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Reviews for Workflow-for-Accountants---CPA-Practices
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Date Created: 12/21/15
Work ow for Accountants amp CPA Firms Presented by Jetpack Work ow y Defining Work ow It s critical to think through how your rm will de ne workflow For example is it taking a holistic approach at everything that moves through the of ce Or will you be focused solely on client work It s also critical to reflect on past experiences building out workflow and systems What s gone well What hasn t gone well and why Laying out these foundation questions can give you a jumpstart on launching a sustainable workflow solution for your rm Mapping it Out Your next step is to lay out the current process After all whether you ve consciously create a workflow system or not there is a process for how work is completed inside your rm or practice Start by thinking through the most time intensive or pro table or most problematic job or workflow in your rm Next list out all the steps and the person who typically completes them on a piece of paper word document or anything to help you visualize the current process whiteboard post it notes etc V y Mapping it Out Part 2 Example of what the process would look like Personal Tax Returns 1 Sally sends an email to all clients requesting their information After receiving it she scans it and sends an email to Jane 3 Jane then updates her excel spreadsheet so she knows she can begin working on it 4 Jane completes the return marks it in excel and emails Bob 5 Bob does the 1St review of the return 6 If accepted he then emails Jane and tells her to invoice the client and mail le the return 7 Jane accepts sends nal invoice and sends out the paperwork y lquot Technology Checklist After you ve gone through the workflow process you ll then want to look at what a potential quotidealquot workflow application would look like Needs to be cloud based Ability to sort and track hundreds of clients Able to assign team members work Easy way to see which work needs reviewed Ability to add custom recurrences Time tracking capabilities And so on Q Putting together a simple checklist will dramatically improve the odds of nding or selecting the best workflow software for your rm V y Your End Vision After outlining your checklist and current workflow the next step is de ning what success looks like Are you looking to cut down unbillable time from X to Y Are you look to complete all returns before a speci c date Or have your team work only so many hours per week Or even for you to be able to have more free time read any free time during busy season y Bringing Your Team on board Now that you have a great foundation the nal step would be communicating the work ow roadmap ie implementing a new system to your team You can get their feedback on the current process after all they could provide great insight into bottlenecks as well as communicating WHY you ve decided to prioritize work ow Chances are they will appreciate your concern of worklife balance focusing more on client work and building a stronger more efficient practice As long as your team sees it s a move to better life balance and not a way to add more work to their plate you ll set yourself up to implement a great sustainable work ow solution V y Bonus Inside Look Jetpack Work ow y Create custom work Views F n r it my name 039 2 requot Find Staff All V Partner AI V Jobs Named aAI V Label All V Client Al 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 08 152014 In progress 0 in Do we Management 44 083120 mm 0 JD DC 4013 Tax Return 23 09152014 In progress High Priority 0 DC DC 4013 Tax Return 23 09152014 In W 0 DC 80 v Join Me Project 22 10 032014 Needs review Documents Received 0 DC Check in can ic Hawaii 00 10082014 Pending Waiting on client a n1 HA mt Setup custom work views so you know exactly what you need to be working on Easily setup recurring Client work El Dashboard Jobs 5 Tasks 8 Clients 5 Staff 3 0 Support Frequency l Monthly l 4013 Tax Return 08 G Every 1 months Complete this one 0 o Day at month Day of week Repeat 1234567 8 9 1011121314 15161718192021 Repeat exceptions 22 23 24 25 26 27 28 29 30 31 Last Day 4 New Custom schedule None a Client Repeats indefiniter Video Inc 3 N S Monthl Manager mm y OK Cancel 4 David Cristeilo Dndnn Track sort lter and search for relevant client jobs Email notifications to keep you on track Jetpack Work ow Evening Apr 15 2014 1 task completed today task 2 due 04162014 0400 in Weekly Video Project 888 for W 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 Workflow 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 Fad Staff A11 v Partner All V Jobs Named v All 39 Label M V Client AI V Due v Extondod v Status All v 100 v Manager Job Name Client Tasks Due Status All 0 DC 50 ABC Return JoinMe 04 10312014 Extension Pending Pending In progress 0 DC SC v ABC Return intuit 44 104312014 amnion m 0 JD DJ ABC Return Jane Johnson 03 01312015 Extension Pondan In review 0 JD SC v ABC Return Jane Johnson 44 01312015 Excision mm Done 0 DC SC ABC Return Intuit 014 01312015 Extension 9306an Temp39a e 0 JD SC V ABC Return Bill Thompson 44 01312015 Badman Noonum Using our preloaded lters simply use the quotneeds review function to see work that needs your attention 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 y 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 y
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