Jetpack Workflow

Jetpack Workflow is built around a single problem: recurring client work that slips through the cracks. 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.

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.

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. Over 6,000 accounting and bookkeeping firms across 18 countries use it.