--- title: "Jetpack Workflow Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Jetpack Workflow Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more." source_url: "https://www.capterra.com/p/135007/Jetpack-Workflow/" page_type: "product" language: "en" --- # Jetpack Workflow Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Jetpack Workflow ## What is Jetpack Workflow? Jetpack works to help firms of all sizes standardize, track and automate their processes so that each team member has a greater ability to complete more work in less time. Every workflow is unique, which is why our software comes fully customized to the needs of your company - down to the letter. Jetpack Workflow helps you become more efficient with tracking, notification management and automation. Build trust through transparency and scale your firm by focusing on the work that matters. ## What is Jetpack Workflow used for? [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Professional Services Automation](https://www.capterra.com/professional-services-automation-software/) Top alternative Featured Overall rating Based on 53 user reviews Reviews sentiment Positive 96% Neutral 2% Negative 2% Starting price $45 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Jetpack Workflow?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.jetpackworkflow.com/&name=Jetpack Workflow) ## Jetpack Workflow Overview Updated August 2026 AI summary Jetpack Workflow is a cloud-based solution for small and midsize businesses seeking accounting practice management, professional services automation, and tax practice management tools. It offers workflow and task management, due date tracking, document and client management, and time tracking, with specialized features for CPA firms. Deployment is web-based, supporting team coordination and oversight of recurring client work. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Jetpack Workflow 4.8 (53) VS. [4.5 (560)](https://www.capterra.com/p/5923/Celoxis/reviews/) Starting Price $45 Per User, Per Month Starting Price $10 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (53) Ease Of Use 4.4 (560) Value For Money 4.6 (50) Value For Money 4.4 (425) Customer Service 4.9 (49) Customer Service 4.5 (497) ## Jetpack Workflow alternatives [4.5 (456)](https://www.capterra.com/p/144309/Atera/reviews/) Starting price $129.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.2 (2,068)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [Fiverr](https://www.capterra.com/p/239416/Fiverr/) [4.7 (512)](https://www.capterra.com/p/239416/Fiverr/reviews/) Starting price $18.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/239416/Fiverr/) [View all alternatives](https://www.capterra.com/p/135007/Jetpack-Workflow/alternatives/) ## FAQs about Jetpack Workflow Overview ### Which roles and teams benefit most from Jetpack Workflow? Jetpack Workflow is most used by accounting firm owners, presidents, and finance leaders who need visibility into deadlines, client work, and team capacity. Accountants, CPAs, and bookkeepers rely on it to standardize recurring tax and bookkeeping workflows, while office managers and consultants use it to coordinate tasks, approvals, and client deliverables. Answer based on 52 reviews Overview ### What company size and specific industries is Jetpack Workflow built for? Jetpack Workflow is designed for accounting professionals, including accountants, bookkeepers, and CPAs, as well as other professional service firms. It fits small to mid-sized businesses in these sectors that need a workflow system for client work and recurring tasks. Features and Usability ### What are the key features of Jetpack Workflow? Jetpack Workflow includes core workflow management features like task management, due date tracking, recurring jobs, and reusable templates. Reviewers also highlight client task management, task dependencies with automatic handoffs, team collaboration through comments and notes, and time tracking. Differentiators include custom labels, dashboard views, and notifications for staff and clients. Answer based on 17 reviews Pricing ### How much does it cost and what fees or limitations are included? Jetpack Workflow starts at $45 per user/month for the Organize plan, with unlimited jobs, clients, and documents, plus Zapier integrations and phone, email, and chat support. The $50 per user/month Scale plan adds support and training. A free trial is available. Reviewers say the price is good, though some wanted more features. Answer based on 5 reviews Integrations ### Which third-party tools and platforms does Jetpack Workflow integrate with? Jetpack Workflow integrates with Streak, Gmail, Google Calendar, Microsoft Outlook, QuickBooks Online, and Zapier. These connections cover email and scheduling tools, accounting software, and app-to-app automation, giving firms access to the core platforms commonly used for client communication, calendar management, bookkeeping, and connected workflows. Answer based on 11 reviews Getting Started and Support ### How easy is it to onboard and train a team on Jetpack Workflow? Jetpack Workflow is generally quick to onboard for most teams, with live online sessions, webinars, documentation, and videos available for training. Reviewers say staff often become functional within minutes or hours, especially nontechnical users, while admins or teams learning many features may need more time and support during setup. Answer based on 12 reviews Getting Started and Support ### What customer support options does Jetpack Workflow offer, and how do users rate the experience? Jetpack Workflow offers email/help desk, FAQ/forum, a knowledge base, and phone support. Users generally describe support as fast, friendly, professional, and helpful during setup and ongoing use. Tutorials and short training videos are appreciated, though some users reported product issues and occasional interface overwhelm despite responsive assistance. Answer based on 12 reviews Features and Usability ### How good is Jetpack Workflow for task management? Jetpack Workflow keeps accounting and bookkeeping teams organized with recurring tasks, templates, delegation, and clear job status tracking. Many users like the dashboard, calendar, filters, and task dependencies for planning work and avoiding missed deadlines. Some teams want more flexibility when editing recurring jobs, templates, and dependency rules. Answer based on 17 reviews Features and Usability ### Is Jetpack Workflow easy to use? Jetpack Workflow feels easy to learn for many accounting firms that need fast setup, clear job visibility, and simple task tracking. Teams often get comfortable quickly with templates, labels, filters, and bulk changes. Some users still mention a short learning curve around initial setup, terminology, and a few interface details. Answer based on 17 reviews ## Features AI summary Based on 1,519 Accounting Practice Management reviews Capterra reviewers point to these as the top priorities when choosing accounting practice management software: - **Workflow Management** (**58%** of reviewers rated this feature as