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"[Jetpack Workflow] has been very key in keeping track of due dates especially as multiple due dates get missed while we wait on clients to provide information. Things have NOT fallen through the cracks."
“Missing a client deliverable is the absolute worst, and we are avoiding that with the help of Jetpack Workflow.”
Karbon is a Practice Management platform for accounting firms. It provides a truly collaborative platform to manage workflows, communicate with teams and deliver exceptional client work. By combining email, discussions, …
Financial Cents, Shahram spent over a year interviewing hundreds of accounting firms to learn about the most significant problems when growing their firm. Through these interviews, he learned that as …
Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, …
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