OfficeTools vs Jetpack Workflow
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Overview
OfficeTools provides everything you need to run your tax and accounting practice from a single solution.
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document storage and more.
Jetpack Workflow is a practice, client, and workflow management solution for accountants with tools for job management, time tracking, document...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
Images
Pricing
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Starting from
US$45.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
3.7/ 5Features
3.9/ 5Customer Service
3.8/ 5Value for Money
3.7/ 5Ease of Use
4.7/ 5Features
4.3/ 5Customer Service
4.9/ 5Value for Money
4.6/ 5Features
Total features 48
- Access Controls/Permissions
- Accounting
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Approval Workflow
- Audit Trail
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- CRM
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Contact Database
- Contingency Billing
- Customizable Branding
- Customizable Invoices
- Data Import/Export
- Document Management
- Document Storage
- Due Date Tracking
- Email Management
- Employee Management
- Expense Tracking
- Financial Management
- For Accountants
- For CPA Firms
- For Tax Practices
- Hourly Billing
- Invoice Creation
- Invoice History
- Mobile Payments
- Monitoring
- Multi-Currency
- Online Invoicing
- Online Payments
- Payment Processing
- Project Accounting
- Project Billing
- Project Management
- Project Time Tracking
- Recurring/Subscription Billing
- Reminders
- Search/Filter
- Staff Management
- Status Tracking
- Task Management
- Task Progress Tracking
- Tax Calculation
- Time & Expense Tracking
- Time Tracking
- Timer
- Timesheet Management
- Workflow Management
Total features 22
- Access Controls/Permissions
- Accounting
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Approval Workflow
- Audit Trail
- Billable Items Tracking
- Billing & Invoicing
- Billing Portal
- CRM
- Calendar Management
- Client Management
- Client Portal
- Collaboration Tools
- Communication Management
- Contact Database
- Contingency Billing
- Customizable Branding
- Customizable Invoices
- Data Import/Export
- Document Management
- Document Storage
- Due Date Tracking
- Email Management
- Employee Management
- Expense Tracking
- Financial Management
- For Accountants
- For CPA Firms
- For Tax Practices
- Hourly Billing
- Invoice Creation
- Invoice History
- Mobile Payments
- Monitoring
- Multi-Currency
- Online Invoicing
- Online Payments
- Payment Processing
- Project Accounting
- Project Billing
- Project Management
- Project Time Tracking
- Recurring/Subscription Billing
- Reminders
- Search/Filter
- Staff Management
- Status Tracking
- Task Management
- Task Progress Tracking
- Tax Calculation
- Time & Expense Tracking
- Time Tracking
- Timer
- Timesheet Management
- Workflow Management
Integrations
- APX e-Invoicing
- Gmail
- Google Calendar
- Lacerte Tax
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- QuickBooks Online
- QuickBooks Online Advanced
- Zapier
- APX e-Invoicing
- Gmail
- Google Calendar
- Lacerte Tax
- Microsoft Excel
- Microsoft Outlook
- Microsoft Word
- QuickBooks Online
- QuickBooks Online Advanced
- Zapier
