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 mess...


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47 Reviews of Jetpack Workflow

Average User Ratings

Overall

4.77 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(39)

39

4 stars

(6)

6

3 stars

(1)

1

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 47 results

October 2017

User Profile Picture

Douglas from DBJ Partners, LLC

Verified Reviewer

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

This package is extremely easy to use, which means that I do a better job of keeping it up-to-date.

It quickly shows me which projects are due today, this week, and this month. I use it to track all my tax clients from gathering information to billing. It is very easy to set up the one-off jobs so that they don't get lost in the shuffle.

Pros

1. I like that jobs can be quickly created within the platform. It makes it easier to set up those "one-off" jobs like tax notices or whatever. 2. I also like that you can set up a job from your email by forwarding the email to JetPack. 3. The developers listen to the users and make appropriate changes to the platform. I have made a couple of suggestions, and both were incorporated into the program.

Cons

This is my fault. I don't always get my billing out timely, and I use JetPack to help remind me which jobs need to be billed by using a label. As a result, all of those jobs will show up under my "overdue" list. This can make it a bit cumbersome to find the real work that is overdue.

Response from Jetpack Workflow

Replied November 2017

Hi Douglas! Thank you for the kind words - we really enjoy working with your firm and appreciate the note! David

August 2019

Christine from CKR Financial Services LLC

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2019

Great Practice Management Software

Jetpack Workflow is a tremendous piece of software! They have been very responsive with any and all our questions. We were able to quickly set the software up and train our staff. It is easy to use and the company has continued to follow up with us regularly to make sure we are happy with the product and to see if we have any questions. Their pricing is upfront and very affordable. No surprises! They also send us regular tips and tricks to get the most out of our software. It has been a great experience. Nice to see a company that does what it says and keeps its promises!!!

Pros

Jetpack allows us to keep on top of all our deadlines. The software is easy to use, easy to set up and customer service is top of the line!

Cons

I would like the ability to access Jetpack through an app on my cellphone, but that is a minor inconvenience.

Reasons for Choosing Jetpack Workflow

It boiled down to functionality. Each product offered really solid Practice Management functionality, but we felt Jetpack offered a wider range of functionality than the other programs.

Reasons for Switching to Jetpack Workflow

We made the mistake of purchasing PracticeCS and AccountingCS - Payroll by Thomson Reuters in December 2018. The software delivered was light years away from the product demonstrated and cost me over $6,000 in client penalties because the company lied about the functionality of the software. The software was extremely manual, difficult to use, required multiple partner companies to assist with functionality. Customer service wait times were often in excess of 1 hour and then all you would get is a person that was reading directly from the TR website.

Response from Jetpack Workflow

Replied August 2019

Hi Christine, Thanks for the kind words! We are so happy you're part of the Jetpack Workflow family and getting so much value from our software!

June 2021

Samantha from McGrath Tax and Accounting PC

Company Size: 2-10 employees

Industry: Accounting

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

June 2021

User for Years

Pros

I love Jetpack, it helped me get organized and stop waking up at 5am, afraid that I forgot to do something.

Cons

Email integration and client reminders would be useful.

December 2020

Rob from Toyer Tax LLC

Company Size: 1 employee

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

2.0

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.

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.

March 2020

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

March 2020

Jetpack Makes our Accounting Department's life easier

Jetpack allows us to get our time and billable hours invoices properly set up and organized so we can save money and time, while improving customer interactions.

Pros

I was on the team that selected and implemented Jetpack. We have many clients that funnel finances into a central repository, so Jetpack was necessary to be able to quickly "copy and paste" numerous workflows together to make a seamless process. We use the time/tracker feature daily to integrate with our billable hours qualifications and calculations.

Cons

Some of the User Interface and interactions could be improved, but naturally comes pretty standard with back-end accounting frameworks. The features of the product are more important that the looks, fortunately.

Reasons for Choosing Jetpack Workflow

Jetpack's product suite and functionality for the price made this and easy value decision.

Reasons for Switching to Jetpack Workflow

We needed better scalability across our client base

Response from Jetpack Workflow

Replied December 2020

Thank you so much for taking the time to review Jetpack Workflow. Your feedback is important and I have shared it with our product team already!