Jetpack Workflow
Accounting practice management software
Accounting & finance software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if Jetpack Workflow and its alternatives fit your requirements.
$40 per user per month
Free Trial
Free version unavailable
Small
Medium
Large
- Professional services (engineering, legal, consulting, etc.)
- Retail and wholesale
- Education and training
What is Jetpack Workflow
Jetpack Workflow is a cloud-based workflow and practice management tool designed for accounting firms to standardize recurring work, track due dates, and manage task assignments. It is used to build job templates (e.g., monthly bookkeeping, payroll, and tax workflows), monitor work-in-progress, and improve visibility across staff workloads. The product focuses on checklist-driven processes and firm-wide workflow reporting rather than providing a full accounting ledger or tax preparation system.
Template-driven recurring workflows
Jetpack Workflow centers on reusable job and task templates that help firms standardize recurring client work. This supports consistent execution for monthly/quarterly cycles and reduces reliance on ad hoc spreadsheets. The approach fits firms that want a lightweight, process-first system to organize deliverables and deadlines.
Clear due-date visibility
The platform emphasizes tracking deadlines, job status, and work-in-progress across the firm. Teams can use dashboards and lists to see what is due, what is overdue, and who owns each step. This is practical for managers who need operational visibility without adopting a broader all-in-one suite.
Designed for accounting firms
Features and terminology align with accounting practice operations (clients, recurring engagements, and staff assignments). The product is oriented toward managing firm delivery rather than general project management. This specialization can reduce configuration effort compared with generic task tools.
Not a full practice suite
Jetpack Workflow focuses on workflow tracking and does not replace core systems such as accounting ledgers, tax research, or document management portals. Firms typically need additional products for client document exchange, e-signature, and file organization. This can increase integration and administration overhead.
Limited client-facing capabilities
Compared with platforms that include client portals and end-to-end client request management, Jetpack Workflow is more internally oriented. Client communication and document collection may require separate tools and processes. Firms seeking a single system for both internal workflow and client collaboration may find gaps.
Automation depth depends on integrations
Advanced automation (e.g., syncing tasks with email, documents, or accounting data) typically relies on integrations and external systems. If a firm’s stack is not well integrated, staff may still perform manual updates to keep job status current. This can limit real-time accuracy for workload and WIP reporting.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Starter — Monthly | $49 per user/month (billed monthly) | Unlimited projects & clients; Unlimited templates & customizable automation; Team collaboration & change management; Live chat & email support. |
| Starter — Yearly | $40 per user/month (billed annually — $480 per user/year) | Same features as monthly; 30-day no-risk guarantee on yearly plans; complimentary training options and support included. |
Notes: Add-on professional services are available (e.g., Kickstarter $299, Fast Track $749). There is a 14-day free trial (no credit card required).
Seller details
Jetpack Workflow, LLC
Pittsburgh, PA, USA
2015
Private
https://jetpackworkflow.com/
https://x.com/jetpackworkflow
https://www.linkedin.com/company/jetpack-workflow/
