# Jetpack Workflow Reviews **Vendor:** Jetpack Workflow **Category:** [Accounting Practice Management Software](https://www.g2.com/categories/accounting-practice-management) **Average Rating:** 4.2/5.0 **Total Reviews:** 13 ## About Jetpack Workflow Jetpack Workflow is a workflow management tool that helps 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. Jetpack Workflow also offers native integration with QBO and the G-Suite, as well as our integration with Zapier, we keep you connected to all the important areas of your business and clients. Our template library has over 70 ready-to-use templates that will get you organized, fast. With world-class support available via chat, phone, or email, our workflow specialists ensure you get the most out of our software so you can focus on growing your business. ## Jetpack Workflow Pros & Cons **What users like:** - Users appreciate the **ease of use** of Jetpack Workflow, enabling quick setup and immediate engagement. (1 reviews) - Users appreciate the **easy setup** of Jetpack Workflow, allowing for a smooth and quick start. (1 reviews) - Users appreciate the **clean and straightforward user interface** of Jetpack Workflow, tailored specifically for accounting practices. (1 reviews) - Users value the **workflow customization** of Jetpack Workflow, noting its alignment with accounting practices and improved UI. (1 reviews) **What users dislike:** - Users find the **lack of email integration** to be a significant drawback, hindering seamless workflow connectivity. (1 reviews) ## Jetpack Workflow Reviews ### 1. Effortless Organization with Jetpack Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Daniel L. | Business Owner **Reviewed Date:** February 11, 2026 **What do you like best about Jetpack Workflow?** I like that Jetpack Workflow is simple, and you can just jump right into it. The setup was very easy for me. **What do you dislike about Jetpack Workflow?** I'd like to be able to input my client arrangement sheet and some of those details, so maybe just a better experience with that would be good. **What problems is Jetpack Workflow solving and how is that benefiting you?** Jetpack Workflow helps me organize my bookkeeping and work, ensuring nothing falls through the cracks. ### 2. Wonderful workflow solution for Accounting Practices **Rating:** 5.0/5.0 stars **Reviewed by:** James H. | Principal, Accounting, Small-Business (50 or fewer emp.) **Reviewed Date:** March 24, 2025 **What do you like best about Jetpack Workflow?** Jetpack is a clean and straightforward workflow solution that is designed specifically for accounting practices. The designers are familiar with the accounting business and have made the functionality match, I especially enjoy the new UI in V2. **What do you dislike about Jetpack Workflow?** The lack of api/zapier connectivity is the only thing that I feel is a disadvantage. Document storage within the program would also be a significant improvement. **What problems is Jetpack Workflow solving and how is that benefiting you?** Organizing our production pipeline and making sure we adhere to internal due dates. ### 3. Does a great job, but has limited features. **Rating:** 4.5/5.0 stars **Reviewed by:** Megan S. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2022 **What do you like best about Jetpack Workflow?** Jetpack Workflow does what it says it will very well: which is internal workflow management and data housing. The product is dependable and consistent. I found the support staff easy to work with. **What do you dislike about Jetpack Workflow?** This product is limited to a specific wheelhouse. We quickly outgrew the product and needed more features. We sought more of a CRM that could help us manage emails as a team, and we needed a mobile app to work on the go. **What problems is Jetpack Workflow solving and how is that benefiting you?** When we used Jetpack Workflow it was a great way to have all of our client notes and logins in one central location that could be accessed by the whole team. It allowed us to get rid of the analog Rolodex that we used to keep that information before. ### 4. jetpack review **Rating:** 5.0/5.0 stars **Reviewed by:** Miyuki M. | Senior, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Jetpack Workflow?** it is very easy and user-friendly. keeps tasks organized and accountable within teams. the tagging feature is very useful. very easy for new team members onboarding to see what the work entails as well as managers and partners. its essentially a virtual notepad that can be shared amongst team members. **What do you dislike about Jetpack Workflow?** nothing in particular that i dislike. system has been great, no issues thus far. never had an issue of the system failing either which is always helpful. **Recommendations to others considering Jetpack Workflow:** if you are looking for a system to keep you organized, this is the one. it is super easy to use and learn. all my teams love using this and keeps the client folders organized. **What problems is Jetpack Workflow solving and how is that benefiting you?** organizational skills and having to keep up with the monthly/yearly tasks. jetpack has made it easy to remember what items we need complete each month, especially when we have new teams onboarding. ### 5. Helps us keep our heads on straight! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 26, 2021 **What do you like best about Jetpack Workflow?