--- description: Review of Jetpack Workflow Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Jetpack Workflow | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Actuarial Software](/directory/4334/accounting-practice-management/software) > [Jetpack Workflow](/software/267987/jetpack-workflow) # Jetpack Workflow Canonical: https://www.softwareadvice.co.uk/software/267987/jetpack-workflow Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/267987/jetpack-workflow?page=2) > 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 messaging in one centralized location for quick access. JetPack Workflow can easily sync with Quickbooks Online to seamlessly integrate billing and payroll. > > Verdict: Rated **4.8/5** by 53 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.8/5** | 53 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.6/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Jetpack Workflow - **Location**: Pittsburgh, US - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$45.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: 14-day free trial, no credit card required. Contact Jetpack Workflow for full pricing information. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, Ireland, New Zealand, United Kingdom, United States ## Features - Access Controls/Permissions - Accounting - Activity Tracking - Alerts/Notifications - Approval Workflow - Client Management - Collaboration Tools - Data Import/Export - Document Management - Document Storage - Due Date Tracking - For Accountants - For CPA Firms - Messaging - Multi-Currency - Project Management - Project Time Tracking - Search/Filter - Staff Management - Status Tracking ## Integrations (5 total) - Gmail - Google Calendar - Microsoft Outlook - QuickBooks Online - Zapier ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support ## Category - [Actuarial Software](https://www.softwareadvice.co.uk/directory/4334/accounting-practice-management/software) ## Related Categories - [Actuarial Software](https://www.softwareadvice.co.uk/directory/4334/accounting-practice-management/software) - [Professional Services Automation Software](https://www.softwareadvice.co.uk/directory/4135/psa/software) - [Tax Practice Management Software](https://www.softwareadvice.co.uk/directory/4237/tax-practice-management/software) ## Alternatives 1. [Fiverr](https://www.softwareadvice.co.uk/software/334221/fiverr-workspace) — 4.7/5 (511 reviews) 2. [Clientary](https://www.softwareadvice.co.uk/software/370567/clientary) — 4.7/5 (100 reviews) 3. [Atera](https://www.softwareadvice.co.uk/software/125932/atera) — 4.5/5 (446 reviews) 4. [Teamwork.com](https://www.softwareadvice.co.uk/software/17252/teamwork-pm) — 4.5/5 (934 reviews) 5. [QuickBooks Time](https://www.softwareadvice.co.uk/software/167836/quickbooks-time) — 4.7/5 (7003 reviews) ## Reviews ### "Complete Help" — 4.0/5 > **Robin M.** | *31 October 2017* | Recommendation rating: 10.0/10 > > **Pros**: I love the customer support and the fact that the team is open to suggestions and makes improvements based on feedback. This program has helped bring us from manual lists to a more organized process. > > **Cons**: I would like for there to be a way to distinguish a hard deadline from a soft one and I would like a current to do list. It is difficult to prioritize without the deadline distinction. ----- ### "Loved it, but left it." — 5.0/5 > **Verified Reviewer** | *13 December 2022* | Accounting | Recommendation rating: 6.0/10 > > **Pros**: The ability to visually see what needs to be done with the sort features made my daily processes flow very easy. > > **Cons**: I switched to a different software that included many more features such as a client portal, automations, document storage, and website included. I felt it was a better use of time and money having all of the features in one app. > > I had a good experience with the process building in JetPack. It was very user friendly. I had to leave because I needed more features included for the price. ----- ### "Keeps track of tasks but that's about it" — 3.0/5 > **Rob** | *1 December 2020* | Financial Services | Recommendation rating: 4.0/10 > > **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. > > 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. ----- ### "From the sale interaction through today this group is true to their word. Works right out of the box" — 5.0/5 > **Verified Reviewer** | *22 January 2018* | Recommendation rating: 10.0/10 > > **Pros**: Ease of use. You don't need a manual, or an IT department to make this work. Within hours of purchase we had clients uploaded and were working with the software. Most software of this type tries to do everything including tying your shoes. Jetpack is all about workflow, managing people and jobs. > > **Cons**: I wish there was a mobile interface. However, that would not deter me from purchase. The use on my phone is a bit difficult but better than what I was doing. > > Manage an employee group that all work remotely. ----- ### "Not just for accounting" — 4.0/5 > **Verified Reviewer** | *29 November 2018* | Real Estate | Recommendation rating: 5.0/10 > > **Pros**: Ability to create reuseable templates which cuts down on time spent explaining processes and procedures. Reoccurrence of jobs is also a big pro along with delegation of individual tasks. > > **Cons**: Completely accounting driven. We don't use it for just accounting but you can tell this product is more geared for this crowd. > > Overall good. Not spectacular or phenomenal but good. It gets the job done. ----- Page: 1 / 3\ Next: [Next page](https://www.softwareadvice.co.uk/software/267987/jetpack-workflow?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/267987/jetpack-workflow) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data