Case Study: LWS Tax & Accounting scales to 2,000+ clients without missing deadlines with Jetpack Workflow

How To Track Thousands Of Clients & Never Miss A Deadline

LWS Tax & Accounting, a 10-person firm serving 2,000+ clients in tax, payroll, and bookkeeping, was struggling to keep track of growing client deadlines and requests. Before adopting Jetpack Workflow, the team relied on spreadsheets as the system of record, which made it difficult to standardize recurring processes, spot work at risk, and maintain visibility across the firm.

Jetpack Workflow provided a cloud-based accounting workflow and project management platform that let LWS Tax & Accounting import clients, build workflow templates, and manage jobs and tasks in one place. The firm loaded 1,500+ clients in four days and, after implementation, scaled past 2,000 clients without missing a deadline for over two years. Jetpack Workflow also helped the owner step away from day-to-day client work and focus on growth, marketing, and new ventures.

LWS Tax & Accounting

Blake Shaffer

Founder