Jetpack Workflow

Jetpack Workflow is a cloud-based job and task management tool for solo and small accounting firms that tracks recurring client work like monthly bookkeeping, payroll, and tax preparation through templated checklists and team assignments. Firms set up job templates for services like monthly bookkeeping, payroll, or tax preparation, then the system repeats those jobs on schedule and surfaces what is due each week. The team always knows what to work on next.

The interface stays deliberately simple. Each job has a checklist, an assigned team member, and a due date. A firm-wide view shows every open job across all clients so managers can spot bottlenecks without having to ask for updates. Jetpack Workflow connects to QuickBooks for client data sync, Gmail and Outlook for email-linked tasks, and Zapier for extending the integration list further.

This is not an all-in-one platform. There is no built-in billing, no client portal, no document management. Firms that already have those handled elsewhere tend to find that a strength rather than a gap, because there is nothing extraneous to configure or pay for. The focused scope keeps the learning curve short, most firms are running their first templates within a day of signing up.

The platform runs in the cloud and is available globally, with firms in the US, UK, Australia, Canada, and 14 other countries on the current user base. Over 6,000 accounting and bookkeeping firms use it.

Pricing is $40 per user per month on annual billing or $49 month to month. A 14-day free trial is available with no credit card required, and annual plans include a 30-day money-back guarantee. Both tiers include unlimited clients, unlimited job templates, and team collaboration tools at the same flat rate.