Jetpack Workflow Reviews & Product Details

Jetpack is a clean and straightforward workflow solution that is designed specifically for accounting practices. The designers are familiar with the accounting business and have made the functionality match, I especially enjoy the new UI in V2. Review collected by and hosted on G2.com.

The lack of api/zapier connectivity is the only thing that I feel is a disadvantage. Document storage within the program would also be a significant improvement. Review collected by and hosted on G2.com.

Jetpack Workflow does what it says it will very well: which is internal workflow management and data housing. The product is dependable and consistent. I found the support staff easy to work with. Review collected by and hosted on G2.com.

This product is limited to a specific wheelhouse. We quickly outgrew the product and needed more features. We sought more of a CRM that could help us manage emails as a team, and we needed a mobile app to work on the go. Review collected by and hosted on G2.com.

it is very easy and user-friendly. keeps tasks organized and accountable within teams. the tagging feature is very useful. very easy for new team members onboarding to see what the work entails as well as managers and partners. its essentially a virtual notepad that can be shared amongst team members. Review collected by and hosted on G2.com.

nothing in particular that i dislike. system has been great, no issues thus far. never had an issue of the system failing either which is always helpful. Review collected by and hosted on G2.com.

Using JetPack helps us keep track of all the big and small things so nothing falls through the cracks. The dashboard view showing overdue tasks, due today, this week and next week is very helpful. It's been especially helpful as we have added our first employee (aside from my husband and myself) in her keeping track of what needs to be done - we flipped jobs over to her and she knew what was needed. The ability to have templates and duplicate jobs from one client to another is also very helpful as many of our processes are the same, no matter who we are dealing with. Review collected by and hosted on G2.com.

Unable to batch change due dates or persons assigned to jobs/tasks when making changes for a recurring job. Unable to reorder tasks if a dependency is set up - this is frustrating when you need to add a task to a large job that should be somewhere other than the bottom for the task order. You have to remove all the dependencies, reorder the tasks, then re-set all the dependencies. Unable to have more than one contact per company - multiple contacts are needed as we deal with multiple people for some of our clients but have no way to record other contacts and what their roles/functions are. Everything must then be told verbally/emailed to those that need to know. I also find the screen for adding or modifying a job to be clunky. If the field is left empty, it "disappears" meaning you have to hover your mouse over white space to find it back again. The flow of the fields is not very intuitive. Review collected by and hosted on G2.com.

Jetpack Workflow gives you a place to put all tasks that we have due monthly, quarterly, bi-annually, and annually, prioritize those tasks, assign them, and show the workflow of who, how, and when items need to be finished and reviewed. Sharepoint workflow has a similar functionality, but Jetpack takes it a few steps beyond which has made hiring new employees and getting them into the flow much easier. Review collected by and hosted on G2.com.

It is a common complaint when you talk with other Jetpack users, but once you set a task in motion and allocate portions of it based on when those are due, you can not change it without undoing the whole process and re-ordering the complete task. While not a deal-breaker for most, it aggravates not being able to shuffle things around or add new functions that might or might not take precedent over another. Review collected by and hosted on G2.com.

Jetpack Workflow records the daily operations or transactions in a cash book or the general ledger, ensuring that only the transparent deals are conducted.

More so, Jetpack Workflow helps in cost analysis and budgeting, suitable for efficient planning and business operations. Review collected by and hosted on G2.com.

Jetpack Workflow has proper accounting methods and mechanisms, making it preferred and appropriate to install. Review collected by and hosted on G2.com.

Easy to see what is upcoming and view other users' tasks. Review collected by and hosted on G2.com.

Difficult to update a task or template; assigned users dropped from tasks without reason. Review collected by and hosted on G2.com.

Jetpack Workflow has a template for just about every accountant task you could think of. Task templates range from bookkeeping, payroll, and numerous tax preparation needs. Review collected by and hosted on G2.com.

I wish they had iOS mobile and Mac desktop apps available. Review collected by and hosted on G2.com.

I like the templates and ability to customize each step for every project. The interface is user friendly, clean, and sharp. Review collected by and hosted on G2.com.

I don't like how the client name is "sticky" each time you go to search, I wish it would clear when I opened that page up again. Review collected by and hosted on G2.com.

I love that it is flexible and customizable and easy to collaborate with a team to see what was done.

The task dependencies (my to-do only starts when you finish your work) is amazing. Review collected by and hosted on G2.com.

It does not sync well with other software. There is limited sync to QB but not Xero, not Zapier, not email

There is not the ability to show a job as "cancelled", only done (or delete)

The reports are *terrible* - you have to run time/billing for all staff/clients, not just one Review collected by and hosted on G2.com.