Jetpack Workflow Reviews

Greg S

“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.

Christine

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!!!

Teri L Simmons from Simmons & Associates, CPA

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!!!

Emily B

“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.

Genevieve

“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.

Jim G

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.

Douglas

“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.

Jessica Kolanowski from CBG & Company, Inc

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

David from 1stLabs.com

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