--- title: Jetpack Workflow Reviews meta\_title: 'Jetpack Workflow Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 13 reviews by the users' company size, role or industry to find out how Jetpack Workflow works for a business like yours. aggregate\_rating: rating\_value: 4.2 review\_count: 13 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Jetpack Workflow Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by Jetpack Workflow but has limited features. Are you part of the Jetpack Workflow team? [Upgrade your plan](https://my.g2.com/jetpack-workflow/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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. * * * Seller [Jetpack Workflow](https://www.g2.com/sellers/jetpack-workflow) Discussions [Jetpack Workflow Community](https://www.g2.com/products/jetpack-workflow/discuss) Languages Supported English Overview by Meredith Felton Show More ## Pricing Pricing provided by Jetpack Workflow. ### Scale $50 monthly/user (yearly plan) ### Organize $36 year/ user (yearly plan) [ View More Pricing Information ](https://www.g2.com/products/jetpack-workflow/pricing) ## Top-Rated Alternatives [ ![Karbon](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Karbon") Karbon 4.8/5(913) ](https://www.g2.com/products/karbon-2025-03-03/reviews) [ ![Canopy](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Canopy") Canopy 4.6/5(815) ](https://www.g2.com/products/canopy-2026-05-12/reviews) [ ![Financial Cents](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Financial Cents") Financial Cents 4.7/5(250) ](https://www.g2.com/products/financial-cents/reviews) [ View All Alternatives ](https://www.g2.com/products/jetpack-workflow/competitors/alternatives) ## User Insights Average based on 13 real user reviews. [Log in to unlock pricing and user insights](/login) ![Daniel L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Daniel L.") DL Daniel L. Business Owner 2/11/2026 "Effortless Organization with Jetpack Workflow" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![James H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "James H.") JH James H. Principal Accounting Small-Business (50 or fewer emp.) 3/24/2025 "Wonderful workflow solution for Accounting Practices" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Megan S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Megan S.") MS Megan S. Operations Manager Small-Business (50 or fewer emp.) 7/28/2022 "Does a great job, but has limited features." 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 1/28/2023 Validated ReviewerIncentivizedSource: G2 invite MM Miyuki M. Senior Mid-Market (51-1000 emp.) 11/11/2021 "jetpack review" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 10/26/2021 "Helps us keep our heads on straight!" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Health, Wellness and Fitness](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Health, Wellness and Fitness") CH Verified User in Health, Wellness and Fitness Small-Business (50 or fewer emp.) 12/8/2021 "Excellent for Tracking and Management" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite DL David L. Director Mid-Market (51-1000 emp.) 8/30/2021 "Suitable and Advanced Software for Successful and Reliable Accounting Processes" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Jetpack Workflow? Jetpack Workflow has proper accounting methods and mechanisms, making it preferred and appropriate to install. Review collected by and hosted on G2.com. Recommendations to others considering Jetpack Workflow: Jetpack Workflow is a good program for the accounting management process. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting Small-Business (50 or fewer emp.) 9/30/2021 "Consistent Service Delivery" 5/5 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. Review collected by and hosted on G2.com. What do you dislike about Jetpack Workflow? I wish they had iOS mobile and Mac desktop apps available. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ZM Zara M. office manager Small-Business (50 or fewer emp.) 9/20/2019 "Great project management system" 5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 9/9/2019 "Good workflow management software for small businesses" 4.5/5 What do you like best about Jetpack Workflow? Ease of use and features; built in templates; price is reasonable Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about Jetpack Workflow? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Jetpack Workflow ](https://www.g2.com/products/jetpack-workflow/discussions/new) GU Guest User What is Jetpack Workflow used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-jetpack-workflow-used-for) [ View all Discussions ](https://www.g2.com/products/jetpack-workflow/discuss) ## Pricing Options Pricing provided by Jetpack Workflow. ### Scale $50 monthly/user (yearly plan) ### Organize $36 year/ user (yearly plan) [ View More Pricing Information ](https://www.g2.com/products/jetpack-workflow/pricing) Jetpack Workflow Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2af47b2c3671189bb1dbf55881c24082/karbon-2025-03-03.png "Product Avatar Image") Karbon 4.8/5(913) [ Compare Now ](https://www.g2.com/compare/jetpack-workflow-vs-karbon-2025-03-03) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_d6670835d242fa1c20b36b40688856c3/financial-cents.png "Product Avatar Image") Financial Cents 4.7/5(250) [ Compare Now ](https://www.g2.com/compare/financial-cents-vs-jetpack-workflow) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_5770d878862b57fabe977ea85a889ca0/canopy-2026-05-12%282%29.png "Product Avatar Image") Canopy 4.6/5(815) [ Compare Now ](https://www.g2.com/compare/canopy-2026-05-12-vs-jetpack-workflow) ##### Categories on G2 [Accounting Practice Management](https://www.g2.com/categories/accounting-practice-management) ##### Explore More [Which application monitoring software is top-rated by tech startups](https://www.g2.com/discussions/which-application-monitoring-software-is-top-rated-by-tech-startups)[What platform provides multi-location property portfolio management?](https://www.g2.com/discussions/what-platform-provides-multi-location-property-portfolio-management)[Best generative ai infrastructure for my tech startup](https://www.g2.com/discussions/generative-ai-what-s-the-best-rated-multi-country-payroll-provider) [ServiceTitan vs Jobber for a growing home services business that needs scheduling, invoicing and customer history in one place?](https://www.g2.com/discussions/servicetitan-vs-jobber-for-a-growing-home-services-business-that-needs-scheduling-invoicing-and-customer-history-in-one-place)[Best tools for building personalized employee career paths](https://www.g2.com/discussions/best-tools-for-building-personalized-employee-career-paths)[Pros and Cons Details](https://www.g2.com/products/jetpack-workflow/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)