Jetpack Workflow is Recurring Client Management for Professional Firms with a current focus on small-mid accounting firms. We serve the 'second half' of the client relationship, the one that deals with ongoing work,scheduling, billing, and firm analytics. Most CRM/PM tools focus on the 'first half' of the client journey, for example, Sales Pipeline, Marketing management, E-commerce, And customer support and service

None of this address the hundreds of clients, thousands of recurring tasks, and dozens of staff members these firms need to manage (Client Success)

Our goal is to empower owners with better 'people logistics' on their team and profitability metrics on their clients.