Jetpack Workflow review

Jetpack Workflow does one job and keeps it simple: getting a firm's recurring client work onto one system. The Starter plan includes unlimited projects and clients, unlimited templates with customizable automation, team collaboration and change management, and live chat and email support. Premium, at $59 per seat, adds time tracking and time logs, budget versus actuals reports and weekly and yearly capacity management, which helps owners see who has room for more work. Enterprise adds SSO and a dedicated account manager. Firms that want help can buy a $1,500 setup and training package in which a customer success manager builds their workflows and trains the team. The narrow focus is also the limit. The pricing page lists no client portal, invoicing or payments, and document storage is an add-on at $5 per 100GB, so most firms will pair it with separate billing and portal tools.

Who it is for

Firms whose main need is tracking recurring client work and deadlines rather than a full client portal.

Price

Starter from $49 per seat per month; Premium from $59 per seat adds time tracking and capacity management.

Starter Plan For firms putting their recurring client work on one system with unlimited projects. $49 /per seat
Quoted from the vendor pricing page on November 6, 2026.

Key features

• Unlimited projects and clients
• Unlimited templates with customizable automation
• Team collaboration and change management
• Time tracking, time logs and budget versus actuals reports on Premium
• Weekly and yearly capacity management on Premium

Strengths and weaknesses

• Strength: Focused workflow tool that is quick to learn
• Strength: Unlimited projects, clients and templates on the entry plan
• Strength: Optional setup and training package with a customer success manager
• Weakness: No built-in client portal, billing or payments listed on the pricing page
• Weakness: Document storage is an add-on at $5 per 100GB
• Weakness: The onboarding package costs $1,500 once

Key facts

• Plans: Starter $49 and Premium $59 per seat; Enterprise custom
• Document storage: $5 per 100GB add-on
• Onboarding package: $1,500 one time
• Enterprise: SSO and a dedicated account manager

Where it ranks

Jetpack Workflow is No. 6 in our Best Practice Management Software for Accountants verdict.