What is Jetpack Workflow?
Jetpack Workflow is workflow and project management software for accounting and bookkeeping firms. Firms use it to standardize recurring client work like monthly closes, payroll runs, and tax returns. Firms do this by building reusable templates, automating recurring tasks and deadlines, and seeing at a glance who is overloaded and what is due.
It’s built for firm owners, bookkeepers, client advisory teams, and solo CPAs who want reliable systems for repeat work, not a broad platform. Pricing starts at $40 per user per month billed annually ($49 monthly), with a 14-day free trial and no credit card required.
What Jetpack Workflow is not
Jetpack Workflow is a workflow tool, not an all-in-one practice management suite. It handles what you need to get recurring client work done on time, but doesn’t handle billing and invoicing. Firms that need those either pair Jetpack Workflow with the tools they already use, or choose a broader platform.
That’s deliberate. The trade is depth in recurring work and speed of setup, instead of breadth.
Better Firm Collaboration
Improve Firm Efficiency
Save Hours On Admin Work
Build Positive Client Reputation
Never Miss Deadlines Again
Standardize Client Work
Automate Recurring Tasks
Track Team Progress
Better Firm Collaboration
Improve Firm Efficiency
Save Hours On Admin Work
Build Positive Client Reputation
Never Miss Deadlines Again
Standardize Client Work
Automate Recurring Tasks
Track Team Progress
Better Firm Collaboration
Improve Firm Efficiency
Save Hours On Admin Work
Build Positive Client Reputation
Never Miss Deadlines Again
Standardize Client Work
Automate Recurring Tasks
Track Team Progress
Better Firm Collaboration
Improve Firm Efficiency
Save Hours On Admin Work
Build Positive Client Reputation
Never Miss Deadlines Again
Standardize Client Work
Automate Recurring Tasks
Track Team Progress
Better Firm Collaboration
Improve Firm Efficiency
Save Hours On Admin Work
Build Positive Client Reputation
Never Miss Deadlines Again
Standardize Client Work
Automate Recurring Tasks
Track Team Progress
Workflow software built for accountants and bookkeepers at every level.
Jobs and tasks completed in Jetpack Workflow.
Average hours of direct supervision saved per week.
Increase firm profit by utilizing workflows.
Hours of tedious and manual admin work saved weekly.
What our happy customers have to say:
“Thanks to Jetpack Workflow, we grew from 3 employees to over 17 and manage over 2,000 clients, without missing a single deadline! It literally runs our firm.”
Blake Shaffer, LWS Tax & Accounting
“We moved from spending 35% of our time on admin and non-billable client work, to only spending 15% of our time on it, across the entire team."
Gianna Nguyen, Manager, Nguyen & Company
“Since using Jetpack Workflow, we’ve seen an increase in overall gross profit, resulting in a $280,000 increase to our firm!”
Jody Grunden, Co-Founder & CEO, Summit CPA
Stay organized so you can retain clients and grow your firm without worry.
Create custom work templates in seconds.
Make sure critical deadlines are never missed.
Keep track of what your team is working on.
Get exceptional support and onboarding at no extra cost.
Expert accounting and bookkeeping resources to strengthen your firm.
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