Jetpack Workflow Features List

Jetpack Workflow Reviews

Jetpack Workflow

Practice & workflow management solution

4.93/5 (27 reviews)
1,225

Jetpack Workflow Feature Summary

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

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Custom Fields (142 other apps)
Customizable Reporting (198 other apps)
Data Import/Export (197 other apps)
Document Storage (141 other apps)
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Inventory Tracking (160 other apps)
Invoice Management (151 other apps)
Monitoring (159 other apps)
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Third Party Integration (170 other apps)
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Competitor Feature Comparison

Jetpack Workflow Feature Reviews

24 reviewers had the following to say about Jetpack Workflow's features:

Sandra Emanuel

Great!

2017-10-16

Stay on time with my client projects and easily identify what projects may need additional follow up.

Pros

Awesome project management & easy to use; helps me stay on track with my clients and their various projects and deadlines.

Cons

Also, would like to see a password protected area to keep client sensitive data like username and passwords for their accounts that even JetPack employees would not have access to for security reasons.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jetpack Workflow


Thank you for the kind words Sandra! I'm going to share this feedback with the entire team!

Best
David

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David Geslin

Easy to use and manage the many tasks we have in our office.

2017-10-28

This software keeps us on task and makes it easy to delegate and track work in our office.

Pros

Its Flexibility and the level of detail we can put in it. It is easy to filter and sort task to see what is open and what needs to be worked on.

Cons

The exported time reports are not as easy to sort and filter as I would wish.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jetpack Workflow


Hi David!

Thank you for the review and feedback! These are areas I can certainly pass along to product to review, and appreciate you taking the time to send them over.

Thanks again!
David

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Anonymous
A verified reviewer

Very powerful workflow management

2017-11-06

Pros

Excellent customization software that incorporates tagging, recurring tasks, extensions, and automatic tracking/notifications for all staff members/clients.

Cons

The service has improved tremendously, but the user interface is still a bit overwhelming for older staff that aren't computer savvy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
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Mike Chaffee

Keeps track of all of my work tasks and administrative tasks in one place. Consistently.

2018-03-29

Pros

This software was designed from the ground up (to the cloud) for CPAs, EAs, and other tax and accounting professionals.

Cons

My life gets better the more I use Jetpack Workflow.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Ranae Hager

We used it for a year and then stopped

2017-01-05

We ended up moving on to Karbon because of the email integration, but overall my experience with JetPack was actually pretty good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Jim Gassler

We feel this is the answer to workflow control in our paperless office

2017-12-22

We're starting to see work move easier as we get used to leaving notes and sending emails from the job screen.

Pros

We're in our third month with JetPack and are starting to appreciate that this is more than just deadline tracking for compliance jobs. We have templates for client onboarding, responding to tax notices, year-end tax planning and some for administrative processes.

Cons

The worst thing I can think of is that it's easy in some entry fields to click out without checking to accept the entry.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Douglas McDougal

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

2017-10-31

I use it to track all my tax clients from gathering information to billing.

Pros

It makes it easier to set up those "one-off" jobs like tax notices or whatever. 2.

Cons

This can make it a bit cumbersome to find the real work that is overdue.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jetpack Workflow


Hi Douglas!

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

David

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michelle hallmark

this software has been a game changer for my practice; we no longer has clients slipping thru cracks

2017-11-13

Pros

My most liked feature is custom labels.

Cons

Of course, I have tweaked my jetpack so that now I have custom templates, but it would have been time saving when I was setting it up.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jetpack Workflow


Thank you for the feedback Michelle! We'll certainly pass this along to the product team as well!

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Anonymous
A verified reviewer

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

2018-01-22

Manage an employee group that all work remotely.

Pros

Jetpack is all about workflow, managing people and jobs.

Cons

I wish there was a mobile interface.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kristin S.

I have tried many task management programs and this one is the best I've found, in my opinion.

2017-11-01

Pros

The logical way that recurring transactions are handled, the ability to use both Jobs and Tasks, the uncomplicated User Interface, the communications allowed between team members, the Gmail integration, the

Cons

The filtering and column sorting system in the Jobs tab is awkward, there is a limit on the number of Labels allowed, would prefer more granularity in email notification options

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Jetpack Workflow


Thank you for the review Kristin! Really appreciate the feedback on where we can improve as well!

