Jetpack Workflow
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Overview
Tagline Brand's website · 2026-10-04
A specialized workflow tool providing depth in managing recurring client work for accounting and bookkeeping firms, with fast setup, deliberately not an all-in-one practice management suite that includes billing and invoicing.
Description Brand's website · 2026-10-04
Jetpack Workflow is workflow and project management software designed specifically for accounting and bookkeeping firms to organize their services, automate recurring tasks, and easily view and plan for future client work.
Offerings
Core capabilities Brand's website · 2026-10-04
- Workflow and project management software featuring reusable templates
- automated recurring tasks and deadlines
- and team progress tracking
- specifically tailored for accounting and bookkeeping firms.
Pricing Brand's website · 2026-10-04
Subscription-based, starting at $40 per user per month billed annually ($49 monthly), with a 14-day free trial.
Audience
Target industry Brand's website · 2026-10-04
Accounting firms, bookkeeping firms, firm owners, bookkeepers, client advisory teams, and solo CPAs.
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Claim Jetpack Workflow — free →Page last updated 2026-10-17.