What is JetPack Workflow?
JetPack Workflow is a cloud-based work management software tailored for accounting and bookkeeping firms. It helps firms track tasks, manage deadlines, and automate workflows with ease. Designed to replace manual tracking methods, JetPack Workflow offers an intuitive dashboard that provides visibility into project statuses, reducing the risk of missed deadlines.
Also Read: Check out our ultimate guide to accounting workflow processes to help you ace your accounting business.
Features of JetPack Workflow
JetPack Workflow is packed with features that simplify workflow management for accountants. Here’s what makes it stand out:
- Automated Recurring Tasks: Schedule recurring projects and automate task assignments to save time
- Client Task Management: Track all client-related tasks in one place with clear deadlines and progress updates
- Deadline Tracking and Alerts: Set deadline reminders to ensure timely task completion and avoid compliance issues
- Template Library: Pre-built workflow templates for accounting tasks like tax preparation and payroll processing
- Team Collaboration Tools: Assign tasks, add notes, and check progress together with team members
- Time Tracking and Reporting: Monitor how long tasks take to complete to enhance efficiency and allocate resources effectively
- Cloud-Based Access: You can work securely from anywhere with a cloud-hosted solution compatible with popular accounting software
Who is JetPack Workflow For?
JetPack Workflow is ideal for:
- Small to mid-sized accounting firms looking to streamline workflows and reduce manual workload
- Bookkeeping professionals who need better task tracking and client management
- CPA firms manage multiple clients and require an organized system for recurring tasks
- Tax preparers handling multiple tax filings and deadlines
Also Read: Looking to scale your firm? Learn how to get bookkeeping clients effectively.
JetPack Workflow Pricing and Plans
JetPack Workflow offers two pricing plans, catering to firms that prefer either annual or monthly billing. Both plans include unlimited project management tools, customizable templates, and robust team collaboration tools.
1. Starter Yearly
Price: $30 per user/month (billed annually)
Best for: Firms looking for cost-effective, long-term workflow management
Features:
- Unlimited projects and clients
- Unlimited templates and customizable automation
- Team collaboration and change management
- Live chat and email support
2. Starter Monthly
Price: $45 per user/month (billed monthly)
Best for: Teams that prefer flexibility without an annual commitment
Features:
- Unlimited projects and clients
- Unlimited templates and customizable automation
- Team collaboration and change management
- Live chat and email support
JetPack Workflow’s simple pricing model ensures that firms of all sizes can streamline their operations without hidden costs.
Pro Tip: Enhance efficiency by integrating billing and invoicing software to automate payment tracking.
3 Best Alternatives to JetPack Workflow
While JetPack Workflow is a solid choice, some firms may find other tools better suited to their needs. Here are three top alternatives:
1. Cone
Cone is an all-in-one accounting practice management software for accountants and bookkeepers. It simplifies the entire process from proposal creation to payment collection, ensuring firms stay compliant and efficient.
Top Features:
- Workflows: Managing projects and workflows is easy.
- Task Management: Managing and assigning tasks is a breeze.
- Client Requests : Send clients forms, collect e-signatures, and request files needed to advance projects.
- Invoice Automation and Automated Billing System: Generate invoices from proposals and automate recurring billing cycles.
- Document Management: Secures document storage with e-signature capabilities.
- Client Portal: Clients can access their projects, can chat and upload files through the portal.
- E-Sign and Digital Document Management: Securely sign and store proposals, engagement letters, and contracts.
- Proposal to Payment Workflow: Convert approved proposals into invoices and sync payments seamlessly.
- Native Integrations: Leverage powerful integration with Xero, QuickBooks, Stripe, and GoCardless for smooth financial operations
- Seamless Integrations: Connect with email platforms like Gmail, Outlook, and workflow automation tools for better communication and scheduling.
- Data Privacy & Security: SOC-2 Type 1 compliant with end-to-end encryption (AES-256 bit) for secure document handling.
Pricing:
- Starter: $5/user/mo (billed annually) | $8/user/mo (billed monthly)
- Essentials: $11/user/mo (billed annually) | $16/user/mo (billed monthly)
- Growth: $17/user/mo (billed annually) | $24/user/mo (billed monthly)
2. Karbon
Karbon practice management software is collaborative software for accounting firms that need advanced workflow automation and team communication tools.
Top Features:
- Automated Task Workflows: Customizable workflows to improve efficiency
- Collaboration Tools: Real-time team collaboration and task tracking
- Email Integration: Connects emails with client records for better visibility
- Billing and Time Tracking: Tracks billable hours and automates invoices
- Document Sharing: Securely stores and shares client files
Pricing:
- Team: $59/user/mo (billed annually) | $79/user/mo (billed monthly)
- Business: $89/user/mo (billed annually) | $99/user/mo (billed monthly)
- Enterprise: Custom pricing available
Pro Tip: Check out Karbon pricing plans in detail here.
3. Financial Cents
Financial Cents is an affordable and efficient practice management solution designed for small and mid-sized accounting firms. It streamlines workflow automation, client management, and collaboration to help firms boost productivity.
Top Features:
- Workflow Automation: Reduce manual work with automated recurring tasks and deadline-tracking.
- Client Management: Automate client data collection and secure your client portal.
- Time Tracking and Billing: Log billable hours, automate invoicing, and send client reminders automatically from the software.
- Client Database: Store and organize all client interactions on a single dashboard.
- Integrations: Leverage integrations with QuickBooks, Typeform, Anchor, Zapier, and email sync for better workflow management.
Pricing:
- Solo Plan: $19/month (billed annually)
- Team Plan: $49/user/month (billed annually) | $69/user/month (billed monthly)
- Scale Plan: $69/user/month (billed annually) | $89/user/month (billed monthly)
- Enterprise: Custom pricing
Also Read: You may also want to check out our detailed Jetpack Workflow vs. Karbon vs. Cone comparison for a better understanding of Jetpack Workflow alternatives.
Why Choose Cone Over JetPack Workflow?
If you’re looking for an affordable, feature-rich alternative to JetPack Workflow, Cone stands out as the best option for work management software. It offers:
- Lower pricing: Starts at just $5/user/month
- Comprehensive automation: Handles workflow tracking, proposals, e-mails, billing, payments and document management all in one single place
- Seamless integrations: Connects with QuickBooks, Xero, Stripe, and other tools accountants use daily
JetPack Workflow is a good tool, but if you need a more budget-friendly, all-in-one work management solution, Cone is worth considering.
Try Cone’s free trial today!