App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categories Blog & research About us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

Our commitment

Independent research methodology

Our researchers use a mix of verified reviews, independent research, and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

Learn more

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

Learn more

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website.

Learn more

Jetpack Workflow

Task and practice management for CPAs and accountants

Table of Contents

Is this product right for your business?

Find out with a

Jetpack Workflow - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Jetpack Workflow overview

What is Jetpack Workflow?

What if you could lead your business without falling behind? Jetpack Workflow is a cloud-based workflow management tool that helps firms standardize, track and automate their processes so they can complete more work and prevent tasks from falling through the cracks. Our software reduces the administrative work for accountants, bookkeepers and CPAs by helping them standardize firm procedures. Serving over 16K customers globally, we help firms of every size meet deadlines, track team progress, and grow your practice without worry.

Key benefits of using Jetpack Workflow

Jobs can be created and duplicated, and users can set custom recurrences, add custom labels to jobs for searching and filtering, and track job details, statuses, and more.

Real-time capacity planning is available with the Plan feature, allowing firm owners to see budgeted time per week and team member and plan for the right resources at the right time.

Staff tracking tools give users insight into who is working on what, and which tasks are due today, this week, or overdue, with automated morning and evening email task digests.

Multiple documents, and multiple versions of the same document, can be uploaded to Jetpack Workflow, and documents can be attached to templates to add to all client jobs.

Time can be tracked from within each task or job, with users able to enter time manually or run the built-in time in the background.

Multiple staff members can be managed, with control over user permissions and staff billable amounts.

Starting price

45per user /
per month

Alternatives

with better value for money

Jetpack Workflow’s user interface

Ease of use rating:

4.8

(53)

Jetpack Workflow reviews

Overall rating

4.8

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.9/10

Rating distribution

Pros

“I can't imagine running my business without it. They have a fantastic product and incredibly friendly and helpful staff.”

Emily B.

Owner/Accountan

“We use this keep our firm and team on top of task, projects and due dates. It does a great job in keeping you in shape with a nice and user-friendly interface.”

Mendel S.

Principle

“They have a great product that is still affordable for a small firm. Having all jobs and tasks on each client in one place is wonderful.”

Nancy B.

President

Cons

“I always regret later when I procrastinate and DON"T use it to track a job. Every time I think I don't need to record something, it causes me grief.”

Mike C.

President

“The downside is that it does not currently integrate with the software we use. But he mentioned that that is on their product roadmap.”

Dave F.

“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.”

Verified reviewer

Anonymity request

Who uses Jetpack Workflow?

Based on 53 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Accounting

Real Estate

Computer Software

Financial Services

Use cases

Accounting Practice Management

Tax Management

Tax Practice Management

Professional Services Automation

Jetpack Workflow's key features

Most critical features, based on insights from Jetpack Workflow users:

Client management

4.8

(5)

Workflow management

4.3

(6)

Document management

3.2

(6)

Project management

4.7

(3)

Due date tracking

4.4

(5)

Task management

4.7

(6)

All Jetpack Workflow features

Features rating:

4.4

(53)

Status tracking

5.0

(3)

Approval workflow

4.0

(2)

Staff management

2.5

(2)

Data import/export

5.0

(1)

Document storage

3.5

(2)

Time & expense tracking

5.0

(2)

Timer

(0)

Time tracking

(0)

Search/Filter

(0)

Project time tracking

(0)

Multi-Currency

5.0

(1)

Messaging

(0)

For cpa firms

(0)

For accountants

(0)

Collaboration tools

(0)

Alerts/Notifications

(0)

Activity tracking

5.0

(1)

Accounting

(0)

Access controls/permissions

5.0

(1)

Jetpack Workflow alternatives

Jetpack Workflow

4.8

(53)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.4

Value for Money

4.6

Customer Support

4.9

InfoFlo

4.5

(95)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.6

Customer Support

4.3

Acuity Scheduling

4.8

(5.7K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.7

Value for Money

4.7

Customer Support

4.7

Xero

4.4

(3.2K)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.3

Customer Support

4.0

Jetpack Workflow pricing

Value for money rating:

4.6

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Organize

/user

Per month

Features included:

& Clients
Documents
QBO & Zapier Integration
Team Collaboration & Management

Scale

/user

Per month

Features included:

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

User opinions about Jetpack Workflow price and value

Value for money rating:

4.6

(53)

To see what individual users think of Jetpack Workflow's price and value, check out the review snippets below.

“I can't imagine running my business without it. They have a fantastic product and incredibly friendly and helpful staff.”

Emily B.

Owner/Accountan

“We use this keep our firm and team on top of task, projects and due dates. It does a great job in keeping you in shape with a nice and user-friendly interface.”

Mendel S.

Principle