# Jetpack Workflow Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Jetpack Workflow Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more.

Source: https://www.capterra.com/p/135007/Jetpack-Workflow

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# 

 Jetpack Workflow Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Jetpack Workflow

## What is Jetpack Workflow?

Jetpack works to help firms of all sizes standardize, track and automate their processes so that each team member has a greater ability to complete more work in less time. Every workflow is unique, which is why our software comes fully customized to the needs of your company - down to the letter. Jetpack Workflow helps you become more efficient with tracking, notification management and automation. Build trust through transparency and scale your firm by focusing on the work that matters.

## What is Jetpack Workflow used for?

[Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Tax Practice Management](https://www.capterra.com/tax-practice-management-software/)[Professional Services Automation](https://www.capterra.com/professional-services-automation-software/)

Top alternative

Featured

Overall rating

Based on 53 user reviews

Reviews sentiment

Positive

96%

Neutral

2%

Negative

2%

Starting price

$45

Per User, Per Month

Free trial  
available

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Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Jetpack Workflow?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.jetpackworkflow.com/&name=Jetpack Workflow)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Jetpack Workflow

4.8 (53)

VS.

[4.7 (3,578)](https://www.capterra.com/p/186749/TaxDome/reviews/)

Starting Price

$45

Per User, Per Month

Starting Price

$800

Per User, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (53)

Ease Of Use

4.5 (3,578)

Value For Money

4.6 (50)

Value For Money

4.6 (2,988)

Customer Service

4.9 (49)

Customer Service

4.6 (2,885)

## Jetpack Workflow alternatives

[4.5 (285)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Starting price

$22.00

Per User, Per Month

[3.8 (60)](https://www.capterra.com/p/147972/Mango-Billing/reviews/)

Starting price

$35.00

Per User, Per Month

[4.8 (99)](https://www.capterra.com/p/176134/IRS-Solutions-Software/reviews/)

Starting price

$159.00

Per User, Per Month

Highest Rated

[4.8 (260)](https://www.capterra.com/p/186837/Financial-Cents/reviews/)

Starting price

$19.00

Per User, Per Month

[View all alternatives](https://www.capterra.com/p/135007/Jetpack-Workflow/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Document Management

3.2 (6)

66.67% of 6 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Task Management

4.7 (6)

50.00% of 6 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Workflow Management

4.3 (6)

83.33% of 6 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

Client Management

4.8 (5)

100.00% of 5 reviewers that rated this feature as important or highly important

Manage contact details and communication with clients

Due Date Tracking

4.4 (5)

80.00% of 5 reviewers that rated this feature as important or highly important

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Project Management

4.7 (3)

133.33% of 3 reviewers that rated this feature as important or highly important

Plan and coordinate all the resources, costs and time needed to execute assignments

Jetpack Workflow 24 features

Define levels of authorization for access to specific files or systems

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Route documents and other data through one or more stakeholders for review and approval

Manage contact details and communication with clients

Provides a channel for team members to share media files, communicate, and work together

Import and export data to and from software applications

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken

Software specialized for accountants and accounting firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Communicate using messages within the system

Manage and handle various international currencies

Plan and coordinate all the resources, costs and time needed to execute assignments

Measure time to completion or hours worked for projects

Search and filter data across systems to locate required information by entering keywords or certain criteria

Schedule shifts for staff/employees, track hours worked, and manage staff payroll

Track the status over time for a request, process, asset, or transaction

Create, manage and track all task activities and progression

Log and record hours worked and costs spent to assist in billing and invoicing

Measure and track time including hours worked and paid time off (PTO)

Create, design and manage workflows for repetitive tasks

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Features

4.3 (52)

4.3

Based on 52 reviews

## Pricing

Value for money

4.6 (50)

Free Trial

[View pricing plan details](https://www.capterra.com/p/135007/Jetpack-Workflow/pricing/)

Organize

$45.00

Per User,Per Month

It includes:

-   & Clients
-   Documents
-   QBO & Zapier Integration
-   Team Collaboration & Management

Scale

$50.00

Per User,Per Month

It includes:

-   Capacity Management
-   & Email Support
-   Live Chat
-   Phone
-   QBO & Zapier Integration
-   Team Collaboration & Management
-   Team Scheduling Management

Value for money

4.6 (50)

4.6

Based on 50 reviews

## Integrations

[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (49)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (49)

4.9

Based on 49 reviews

## User reviews

Overall rating

4.8

Based on 53 reviews

Filter by rating

5(44)

4(7)

3(1)

2(1)

1(0)

Mentioned topic

Sorted by most recent

DW

Dee W.

