Jetpack Workflow vs Firm360

Starting Price

$30.00/month/user

Not provided by vendor

Best For

We focus on accounting professionals (Accountants, Bookkeepers, CPA's, etc), although any professional service firm could benefit from Jetpack Workflow

Small to mid-size CPA Firms looking to do all their work in a single system instead of jumping between multiple systems to double-enter data.

Rating


4.9 / 5
(42)
Read All Reviews
(0)

Ideal number of Users

1 - 99

1 - 99

Ease of Use


4.8 / 5


  • "One of the best pieces of software I have used - intuitive, well-designed and almost reads my mind."

  • "The Software is easy to use, and it has a very simplistic overall view of the overall look of an organization on the home screen."



Customer Support


5 / 5




Features & Functionality


4.7 / 5


  • "Ease of use / adaptability. Quick answers for questions."

  • "We use the labels for quick views of what's due. We use the templates (extremely easy to modify) as soon as a client walks through the door."



Value for Money


4.8 / 5




Product Features

  • check Approval Workflow
  • close Billing & Invoicing
  • check Client Management
  • close Client Portal
  • check Document Management
  • check Due Date Tracking
  • check For CPA Firms
  • check Project Management
  • check Staff Management
  • check Time Tracking
  • check Approval Workflow
  • check Billing & Invoicing
  • check Client Management
  • close Client Portal
  • check Document Management
  • check Due Date Tracking
  • check For CPA Firms
  • check Project Management
  • check Staff Management
  • check Time Tracking

Screenshots

View 5 screenshots 110477 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation

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Jetpack Workflow vs Firm360

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