Jetpack Workflow

1. Initial Consultation & Needs Assessment

• What Happens: You’ll meet with a Jetpack Workflow onboarding specialist to discuss your firm’s size, workflow needs, and current processes.
• Goal: Identify key priorities and outline a personalized implementation plan.

2. Account Setup

• What Happens: Your Jetpack Workflow account is created. Key users are invited and administrative settings are configured (firm details, user roles, permissions).
• Goal: Ensure foundational setup is correct for your team structure.

3. Template & Workflow Customization

• What Happens: You’ll either import your existing workflow templates or use Jetpack’s library to customize job and task templates.
• Goal: Map out your recurring client work, deadlines, and processes so the software mirrors your firm’s operations.

4. Data Import & Integration

• What Happens: Import client lists, job data, and other relevant information. Integrate with other tools (e.g., QuickBooks Online, Zapier) if needed.
• Goal: Centralize your client and workflow data in Jetpack Workflow.

5. Team Training

• What Happens: Jetpack provides live training sessions (often included at no extra cost) for your team. Training covers using the dashboard, creating jobs, tracking progress, and managing deadlines.
• Goal: Ensure all users are comfortable and confident with the platform.

6. Go-Live & Support

• What Happens: You begin using Jetpack Workflow for your daily operations. Ongoing support is available via chat, email, or phone.
• Goal: Smooth transition, with quick resolution of any questions or issues.

• Custom Task Templates and Workflow Library:
  You can create, edit, and organize unlimited workflow templates tailored to your firm’s specific processes. Tasks within templates can be added, deleted, or rearranged to match your exact workflow steps.

• Automate Recurring Tasks:
  Tasks and projects can be set to repeat on custom schedules—daily, weekly, monthly, yearly, or on complex custom intervals—allowing automation aligned with your business cycles.

• Custom Labels:
  You can create and manage multiple customizable labels (up to 100 per account) to track statuses such as urgent, waiting on client, in review, blockers, or any other category important to your workflow. Labels can have custom text and colors, and up to seven labels can be assigned per job.

• Custom Fields on Client Profiles:
  Beyond basic client info, you can create custom fields for any additional data your firm needs, such as fiscal year-end, partner in charge, or secondary contacts. These custom fields can be set as defaults for all clients or added individually.

• Dashboard and Reporting Customization:
  While some dashboard time frames are fixed, you can customize views by team and job filters. Progress reports and client work views can be filtered and sorted to focus on relevant data.

• User Roles and Permissions:
  The software allows configuration of user roles and permissions to control access and responsibilities within the firm.

• Integration and Document Storage:
  Jetpack Workflow supports uploading documents to client profiles and integrates with other tools like QuickBooks Online to streamline workflow.

• Setup Fees:
  Jetpack Workflow does not charge setup fees. Onboarding, including account setup and training, is typically included as part of the service.

• Maintenance Fees:
  There are no separate maintenance fees; ongoing updates and cloud hosting are included in the subscription pricing.

• Support Charges:
  Support is included with the subscription at no extra cost. Users have access to live chat, email, and phone support, as well as training resources.

• Subscription Pricing:
  Pricing is generally subscription-based (monthly or annual), with plans varying by number of users and features. All plans include unlimited workflow templates, clients, and projects.

Jetpack Workflow includes support and training with every subscription, led by a team of accounting workflow specialists. New users have access to multiple training resources such as:

• Basic Training Video Courses: These cover how to log in, key terms, navigating the main work and projects tabs, managing notifications, and account settings.

• Step-by-step walkthrough video series: Designed to guide users through setting up their accounts and using core features.

• Team Member Training Guides: Help users with different permission levels get started effectively.

• Live Support: Available via chat, email, and in-app messaging during business hours (Monday to Friday, 9 am to 6 pm Eastern time).

• Jetpack Workflow University: A free resource included with subscriptions offering courses on best practices, integrations (e.g., QuickBooks, Zapier), and advanced features.

• Knowledge Base: Extensive articles with step-by-step instructions and videos to assist users with various features and troubleshooting.

