Practice management software for accountants & cpa firms

Practice  Management  Software  for  Accountants  &  CPA  Firms    Presented  by  Jetpack  Workflow  

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.  

Is  it  easy  to  track  your  team?    

Can  you  easily  iden<fy  which  team  members  are  becoming  overloaded?    

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.    

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