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What is Jetpack Workflow ?

Jetpack Workflow is a powerful workflow management solution designed to assist businesses in streamlining and monitoring their operations. By implementing this tool, companies can enhance productivity and ensure that no tasks are overlooked. With a robust client base exceeding 16,000 globally, we empower business owners to meet deadlines, monitor team performance, and expand their operations with peace of mind, ultimately fostering a more efficient work environment. Our mission is to enable organizations to thrive without the stress of missed responsibilities.

What is CCH iFirm?

Transform and elevate every aspect of your tax and accounting practice using CCH iFirm, a robust suite designed to enhance internal workflows and client engagement. By adopting the CCH iFirm Suite, you can streamline processes through automation and achieve greater transparency, which leads to more efficient operations and faster service for clients. Effortlessly and securely exchange documents with clients or team members via a customizable portal, promoting effective communication. Aggregate all client information into a centralized, secure location to improve accuracy and facilitate easy access. Take the opportunity to discover the functionalities of CCH iFirm® Practice Manager and CCH iFirm® Client Portal by scheduling a no-obligation demo. If you have any questions, a consultant from Wolters Kluwer Solutions is available to help you pinpoint the ideal tools suited for your firm's specific requirements. Furthermore, reflect on how these innovative solutions can revolutionize your business processes and significantly enhance the client service journey. Ultimately, embracing CCH iFirm could be the catalyst for lasting improvements in your firm's efficiency and client satisfaction.

Media

Media

Integrations Supported

CPACharge
Dayshape
Doc.It by IRIS
Kinective Bridge
Microsoft Outlook
QuickBooks Online
Shift
Stackreaction
Virtual Cabinet

Integrations Supported

CPACharge
Dayshape
Doc.It by IRIS
Kinective Bridge
Microsoft Outlook
QuickBooks Online
Shift
Stackreaction
Virtual Cabinet

API Availability

Has API

API Availability

Has API

Pricing Information

$36.00 USD/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Jetpack Workflow

Date Founded

2014

Company Location

United States

Company Website

www.jetpackworkflow.com

Company Facts

Organization Name

Wolters Kluwer

Date Founded

1987

Company Location

Netherlands

Company Website

taxna.wolterskluwer.com/firm-management-and-workflow/ifirm

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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