Jetpack Workflow

Jetpack Workflow is a workflow management tool built for accounting firms to track recurring client work and manage deadlines. It uses customizable job templates that define the steps, assignments, and due dates for common engagements like tax returns, monthly bookkeeping, and payroll processing.

Firms use it to create standardized processes that repeat on a schedule, ensuring every client engagement follows the same steps regardless of which team member handles it. The dashboard provides a view of all active jobs, their status, and upcoming deadlines, which helps firm owners and managers identify bottlenecks and reallocate work during peak periods.

Jetpack Workflow focuses on workflow tracking rather than full practice management — it does not include billing, a client portal, or document management. It integrates with other tools firms use for those functions. Best suited for firms under 20 staff moving off spreadsheets or legacy systems, and CAS departments looking to implement a lightweight recurring-work tracking tool quickly.

Pricing

Per-user pricing:

• Organize: $40/user/month
• Scale: $49/user/month

14-day free trial available.

Reviews

• G2: 4.2/5 (12 reviews)
• Capterra: 4.8/5 (52 reviews)

Features

Workflow Management

Feature	Supported
List view	Yes
Kanban view	No
Job/work templates	Yes
Recurring jobs	Yes
Subtasks	No
Task dependencies	No
Automations	Yes
Custom statuses	No
@Mentions	No
Statutory due dates	No

Client Management

Feature	Supported
Client directory	Yes
Contacts	No
Client groups	No
Custom fields	Yes
Tags	Yes
Notes	No
Leads	No
CRM sync (QBO)	Yes
CRM sync (Xero)	No

Client Portal

Feature	Supported
Client portal	No
Client tasks/requests	No
File uploads	No
Secure messaging	No
Scheduling	No
E-signatures	No
White label/custom branding	No

Email

Feature	Supported
Outlook integration	No
Gmail integration	No
Shared inboxes	No
Email-to-task	No
Email templates	No
AI email drafting	No
AI email summarization	No
View all client comms	No

Time Tracking & Billing

Feature	Supported
Time tracking	Yes
Timers	Yes
Invoicing	No
Fixed fee & hourly billing	No
Recurring billing	No
Online payments	No
WIP tracking	No
Write up/down	No
Realization reporting	No
QBO invoice sync	No
Xero invoice sync	No

Document Management

Feature	Supported
Document storage	No
Folders	No
Folder templates	No
File sharing with clients	No
SharePoint integration	No
Google Drive	No
Dropbox	No

Reporting

Feature	Supported
Time reports	Yes
Billing reports	No
Capacity/workload	Yes
Revenue insights	No

Proposals & Engagement

Feature	Supported
Proposals	No
Engagement letters	No
E-signatures on engagements	No

Integrations

Feature	Supported
QuickBooks Online	Yes
Xero	No
Outlook	No
Gmail	No
Zapier	No
Make	No
API	No
Webhooks	No

Security & Admin

Feature	Supported
User roles	Yes
Custom permissions	No
2FA/MFA	No
SSO	No
SOC 2	No
Client access controls	No

AI Features

Feature	Supported
AI email drafting	No
AI email summarization	No
AI task suggestions	No
AI document classification	No
AI search	No

Mobile

Feature	Supported
Mobile-friendly (internal)	Yes
Native mobile app (internal)	No
Native mobile app (client portal)	No

Compliance & Regulatory

Feature	Supported
HMRC integration	No
Companies House integration	No
ATO integration	No
IRS transcript pulls	No
MTD support	No
Statutory deadline tracking	No

Support & Onboarding

Feature	Supported
Chat support	No
Email support	Yes
Phone support	No
Dedicated rep	No
Onshore support	Yes
Free onboarding	Yes (assisted)
Paid onboarding packages	No
Knowledge base/docs	Yes