Read more
Anonymous
A verified reviewer

Great for my growing accounting practice

2018-04-17

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Wendy Wray

Switched from another workflow - even with impending tax season. So glad we did!

2018-01-17

Absolute productivity.

Pros

We weighed the pros and cons of switching from our other workflow and honestly, switching, importing clients, tasks, etc. was all much, much easier than fighting with the other workflow for another day.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joseph C Livingston Jr EA

Jetpack provides an adaptable, functional work flow program.

2017-10-21

Pros

Ease of use / adaptability. Quick answers for questions. Email follow-up and tips. Great video training.

Cons

The search box (until clicked) will show one client name and lower data entry screen will still be on the previous.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Jetpack Workflow


Hi Joseph!

Thank you for taking the time to write a review- it means the world to us.

As we continue to roll out improve functionality, we'll certainly pass along these points to the development team.

All the best!
David

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Moira Milligan

Excellent software for the bookkeeping/accounting industry. I don't miss a deadline.

2018-04-23

Ensures I don't miss deadlines for government remittances and other time sensitive jobs.

Pros

Cloud based and task oriented which makes my life easier. I was concerned before I started using this program that I would miss deadlines.

Cons

Small learning curve at start to ensure setup is correct. Getting acquainted with terms used in the program.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Liam Aspeling

Great product

2018-02-13

High level view of clients and jobs, resulting in more peace of mind.

Pros

Filter functionality. Easy to create a new task/job.

Cons

Jetpack is a bit expensive for us, but in line similar products. Mobile app would be a great add-on.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kenda Spitzer

Jetpack was easy to get started.

2017-10-11

Pros

I really like the dashboard because I can easily plan my day and week.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Jetpack Workflow


Hi Kenda! Thank you for the kind words!

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Gary Gehiere

One of the best pieces of software I have used - intuitive, well-designed and almost reads my mind.

2018-04-02

Pros

The developers understand this niche market of the tax and accounting profession. It shows with every step.

Cons

Lack of ability to aggregate time from multiple sessions of the same job.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Jeffrey Wright

Helps keep us organized so we don't miss things

2018-02-26

Pros

Also, very easy for multiple users to collaborate on projects and jobs.

Cons

One thing that I would really love is if when you email a task to a client the document attached to that job would email over with it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Genevieve Dumont

Easy to use!! Never miss a deadline!

2018-04-30

Pros

I always know what my team is working on by reviewing the Dashboard each day.

Cons

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Janet K Moretz

Love Jetpack. It is easy to use and keeps me organized which means peace of mind.

2018-06-14

Organization, client list, assignment of tasks to other staff members

Pros

I have one client that is elderly and cannot remember to pay her estimates on time. I have a tasks set up to notify her care giver to help her to pay her estimated tax.

Cons

I honestly have to say that at this point in time I do not have anything that I do not like about this software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Jetpack Workflow


Thank you Janet! We love working with your firm and look forward to your continued success!

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Mendel Schapira

Great to keep our firm on target

2017-11-07

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.

Pros

Assignment of team to tasks and apply across multiple clients or jobs. the email, chat and calendar features make it even more useful

Cons

Not being able to update templates for assigned jobs. having dependency tasks with later date show as overdue

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Candi Hallstrom-Capstick

Improves our business efficiency

2018-04-04

Pros

This has allowed our business to grow and at the same time be more productive.

Cons

We would love to be able to see Archived jobs attached to client files, but I'm sure that is coming in the future.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Maura Wiser

I am very happy with JetPack Workflow and highly recommend this product.

2017-11-14

Pros

I have been using this workflow for almost a year and many additional features have been added already.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Jetpack Workflow


Thank you Maura! We really enjoy working with your firm and thank you for the kind words!

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Dave Finnigan

Great Workflow // Project Management for Service Professionals

2014-07-25

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

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No

Response from Jetpack Workflow


Thank you for the kind words! If you have any questions about integrations, feel free to email us directly at hello@jetpackworkflow.com or visit jetpackworkflow.com --
Thanks!

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