** Using JetPack helps us keep track of all the big and small things so nothing falls through the cracks. The dashboard view showing overdue tasks, due today, this week and next week is very helpful. It's been especially helpful as we have added our first employee (aside from my husband and myself) in her keeping track of what needs to be done - we flipped jobs over to her and she knew what was needed. The ability to have templates and duplicate jobs from one client to another is also very helpful as many of our processes are the same, no matter who we are dealing with. **What do you dislike about Jetpack Workflow?** Unable to batch change due dates or persons assigned to jobs/tasks when making changes for a recurring job. Unable to reorder tasks if a dependency is set up - this is frustrating when you need to add a task to a large job that should be somewhere other than the bottom for the task order. You have to remove all the dependencies, reorder the tasks, then re-set all the dependencies. Unable to have more than one contact per company - multiple contacts are needed as we deal with multiple people for some of our clients but have no way to record other contacts and what their roles/functions are. Everything must then be told verbally/emailed to those that need to know. I also find the screen for adding or modifying a job to be clunky. If the field is left empty, it "disappears" meaning you have to hover your mouse over white space to find it back again. The flow of the fields is not very intuitive. **What problems is Jetpack Workflow solving and how is that benefiting you?** How to keep track of all the little things that need to be done on a recurring basis. How to communicate to an employee what needs to be done. Clarifying who is responsible for what and streamlining our internal processes. ### 6. Excellent for Tracking and Management **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2021 **What do you like best about Jetpack Workflow?** Jetpack Workflow gives you a place to put all tasks that we have due monthly, quarterly, bi-annually, and annually, prioritize those tasks, assign them, and show the workflow of who, how, and when items need to be finished and reviewed. Sharepoint workflow has a similar functionality, but Jetpack takes it a few steps beyond which has made hiring new employees and getting them into the flow much easier. **What do you dislike about Jetpack Workflow?** It is a common complaint when you talk with other Jetpack users, but once you set a task in motion and allocate portions of it based on when those are due, you can not change it without undoing the whole process and re-ordering the complete task. While not a deal-breaker for most, it aggravates not being able to shuffle things around or add new functions that might or might not take precedent over another. **What problems is Jetpack Workflow solving and how is that benefiting you?** The main issue we've always had was bringing in new people to the organization and getting them into the mix, and understanding how their job timing flows into the timings of other employees and management. With Jetpack, the deadlines are set in place. Everyone knows that your direct report can see when items are not being done on a timely basis and who else is being held up because of this, so it's adding a layer of accountability. ### 7. Suitable and Advanced Software for Successful and Reliable Accounting Processes **Rating:** 5.0/5.0 stars **Reviewed by:** David L. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2021 **What do you like best about Jetpack Workflow?** Jetpack Workflow records the daily operations or transactions in a cash book or the general ledger, ensuring that only the transparent deals are conducted. More so, Jetpack Workflow helps in cost analysis and budgeting, suitable for efficient planning and business operations. **What do you dislike about Jetpack Workflow?** Jetpack Workflow has proper accounting methods and mechanisms, making it preferred and appropriate to install. **Recommendations to others considering Jetpack Workflow:** Jetpack Workflow is a good program for the accounting management process. **What problems is Jetpack Workflow solving and how is that benefiting you?** All the accounting requirements like preparing the financial statements, filing of returns, cost accounting, inventory management, among many, have been addressed by Jetpack Workflow. Moreover, Jetpack Workflow focuses on accuracy, hence, requires supporting documents for every operation. ### 8. Good idea, poor execution **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** December 10, 2021 **What do you like best about Jetpack Workflow?** Easy to see what is upcoming and view other users' tasks. **What do you dislike about Jetpack Workflow?** Difficult to update a task or template; assigned users dropped from tasks without reason. **What problems is Jetpack Workflow solving and how is that benefiting you?** Assigning tasks and seeing progress in real time through the workflow; improved our team bonding as we universally hated the program and came together to work on finding a better solution. ### 9. Consistent Service Delivery **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 30, 2021 **What do you like best about Jetpack Workflow?** Jetpack Workflow has a template for just about every accountant task you could think of. Task templates range from bookkeeping, payroll, and numerous tax preparation needs. **What do you dislike about Jetpack Workflow?** I wish they had iOS mobile and Mac desktop apps available. **What problems is Jetpack Workflow solving and how is that benefiting you?