Jetpack
Per user / mo, billed annually
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Unlimited projects & clients
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32+ pre-built accounting workflow templates
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Customizable automation for recurring tasks
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Automated recurring deadlines & cascading updates
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Zapier integrations (connect to 5,000+ apps)
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Fast onboarding with included training & support
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Live chat & email support at no extra cost
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Free trial available
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Firms report saving 10+ hours weekly and achieving 5%+ profit growth
Canopy
Per user / mo, billed monthly
- $540/user annually (annual contract)
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Broader practice management suite (document storage, billing, CRM, client portal)
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Modular pricing; higher cost if adding multiple features
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More features = longer onboarding and higher learning curve
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Requires annual commitment
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Strong option for firms needing a full practice management platform
6,000+ accountants and bookkeepers use Jetpack Workflow.
Why Firms Choose Jetpack Workflow ?
Simplicity & Focus
Jetpack focuses on workflow automation and deadline tracking. No clutter, no steep learning curve, just the tools accounting firms actually need.
Affordable & Transparent Pricing
At $30–$45 per user/month, Jetpack is budget-friendly compared to Canopy’s $150/user base plan.
Faster Time-to-Value
Get running in days with Jetpack’s included onboarding, support, and 32+ workflow templates.
Documented Results
Jetpack users consistently report time savings and improved profitability across their firms.
Why firms bring on Jetpack Workflow:
Our commitment to safety and security:
Multiple backups
Jetpack Workflow stores user data at Heroku data centers and all uploaded attachments are stored in Amazon.com’s S3 data centers. Backups are done multiple times per day.
Online security
Jetpack Workflow login is secure and encrypted using industry-leading SSL technology. The same holds true for the storage in our data centers. No one can view your data.
Accessible anywhere
Our Cloud-based technology will give you access to the software from any computer and support multiple browsers, including IE, Chrome, Safari, and more.
Frequently asked questions.
Is Jetpack Workflow the same as Canopy?
No. Jetpack is workflow software designed to manage client deadlines and recurring work. Canopy is a broader practice management suite.
Which is better for small-to-mid-sized firms?
Jetpack is often the better choice for firms that want simplicity and affordability, while Canopy suits larger firms needing a full practice suite.
How much does Jetpack Workflow cost?
$30–$45 per user/month with support included.
Does Jetpack integrate with other software?
Yes, through Zapier you can connect Jetpack with thousands of applications.
Can Jetpack Workflow be used outside of the United States?
All of our billing is done in US dollars, but the platform can be used from anywhere in the world. The application is built to be flexible and adjustable to your setup. In fact, we have customers in 18 countries!
What does “complimentary training” include?
Complimentary training include up to five 30-minute sessions with our account team to deliver best practices, suggestions for setup, and team training for your account.
Do you have other set-up options?
Yes! We also offer more customized training sessions and onboarding support with our Kickstarter and Done for You service packages.
How secure is my data?
Your data is stored using the same technology that powers the servers behind Salesforce, Toyota, and Citrix. To view our full privacy policy, click here.
Do you offer Single Sign On (SSO)?
Yes! You can have SSO enabled on your account for an additional fee. To learn more, book a time with our workflow consultants.
