Jetpack Workflow 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Jetpack Workflow

4.8

(53)

Pricing

Starting at $45.00 per month

About Jetpack Workflow

Jetpack Workflow is a cloud-based accounting workflow management solution that accelerates and automates bookkeeping operations for accounting firms. With over 70 workflow templates available and an integrated template builder on hand for custom workflows, Jetpack workflow allows professionals to focus on every step of the bookkeeping process, ensuring that no task gets left behind. For critical deadlines, users can set jobs to automatically reoccur on a daily, weekly, or monthly basis with powerful scheduling capabilities.

Jetpack Workflow can keep up with how much work is completed and identify which task needs to be completed next, helping teams stay on top of any project. To streamline team collaboration, Jetpack centralizes all documents, notes, and messaging in one centralized location for quick access.

JetPack Workflow can easily sync with Quickbooks Online to seamlessly integrate billing and payroll.

Jetpack Workflow Screenshots

Jetpack Workflow Pricing and Plans

Starting price: $45.00 per month

Free Trial

Free Version

Organize

$45.00

per user, per month

Plan includes:

& Clients
Documents
QBO & Zapier Integration
Team Collaboration & Management

Scale

$50.00

per user, per month

Plan includes:

Capacity Management
& Email Support
Live Chat
Phone
QBO & Zapier Integration
Team Collaboration & Management
Team Scheduling Management

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Jetpack Workflow Features

Popular features found in Accounting Practice Management
Billing & Invoicing
Client Management
Due Date Tracking
For CPA Firms
Project Management
Time Tracking
More features of Jetpack Workflow
Access Controls/Permissions
Accounting
Activity Tracking
Alerts/Notifications
Approval Workflow
Collaboration Tools
Data Import/Export
Document Management
Document Storage
For Accountants
Messaging
Multi-Currency
Project Time Tracking
Search/Filter
Staff Management
Status Tracking
Task Management
Time & Expense Tracking
Timer
Workflow Management

Jetpack Workflow Integrations

Google Calendar

Zapier

Gmail

QuickBooks Online

Microsoft Outlook

Jetpack Workflow User Reviews

Overall Rating

4.8

Ratings Breakdown

83%

13%

Secondary Ratings

Ease of Use

4.7

Value for money

4.6

Customer support

4.9

Functionality

4.3

Robin M. R.

Verified reviewer

Used daily for less than 12 months

Review source

Reviewed October 2017

Complete Help

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the customer support and the fact that the team is open to suggestions and makes improvements based on feedback. This program has helped bring us from manual lists to a more organized process.

Cons:

I would like for there to be a way to distinguish a hard deadline from a soft one and I would like a current to do list. It is difficult to prioritize without the deadline distinction.

Verified

Reviewer

Accounting

Self-Employed

Used daily for less than 12 months

Review source

Reviewed December 2022

Loved it, but left it.

I had a good experience with the process building in JetPack. It was very user friendly. I had to leave because I needed more features included for the price.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to visually see what needs to be done with the sort features made my daily processes flow very easy.

Cons:

I switched to a different software that included many more features such as a client portal, automations, document storage, and website included. I felt it was a better use of time and money having all of the features in one app.

Reasons for choosing Jetpack Workflow

I started with jetpack after using it at a prior job. I switched to Tax Dome for more features.

Rob T.

Verified reviewer

Financial Services

Self-Employed

Used weekly for less than 2 years

Review source

Reviewed December 2020

Keeps track of tasks but that's about it

Overall for a few hundred bucks it's probably worth it. I've outgrown the software and think they need to have a lot more features available.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use, helps to keep track of projects and allows you to take notes. Also keeps track of billing time

Cons:

Just not robust enough. I kept asking them when they were going to have a mobile app or have new features and they haven't come out with any.

Verified

Reviewer

Used daily for less than 12 months

Review source

Reviewed January 2018

From the sale interaction through today this group is true to their word. Works right out of the box

Manage an employee group that all work remotely.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use. You don't need a manual, or an IT department to make this work. Within hours of purchase we had clients uploaded and were working with the software. Most software of this type tries to do everything including tying your shoes. Jetpack is all about workflow, managing people and jobs.

Cons:

I wish there was a mobile interface. However, that would not deter me from purchase. The use on my phone is a bit difficult but better than what I was doing.

Verified

Reviewer

Real Estate

51-200 employees

Used daily for less than 12 months

Review source

Reviewed November 2018

Not just for accounting

Overall good. Not spectacular or phenomenal but good. It gets the job done.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

Ability to create reuseable templates which cuts down on time spent explaining processes and procedures. Reoccurrence of jobs is also a big pro along with delegation of individual tasks.

Cons:

Completely accounting driven. We don't use it for just accounting but you can tell this product is more geared for this crowd.

Mike H.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed September 2018

Excellent solution for the right size firm

Our firm grew to the point where we needed a workflow management system, but the workflow solution I had used previously (Practice CS) was too heavy and expensive. Jetpack was/is a great solution, allowing us to keep a closer eye on our capacity utilization and time spent on projects. I wish there was a mobile app and I wish we could extract some more specialized reports, but these are small items that don't detract from an overall excellent product. I would highly recommend for any firm around the same size as us (3 senior accountants and 3 bookkeepers).

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Very easy to use with a short learning curve, seems to scale nicely, and generates good reports.

Cons:

Some features could be improved and I wish there was a mobile app, but there's nothing crucial.

Vendor Response

Hi Mike! Thank you for the kind words and we really love working with your firm.

Replied November 2018

Verified

Reviewer

Accounting

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2019

Great Software

Great! Love it, no plans on switching.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Helps us keep track of all jobs with ease, we can see at a glance what stage we are at

Cons:

I wish there was an indicator that reflected there was a note under the activity tab. It's nice being able to attach notes to a client rather than just the job but our employees don't think to click on it. This is also a training issue, yes, but an indicator would be nice

Verified

Reviewer

Accounting

2-10 employees

Used daily for less than 12 months

Review source

Reviewed March 2019

This software keeps our team super organized

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I love how easy it is to track jobs and set up tasks. It keeps our team so organized and we rarely forget to do a task.

Cons:

You have to be super proactive in setting up jobs in order to keep track of them. It's great once the job is in there, but not so great when you forget to set up the job.

Verified

Reviewer

Accounting

Used daily for less than 12 months

Review source

Reviewed April 2018

Great for my growing accounting practice

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We have been using Jetpack Workflow for almost a year and we absolutely love it for managing clients, projects, and tasks.

Cons:

The main downside to Jetpack Workflow is the lack of a mobile app for the product. I also wish that I could assign emailed tasks to an individual.

Abigail C.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 6 months

Review source

Reviewed June 2019

Great solution for small firms

Jetpack Workflow has solved a huge portion of our pain points resulting from not knowing what to do at what time. The software keeps our team on track and makes it easy to see what's due, what we should be expecting, and chase clients down if necessary.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The calendar function The ability to create work flows through different individuals Ease of use

Cons:

No way to turn tasks off on the calendar permanently No way to change a template once you have entered the template and change all of them

Vendor Response

Hi Abigail, thank you for leaving a review and being a Jetpack Workflow customer!

Replied June 2019