# Page 2 | Jetpack Workflow Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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: https://www.capterra.com/p/135007/Jetpack-Workflow/reviews --- Jetpack Workflow 4.8 (53) [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 March 13th, 2026 # Page 2 - Reviews of Jetpack Workflow ## Showing most helpful reviews Showing 26-50 of 53 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use TH Tammy H. Operations Accounting Used the software for: 1-2 years ### "If is good but not great" July 27, 2021 4.0 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 Robin M. R. Owner Used the software for: 6-12 months ### "Complete Help" October 31, 2017 4.0 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. Review Source VR Verified Reviewer Director Of Web Technology Real Estate Used the software for: 6-12 months ### "Not just for accounting" November 29, 2018 4.0 Overall good. Not spectacular or phenomenal but good. It gets the job done. 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. Review Source DG David G. CPA Accounting Used the software for: 1-2 years ### "Easy to use and manage the many tasks we have in our office." October 28, 2017 5.0 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. 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. Review Source Response from Jetpack Workflow November 2, 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 Mike H. Chief Operating Officer and Senior Accountant Accounting Used the software for: Less than 6 months ### "Excellent solution for the right size firm" September 19, 2018 5.0 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). 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. Review Source Response from Jetpack Workflow November 27, 2018 Hi Mike! Thank you for the kind words and we really love working with your firm. VR Verified Reviewer Office Manager Accounting Used the software for: 2+ years ### "Great Software" May 1, 2019 4.0 Great! Love it, no plans on switching. Pros Helps us keep track of all jobs with ease, we can see at a glance what stage we are at Cons I wish there was an indicator that reflected there was a note under the activity tab. It's nice being able to attach notes to a client rather than just the job but our employees don't think to click on it. This is also a training issue, yes, but an indicator would be nice Review Source VR Verified Reviewer Senior Tax Accountant Accounting Used the software for: 6-12 months ### "This software keeps our team super organized" March 31, 2019 5.0 Pros I love how easy it is to track jobs and set up tasks. It keeps our team so organized and we rarely forget to do a task. Cons You have to be super proactive in setting up jobs in order to keep track of them. It's great once the job is in there, but not so great when you forget to set up the job. Review Source VR Verified Reviewer CEO / President Accounting Used the software for: 6-12 months ### "Great for my growing accounting practice" April 17, 2018 5.0 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. Review Source SE Sandra E. Owner Used the software for: 1-2 years ### "Great!" October 16, 2017 5.0 Stay on time with my client projects and easily identify what projects may need additional follow up. 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. Review Source Response from Jetpack Workflow November 2, 2017 Thank you for the kind words Sandra! I'm going to share this feedback with the entire team! Best David Abigail C. Staff Accountant Accounting Used the software for: Less than 6 months ### "Great solution for small firms " June 12, 2019 5.0 Jetpack Workflow has solved a huge portion of our pain points resulting from not knowing what to do at what time. The software keeps our team on track and makes it easy to see what's due, what we should be expecting, and chase clients down if necessary. Pros The calendar function The ability to create work flows through different individuals Ease of use Cons No way to turn tasks off on the calendar permanently No way to change a template once you have entered the template and change all of them Review Source Response from Jetpack Workflow June 14, 2019 Hi Abigail, thank you for leaving a review and being a Jetpack Workflow customer! MS Mendel S. Principle Accounting Used the software for: 1-2 years ### "Great to keep our firm on target " November 7, 2017 5.0 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. 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 Review Source JKM Janet K M. Owner Accounting Used the software for: 6-12 months ### "Love Jetpack. It is easy to use and keeps me organized which means peace of mind." June 14, 2018 5.0 Organization, client list, assignment of tasks to other staff members 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. Review Source Response from Jetpack Workflow June 18, 2018 Thank you Janet! We love working with your firm and look forward to your continued success! SM Samantha M. President Accounting Used the software for: 2+ years ### "User for Years" June 24, 2021 5.0 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 JW Jeffrey W. Accountant Used the software for: 6-12 months ### "Helps keep us organized so we don't miss things" February 26, 2018 5.0 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. Review Source KS Kristin S. Owner Used the software for: 1-2 years ### "I have tried many task management programs and this one is the best I've found, in my opinion." November 1, 2017 5.0 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 Review Source Response from Jetpack Workflow November 2, 2017 Thank you for the review Kristin! Really appreciate the feedback on where we can improve as well! mH michelle H. president Accounting Used the software for: 1-2 years ### "this software has been a game changer for my practice; we no longer has clients slipping thru cracks" November 13, 2017 5.0 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. Review Source Response from Jetpack Workflow November 14, 2017 Thank you for the feedback Michelle! We'll certainly pass this along to the product team as well! Becky A. Owner Used the software for: Less than 6 months ### "Jetpack is a life preserver" July 12, 2018 5.0 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. Review Source Response from Jetpack Workflow July 18, 2018 Thank you Becky! Really appreciate the kind words and support! GS Greg S. Owner Accounting Used the software for: Less than 6 months ### "Great Workflow Management Software for Growing Accounting Firms" June 20, 2019 5.0 Pros I switched to Jetpack during the tax season after finding my old solution very clunky and difficult to track my work. After spending a half of day setting the software and contacts, I have been able to get complete transparency of my workflows. As I continue to learn the software, i'm continually surprised and impressed by the features given. It is easy to see how Jetpack will be scalable and handle my fast growing firm. I don't see deadlines being missed with Jetpack. Cons It seems difficult to navigate at first, but after watching the videos, reading the blogs, and just exploring the software, it was easy to catch on quick. Review Source Response from Jetpack Workflow June 21, 2019 So glad that the software fits your needs and you're getting the most out of it! Thanks for leaving a review and for being a Jetpack customer. WW Wendy W. Owner Accounting Used the software for: Less than 6 months ### "Switched from another workflow - even with impending tax season. So glad we did! " January 17, 2018 5.0 Absolute productivity. 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. Review Source MW Maura W. Owner Used the software for: 6-12 months ### "I am very happy with JetPack Workflow and highly recommend this product." November 14, 2017 5.0 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. Review Source Response from Jetpack Workflow November 15, 2017 Thank you Maura! We really enjoy working with your firm and thank you for the kind words! AW Amir W. Consultant Accounting Used the software for: Less than 6 months ### "Jetpack Workflow is good to start with" May 17, 2022 5.0 Pros Intuitive to use with lots of support and training available Cons Unintuitive "magic jobs" and various confusing types of dates Review Source RT Rob T. Financial Advisor Financial Services Used the software for: 1-2 years ### "Keeps track of tasks but that's about it" December 1, 2020 3.0 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 RH Ranae H. Accounting Assistant and Office Manager Used the software for: 1-2 years ### "We used it for a year and then stopped" January 5, 2017 4.0 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. Review Source NB Nancy B. President Accounting Used the software for: Less than 6 months ### "Working with Jetpack has been an overall great experience. " October 26, 2017 5.0 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. Review Source Response from Jetpack Workflow October 30, 2017 Thank you for the kind words Nancy! We love working with Fix-It Accounting, and appreciate the feedback. Thanks again! David KS Kenda S. Accountant Used the software for: 6-12 months ### "Jetpack was easy to get started." October 11, 2017 5.0 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. Review Source Response from Jetpack Workflow October 12, 2017 Hi Kenda! Thank you for the kind words! Similar Products Featured ## Related categories [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Professional Services Automation](https://www.capterra.com/professional-services-automation-software/)[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/) ## 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.