Who Uses This Software?

We focus on accounting professionals (Accountants, Bookkeepers, CPA's, etc), although any professional service firm could benefit from Jetpack Workflow


Average Ratings

31 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month/user
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Business Hours

Vendor Details

  • Jetpack Workflow
  • www.jetpackworkflow.com/
  • Founded 2014
  • United States

About Jetpack Workflow

Jetpack Workflow Helps 6,000 + Accounting Professionals Automate & Track Recurring Client work. With Jetpack Workflow, you'll no longer have to worry about anything falling through the cracks. Setting up your clients only required attaching a spreadsheet. Setting up client work is a matter of setting the recurrence, and duplicating it across clients. Regain control and transparency over your client work.


Jetpack Workflow Features

  • Approval Workflow
  • Billing & Invoicing
  • Client Management
  • Client Portal
  • Document Management
  • Due Date Tracking
  • For CPA Firms
  • Project Management
  • Staff Management
  • Time Tracking

Jetpack Workflow Reviews Recently Reviewed!


Easy to use!! Never miss a deadline!

Apr 30, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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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.

You need this software to grow your business

Sep 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: It allows me to rid my brain of thoughts and not forget anything. It keeps me organized and as I grow, saves me time in training and tracking my remote employees. I have a lot of recurring tasks and I like that I can set it once and then it's just automatic. It also lets me plan ahead. In the dashboard I can see what I need to work on for that day, that week, that month and helps me give better estimates to clients on when I can have something done for them. Jetpack Workflow is my key to growing a successful scaleable business.

Cons: There has only been one issue I've had, which was for my bookkeeping clients I don't tend to wait on them for anything and I can start the project as soon as the month ends. I wish there was a way to automatically set the "date in" feature. The staff though, have helped me with a work around and same with other problems I've encounter. Most of the time, the "work around" is actually just a better way of doing it than what I had been thinking.

Overall: I love Jetpack Workflow. I can't imagine running my business without it. They have a fantastic product and incredibly friendly and helpful staff.

Vendor Response

by Jetpack Workflow on September 23, 2018

Hi Emily

I really appreciate the feedback and support! Ill be sure to pass along the kind words to our team as well :)

Thank you!

Capterra-loader

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

Oct 31, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: 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.

Vendor Response

by Jetpack Workflow on November 02, 2017

Hi Douglas!

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

David

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

Dec 22, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: We most like that this system allows us to track and control everything that moves in our office. It combines everything that we were doing with deadline tracking software, spreadsheets and handwritten to-do lists. Because we operate in a paperless environment, controlling jobs as they flowed through the office was difficult. There was no file that moved around to show you had the job. We tried using a pdf control sheet and moved it around in various folders, but that system was too loose and as bad as spreadsheets to control work. 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. As we start to customize jobs and leave more comments and instructions in the job, I feel like we're getting closer to being able to work seamlessly. We're going to use a tax preparer who is remote and are really looking forward to see how the system helps us there.

Cons: There's really nothing that we find that we don't like. 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. The entry is lost and has to be rekeyed.

Overall: Much better control of jobs as they move through the process. We're starting to see work move easier as we get used to leaving notes and sending emails from the job screen.

Capterra-loader

LOVE this software!!

Jul 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: Workflow organization and accountability!

Vendor Response

by Jetpack Workflow on July 20, 2018

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

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

Oct 27, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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. Also good ways in the software to communicate with others about issues or things that need to be completed.

Cons: The exported time reports are not as easy to sort and filter as I would wish. The e-mail feature is not as robust as I would wish. You cannot embed links in it for instance or create as elaborate a signature block as in regular e-mail.

Overall: Easy to manage and use, but also able to add detail to the tasks as you work on them. This software keeps us on task and makes it easy to delegate and track work in our office.

Vendor Response

by Jetpack Workflow on November 02, 2017

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

Capterra-loader

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

Mar 29, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: This software was designed from the ground up (to the cloud) for CPAs, EAs, and other tax and accounting professionals. But it could be easily adapted to other service businesses.

Creating templates helps me to consistently and efficiently process my clients' work. It's saving me time and preventing errors.

Cons: I always) regret later when I procrastinate and DON"T use it to track a job. Every time I think I don't need to record something, it causes me grief. My life gets better the more I use Jetpack Workflow.

Great!

Oct 16, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Awesome project management & easy to use; helps me stay on track with my clients and their various projects and deadlines. Customer service is great! Always kept informed of improvements and new features.

Cons: I wish you could tag a client with a label in their file like we can with templates. 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.

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

Vendor Response

by Jetpack Workflow on November 02, 2017

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

Best
David

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

Jun 14, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: I love the fact that I have a list of all of my clients and I can assign tasks to each client . It helps me make sure that I don't let anything fall through the cracks. 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. It makes clients feel you care about them and that you are on top of things. Jetpack helps me do that.

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.

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

Vendor Response

by Jetpack Workflow on June 18, 2018

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

Capterra-loader

Jetpack provides an adaptable, functional work flow program.

Oct 21, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

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

Cons: In the search function, if your not careful you'll enter info on the wrong client. The search box (until clicked) will show one client name and lower data entry screen will still be on the previous.

Vendor Response

by Jetpack Workflow on November 02, 2017

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

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

Nov 01, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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

Vendor Response

by Jetpack Workflow on November 02, 2017

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

pleasant

Oct 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Price, training video's, support, cloud and internet based, access

Cons: at times, I need to review the input and it might not seem as intuitive as I think.

