Jetpack Workflow

4.8
Overall rating
Reviews

4.8
Overall rating
Reviews

About Jetpack Workflow

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.
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Jetpack Workflow pricing

Jetpack Workflow does not have a free version but does offer a free trial. Jetpack Workflow paid version starts at US$45.00/month.

Starting Price:
US$45.00/month
Free Version:
No
Free trial:
Yes

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Jetpack Workflow Reviews

Feature rating

Value for Money
4.6
Functionality
4.3
Ease of Use
4.7
Customer Support
4.9
5 reviews of 53 View all reviews
Douglas
Douglas
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 31/10/2017

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

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

Replied 2/11/2017
Christine
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 24/8/2019

Great Practice Management Software

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.

Alternatives Considered

Karbon

Reasons for Choosing Jetpack Workflow

We made the mistake of purchasing PracticeCS and AccountingCS - Payroll by Thomson Reuters in December 2018. The software delivered was light years away from the product demonstrated and cost me over $6,000 in client penalties because the company lied about the functionality of the software. The software was extremely manual, difficult to use, required multiple partner companies to assist with functionality. Customer service wait times were often in excess of 1 hour and then all you would get is a person that was reading directly from the TR website.

Reasons for Switching to Jetpack Workflow

It boiled down to functionality. Each product offered really solid Practice Management functionality, but we felt Jetpack offered a wider range of functionality than the other programs.

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!

Replied 27/8/2019
Rob
  • Industry: Financial Services
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source
Value for Money
3
Features
2
Ease of Use
5
Customer Support
5

3
Reviewed on 1/12/2020

Keeps track of tasks but that's about it

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.

Verified Reviewer
  • Industry: Accounting
  • Company size: 1,001–5,000 Employees
  • Used Monthly for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
5

4
Reviewed on 23/3/2020

Jetpack Makes our Accounting Department's life easier

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.

Alternatives Considered

Paylocity

Reasons for Choosing Jetpack Workflow

We needed better scalability across our client base

Switched From

Paylocity

Reasons for Switching to Jetpack Workflow

Jetpack's product suite and functionality for the price made this and easy value decision.

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!

Replied 22/12/2020
Cece
Cece
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 18/7/2018

LOVE this software!!

Workflow organization and accountability!

Pros

EVERYTHING! It is easy to use. Flexible. The GUI is very clean and simple. It keeps all my tasks and jobs organized so that nothing falls through the cracks. It provides a great way to keep track of job accountability. Everyone in the office knows exactly what they have done, have yet to do, and can check every step off as the work travels through the office process. I have provided the company feedback in the past and they have updated the software to reflect a lot of these concerns. Couldn't ask for more from a software!

Cons

This is a difficult one.... I guess it would be nice to be able to modify the dashboard details to show what's important to me. For example, it would be great to just open the program and see on the dashboard how many phone messages I have. That's it... and quite frankly, it's not a HUGE deal.

Response from Jetpack Workflow

Thank you Cece! We love working with your firm and thank you for the kind words!

Replied 20/7/2018

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