ppc Management 44 08312014 mm 0 JD DC 4013 Tax Return 23 09 1 52014 In progress High Priority 0 DC DC 4013 Tax Return 23 09152014 In W 0 DC SC v Join Me Project 22 10 032014 Needs review 0 DC Check in can ic Hawaii 00 10082014 Pending Waiting on client a n1 HA mt Is it easy to track sort lter and search for relevant client jobs Does it handle recurring client work 21 Dashboard Jobs 5 Tasks 8 Clients 5 Staff 3 0 Support Frequency Monthly l 4013 Tax Return E 08 O Every 1 months Cemplete this one Day at momh Day of week Repeat 1234567 8 9 1011121314 15181718192021 Repeat exceptions 22 23 24 25 26 27 28 29 so 31 Lastoay New custom schedule None a Client iepeats indefiniter Video Inc 3 N Manager Summary Monthly David Cnsteilo OK Cancel OOOO A Is it easy to track sort lter and search for relevant client jobs Can you quickly ID profitable clients 210019 David Cristello 25h x 10000h 30000 David Cristello 21 Oh x 10000h 210019 Add Task Finding work that is pro table and perhaps more importantly unpro table is important to understanding your practice Having a simple dashboard or view to this information could be vital for your rm Does it have email notifications Jetpack Workflow Evening Apr 15 2014 1 task completed today task2 due 04162014 0400 in Weekly Video Project 888 forYY company managed by Bill Door 1 task due tomorrow task 3 due 04162014 0400 in Weekly Video Project 888 for W company managed by Bill Door 3 tasks due this week Payroll 30 minute due 04182014 0400 in Weekly on Fridays Payroll 885 for David Cristello task test due 04182014 0500 in Weekly on Fridays task test 886 managed by Jim Staff task 3 due 04162014 0400 in Weekly Video Project 888 forYY company managed by Bill Door 2 tasks overdue Payroll due 04042014 0500 in Weekly on Fridays Solo task Payroll 774 task test due 04112014 0500 in Weekly on Fridays task test 826 To view details please visit Jetpack Workrow Quick see what is falling through the cracks which client team member or category of work is falling through the cracks Can you quickly review work ABC Return iFnd Staff M 39 Partner All V Jobs Named v Aquot v Labetz AI v Client AI V Due v Extondod v Status All v 100 v Manager Job Name Client Tasks Due Status All 0 00 SC ABC Return JoinMe 04 10312014 Extension Pending Pending 39 In progress 0 DC SC V ABC Return Intuit 44 10312014 Mormon Nona 0 JD DJ ABC Return Jane Johnson 03 01312015 Extension Pending In review 0 JD SC v ABC Return Jane Johnson 44 01312015 Enormon mm 0009 0 DC SC ABC Return Intuit 014 01312015 Extension Pendan Temp39a e 0 JD SC V ABC Return Bill Thompson 44 01312015 Extortion Noonrum Is it easy to a manager owner or reviewer to nd and give feedback on work Is it proven quotWith jetpack Workfow I can instantly see everything that39s going on for my clients and staff quot A Brian Cogan CPB quotIt39s definitely been a time saver and instead of getting lost trying to track so many tasks now I know where they are and can get instantly focused on Owner Asset Financial Services what requires attention quot Rob Olson Apex Payroll Jetpack Workflow has tracked over 85000 jobs and tasks and works with professionals from all over the world Is it secure MUltlple BaCkUDS Online Security Accessible Anywhere JQtDaCk WOVk OW Stores user data at the Dlgltal Jetpack Work ovv login is secure and encrypted Our Cloud based technology will give you access to OCea dataCenterS and all UploadEd attaChmentS using industry leading SSL technology The same the software from any computer and support are Stored lnAmaZO Com39s S3data CallersAll holdstrueforthe storageinourdata centers No multiple browsersincluding EChrome Safari and your data in Jetpack Work owis automatically and one can View yourdata more immediately copied to multiple locations Backups are done a multiple times per day Jetpack Work ow uses top of the line encryption SSL Certi ed as well as manages multiples backups every day SAFESITEl PRWAcv CERTIFIEDORG VERIFlED VERIFIED SAFE CERTIFIED SAFE Want to Learn More Click Here to View an indepth Video Tour of Jetpack Workflow To Learn More or to Start Your Full 14 Day Free Trial Visit JetpackWork owcom Jetpack Work ow
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