• Secure cloud hosting with encrypted data transmission (SSL/TLS).

• Role-based access controls to manage user permissions and restrict data access.

• Regular backups and secure data storage to prevent loss.

• User authentication protocols to ensure only authorized users can access sensitive client and job information.

Jetpack Workflow regularly releases updates to improve functionality, add new features, and maintain security. These updates are managed centrally by the Jetpack Workflow team and deployed automatically to all users since it is a cloud-based service. Users do not need to manually install updates, ensuring they always have the latest version without disruption.

The company communicates product updates through channels such as blog posts, webinars, and video walkthroughs, helping users stay informed about new features and improvements.

• Data Ownership:
  Customers retain full ownership of all data they collect and upload to Jetpack Workflow, including documents, client information, and other materials. Jetpack Workflow does not claim ownership of this content. However, by using the service, customers grant Jetpack Workflow and its partners a broad, worldwide, perpetual, sublicensable license to use the content as needed to provide the service. Jetpack Workflow reserves the right to remove content that may infringe on others' rights or violate policies or laws.

• Aggregated Data:
  Jetpack Workflow may compile and use aggregated, anonymized statistics derived from customer data for service improvement and marketing, but this data does not identify individual customers.

• Data Portability:
  While the terms do not explicitly detail a formal data export policy, as a cloud-based service, customers can generally export their data. Since customers own their data, they have the right to retrieve it, and Jetpack Workflow supports data access and correction requests.

• Subscription Flexibility:
  Jetpack Workflow’s pricing and plans are subscription-based and designed to scale with your firm’s size and needs. You can add or remove users as your organizational requirements change.

• No Setup or Cancellation Fees:
  There are no setup fees, and you can typically scale down or cancel your subscription without penalty, making it flexible for growing or shrinking teams.

• Adjusting Features and Users:
  You can upgrade your plan to add more users or access additional features, or downgrade if fewer resources are needed. Changes to your subscription are managed through your account settings or by contacting customer support.

• Automatic Billing and Renewal:
  Jetpack Workflow subscriptions are automatically billed in advance on a monthly or yearly basis, depending on the subscription term chosen at signup. Renewal occurs on the expiration date of the current subscription unless canceled beforehand.

• Cancellation Process:
  Customers can cancel their subscription at any time by logging into their account and navigating to the subscription settings. Cancellation takes effect at the end of the current billing cycle, allowing continued use of the service until that time.

• Refund Policy:
  • Annual subscriptions have a 30-day money-back guarantee starting from the original paid subscription date.
  • If an annual subscriber cancels before the renewal date, they have a 10-business-day grace period after renewal to cancel and receive a full refund minus a 3% transaction fee.
  • Cancellation after this grace period results in the subscription ending at the end of the current term with no refund.

  • Monthly subscriptions are not refundable after payment.

• Plan Changes:
  Customers may upgrade or downgrade their subscription tier at any time. Charges are prorated for the current billing period, and credits are applied to future invoices. Downgrades after the 10-business-day grace period do not result in refunds.

• Data Deletion:
  Upon cancellation, Jetpack Workflow may erase all account data within 90 days. Customers are responsible for backing up any data they wish to retain.

• Termination by Jetpack Workflow:
  Jetpack Workflow may restrict, modify, or terminate service access without liability and will provide a prorated refund for any prepaid fees if termination is for their convenience.

Jetpack Workflow software meets several recognized industry compliance standards through its hosting providers and internal practices. Specifically:

• ISO 27001: An international standard for information security management systems, ensuring systematic management of sensitive data.

• SOC 1 and SOC 2 / SSAE 16 / ISAE 3402: Service Organization Controls reports that verify controls relevant to financial reporting (SOC 1) and security, availability, processing integrity, confidentiality, and privacy (SOC 2).

• FISMA Moderate: Compliance with the Federal Information Security Management Act at a moderate impact level, relevant for federal data security requirements.

• Sarbanes-Oxley (SOX): Compliance related to financial reporting and internal controls for public companies.