Jetpack Workflow
Workflow software for accounting and bookkeeping firms
Jetpack Workflow is workflow and project management software for accounting, CPA, and bookkeeping firms. It organizes recurring client work so teams can see what is due and who owns each task, helping prevent deadlines from being missed. The platform includes client records, capacity views, process templates, time tracking, and reporting.
Core modules cover Project Management, Client Management, Capacity Management, and Process Management. Firms can set up recurring service cadences to automate project scheduling, assign work with custom fields and notifications, and use a native CRM to keep client context tied to every project and task. Bulk change management updates all projects and tasks at once, and employee time can be tracked across work with reports pulled by client and project. The platform is available on web, with document storage as an add-on.
It is built for accounting and bookkeeping firms of varying sizes, from teams consolidating recurring client work to large firms with security and customization needs. Plans are packaged as seat-based tiers: Starter and Premium, with Premium adding time tracking, budget and actuals reports, and capacity management. An Enterprise edition offers SSO and a dedicated account manager with custom pricing. Optional add-ons include document storage and an onboarding setup and training package, and a free trial is available.
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