Jetpack Workflow Pricing, Features, Reviews & Comparison of Alternatives

Jetpack Workflow

Task and practice management for CPAs and accountants

4.84/5 (44 reviews)

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.
www.jetpackworkflow.com

Pricing

Starting from
$36/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia

Supported languages

English
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Jetpack Workflow user reviews

Value for money
Features
Ease of use
Customer support
  4.8
  4.6
  4.8
  5.0
Douglas McDougal

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

Used daily for 1-2 years
Reviewed 2017-10-31
Review Source: Capterra

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


Hi Douglas!

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

David

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Christine Rawson

Great Practice Management Software

Used daily for 6-12 months
Reviewed 2019-08-24
Review Source: Capterra

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.

Response from Jetpack Workflow


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Rob Toyer

Keeps track of tasks but that's about it

Used weekly for 1-2 years
Reviewed 2020-12-01
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 4/10

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Anonymous

Jetpack Makes our Accounting Department's life easier

Used monthly for 1-2 years
Reviewed 2020-03-23
Review Source: Capterra

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.

Response from Jetpack Workflow


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!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Genevieve Dumont

Easy to use!! Never miss a deadline!

Used daily for 1-2 years
Reviewed 2018-04-30
Review Source: Capterra

Pros
One of the reasons I purchased the product was because I wanted to be able to break down each job by tasks (steps). I wasn't able to do that with the previous software I was using. We have step by step instructions on how to prepare and file remittances and how to do each of our bookkeeping clients files... I always know what my team is working on by reviewing the Dashboard each day. It's super easy to get around and use.

Cons
The only issue I have with this product is not seeing a period end date. Previous software we were using would show period end date as well as due date because they aren't always the same date. This is important for when we setup our fiscal year end jobs for each client. If the year-end is Nov 30th, it's not due Nov 30th. In our office we have to show the due date as 2 months after the actual year end for due date to be sent to the accountant. I would love to see each month who actually has a year end ending this month but it's not actually due until 2 months from now. End date and due date would be wonderful to see. That is my only complaint... that and it's getting more expensive each employee I add. That's one big bill to pay at the end of December all at once. I'd prefer either a monthly payment or to pay at a different time of year, not December.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Jetpack Workflow pricing

Starting from
$36/month
Pricing options
Subscription
Free trial
View Pricing Plans

14-day free trial, no credit card required.
Contact Jetpack Workflow for full pricing information.

Jetpack Workflow features

Activity Tracking
Automatic Notifications
Document Storage

API (771 other apps)
Activity Dashboard (692 other apps)
Audit Trail (370 other apps)
Auditing (402 other apps)
Billing & Invoicing (341 other apps)
Compliance Management (463 other apps)
Customizable Reporting (456 other apps)
Data Import/Export (431 other apps)
Document Management (408 other apps)
Inventory Management (516 other apps)
Inventory Tracking (384 other apps)
Monitoring (352 other apps)
Real Time Data (375 other apps)
Real Time Reporting (334 other apps)
Reporting & Statistics (663 other apps)
Third Party Integration (527 other apps)
Workflow Management (492 other apps)

Additional information for Jetpack Workflow

Key features of Jetpack Workflow

  • Overdue job tracking
  • Job duplication
  • Profitability reporting
  • Billable amount tracking
  • Job assignment
  • Automatic notifications
  • Multiple filtering options
  • Client list import
  • Document storage
  • Automated email digests
  • Job creation
  • Job stage tracking
  • Custom job labels
  • Google & Outlook calendar sync
  • Multiple currency options
  • Permissions management
  • Custom job recurrence
  • Job & client search
  • Status tracking
  • Timer
  • Time tracking
  • Deadline tracking
  • Client tagging
View All Features

Benefits

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.