President

Accounting

### "My review of an amazing product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

October 30, 2023

Again, the product is great, but the customer support is EXCEPTIONAL. I can't say this enough. They are the friendliest bunch of people, fast, and extremely professional. They know their product inside and out, and have the patience of saints!

Pros

I love the ease of this product. I was apprehensive about moving to this platform because I and my team just don't have a lot of time for a huge learning curve. This product was so easy to use, and the customer support team is EXCEPTIONAL in their response and assistance that the transition couldn't have been any easier. The videos are short and thorough which is wonderful.

Cons

The only thing thus far that I've found to complain about is the Documents management. You can upload documents or save documents to the client file, but there is no way to organize them. As documents build, you have to dig through them to find what you are looking for. Folders would be a great help.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AU

Anonymous User

Client Manager

Accounting

### "Loved it, but left it. "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

2.0

2.0

Customer Service

4.0

4.0

Likelihood to Recommend

6/10

December 13, 2022

I had a good experience with the process building in JetPack. It was very user friendly. I had to leave because I needed more features included for the price.

Pros

The ability to visually see what needs to be done with the sort features made my daily processes flow very easy.

Cons

I switched to a different software that included many more features such as a client portal, automations, document storage, and website included. I felt it was a better use of time and money having all of the features in one app.

Reasons for choosing Jetpack Workflow

I started with jetpack after using it at a prior job. I switched to Tax Dome for more features.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BK

Brandon K.

Manager

Accounting

### "Great inexpensive product to assist with project management"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

2.0

2.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

November 28, 2022

Customer support was great and the product was solid. It was just lacking some crucial features we needed in our business.

Pros

Integration was relatively easy. Everything from the dashboard to the task flow was very simple and also easy to understand.

Cons

Some of the features were definitely lacking. Great for smaller projects with less dimension.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

GB

Gulden B.

Senior Account Manager

Accounting

### "Great tool for bookkeeping and accounting firms"

5.0

Overall Rating

5.0

5.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

November 23, 2022

Pros

Being able to have all the necessary data I may need for my account

Cons

It may be a little challenging to navigate the interface for specifically beginner users

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AW

Amir W.

Consultant

Accounting

### "Jetpack Workflow is good to start with"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

3.0

3.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

May 17, 2022

Pros

Intuitive to use with lots of support and training available

Cons

Unintuitive "magic jobs" and various confusing types of dates

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Mohamed O.

ENG & CEO

Computer Software

### "It helps a lot to manage company accounts"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 27, 2022

Pros

The ease of use and it is contains many useful tools and features regarding managing checklists and accounting duties.

Cons

Little bit costy but very useful for business.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

TH

Tammy H.

Operations

Accounting

### "If is good but not great"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

1.0

1.0

Customer Service

3.0

3.0

Likelihood to Recommend

6/10

July 27, 2021

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

MB

Melissa B.

Principal

Accounting

### "Better Options Out There"

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

3/10

July 7, 2021

Pros

price point is good, use of templates made set up helpful

Cons

needs a lot of setup and customer services was lacking

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

SM

Samantha M.

President

Accounting

### "User for Years"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

10/10

June 24, 2021

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

RT

Rob T.

Financial Advisor

Financial Services

### "Keeps track of tasks but that's about it"

3.0

Overall Rating

3.0

3.0

Ease of Use

5.0

5.0

Features

2.0

2.0

Customer Service

5.0

5.0

Likelihood to Recommend

4/10

December 1, 2020

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/135007/Jetpack-Workflow/reviews/)

Popular comparisons

[TaxDome vs Jetpack Workflow](https://www.capterra.com/compare/135007-186749/Jetpack-Workflow-vs-TaxDome) 

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