Jetpack Workflow

Focused recurring-work and deadline tracker for accounting firms

Overview

Jetpack Workflow is workflow and project management software for accounting and bookkeeping firms. Its scope is deliberately narrow: recurring projects, templates with customisable automation, team collaboration, time tracking, budgets and capacity management. The vendor states that it does not handle billing or invoicing, so firms pair it with separate billing and portal tools[7].

The Starter plan includes unlimited projects, clients and templates; Premium adds time logs, budget-versus-actual reports and weekly and yearly capacity management; Enterprise adds single sign-on and a dedicated account manager. Document storage is sold separately at US$5 per 100 GB, and a one-time onboarding setup and training package costs US$1,500[7].

Jetpack Workflow suits firms that already have billing, document and portal tools and only need a reliable deadline and capacity tracker, but firms looking to consolidate will find the all-in-one entries a better fit. Its pricing page shows annual prices only in structured data, not in visible text[7].

Jetpack Workflow features

  • Unlimited projects, clients and templates
  • Customisable workflow automation
  • Time tracking and logs (Premium)
  • Budget versus actual reports
  • Weekly and yearly capacity management
  • SSO (Enterprise)

Jetpack Workflow pricing

Starter US$49 monthly / US$40 annually; Premium US$59 / US$50 per user per month; Enterprise custom. Document storage US$5 per 100 GB; onboarding package US$1,500 one-time. Free trial without card.

Jetpack Workflow strengths and limitations

Strengths

  • Simple, focused product
  • Low entry price
  • Unlimited projects and clients
  • Capacity planning on Premium

Limitations

  • No billing or invoicing
  • Storage costs extra
  • Onboarding package is expensive relative to seat price
  • Limited client-facing features

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