Jetpack Workflow

Jetpack Workflow

5 / 5 15 reviews

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

15 Reviews
  • 5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/year/user
  • Free Trial
    Yes
  • 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 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. "We've absolutely love Jetpack Workflow!" - Blake Shaffer, Partner, LWS Tax & Accounting


Jetpack Workflow Features


Jetpack Workflow Reviews Recently Reviewed!

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!

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!

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
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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.

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.

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!

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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
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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.

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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

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

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
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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

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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

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
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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

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

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!

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.

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!