Jetpack Workflow vs TidyFlow
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Overview
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
Cloud-based platform aiding accountants in managing client projects, document security, team collaboration, and automating operational tasks.
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
US$45.00/month
- Free Version
- Free Trial
- Subscription
Starting from
US$29.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.7/ 5Features
4.3/ 5Customer Service
4.9/ 5Value for Money
4.6/ 5Ease of Use
4.7/ 5Features
4.7/ 5Customer Service
4.7/ 5Value for Money
4.3/ 5Features
Total features 22
- @mentions
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Workflow
- Assignment Management
- Audit Trail
- Billing & Invoicing
- CRM
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Configurable Workflow
- Contact Management
- Content Management
- Customizable Templates
- Data Import/Export
- Data Security
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- File Management
- File Sharing
- File Transfer
- For Accountants
- For CPA Firms
- For Tax Practices
- Multi-Currency
- Prioritization
- Progress Tracking
- Project Management
- Project Planning/Scheduling
- Project Time Tracking
- Project Workflow
- Real Time Editing
- Recurring Tasks
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Staff Management
- Status Tracking
- Tagging
- Task Editing
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- Timesheet Management
- To-Do List
- Workflow Management
Total features 61
- @mentions
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Approval Workflow
- Assignment Management
- Audit Trail
- Billing & Invoicing
- CRM
- Client Management
- Client Portal
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Configurable Workflow
- Contact Management
- Content Management
- Customizable Templates
- Data Import/Export
- Data Security
- Document Management
- Document Storage
- Drag & Drop
- Due Date Tracking
- File Management
- File Sharing
- File Transfer
- For Accountants
- For CPA Firms
- For Tax Practices
- Multi-Currency
- Prioritization
- Progress Tracking
- Project Management
- Project Planning/Scheduling
- Project Time Tracking
- Project Workflow
- Real Time Editing
- Recurring Tasks
- Reporting & Statistics
- Reporting/Analytics
- Reporting/Project Tracking
- Search/Filter
- Secure Data Storage
- Self Service Portal
- Staff Management
- Status Tracking
- Tagging
- Task Editing
- Task Management
- Task Progress Tracking
- Task Scheduling
- Template Management
- Third-Party Integrations
- Time & Expense Tracking
- Time Tracking
- Timer
- Timesheet Management
- To-Do List
- Workflow Management
Integrations
- Gmail
- Google Calendar
- Microsoft Outlook
- QuickBooks Online
- Zapier
- Gmail
- Google Calendar
- Microsoft Outlook
- QuickBooks Online
- Zapier