** It's easy to forget important steps for project types that you don't have on a daily basis. Jetpack Workflow helped us deliver consistent tax preparation services across all of our tax clients. ### 10. Great project management system **Rating:** 5.0/5.0 stars **Reviewed by:** Zara M. | office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2019 **What do you like best about Jetpack Workflow?** I like the templates and ability to customize each step for every project. The interface is user friendly, clean, and sharp. **What do you dislike about Jetpack Workflow?** I don't like how the client name is "sticky" each time you go to search, I wish it would clear when I opened that page up again. **Recommendations to others considering Jetpack Workflow:** Take the time to set it up properly, it's very consuming and can be tedious but it's worth it in the long run. There's a lot of templates you won't use, just get rid of them to avoid clunkiness. **What problems is Jetpack Workflow solving and how is that benefiting you?** We are meeting client deadlines, not missing projects, and keeping on top of the workflow. Its helpful to assign the project to each employee so you know who to go with questions. ### 11. Good base product but needs to mature **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** October 03, 2019 **What do you like best about Jetpack Workflow?** I love that it is flexible and customizable and easy to collaborate with a team to see what was done. The task dependencies (my to-do only starts when you finish your work) is amazing. **What do you dislike about Jetpack Workflow?** It does not sync well with other software. There is limited sync to QB but not Xero, not Zapier, not email There is not the ability to show a job as "cancelled", only done (or delete) The reports are *terrible* - you have to run time/billing for all staff/clients, not just one **Recommendations to others considering Jetpack Workflow:** I'm hoping JPWF will continue to grow & mature & add more features, but they aren't doing it as fast as I'd like. We went with them because of cost, but are looking again at Insightly and Karbon to see if they have better email tracking and integration with Xero **What problems is Jetpack Workflow solving and how is that benefiting you?** We replaced our client status update spreadsheets with JetPack so we now have a better checklist and more insight into what was done and by whom ### 12. Good workflow management software for small businesses **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** September 09, 2019 **What do you like best about Jetpack Workflow?** Ease of use and features; built in templates; price is reasonable **What do you dislike about Jetpack Workflow?** I would like the product to have the option of listing client names by first or last name. I also wish it came with a CRM feature **Recommendations to others considering Jetpack Workflow:** If you are in the Accounting industry and need a way to keep track of projects and deadlines this software will definitely fulfill those needs. **What problems is Jetpack Workflow solving and how is that benefiting you?** I have been able to stay organized and not forget important projects. I barelymiss deadlines thanks to Jetpack. It eliminates keeping tasks and to-do list on paper. ### 13. JetPack Workflow does what it needs to - If somewhat unintuitively. **Rating:** 2.5/5.0 stars **Reviewed by:** Lane S. | Executive and Marketing Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** January 14, 2019 **What do you like best about Jetpack Workflow?** It is easy to track time and set up separate jobs/clients in Jetpack Workflow. **What do you dislike about Jetpack Workflow?** The company has made some questionable changes to the product - some of which have been addressed, others haven't. When you end a task from the bottom screen, the dialogue box stays open. If you don't manually clear them, they will eventually take over the bottom of the tab. It would also be nice if there was a widget that could follow you on your desktop so that you can see your time tracking/change it without going back to Jetpack Workflow. **What problems is Jetpack Workflow solving and how is that benefiting you?** Jetpack Workflow allows my team to collaborate on projects and track time spent on certain clients. We are also able to set estimated times to complete projects. ## Jetpack Workflow Discussions - [What is Jetpack Workflow used for?](https://www.g2.com/discussions/what-is-jetpack-workflow-used-for) - [View Jetpack Workflow pricing details and edition comparison](https://www.g2.com/products/jetpack-workflow/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-08+17%3A34%3A33+-0500&secure%5Bsession_id%5D=9cab6980-2564-463f-b6b7-0548fbb8eebb&secure%5Btoken%5D=20572246017c584ac08e559bbdf0ebd68d205097da857098b8a25022160c1913&format=llm_user) ## Jetpack Workflow Features **Communication** - Client Portals - Automation - Consolidation **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Collaboration** - Collaboration - Tasks - Version Control **Billing** - Time - Reporting - Invoices **Onboarding** - Templates - Checklists - New Client **Visibility** - Job Status - Metrics - File Organization - Audit Trail - Notifications - Integrations **Agentic AI - Accounting Practice Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration ## Top Jetpack Workflow Alternatives - [Karbon](https://www.g2.com/products/karbon-2025-03-03/reviews) - 4.8/5.0 (821 reviews) - [Canopy](https://www.g2.com/products/canopy-2026-05-12/reviews) - 4.6/5.0 (688 reviews) - [Financial Cents](https://www.g2.com/products/financial-cents/reviews) - 4.7/5.0 (239 reviews)