What is Jetpack Workflow?
Jetpack Workflow was founded in 2014 on the notion that out-of-the-box workflow systems were not working for accountants, CPA's and bookkeepers. Our workflow management tool was designed to help firms standardize, track and automate their processes allowing them to complete more work and prevent tasks from falling through the cracks. Serving over 16K customers globally, we help firm owners meet deadlines, track team progress, and grow their practice without worry. In addition to technology designed with accounting firm owners in mind, we also have an amazing customer support team that supports customers with all their training needs and questions from day one. Our integrated chat feature allows you to chat with a support person when you need it. We also offer email and phone support.
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Jetpack Workflow Reviews (9)
- ★★★★★7
- ★★★★★0
- ★★★★★0
- ★★★★★0
- ★★★★★2
Review Summary
Generated using AI from real user reviews
Jetpack Workflow earns strong marks for ease of use and workflow transparency, but customer service during cancellation is a serious pain point for some users.
Most reviewers praise the software for task tracking and visibility, particularly the ability to see upcoming deadlines by day, week, or month on the dashboard. Users highlight the strength of breaking down jobs into steps and automating recurring tasks, which helps teams stay organized and supports business scaling. Setup is described as quick, and the interface is consistently called intuitive. Several accounting and bookkeeping firms report that Jetpack has eliminated missed deadlines and made remote team management simpler.
The main criticism centers on customer service responsiveness, though notably only during account cancellation. Two reviewers reported being unable to reach support when trying to cancel, with one also mentioning unexpected re-billing after cancellation. In contrast, most other users report the company as responsive, helpful, and proactive in checking in during normal use. Pricing is mentioned positively as transparent and affordable by satisfied customers.
The gap between these experiences suggests the software itself performs well, but support quality may vary significantly depending on circumstances—or improve once early cancellation issues are resolved.
★★★★★
Friday, November 1, 2019
““Great Workflow Management Software for Growing Accounting Firms” Pros: I…”
“Great Workflow Management Software for Growing Accounting Firms” 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.
★★★★★
Saturday, August 24, 2019
“Overall: Jetpack Workflow is a tremendous piece of software! They…”
Overall: 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!!!
★★★★★
Sunday, September 9, 2018
“Very disappointed in the customer service for Jetpack Workflow.....we are…”
Very disappointed in the customer service for Jetpack Workflow.....we are canceling our subscription and can't get anyone to call us back. They even are trying to charge me again when they have already acknowledged that we've canceled! BUYER BEWARE!!!
★★★★★
Saturday, September 8, 2018
““You need this software to grow your business” Overall: I…”
“You need this software to grow your business” Overall: 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.
★★★★★
Monday, April 30, 2018
““Easy to use!! Never miss a deadline! ” Pros: One…”
“Easy to use!! Never miss a deadline! ” 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.
★★★★★
Friday, December 22, 2017
“Overall: Much better control of jobs as they move through…”
Overall: 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.
★★★★★
Tuesday, October 31, 2017
““This package is extremely easy to use, which means that…”
“This package is extremely easy to use, which means that I do a better job of keeping it up-to-date.” 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.
★★★★★
Wednesday, July 12, 2017
“Jetpack Workflow will not return your phone calls or emails…”
Jetpack Workflow will not return your phone calls or emails if you ever want to cancel your subscription. Buyer Beware!
★★★★★
Thursday, July 17, 2014
1stLabs.com“Easy to use, simple to setup. Automates everything and keeps…”
Easy to use, simple to setup. Automates everything and keeps tasks on track