What is Jetpack Workflow?

Jetpack Workflow is practice management software for accounting and bookkeeping firms. Jetpack Workflow is a project management tool that helps firms organize services and automate tasks. Pricing: US$40 per user / mo, billed annually (as at September 2026).

What does Jetpack Workflow cost?

Jetpack Workflow publishes 2 plans (checked 3 September 2026). Starter: US$40 per user / mo, billed annually; Premium: US$50 per user / mo, billed annually. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.

Who is Jetpack Workflow for?

Jetpack Workflow is built for Accountants, Bookkeepers. It is practice management software, listed on The Firm's practice shelf.

Who maintains this Jetpack Workflow listing?

The Firm compiled this listing from the vendor's own website (checked 3 September 2026); Jetpack Workflow has not yet claimed it. Claiming is free and lets the vendor correct any detail here.

Has The Firm written about Jetpack Workflow?

Yes. Jetpack Workflow is named in one published piece on The Firm, linked under Coverage on this page. Coverage is editorial and separate from this listing.

How does a firm choose between practice management tools?

The Firm's guide to choosing practice management software, on the Practice management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every practice management tool; listing is not a ranking.

Is there a free trial?

Jetpack Workflow offers a 14-day free trial with no credit card required. Users must activate their account using a unique email sent upon sign-up.

What are the contract and cancellation terms?

Jetpack Workflow provides both monthly and yearly billing options. Monthly plans automatically renew unless cancelled prior to the renewal date, while yearly plans are billed upfront.

What support options are available?

Support is available via chat, email, or directly in the app, with an average response time of 10 minutes. Complimentary training sessions are also included for users.

Where is the data hosted?

Jetpack Workflow stores user data at Heroku data centers and all uploaded attachments are stored in Amazon.com’s S3 data centers.

What security certifications does Jetpack Workflow have?

Jetpack Workflow's hosting providers maintain compliance with ISO 27001 and SOC 1 and SOC 2 certifications.

How long does onboarding take?

Onboarding includes up to five 30-minute sessions with the account team to deliver practices and setup suggestions.

Practice management

Jetpack Workflow

Name: Jetpack Workflow
Brand: Jetpack Workflow
Price: 40 USD
Availability: InStock

Workflow software built for accountants and bookkeepers.

For Accounting firms Bookkeepers

No reviews yet Unclaimed · Claim this listing Listing updated 4 Sep 2026

Straight answers

What is Jetpack Workflow?: Jetpack Workflow is practice management software for accounting and bookkeeping firms. Jetpack Workflow is a project management tool that helps firms organize services and automate tasks. Pricing: US$40 per user / mo, billed annually (as at September 2026).
Who is it for?: Jetpack Workflow is for accounting and bookkeeping firms, and the vendor names accountants, bookkeepers.
What does it cost?: Pricing: US$40 per user / mo, billed annually (as at September 2026).
What's the catch?: Jetpack Workflow has not claimed this listing, so the description is The Firm's compilation from the vendor's own site rather than the vendor's words.

Jetpack Workflow is a project management software designed for accountants and bookkeepers. It helps firms manage workflows and tasks within bookkeeping, client advisory services, payroll, and tax preparation.

The software allows users to create custom work templates, automate recurring tasks, and track team progress. Jetpack Workflow aims to ensure that critical deadlines are never missed and that firms can scale their operations efficiently.

Compiled by The Firm from the vendor's website, checked 4 Sep 2026. Not reviewed by the vendor. Claim this listing to correct it.

The facts

Compiled from the vendor's own site, dated

Category: Practice management
Pricing model: Subscription
Price: US$40 per user / mo, billed annually (as at September 2026)
Available in: Sold everywhere; no region stated
Who runs it: Accountants, Bookkeepers
Listing: Compiled by The Firm from the vendor's own site
Last checked: 4 Sep 2026

Plans as published by the vendor, checked 4 Sep 2026

Plan	Price	Unit	Notes
Starter	US$40	per user / mo, billed annually	Save $9/user/mo vs monthly
Premium	US$50	per user / mo, billed annually	Save $9/user/mo vs monthly

Prices as published by the vendor. A converted figure is an approximation; the vendor bills in its own currency. See the vendor's own price page (opens in a new tab)

What it does

From the vendor's own site

Unlimited projects and clients
Customizable automation
Team collaboration tools
Budget vs Actual reporting
Capacity management reporting

Ratings & reviews

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Questions from firms

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Jetpack Workflow, answered

The questions firms search for before they trial it

What is Jetpack Workflow?: Jetpack Workflow is practice management software for accounting and bookkeeping firms. Jetpack Workflow is a project management tool that helps firms organize services and automate tasks. Pricing: US$40 per user / mo, billed annually (as at September 2026).
What does Jetpack Workflow cost?: Jetpack Workflow publishes 2 plans (checked 3 September 2026). Starter: US$40 per user / mo, billed annually; Premium: US$50 per user / mo, billed annually. Prices are as published by the vendor; current plans and limits are on the vendor's pricing page.
Who is Jetpack Workflow for?: Jetpack Workflow is built for Accountants, Bookkeepers. It is practice management software, listed on The Firm's practice shelf.
Who maintains this Jetpack Workflow listing?: The Firm compiled this listing from the vendor's own website (checked 3 September 2026); Jetpack Workflow has not yet claimed it. Claiming is free and lets the vendor correct any detail here.
Has The Firm written about Jetpack Workflow?: Yes. Jetpack Workflow is named in one published piece on The Firm, linked under Coverage on this page. Coverage is editorial and separate from this listing.
How does a firm choose between practice management tools?: The Firm's guide to choosing practice management software, on the Practice management category page, sets out what a practice uses this kind of tool for, what to look for and what to avoid. The directory lists every practice management tool; listing is not a ranking.
Is there a free trial? Vendor: Jetpack Workflow offers a 14-day free trial with no credit card required. Users must activate their account using a unique email sent upon sign-up.
What are the contract and cancellation terms? Vendor: Jetpack Workflow provides both monthly and yearly billing options. Monthly plans automatically renew unless cancelled prior to the renewal date, while yearly plans are billed upfront.
What support options are available? Vendor: Support is available via chat, email, or directly in the app, with an average response time of 10 minutes. Complimentary training sessions are also included for users.
Where is the data hosted? Vendor: Jetpack Workflow stores user data at Heroku data centers and all uploaded attachments are stored in Amazon.com’s S3 data centers.
What security certifications does Jetpack Workflow have? Vendor: Jetpack Workflow's hosting providers maintain compliance with ISO 27001 and SOC 1 and SOC 2 certifications.
How long does onboarding take? Vendor: Onboarding includes up to five 30-minute sessions with the account team to deliver practices and setup suggestions.

Answers are ours, grounded in this listing's facts; answers marked "vendor" are as published on Jetpack Workflow's own site, checked 4 Sep 2026. Tell us an answer is wrong

What changed on this listing

Every edit, dated, with who made it

Sept 2026 faq updated. Checked by The Firm
Sept 2026 pricing model set to subscription; plans published. Checked by The Firm
Sept 2026 added integration: Karbon. Checked by The Firm

All directory changes

Our coverage of Jetpack Workflow

From The Firm

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