critical) - **Client Management** (**52%**) - **Task Management** (**55%**) Jetpack Workflow supports all three features reviewers rate highest: **Workflow Management**, **Client Management**, and **Task Management**. Together, these capabilities help accounting firms organize recurring work, keep client details and communication in one place, and track assignments across the team, allowing teams to stay on schedule, improve visibility, and manage client deliverables more efficiently. Workflow Management 4.3 (6) 83.33% of 6 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Client Management 4.8 (5) 100.00% of 5 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Task Management 4.7 (6) 50.00% of 6 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Document Management 3.2 (6) 66.67% of 6 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Due Date Tracking 4.4 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Project Management 4.7 (3) 133.33% of 3 reviewers that rated this feature as important or highly important Plan and coordinate all the resources, costs and time needed to execute assignments Jetpack Workflow 25 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - Messaging: Communicate using messages within the system - Multi-Currency: Manage and handle various international currencies - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Time Tracking: Measure time to completion or hours worked for projects - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll - Status Tracking: Track the status over time for a request, process, asset, or transaction - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.3 (52) 4.3 Based on 52 reviews ## Pricing Value for money 4.6 (50) Free Trial [View pricing plan details](https://www.capterra.com/p/135007/Jetpack-Workflow/pricing/) Organize $45.00 Per User,Per Month It includes: - & Clients - Documents - QBO & Zapier Integration - Team Collaboration & Management Scale $50.00 Per User,Per Month It includes: - Capacity Management - & Email Support - Live Chat - Phone - QBO & Zapier Integration - Team Collaboration & Management - Team Scheduling Management Value for money 4.6 (50) 4.6 Based on 50 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (49) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (49) 4.9 Based on 49 reviews ## User reviews Overall rating 4.8 Based on 53 reviews Filter by rating 5(44) 4(7) 3(1) 2(1) 1(0) Mentioned topic Sorted by most recent DW Dee W. President Accounting ### "My review of an amazing product" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 30, 2023 Again, the product is great, but the customer support is EXCEPTIONAL. I can't say this enough. They are the friendliest bunch of people, fast, and extremely professional. They know their product inside and out, and have the patience of saints! Pros I love the ease of this product. I was apprehensive about moving to this platform because I and my team just don't have a lot of time for a huge learning curve. This product was so easy to use, and the customer support team is EXCEPTIONAL in their response and assistance that the transition couldn't have been any easier. The videos are short and thorough which is wonderful. Cons The only thing thus far that I've found to complain about is the Documents management. You can upload documents or save documents to the client file, but there is no way to organize them. As documents build, you have to dig through them to find what you are looking for. Folders would be a great help. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Anonymous User Client Manager Accounting ### "Loved it, but left it. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 2.0 2.0 Customer Service 4.0 4.0 Likelihood to Recommend 6/10 December 13, 2022 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. 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. Reasons for choosing Jetpack Workflow I started with jetpack after using it at a prior job. I switched to Tax Dome for more features. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. BK Brandon K. Manager Accounting ### "Great inexpensive product to assist with project management" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 November 28, 2022 Customer support was great and the product was solid. It was just lacking some crucial features we needed in our business. Pros Integration was relatively easy. Everything from the dashboard to the task flow was very simple and also easy to understand. Cons Some of the features were definitely lacking. Great for smaller projects with less dimension. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. GB Gulden B. Senior Account Manager Accounting ### "Great tool for bookkeeping and accounting firms" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 November 23, 2022 Pros Being able to have all the necessary data I may need for my account Cons It may be a little challenging to navigate the interface for specifically beginner users Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AW Amir W. Consultant Accounting ### "Jetpack Workflow is good to start with" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 6/10 May 17, 2022 Pros Intuitive to use with lots of support and training available Cons Unintuitive "magic jobs" and various confusing types of dates Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Mohamed O. ENG & CEO Computer Software ### "It helps a lot to manage company accounts" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 27, 2022 Pros The ease of use and it is contains many useful tools and features regarding managing checklists and accounting duties. Cons Little bit costy but very useful for business. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TH Tammy H. Operations Accounting ### "If is good but not great" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 1.0 1.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 July 27, 2021 Pros we loved that it is easy to use and tracks tasks well Cons The issue lays in no automation, reports were not great and sorting columns was an issue. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MB Melissa B. Principal Accounting ### "Better Options Out There" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 3/10 July 7, 2021 Pros price point is good, use of templates made set up helpful Cons needs a lot of setup and customer services was lacking Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SM Samantha M. President Accounting ### "User for Years" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 June 24, 2021 Pros I love Jetpack, it helped me get organized and stop waking up at 5am, afraid that I forgot to do something. Cons Email integration and client reminders would be useful. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RT Rob T. Financial Advisor Financial Services ### "Keeps track of tasks but that's about it" 3.0 Overall Rating 3.0 3.0 Ease of Use 5.0 5.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 4/10 December 1, 2020 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/135007/Jetpack-Workflow/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.