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.