I would like to be able to adjust the column width and add additional colums

Vendor Response

by Jetpack Workflow on November 02, 2017

Thank you for the kind words Diane, we really appreciate your review and feedback!

Best
David

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

Nov 13, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: My most liked feature is custom labels. I like the colors, the customization, and the ease of adding and deleting them.

Cons: I don't like that the templates are so generic. A turnkey template that I just click on or make minor changes to would be great. 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.

Vendor Response

by Jetpack Workflow on November 14, 2017

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

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

Jan 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Ease of use. Ease of everything. We implemented in January (crazy, right?). 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. We use the labels for quick views of what's due. We use the templates (extremely easy to modify) as soon as a client walks through the door. We especially like the "little things" like sorting not only by due date but by date received so that 1040's truly are on a first-come-first-served basis. With the colored labels, we know at a glance who is ready for work and who we're waiting for so not a lot of wasted time looking for what to do next. There is honestly no hassle at all. Staff was functional within minutes, fully trained within a few hours. We saw productivity gains immediately.

Overall: Absolute productivity.

Capterra-loader

Improves our business efficiency

Apr 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Jetpack has changed the way we do business. We are more efficient, never miss deadlines and look like superheroes to our clients because we are able to reach out to them and remind them of upcoming deadlines! This has allowed our business to grow and at the same time be more productive. Love it!

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.

Great to keep our firm on target

Nov 07, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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

Overall: 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.

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

Jan 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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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.

Overall: Manage an employee group that all work remotely.

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

Nov 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I love the support and training that I received when setting up my system and the continuing support is excellent. I appreciate the quick videos that are available for learning something new, or refreshing my memory. I find this appealing compared to taking a long webinar. I have been using this workflow for almost a year and many additional features have been added already.

Vendor Response

by Jetpack Workflow on November 15, 2017

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

Helps keep us organized so we don't miss things

Feb 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: It's a very good program to help our firm stay on top of our work and make sure we don't miss anything. 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. You can email a link of the document right now, which is a work around that works, but not as convenient as it could be.

Capterra-loader

Complete Help

Oct 31, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

We used it for a year and then stopped

Jan 05, 2017
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: We used JetPack for a year and then moved on to the next task management system.

I found that it was easy to enter in tasks and make them recurring. Plus with the reports, we could filter by name of task, due date, etc.

We did have an issue with tasks randomly disappearing, though, which was really scary and made us lose some trust in the system.

The support team was very helpful and I contacted the fairly frequently through chat and over the phone.

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

It's geared toward bookkeepers, and I really liked that because things were already ready for us.

Capterra-loader

Excellent solution for the right size firm

Sep 19, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very easy to use with a short learning curve, seems to scale nicely, and generates good reports.

Cons: Some features could be improved and I wish there was a mobile app, but there's nothing crucial.

Overall: Our firm grew to the point where we needed a workflow management system, but the workflow solution I had used previously (Practice CS) was too heavy and expensive. Jetpack was/is a great solution, allowing us to keep a closer eye on our capacity utilization and time spent on projects. I wish there was a mobile app and I wish we could extract some more specialized reports, but these are small items that don't detract from an overall excellent product. I would highly recommend for any firm around the same size as us (3 senior accountants and 3 bookkeepers).

Great for my growing accounting practice

Apr 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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. I also wish that I could assign emailed tasks to an individual.

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

Apr 02, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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. Other than that, no least likes.

Jetpack was easy to get started.

Oct 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The easy setup and the fact that even those who don't like computer can use it easily. I really like the dashboard because I can easily plan my day and week.

Vendor Response

by Jetpack Workflow on October 12, 2017

Hi Kenda! Thank you for the kind words!

Working with Jetpack has been an overall great experience.

Oct 26, 2017
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Jetpack is the best software value. They have a great product that is still affordable for a small firm. Having all jobs and tasks on each client in one place is wonderful

Cons: Jetpack only has an online product. I would very much like a desktop app that is synced with their servers so we still have our info when the internet is down. When Hurricane Irma hit us in Florida, our internet was down for a full week. We were unable to work in Jetpack.

Vendor Response

by Jetpack Workflow on October 29, 2017

Thank you for the kind words Nancy! We love working with Fix-It Accounting, and appreciate the feedback.

Thanks again!
David

Capterra-loader

Jetpack is a life preserver

Jul 12, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: easily connect to Quickbooks, Microsoft 365, and other software. Easy to change and customize according to firm size and needs.

Cons: The software has so many features that it can get overwhelming to learn. BUT, the team is only a chat away. They are great at helping you get set up and offer many training webinars.

Vendor Response

by Jetpack Workflow on July 18, 2018

Thank you Becky! Really appreciate the kind words and support!

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

Apr 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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. Would highly recommend.

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

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

Great product

Feb 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: Filter functionality. Easy to create a new task/job. Great for a high level review of jobs that need to be completed. Easy to do bulk changes and create a job and assign to multiple clients.

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

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

Very powerful workflow management

Nov 06, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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. Excellent tutorials on all features.

Great Workflow // Project Management for Service Professionals

Jul 25, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: If you're an accounting firm, or bookkeeping firm, this tool could be a great fit.

The service is exceptional, and the Founder actually implements the feedback.

The downside is that it does not currently integrate with the software we use,

but he mentioned that that is on their product roadmap.

Vendor Response

by Jetpack Workflow on July 25, 2014

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!