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Jetpack Workflow
Jetpack Workflow Overview:
What Is Jetpack Workflow?
Jetpack works to help firms of all sizes standardize, track and automate their processes so that each team member has a greater ability to complete more work in less time. Every workflow is unique, which is why our software comes fully customized to the needs of your company - down to the letter. Jetpack Workflow helps you become more efficient with tracking, notification management and automation. Build trust through transparency and scale your firm by focusing on the work that matters.
Who Uses Jetpack Workflow?
We focus on accounting professionals (Accountants, Bookkeepers, CPA's, etc), although any professional service firm could benefit from Jetpack Workflow.
Where can Jetpack Workflow be deployed?
Cloud-based
On-premise
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Overall rating
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Based on 53 reviews
Reviews sentiment
Positive
96%
Neutral
2%
Negative
2%
Starting Price
US$45.00
Per User, Per Month
Free trial
About the vendor
- Jetpack Workflow
- Located in Pittsburgh, US
- Founded in 2014
Jetpack Workflow support
- Phone Support
Countries available
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Australia, Canada, Ireland, New Zealand, United Kingdom
Countries available
Countries where the product is available. Note: Customer support may not be accessible in that country.
- Australia
- Canada
- Ireland
- New Zealand
- United Kingdom
- United States
Languages
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English
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Capterra verified reviews for Jetpack Workflow
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Overall rating
Based on 53 reviews
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Robin M.
Owner in US
Verified LinkedIn User
Used the Software for: 6-12 months
"Complete Help"
October 31, 2017
Pros:
I love the customer support and the fact that the team is open to suggestions and makes improvements based on feedback. This program has helped bring us from manual lists to a more organized process.
Cons:
I would like for there to be a way to distinguish a hard deadline from a soft one and I would like a current to do list. It is difficult to prioritize without the deadline distinction.
Reviewer Source
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Verified Reviewer
Verified LinkedIn User
Accounting Software, Self Employed
Used the Software for: 6-12 months
"Loved it, but left it."
December 13, 2022
I had a good experience with the process building in JetPack. It was very user friendly. I had to leave because I needed more features included for the price.
Pros:
The ability to visually see what needs to be done with the sort features made my daily processes flow very easy.
Cons:
I switched to a different software that included many more features such as a client portal, automations, document storage, and website included. I felt it was a better use of time and money having all of the features in one app.
Reviewer Source
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Rob
Financial Advisor in US
Financial Services Software, Self Employed
Used the Software for: 1+ year
"Keeps track of tasks but that's about it"
December 1, 2020
Overall for a few hundred bucks it's probably worth it. I've outgrown the software and think they need to have a lot more features available.
Pros:
Easy to use, helps to keep track of projects and allows you to take notes. Also keeps track of billing time
Cons:
Just not robust enough. I kept asking them when they were going to have a mobile app or have new features and they haven't come out with any.
Reviewer Source
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Verified Reviewer
Verified LinkedIn User
Used the Software for: 6-12 months
"From the sale interaction through today this group is true to their word. Works right out of the box"
January 22, 2018
Manage an employee group that all work remotely.
Pros:
Ease of use. You don't need a manual, or an IT department to make this work. Within hours of purchase we had clients uploaded and were working with the software. Most software of this type tries to do everything including tying your shoes. Jetpack is all about workflow, managing people and jobs.
Cons:
I wish there was a mobile interface. However, that would not deter me from purchase. The use on my phone is a bit difficult but better than what I was doing.
Reviewer Source
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Verified Reviewer
Verified LinkedIn User
Real Estate, 51–200 Employees
Used the Software for: 6-12 months
"Not just for accounting"
November 29, 2018
Overall good. Not spectacular or phenomenal but good. It gets the job done.
Pros:
Ability to create reuseable templates which cuts down on time spent explaining processes and procedures. Reoccurrence of jobs is also a big pro along with delegation of individual tasks.
Cons:
Completely accounting driven. We don't use it for just accounting but you can tell this product is more geared for this crowd.
Reviewer Source
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