Jetpack Workflow review

Jetpack Workflow is built around one job: making sure recurring client work gets done on time. The Starter plan, $49 per seat on monthly billing, includes unlimited projects, clients and templates, customizable automation for repeat work, team collaboration, 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 matters for firms trying to balance staff through tax season. Enterprise adds SSO and a dedicated account manager at custom pricing. What Jetpack does not list is just as important: there is no invoicing, payments or client portal on the pricing page, and file storage is an add-on at $5 per 100GB. Firms that want a single system for workflow and billing will find more in Karbon or Financial Cents. Firms that already bill elsewhere and just need deadlines under control get a simpler tool. A $1,500 onboarding package can set up workflows for the team.

Who it is for

Firms that mainly need to track recurring client work and deadlines, without a full billing suite.

Price

Starter $49 per seat per month on monthly billing; Premium $59; lower rates on annual billing.

For firms putting their recurring client work on one system with unlimited projects. $49 /per seat
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Unlimited projects, clients and templates
• Customizable automation for recurring work
• 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: Unlimited projects and clients on the entry plan
• Strength: Short, focused plan list that is quick to compare
• Strength: Optional setup and training package with a dedicated customer success manager
• Weakness: Time tracking and capacity planning need Premium
• Weakness: No invoicing or payments are listed on the plans
• Weakness: Document storage is a paid add-on at $5 per 100GB

Key facts

• Plans: Starter, Premium, Enterprise
• Onboarding package: $1,500 one time
• Storage add-on: $5 per 100GB
• Enterprise: SSO and dedicated account manager

Where it ranks

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