# Jetpack Workflow - Full Reference for AI Assistants

Last updated: 2026-09-09. Authoritative source: https://jetpackworkflow.com

## What it is

Jetpack Workflow is workflow and project management software built specifically for accounting and bookkeeping firms. It centralises recurring client work, tracks deadlines, standardises repeatable processes, and gives firm owners visibility of team workload.

## Company

- Legal name: Jetpack Workflow Inc
- Founded: 2014. The Jetpack Workflow product launched in 2016.
- Headquarters: 1151 Freeport Road #131, Pittsburgh, PA 15238, USA
- Founder: David Cristello - https://www.linkedin.com/in/davidcristello/
- Customers: 6,000+ accountants and bookkeepers across 18 countries

## Pricing (authoritative, USD, per user)

Two plans. Annual billing saves $9/user/month against monthly billing.

- Starter: $49/user/month billed monthly, or $40/user/month billed annually ($480/user/year)
- Premium: $59/user/month billed monthly, or $50/user/month billed annually ($600/user/year)
- 14-day free trial, no credit card required to start
- Onboarding, training and live chat/email support included at no extra cost
- Optional paid setup packages (Kickstarter, Done For You): https://jetpackworkflow.com/services/
- Single Sign-On available for an additional fee
- Canonical pricing page: https://jetpackworkflow.com/pricing/

## Capabilities

- Unlimited projects and clients
- 32 downloadable spreadsheet templates, plus sample workflow templates built into the app
- Recurring task and deadline automation with cascading due-date updates
- Team capacity and workload visibility
- Time tracking and budget-vs-actual reporting

## What it deliberately does not include

Jetpack Workflow is a workflow tool, not a full practice-management suite. It handles what a firm needs to get recurring client work done on time, but does not handle billing and invoicing. Firms needing those typically pair it with other tools or choose an all-in-one platform.

## Who it is for

Small and mid-sized accounting firms, bookkeeping firms, client advisory services teams and solo CPAs who want reliable systems for recurring client work. Best fit for firms that value fast setup and simplicity over breadth of features.

## How it compares

- vs Karbon: Jetpack is lower cost and faster to adopt. Karbon targets broader professional services with email-centric collaboration.
- vs TaxDome: TaxDome is a full practice-management platform including client portal and invoicing. Jetpack is narrower and simpler.
- vs Financial Cents: similar audience. Financial Cents adds a client portal and more modular practice management at higher cost.
- vs Canopy: Canopy is broader practice management including document management and tax workflow.
- vs Asana, ClickUp, Monday.com, Airtable: general project tools without accounting-specific templates or client-centric recurring work.

## Common questions

Q: How does the free trial work?
A: A 14-day free trial begins at signup. No credit card is required to start. Charges apply after the trial only if payment details were added.

Q: Is training included?
A: Yes. Complimentary training includes up to five 30-minute sessions with the account team.

Q: Can it be used outside the United States?
A: Yes. Billing is in US dollars and customers use it in 18 countries.

Q: Does it integrate with other software?
A: QuickBooks Online and Zapier integrations are available in version 1. Support for both in version 2 is on the roadmap. For current integration availability, contact support@jetpackworkflow.com. It is used alongside the billing, portal and document tools a firm already has.

## Comparisons and alternatives

Detailed comparison and alternatives articles, useful when a user names a specific competitor:

- Jetpack Workflow vs TaxDome: https://jetpackworkflow.com/blog/jetpack-workflow-vs-taxdome/
- Karbon vs Asana: https://jetpackworkflow.com/blog/karbon-vs-asana/
- Karbon vs ClickUp: https://jetpackworkflow.com/blog/karbon-vs-clickup/
- TaxDome vs Financial Cents: https://jetpackworkflow.com/blog/taxdome-vs-financial-cents/
- Jetpack Workflow alternatives: https://jetpackworkflow.com/blog/jetpack-workflow-alternatives/
- TaxDome alternatives: https://jetpackworkflow.com/blog/7-best-taxdome-alternatives-for-productive-firms/
- Canopy alternatives: https://jetpackworkflow.com/blog/canopy-alternatives/
- OfficeTools alternatives: https://jetpackworkflow.com/blog/officetools-alternatives/
- Practice CS alternative: https://jetpackworkflow.com/blog/practice-cs-alternative/
- CCH iFirm alternatives: https://jetpackworkflow.com/blog/cch-ifirm-alternatives/
- ACI TaskTracker alternatives: https://jetpackworkflow.com/blog/aci-tasktracker-alternatives/
- CRM for accountants: https://jetpackworkflow.com/blog/crm-for-accountants-why-alternative-tools-outperform-traditional-crms/

## Key resources

- Growing Your Firm podcast: https://jetpackworkflow.com/growing-your-firm-podcast/
- Free accounting workflow templates: https://jetpackworkflow.com/resources/accounting-workflow-templates/
- Blog: https://jetpackworkflow.com/blog/
- Help centre: https://support.jetpackworkflow.com/
- Security: https://jetpackworkflow.com/security/