UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

12/10/2021

"Good idea, poor execution"

0.5/5

What do you like best about Jetpack Workflow?

Easy to see what is upcoming and view other users' tasks. Review collected by and hosted on G2.com.

What do you dislike about Jetpack Workflow?

Difficult to update a task or template; assigned users dropped from tasks without reason. Review collected by and hosted on G2.com.

Response from David Cristello of Jetpack Workflow

edit

Hi there!

I hope you'll give version 2 a chance. We're made a lot of improvements and likely a much better experience for your firm

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.

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. It's helpful to assign the project to each employee so you know who to go with questions. Review collected by and hosted on G2.com.

UA

Verified User in Accounting

Small-Business (50 or fewer emp.)

10/3/2019

"Good base product but needs to mature"

3.5/5

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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 barely miss deadlines thanks to Jetpack. It eliminates keeping tasks and to-do list on paper. Review collected by and hosted on G2.com.

LS

Lane S.

Executive and Marketing Assistant

Small-Business (50 or fewer emp.)

1/14/2019

"JetPack Workflow does what it needs to - If somewhat unintuitively."

2.5/5

What do you like best about Jetpack Workflow?

It is easy to track time and set up separate jobs/clients in Jetpack Workflow. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Jetpack Workflow Pros and Cons: Top Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Top Pros or Advantages of Jetpack Workflow

1. Ease of Use

2. Setup Ease

3. User Interface

4. Workflow Customization

Top Cons or Disadvantages of Jetpack Workflow

1. Email Integration

Jetpack Workflow Reviews (16)

Jetpack Workflow Reviews (16)

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