--- title: "Jetpack Workflow Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Jetpack Workflow the right Accounting Practice Management solution for you? Explore 53 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/135007/Jetpack-Workflow/reviews/" page_type: "reviews" language: "en" publication_date: "2026-11-03" --- Jetpack Workflow 4.8 (55) [View alternatives](https://www.capterra.com/p/135007/Jetpack-Workflow/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated November 3rd, 2026 # Reviews of Jetpack Workflow Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews DW Dee W PresidentAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “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.“ October 30, 2023 GB Gulden B Senior Account Manager Accounting, 2 - 10 employeesUsed the software for: Less than 6 months. “It may be a little challenging to navigate the interface for specifically beginner users“ November 23, 2022 BK Brandon K ManagerAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “Everything from the dashboard to the task flow was very simple and also easy to understand.“ November 28, 2022 MB Melissa B PrincipalAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “needs a lot of setup and customer services was lacking“ July 7, 2021 DW Dee W PresidentAccounting, 2 - 10 employeesUsed the software for: Less than 6 months. “They are the friendliest bunch of people, fast, and extremely professional.“ October 30, 2023 TH Tammy H OperationsAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “we loved that it is easy to use and tracks tasks well“ July 27, 2021 ## Showing most helpful reviews Showing 1-25 of 55 available reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Miranda D. Practice Manager Used the software for: 1-3 years ### "User-Friendly, Feature-Rich, and Proactively Improved" November 3, 2026 5.0 I’m excited about emailing clients through Jetpack. Pros It is user friendly with tons of options. They are always improving functions. My favorite is the proactive approach of the owner, David C. Cons They update and improve so often, I have to figure out where things are sometimes. Lol. But their support always helps immediately. Review Source Melissa C. Accounting Services Specialist Used the software for: 1-3 years 4.5 November 2, 2026 AI summary based on a full review The application is beneficial for maintaining an orderly task list, which simplifies the workflow and enhances focus. A limitation is that tasks dependent on previous ones can appear in the list, which may require additional clicks to verify their status. Log in to unlock the full review, detailed ratings, and pros & cons Doug M. Partner Used the software for: 1-3 years ### "This package is extremely easy to use, which means that I do a better job of keeping it up-to-date." November 2, 2017 5.0 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. Review Source R Reviewer Owner Used the software for: Less than 1 year ### "Great Practice Management Software" August 27, 2019 5.0 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. Review Source R Reviewer Principal Used the software for: Less than 1 year ### "Better Options Out There" July 8, 2021 2.0 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 VR Verified Reviewer Human Capital Services Senior Consultant Used the software for: 1-3 years ### "Jetpack Makes our Accounting Department's life easier" March 24, 2020 4.0 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. Review Source R Reviewer Accountant Used the software for: Less than 1 year ### "LOVE this software!!" July 20, 2018 5.0 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. Review Source Michael C. President Used the software for: 3-5 years ### "Keeps track of all of my work tasks and administrative tasks in one place. Consistently." April 2, 2018 5.0 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. Review Source R Reviewer ENG & CEO Used the software for: Less than 1 year ### "It helps a lot to manage company accounts" May 2, 2022 5.0 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 R Reviewer EA, Enrolled to practice before the IRS Used the software for: 1-3 years ### "Jetpack provides an adaptable, functional work flow program." October 23, 2017 5.0 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. Review Source Candi H. Owner / Operator Used the software for: 1-3 years ### "Improves our business efficiency" April 5, 2018 5.0 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. Review Source Dan L. Chief Operating Officer Used the software for: Less than 1 year ### "Customer Service is outstanding" December 12, 2018 5.0 Pros The Software is easy to use, and it has a very simplistic overall view of the overall look of an organization on the home screen. Customer Support is second to none, they are very responsive, knowledgeable of the software and want to be apart of your team. Cons Wish there were some more flexibility within the task dependencies. Instead of just a due date, it would be nice if you could build job dependencies off of other jobs being completed. Review Source R Reviewer Owner Used the software for: Less than 1 year ### "Firm/Life/Sanity Saver!" January 15, 2019 5.0 Have loved my overall experience! We are a small (3 person) firm, and I am no IT guru. I found the setup to be very user friend and the support of the software has been wonderful. Pros I love the functionality, I love the way it looks. So many accounting softwares are incredibly boring to look at. Jetpack is a breathe of fresh air in that area. I love Task dependencies and the fact that the tasks will flow to the next person in the process automatically. My husband and I regularly work in different locations, so it is becoming a huge life and time saver as far as communicating the progress on any particular job without having to spend time having a meeting to talk abut what is going on for the week, I can just refer him to Jetpack! Cons Don't have much in the con area yet, except maybe how my husband ignores his training and asks me 4839028439024803 questions, but that's not your problem haha! Review Source R Reviewer Manager Used the software for: Less than 1 year ### "Great inexpensive product to assist with project management" December 2, 2022 4.0 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 R Reviewer CPA Used the software for: 3-5 years ### "pleasant" October 13, 2017 5.0 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 Review Source VR Verified Reviewer President Used the software for: Less than 1 year ### "Very powerful workflow management" November 7, 2017 5.0 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. Review Source R Reviewer Senior Account Manager Used the software for: Less than 1 year ### "Great tool for bookkeeping and accounting firms" November 25, 2022 5.0 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 R Reviewer Owner Used the software for: Less than 1 year ### "One of the best pieces of software I have used - intuitive, well-designed and almost reads my mind." April 4, 2018 5.0 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. Review Source R Reviewer Property Manager Used the software for: 1-3 years ### "Perefect Solution " February 25, 2019 5.0 Great, we love it!!! Pros The best solution for our recurring internal businesses thus far. No need for a training manual, no more forgotten tasks! Cons Nothing really... If I had any suggestion is to make edits to recurring jobs less cumbersome. They do not save if you edit the task, you must edit the entire job. Review Source R Reviewer Owner Used the software for: Less than 1 year ### "Excellent software for the bookkeeping/accounting industry. I don't miss a deadline." April 24, 2018 5.0 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. Would highly recommend. Cons Small learning curve at start to ensure setup is correct. Getting acquainted with terms used in the program. Review Source R Reviewer President Used the software for: Less than 1 year ### "My review of an amazing product" November 3, 2023 5.0 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 VR Verified Reviewer Client Manager Used the software for: Less than 1 year ### "Loved it, but left it. " December 21, 2022 5.0 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. Review Source R Reviewer Founder of GD Bookkeeping Used the software for: 1-3 years ### "Easy to use!! Never miss a deadline! " May 1, 2018 5.0 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. Review Source R Reviewer Owner/Accountan Used the software for: Less than 1 year ### "You need this software to grow your business" September 20, 2018 5.0 I love Jetpack Workflow. I can't imagine running my business without it. They have a fantastic product and incredibly friendly and helpful staff. 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. Review Source R Reviewer Owner Used the software for: Less than 1 year ### "We feel this is the answer to workflow control in our paperless office" December 26, 2017 5.0 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. 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.