Jetpack Workflow Review: Features, Pricing & Alternatives 2023
This article is part of a larger series on Accounting Software.
Jetpack Workflow is a cloud-based workflow and practice management software solution that helps accounting firms improve the way they manage tasks. It provides the tools you need to organize and manage projects, track time worked by your team, and run payroll with its QuickBooks integration. Prices start at $45 per user, per month. You can try Jetpack Workflow for free for 14 days with no credit card required.
Pros
- Affordable and transparent pricing structure
- Unique ability to create jobs from emails
- Neat and simple user interface that is easy to navigate even for new users
- Integrates with QuickBooks Online, Google Workspace, and more than 2,000 apps with Zapier
- Supports an unlimited number of jobs, documents, and clients
- Lets you create recurring projects
Cons
- Has very few features compared to most other similar software
- Lacks a mobile app
- Unable to update templates for assigned jobs
- Cannot create invoices for time billed without an integration
- No document management feature; you can only store documents inside a job’s profile
- Small firms seeking an affordable practice management solution: Jetpack Workflow starts at $45 per user, per month, and supports an unlimited number of users, making it our best accounting practice management software for small accounting firms.
- Project-based firms: Jetpack Workflow makes it easy for you to create and manage projects and track time spent on each project.
- Firms using QuickBooks Online: Jetpack Workflow integrates with QuickBooks for billing and payroll and offers more project management features than QuickBooks Online alone.
- Firms seeking customer relationship management (CRM) features: If you’re looking for accounting practice management software that excels with CRM, check out TaxWorkFlow. It offers special features, such as the ability to create email marketing campaigns.
- Firms that need invoicing features and the ability to track projects from anywhere: For software that has built-in time tracking and billing, check out OfficeTools WorkSpace. Also, unlike Jetpack Workflow, it has a mobile app that lets you complete tasks and track projects anywhere using your smartphone.
- Firms with clients using Xero: If any of your clients are using Xero, the best option is Xero Practice Manager, which provides a portal to your clients’ books.
Jetpack Workflow Deciding Factors
Supported Users | Small project-based accounting firms |
Pricing | Organize: $45 per user, per month Scale: $50 per user, per month |
Standout Features |
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Free Trial | 14 days; no credit card information required |
Customer Support | Phone and email, live chat, and self-help resources, including start guides and frequently asked questions (FAQs) |
User Reviews | 4.8 out of 5 based on over 50 reviews on Capterra |
Jetpack Workflow Alternatives
 |  |  |
|---|---|---|
Best for: Firms seeking strong CRM functionality | Best for: Firms that need to invoice clients | Best for: Firms with clients using Xero |
Cost: Flat annual fee of $1,500 | Cost: Quote-based | Cost: Free for Silver, Gold, or Platinum partners—New or Bronze partners pay $149 per month after a 14-day free trial |
Jetpack Workflow Pricing
Jetpack Workflow is available in two plans, which can be billed monthly or annually. Below is a complete breakdown of Jetpack Workflow’s pricing:
- Organize: $45 per user, per month, when billed monthly; $36 per user, per month, when billed annually—plan includes unlimited jobs, documents, and clients, team collaboration and management tools, QuickBooks Online and Zapier integration, and live chat, phone, and email support.
- Scale: $50 per user, per month, when billed monthly; $39 per user, per month, when billed annually—plan includes all features present in Organize plus capacity management and team scheduling management
You can try Jetpack Workflow’s Organize plan for 14 days for free with no credit card information required.
Jetpack Workflow Features
Although Jetpack Workflow has few features compared to most competitors, it offers useful tools that help you better manage your team’s accounting tasks and projects.
The job management dashboard allows you to create a new job and track progress until completion. When a new client is added in Jetpack Workflow, you can create a job from scratch or create one from a selected template and assign the job to that client.
To create a new job, select Jobs and then click on the New job button. From the create job screen, you can enter a new job by providing the required information, such as the job name―like interview client or print tax return client―budgeted time, turnaround time, and billing type.
Creating a new job in Jetpack Workflow
A unique feature of Jetpack Workflow is the ability to create jobs from emails. We believe this feature is incredibly useful if you often receive tasks from your clients through email, whether they are one-off or recurring.
If you receive a task from your client through email, you can convert it to a job easily by forwarding the email to newjob@m.jetpackworkflow.com. For instance, in the screenshot below, I received an email from my client to print a report. I forward the email to the email, and a job will be created automatically in Jetpack Workflow. I can also include additional texts or attach images to the email, and everything will be forwarded to my desktop account.
Forwarding an email to your Jetpack Workflow account
The job will then appear in the job list window with a title beginning with “Fwd:”—as shown below.
