Jetpack Workflow is an accounting workflow management platform that helps accounting professionals, bookkeepers, and firm owners manage, track, and automate recurring client work. It is a cloud-based platform designed to streamline operations for accounting firms and bookkeeping services.

Jetpack Workflow is a comprehensive workflow management solution with features such as client management, document management, workflow tracking, time and billing, and specialty compliance tools. The platform includes pre-made templates and workflows tailored specifically for accounting tasks, capacity planning tools to optimize team resource allocation, and detailed reporting for transparent workflow status. The application works seamlessly across different devices and screen sizes. The company is headquartered in Pittsburgh, Pennsylvania, was founded in 2015, and has 11-50 employees. More than 6,000+ CPAs, firm owners, and bookkeepers use Jetpack Workflow. Plans start at $30 per user per month when billed yearly (also available in monthly pricing of $45 per user).
Accounting workflow management platform
Starting Price
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