Accounting workflow and project management software designed for accountants, CPA firms, and bookkeepers to streamline operations.
Features
- Custom Work Templates — Create custom service templates in seconds for bookkeeping, tax prep, payroll, and client advisory services. Includes a free template library with pre-built workflows that can be customized to match your firm's specific processes, enabling standardization and scalability across all client engagements.
- Automated Recurring Tasks & Cascading Deadlines — Automate repetitive accounting workflows with cascading task deadlines that ensure critical due dates are never missed. Set up once and let the system automatically generate and assign recurring tasks, eliminating manual tracking and reducing the risk of overlooked client deliverables.
- Real-Time Team Progress Tracking — Gain a bird's-eye view of your entire firm's workload with dashboards that show what each team member is working on, current progress status, and upcoming pipeline work. Enables firm owners and managers to monitor capacity, balance workloads, and plan for future client engagements.
- Standardized Process Management — Standardize client work across your firm with consistent workflows for bookkeeping, tax preparation, payroll, and advisory services. Ensures every team member follows the same proven processes, improving quality control and enabling firms to scale without sacrificing service quality.
- Built-In Support & Onboarding — Every subscription includes dedicated support and training from accounting workflow specialists at no extra cost. Get assistance via chat, email, or in-app with an average 10-minute response time. Optional services packages are available for hands-on setup assistance.
- Role-Based Workflow Solutions — Tailored functionality for different roles within accounting firms including firm owners, client advisory services (CAS) teams, solo accountants, and bookkeepers. Each role gets purpose-built views and tools to manage their specific responsibilities efficiently.
Use Cases
Scaling Accounting Firms Managing Rapid Growth
Firms experiencing rapid client growth use Jetpack Workflow to manage increasing workloads without missing deadlines. The platform enables standardization of processes across a growing team, automates recurring tasks, and provides visibility into capacity planning. Firms like LWS Tax & Accounting grew from 3 to 17 employees and 2,000+ clients while maintaining zero missed deadlines. Target Audience: Accounting firm owners and managing partners at growing CPA firms with 3+ employees
Solo Accountants & Small Bookkeeping Practices
Independent practitioners and small bookkeeping firms use Jetpack Workflow to organize client services, automate recurring deadlines, and eliminate manual admin work. The platform saves an average of 10+ hours per week on tedious administrative tasks, allowing solo practitioners to take on more clients without increasing stress or sacrificing quality. Target Audience: Solo accountants, independent bookkeepers, and small practice owners with 1-2 employees
Client Advisory Services (CAS) Team Management
CAS teams leverage Jetpack Workflow to manage ongoing advisory engagements alongside traditional compliance work. The platform helps track multiple service lines per client, coordinate team collaboration, and ensure proactive client communication never falls through the cracks during busy seasons. Target Audience: Client advisory services managers and teams offering strategic financial guidance
Remote & Distributed Accounting Teams
Firms with remote or hybrid teams use Jetpack Workflow to maintain visibility and coordination across distributed workforces. The centralized platform ensures everyone knows their priorities, deadlines are tracked regardless of location, and firm owners can monitor progress without constant check-ins, saving 4+ hours of direct supervision weekly. Target Audience: Firm owners and managers overseeing remote or hybrid accounting teams
Pros
- Proven ROI with measurable results: Users report 5%+ increase in firm profit, 10+ hours saved weekly on admin work, and 4+ hours saved on direct supervision. Summit CPA reported a $280,000 increase in gross profit after implementation.
- Quick implementation timeline: Unlike many enterprise solutions, Jetpack Workflow can be up and running in days rather than weeks, minimizing disruption to ongoing client work during onboarding.
- Comprehensive support included at no extra cost: Every subscription includes dedicated onboarding and training from accounting workflow specialists with a 10-minute average response time via chat, email, or in-app support.
- Industry-specific design built exclusively for accountants: Unlike generic project management tools, Jetpack Workflow is purpose-built for accounting workflows including tax prep, bookkeeping, payroll, and client advisory services with relevant templates and processes.
- Scalable from solo practitioners to large firms: The platform supports firms at every growth stage, from solo accountants to firms with 17+ employees and thousands of clients, with role-based solutions for different team members.
Cons
- Pricing transparency: Detailed pricing information is not readily available on the website, requiring users to schedule a demo or start a free trial to understand the full cost structure and plan options.
- Limited integration information: The website does not prominently feature details about integrations with popular accounting software like QuickBooks, Xero, or tax preparation platforms, which may be a consideration for firms with existing tech stacks.
- Potential feature complexity for very small operations: Solo practitioners with minimal recurring work may find the workflow automation and team tracking features more robust than needed, potentially creating unnecessary setup overhead.
- Classic vs. New version transition: The existence of both a 'Classic' and 'New' version of the platform suggests an ongoing transition period, which could create confusion for users or require migration effort for existing customers.
