Jetpack Workflow

Jetpack Workflow

9 Reviews

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.

Serchen Index

53.22
N/A
Employees
9
Reviews
1,311
Followers
N/A
Likes

What is Jetpack Workflow?


Jetpack Workflow Free Trial Information

We offer a free 14-day trial with access to all features and support during that time.


Jetpack Workflow Support & Customer Service

We have dedicated customer support and service team members who are reachable by chat, phone, and email. We also offer weekly live, fun, and informative training for how to use and maximize Jetpack Workflow's benefits for your firm.


Countries Jetpack Workflow Services Available In

We are based in Pittsburgh, Pennslyvania, USA, but serve customers across the United States, Canada, Australia, the United Kingdom and 14 other countries worldwide.


Jetpack Workflow Pricing

We price on a per-user basis at monthly and 1-year subscription levels. Prices start at $36/month per user for an annual subscription.

Our month-to-month subscription costs $45/month per user. With our annual subscription, save 25% off each user compared to the month-to-month.


Jetpack Workflow Alternatives

Interfacing

Interfacing

Workflow Management

200

316

562

5,050
Pipefy

Pipefy

Workflow Management

296

N/A

1,872

14K
Abstract

Abstract

Workflow Management

137

N/A

15K

2,064
ActiveOps

ActiveOps

Workflow Management

155

43

1,386

388
airSlate

airSlate

Workflow Management

394

59

77

211
frevvo Inc.

frevvo Inc.

Workflow Management

16

N/A

853

N/A
Aleyant

Aleyant

Workflow Management

45

N/A

408

151
10Seconds Software

10Seconds Software

Workflow Management

3

N/A

104

N/A
Function Point

Function Point

Workflow Management

N/A

N/A

N/A

N/A
Apache Taverna

Apache Taverna

Workflow Management

N/A

N/A

N/A

N/A

Jetpack Workflow Reviews

4.1

Excellent!

9 Reviews

Last reviewed on
01 November 2019

What do you think?

Help other software buyers make informed decisions.

Write a review

Friday, November 1, 2019

“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.

Did you find this review helpful?

Saturday, August 24, 2019

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!!!

Did you find this review helpful?

Sunday, September 9, 2018

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!!!

Response from Jetpack Workflow:
01 November 2019 at 12:22

Hi Teri! I wanted to follow up and let you we've since doubled the size of our billing and service team. We take your experience very seriously, and as seen on other review sites (capterra, https://www.capterra.com/p/135007/Jetpack-Workflow/, etc), we've vastly improved our billing and service teams.
Best
David Cristello
Founder & CEO

Did you find this review helpful?

Saturday, September 8, 2018

“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.

Did you find this review helpful?

Monday, April 30, 2018

“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.

Did you find this review helpful?

Friday, December 22, 2017

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.

Did you find this review helpful?

Tuesday, October 31, 2017

“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.

Did you find this review helpful?

Wednesday, July 12, 2017

Verified Review

Jetpack Workflow will not return your phone calls or emails if you ever want to cancel your subscription. Buyer Beware!

Response from Jetpack Workflow:
01 November 2019 at 12:23

Hi Jessica!
Thank you for your note. I wanted to let you know that we've since released a "self service" cancellation option. No more waiting on a response, you can service your account immediately. In addition to that, we've also doubled our billing and service team in order to better serve the growth of our customer base.

Thank you
David Cristello
Founder & CEO

1 of 3 people found this review helpful.
Did you find this review helpful?

Thursday, July 17, 2014

Easy to use, simple to setup.
Automates everything and keeps tasks on track

0 of 2 people found this review helpful.
Did you find this review helpful?