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
  • Chat
Docusoft CloudFiler is built with businesses at the fourth front of its mind. The system is made with key applications to help businesses save, amend, and collaborate on documents internally and with their outbound contacts.
Docusoft CloudFiler is built with businesses at the fourth front of its mind. The system is made with key applications to help businesses save,...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

US$45.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

£15.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.8 /5
(53)

Ease of Use

4.7/ 5

Features

4.3/ 5

Customer Service

4.9/ 5

Value for Money

4.6/ 5

Overall rating

4.7 /5
(12)

Ease of Use

4.3/ 5

Features

4.4/ 5

Customer Service

4.6/ 5

Value for Money

4.9/ 5

Total features 22

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Change Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Library
  • Content Management
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Capture and Transfer
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Check-in/Check-out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Signature
  • Email Management
  • Employee Portal
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • Filtering
  • For Accountants
  • For CPA Firms
  • For Engineering Documents
  • Forms Management
  • Full Text Search
  • Indexing
  • Knowledge Base Management
  • Messaging
  • Metadata Management
  • Mobile Access
  • Multi-Currency
  • Multiple Format Support
  • Optical Character Recognition
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Quality Control
  • Real-Time Chat
  • Real-Time Notifications
  • Real-Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Revision History
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Training Management
  • Unified Directory
  • Version Control
  • Version Rollback
  • Workflow Management

Total features 94

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Change Management
  • Chat/Messaging
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Content Library
  • Content Management
  • Customizable Branding
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Capture and Transfer
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Document Automation
  • Document Capture
  • Document Check-in/Check-out
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Signature
  • Email Management
  • Employee Portal
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • Filtering
  • For Accountants
  • For CPA Firms
  • For Engineering Documents
  • Forms Management
  • Full Text Search
  • Indexing
  • Knowledge Base Management
  • Messaging
  • Metadata Management
  • Mobile Access
  • Multi-Currency
  • Multiple Format Support
  • Optical Character Recognition
  • Progress Tracking
  • Project Management
  • Project Time Tracking
  • Quality Control
  • Real-Time Chat
  • Real-Time Notifications
  • Real-Time Reporting
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Revision History
  • Role-Based Permissions
  • Rules-Based Workflow
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Single Sign On
  • Staff Management
  • Status Tracking
  • Tagging
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Timer
  • Training Management
  • Unified Directory
  • Version Control
  • Version Rollback
  • Workflow Management
  • Gmail
  • Google Calendar
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft SharePoint
  • Microsoft Word
  • OneDrive
  • QuickBooks Online
  • Turnkey Group
  • Windows 10
  • Windows 11
  • Xero
  • Zapier
  • Gmail
  • Google Calendar
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft SharePoint
  • Microsoft Word
  • OneDrive
  • QuickBooks Online
  • Turnkey Group
  • Windows 10
  • Windows 11
  • Xero
  • Zapier