Simple Pricing Options For Your Firm

Never miss deadlines again. Standardize recurring
client work. Scale firm growth.

Access to all features. Support & training included. No credit card required for trial.




Per user / mo, billed annually


Unlimited jobs, documents, & clients

Team collaboration & management

QBO & Zapier integration

Live chat, phone, & email support



$49 USD

Per user/ mo, billed annually

Includes all Organize features plus:

Capacity Management

Team Scheduling Management



Per user / mo, billed monthly


Unlimited jobs, documents, & clients

Team collaboration & management

QBO & Zapier integration

Live chat, phone, & email support



$63 USD

Per user/ mo, billed monthly

Includes all Organize features plus:

Capacity Management

Team Scheduling Management

Get even more customized setup help and
training with our cost-effective services

Strapped for time? While our self setup is seamless, we do offer additional
service options to speed up the process and enhance your training.
Custom services are one-time payments that starts at $299.

100% Commitment to Safety & Security.

Multiple backups 💽

Jetpack Workflow stores user data at Digital Ocean data centers and all uploaded attachments are stored in’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.
Ready to see what Jetpack Workflow can do for you?

Frequently Asked Questions

How does the free trial work?

Once you sign up, your free 14-day trial begins. To gain access, you must first activate your account using the unique email that was sent to you on sign up.

At any point during the trial, you can add your payment information. You will not be charged when you add your payment information. Charges will be applied at the end of your trial if you had put your credit card on file.

After the trial is up, you will have the option to sign up for a monthly or yearly subscription plan to continue using the service.

Will you help my team adopt it?

Yes, absolutely! Once you activate your account by adding payment information, you can select complimentary training sessions depending on the number of users that will use your account.

If you have 3 or more team members that will need to be brought up to speed, your Customer Success Specialist can arrange complimentary training sessions to get you and your team up to speed.

If you have fewer than 3 users in your account, we also offer free training sessions. Check out the options here. We also offer free courses in Jetpack Workflow University.

Can I change my plan after I sign up?

Yes, you can change your plan after you sign up. You can change from monthly to yearly or add more seats to your plan by accessing your Billing profile.

If you are moving from yearly to monthly, we recommend contacting billing support using the chat or emailing Billing at billing at jetpackworkflow dot com.

What if Jetpack Workflow doesn’t work for me?

Fear not. We know picking a new platform can be nerve wracking at times. All yearly plans come with a 30-day no-risk guarantee.

Monthly plans renew on the date your subscription first activated and your payment first posted and must be cancelled prior to this date. Your subscription will be active until that time. No refunds are offered for monthly plans.

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.

Let's Get Started 🚀

Ready to find out if workflow software is the right fit for your firm? Select the potential number of users at your company below to get started with your 14-day free trial.

No credit card required to get started.

“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”

Monica Hodgson-Daniels, CPA
Owner and CEO of Garnett and Gold Financial Corporation

Congrats! 🙌

You’ve been selected to get early access to our new workflow software, Kiick by Jetpack Workflow!

Here’s why our revamped product can be a great fit:

  • Beautifully redesigned interface and features.
  • Improve workflows to help manage client work.
  • Done for You setup included for all beta customers. ($1,000 value)
  • Customizable projects to improve client services. (Kiick exclusive)
  • Easily update service templates across clients. (Kiick exclusive)

Interested in a free trial of our revamped platform? Help us shape the future of workflow software and chat with our team to get started ⤵