New job created from a forwarded email in Jetpack Workflow
Note that all time entries in Jetpack Workflow are project-based, meaning you have to create a job first before you can log a new time entry. From the Jobs tab, find the job you want to track time on and then click on the job entry. From within the job profile, you will find the time tracker section, which allows you to either track time using the built-in timer or by manually inputting the number of hours it took you to complete the project.
Time tracker section inside a job’s profile in Jetpack Workflow
The built-in calendar in Jetpack Workflow provides an easy way to organize your tasks and stay on top of your deadlines. You can view the calendar by day, week, or month and even see your team’s assignments by jobs or tasks.
Built-in calendar in Jetpack Workflow
A template is a standardized procedure that’s meant to be used repeatedly to create projects across clients. You can apply job templates easily to one or multiple clients. You can use the template builder to create your own template or choose from one of the free templates from Jetpack Workflow’s workflow library.
Sample workflow template in Jetpack Workflow
A popular feature in Jetpack Workflow is the label maker, which allows you to create up to 100 different labels with custom colors to use on jobs your team works on every day. Everyone associated with the job will see the label, and each account is allotted up to seven labels. An example is Missing Information, which helps you to identify any jobs that have this label quickly. Labels don’t reoccur with jobs, and you cannot apply mass labels.
This feature lets you manage recurring clients and tasks, allowing you to duplicate the same job across multiple clients. When you create a job, you can set it up to repeat automatically. You can choose from various recurring schedules, such as daily, weekly, every two weeks, monthly, or every two months.
Setting up recurring schedules in Jetpack Workflow
Available with the Scale subscription, Plan allows you to view what your team is working on, determine whether they are on track to complete their work that week, and plan ahead for upcoming projects. You can adjust the team workload and gain more transparency in your workflow. You’ll also be able to schedule, reassign, or defer tasks in one view as well as view all of your budgeted time on tasks.
All processes in the workflow, as well as each employee, can be tracked in real-time. You can message your team within the software and keep all your notes in one place. This ensures that all of your employees can stay on task. Jetpack Workflow sends users email digests in the morning and evening automatically, with details of which tasks are due or overdue that day and what work has been completed.
Jetpack Workflow’s integration with Zapier gives you access to more than 2,000 third-party apps. One of its most popular integrations is with QuickBooks Online, which we selected as the best accounting software for small businesses.
Although reporting is quite basic in Jetpack Workflow, there are a couple of reports available: Progress, Done, and Timesheets. It includes a progress report that allows you to view the status of jobs and tasks during a given time period. It makes it easy for you to track how many jobs are completed and how many are incomplete, due, or overdue.
Sample progress report in Jetpack Workflow
Jetpack Workflow Ease of Use & Customer Service
Jetpack Workflow has a simple and uncluttered interface that’s easy to navigate—even for beginners. What makes it user-friendly is that it has few features, as opposed to complicated software with crowded menus and drop-downs. Although not customizable, the dashboard gives a good overview of what’s happening in your firm, displaying important information, such as jobs due today and jobs overdue.
Jetpack Workflow’s dashboard
If you need help, there’s a live chat button in the bottom right-hand corner. According to the website, Jetpack Workflow typically responds within an hour during business hours (Mondays through Fridays, 9 a.m. to 5 p.m. Eastern time). You can also contact them through email or by phone.
For simple concerns, you can check out Jetpack Workflow’s online knowledge base with plenty of start guides, videos, and FAQs. You even have the option to attend Jetpack Workflow university for free, which consists of seven courses that include videos and quizzes and provide a certificate upon completion.
Jetpack Workflow User Reviews
We believe that Jetpack Workflow generally is loved by users because most of its reviews are positive. On Capterra, one user said that the platform is easy to use, explaining that jobs can be quickly created from the platform. They added that the developers listened to their suggestions and that they always make appropriate updates to the system. Meanwhile, those who left negative reviews dislike that the system has few features and that the dashboard isn’t that customizable.
Here’s how Jetpack Workflow is rated by several review websites:
- Capterra: 4.8 out of 5 based on more than 50 reviews
- G2: 4.1 out of 5 based on around 10 reviews
Jetpack Workflow FAQs
What is the best way to contact Jetpack Workflow?
The quickest way to get a response is through live chat. You may also email Jetpack Workflow at support@jetpackworkflow.com or call (888) 445-3735.
Can I use Jetpack Workflow to run payroll?
No, Jetpack Workflow itself can be used to run payroll. However, it integrates with QuickBooks to provide payroll management and billing features.
Can I cancel my subscription anytime?
Yes, you can, since there are no contracts, so you can end your subscription at any time.
Bottom Line
Jetpack Workflow isn’t as robust as similar software, but it helps you efficiently organize your tasks and projects and track billable time. The ability to create jobs from emails and generate recurring tasks at only around $45 per user monthly makes Jetpack Workflow an affordable yet strong accounting practice solution for small project-based firms.
