tax workflow software
DESCRIPTION
Jetpack Workflow is a leading, cloud basic tax workflow and practice management software for leading accountants, CPA Firms and Practices. Includes due date tracking, time tracking, task tracking, client management, and more. Start your 14 day free trial at http://jetpackworkflow.com/freetrialTRANSCRIPT
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Tax Work)low Software for Accountants & CPA Firms Presented by Jetpack Workflow
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De)ining Work)low It’s cri7cal to think through how your firm will define workflow. For example, is it taking a holis7c approach at everything that moves through the office? Or will you be focused solely on client work? It’s also cri7cal to reflect on past experiences building out workflow and systems. What’s gone well? What hasn’t gone well… and why? Laying out these founda7on ques7ons can give you a jumpstart on launching a sustainable, workflow solu7on for your firm.
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Bene)its of Optimizing Work)low • Increase client services and billable 7me • Improve team efficiency and company morale
• Create a system that can scale and grow • Improve profitability and cash flow • Create freedom in your firm
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3 Ways to Improve Work)low
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Our Story David Cristello [email protected] 412-‐543-‐8571 2325 East Carson Street PiXsburgh, PA 15203
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Foundation
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Foundation Mapping it out, pen and paper or mind map No need to map out everything Pick the most 7me consuming, frequent, and/or profitable jobs you do.
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Return 1. Receive client work 2. Scan it in 3. Pass it along to X 4. Prepare the return 5. 1st review 6. Send notes and complete review 7. 2nd review 8. File 9. Invoice client 10. Receive payment
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The Good News The more informa7on you put down, the beXer. It can be a list It can be a visual Even post it notes or a white board (our personal favorite) Pick Three workflows that are common / 7me consuming / annoying/ painful / most profitable
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Maximize
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Maximize Elimination
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Elimination • Perfect isn’t addi7on, it’s elimina7on • Each Step Earns it’s place • Duplicate or Inconsistent Work • Mul7ple workflows for the same job • BoXlenecks iden7fied (which make is unnecessarily long?)
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Elimination • Perfect isn’t addi7on, it’s elimina7on • Each Step Earns it’s place • Duplicate or Inconsistent Work • Mul7ple workflows for the same job • BoXlenecks iden7fied (which make is unnecessarily long?)
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Elimination Grade each step • A: Efficient, easy to understand • B: Efficient, not easy to understand • C: Not efficient, easy to understand • D: Not efficient, difficult to understand
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Elimination Most Time Consuming Jobs: • A: Efficient, easy to understand • B: Efficient, not easy to understand • C: Not efficient, easy to understand • D: Not efficient, difficult to understand
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Optimization
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Optimization • Date in procedure • Review procedure • Feedback procedure • One off jobs and tasks? • Pulling 7me sheets?
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Technology Checklist
Aier you’ve gone through the workflow process, you’ll then want to look at what a poten7al “ideal” workflow applica7on would look like. ü Needs to be cloud based ü Ability to sort and track hundreds of clients ü Able to assign team members work ü Easy way to see which work needs reviewed ü Ability to add custom recurrences ü Time tracking capabili7es ü And so on J Pulng together a simple checklist will drama7cally improve the odds of finding, or selec7ng, the best workflow soiware for your firm.
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Your End Vision
Aier outlining your checklist and current workflow, the next step is defining what “success” looks like. Are you looking to cut down unbillable 7me from X to Y? Are you look to complete all returns before a specific date? Or have your team work only so many hours per week? Or even for you to be able to have more free 7me (read: any free 7me) during busy season?
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Bringing Your Team on board
Now that you have a great founda7on, the final step would be communica7ng the workflow roadmap (ie implemen7ng a new system) to your team. You can get their feedback on the current process (aier all, they could provide great insight into boXlenecks!), as well as communica7ng WHY you’ve decided to priori7ze workflow. Chances are, they will appreciate your concern of work/life balance, focusing more on client work, and building a stronger, more efficient prac7ce. As long as your team sees it’s a move to beXer life balance, and not a way to add more work to their plate, you’ll set yourself up to implement a great, sustainable, workflow solu7on.
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Bonus: Inside Look
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Create custom work views
Setup custom work views so you know exactly what you need to be working on.
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Easily setup recurring client work
Track, sort, filter, and search for relevant client jobs.
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Email noti)ications to keep you on track
Quick see what is falling through the cracks, which client, team member, or category of work is falling through the cracks.
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Can you quickly review work?
Using our preloaded filters, simply use the “needs review” func7on to see work that needs your aXen7on.
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Is it proven?
Jetpack Workflow has tracked over 85,000 jobs and tasks, and works with professionals from all over the world.
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Is it secure?
Jetpack Workflow uses top of the line encryp7on (SSL Cer7fied), as well as manages mul7ples backups every day.
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Want to Learn More?
Click Here to View an in-‐depth Video Tour of Jetpack Workflow
To Learn More or to Start Your Full, 14 Day Free Trial, Visit JetpackWorkflow.com