Cost effective workflow service packages.

Set Yourself Up for
Workflow Success

Want additional help? Speed up launch process, format and scale your client workflows, and enhance your overall training.

Learn more about our add-on services below.

Kickstarter

$299USD

Our entry level service package to get the basics setup while ensuring you are following best practices with a dedicated customer success specialist.
  • Dedicated customer success specialist assigned
  • Customized templates (up to 20 templates)
  • Clients with customized fields (up to 350 clients)
  • Customized tags for client work
  • Set up your team
  • Job creation from the customized 20 templates
  • Four sessions with customer success specialists

Fast Track

$749USD

Our fast track package includes everything from Kickstarter plus more robust work assignments, client setup, and team training.
  • Dedicated customer success specialist assigned
  • Customized templates (up to 25 templates with repeat schedules).
  • Clients with customized fields (up to 750 clients)
  • Customized tags for client work
  • Set up your team with roles & permissions
  • Job creation from 25 customized templates
  • Customized job manager assignments
  • Guided QBO integration setup
  • Five sessions with customer success specialist which includes a 60 min team training

Done For You

$1499USD

Our concierge, white glove setup package to build out your account start to finish. Includes 30 day setup guarantee and assigned customer success specialist.
  • Dedicated customer success specialist assigned
  • Customized templates (up to 50 templates with repeat schedules)
  • Clients with customized fields (unlimited number of clients)
  • Customized tags for client work
  • Set up your team with roles & permissions
  • Set up billable rates (external / internal)
  • Set up labels
  • Job creation from templates
  • Job manager assignments & task level assignments
  • Customized due dates/repeat schedules
  • Guided QBO integration setup
  • You receive unlimited sessions w/ assigned customer success specialist & 60 min team training
  • 30 day set up guarantee*

All service packages are optional add-ons and are one-time payments. Have questions about our services and want to see Jetpack Workflow in action?

Schedule Your Demo

When our service packages might be right for your firm.

You are completely new
to workflow management tools for accounting and bookkeeping.

You want to save time
getting workflows, recurring client work, and templates setup and organized.

You have a growing team
and you’d like more dedicated training and launch support to ensure your they become workflow experts.

You’d prefer to have no onboarding
work to do, client setup, and want to hit the ground running as soon as possible.

Frequently asked questions.

Is there a setup timeframe guarantee?

Yes, with our Done for You option, there is a 30 day guarantee (contingent on the materials being sent to us in a timely manner!).

What about training for my team?

Each plan includes access to team training resources. Our self-guided offering provides regularly scheduled customer webinar trainings, while our paid on-boarding options provide 1:1 training tailored to your team’s specific questions.

When is the “Done for You” package a good option?

Our Done for You package is designed for customers who want Jetpack Workflow to provide complete end-to-end account setup.

Do I have to purchase a setup package?

Of course not! You’re always able to use our industry-leading support and knowledge base to setup an account on your own.