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Need a practice & workflow management software? Our practice management application was built for growing accountants and bookkeepers.
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De8ining Your Practice Management It’s important to think through what you will be using a prac<ce management applica<on or so=ware for. For example, how many team or staff members will you be tracking ? Do you need a CRM ? Do you need to track <me? Is it cloud based? Or have it be focused on your industry? Thinking through the ques<ons will help you select the right prac<ce management so=ware.
Can you create custom work views?
Is it easy to track, sort, filter, and search for relevant client jobs?
Does it handle recurring client work?
Is it easy to track, sort, filter, and search for relevant client jobs?
Can you quickly ID pro8itable clients?
Finding work that is profitable, and perhaps more importantly, unprofitable, is important to understanding your prac<ce. Having a simple dashboard or view to this informa<on could be vital for your firm.
Does it have email noti8ications?
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?
Is it easy to a manager, owner, or reviewer to find and give feedback on work?
Is it proven?
Jetpack Workflow has tracked over 85,000 jobs and tasks, and works with professionals from all over the world.
Is it secure?
Jetpack Workflow uses top of the line encryp<on (SSL Cer<fied), as well as manages mul<ples backups every day.