Jetpack Workflow
Jetpack Workflow provides cloud-based workflow and project management software for small and mid-sized accounting firms, offering 32+ pre-built accounting templates, automated deadline tracking, QuickBooks and Zapier integrations, and per-seat subscriptions serving 6,000+ firms across 18 countries.
- Company typePrivate
- Founded2014
- HeadquartersPittsburgh, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Jetpack Workflow does
Jetpack Workflow, Inc. is a privately held Delaware-incorporated SaaS company headquartered in Pittsburgh, Pennsylvania, that builds workflow and project management software targeted at small and mid-sized accounting firms. The platform enables CPA firms, bookkeepers, and solo accountants to organize client services, automate recurring work, track deadlines with cascading task logic, standardize processes using 32+ pre-built accounting-specific workflow templates, and gain visibility into team progress. Core technical components include a cloud-hosted application on Heroku and AWS infrastructure with US data centers, TLS 1.2+/AES-256 encryption, integrations with QuickBooks, Zapier (exposing 5,000+ third-party apps), Google and Microsoft account linking, and SAML SSO for enterprise customers; the product is available in two coexisting versions, "Jetpack Workflow Classic" and "Jetpack Workflow New" (app2), with paid onboarding packages (Kickstarter $299, Fast Track $749, Done For You $1,499) layered on top of subscriptions.
The business operates a hybrid go-to-market combining a self-serve 14-day free trial for smaller firms with sales-assisted demos for accounts of three or more employees. Revenue is generated primarily through per-seat monthly or annual subscriptions at $30-$45 per user per month, supplemented by one-time professional services fees for onboarding, and the company is supported by a content-led marketing engine (newsletter, podcast, blog, free template pack, and a published book). Jetpack serves over 6,000 accounting firms across 18 countries, has processed 3M+ jobs and tasks, and has disclosed approximately $2.1M in cumulative funding led by Innovation Works with participation from M25, AlphaLab, KohFounders, and others between 2014 and 2020.
Jetpack Workflow firmographics
Firmographics- Name
- Jetpack Workflow
- Legal name
- Jetpack Workflow, Inc.
- Website
- https://jetpackworkflow.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Jetpack Workflow provides cloud-based workflow and project management software for small and mid-sized accounting firms, offering 32+ pre-built accounting templates, automated deadline tracking, QuickBooks and Zapier integrations, and per-seat subscriptions serving 6,000+ firms across 18 countries.
- Ownership category
- akta.pro rank
Jetpack Workflow industry classification
Industry- Product category
- Accounting Practice Management Software
- NAICS
- Software Publishers (5132)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- IT Workflow Automation & Orchestration Platforms (HDAEALAF)
- akta.pro secondary industries
- Enterprise Work Management & Collaborative Workflow Platforms (HDAEAHAI), Work Management & Collaboration Suites (BPAMAMAG)
Keywords
Where Jetpack Workflow is headquartered
LocationHeadquarters
- HQ city
- Pittsburgh
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Jetpack Workflow business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription - Per User: Monthly or annual subscription pricing based on number of users. Auto-billed in advance. Additional seats can be added mid-subscription with prorated billing. Annual plans include 30-day money-back guarantee.
- Professional Services - Onboarding Packages: Optional add-on service packages for setup and training: Kickstarter ($299), Fast Track ($749), Done For You ($1,499). One-time payments for dedicated onboarding support, template creation, and team training.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Standard subscription at $45 per user per month billed monthly |
| Per seat | Annual | Annual subscription at $30-45 per user per month |
| One time/ perpetual license | Pay-as-you-go | Kickstarter onboarding package |
| One time/ perpetual license | Pay-as-you-go | Fast Track onboarding package |
| One time/ perpetual license | Pay-as-you-go | Done For You concierge package |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Jetpack Workflow product offering
Product offeringCore offering
Jetpack Workflow provides cloud-based workflow and project management software for small-to-mid-market accounting firms, CPAs, and bookkeepers. The platform enables firms to organize client services, automate recurring tasks, track deadlines, and manage team progress through 32+ pre-built accounting workflow templates, cascading task deadlines, and integrations with QuickBooks, Zapier, Google, and Microsoft. Revenue comes primarily from per-user SaaS subscriptions, supplemented by one-time paid onboarding service packages.
Product overview
Jetpack Workflow is a unified accounting workflow and project management software platform for CPA firms, accountants, and bookkeepers. The core product (available in both 'Jetpack Workflow New' app2 and 'Jetpack Workflow Classic' versions) enables firms to organize client services, automate recurring tasks, track deadlines, and manage team progress. The platform includes 32+ pre-built accounting workflow templates. Three optional paid onboarding packages extend the core product: Kickstarter ($299), Fast Track ($749), and Done For You ($1,499) for varying levels of setup assistance. Free educational resources include a Knowledge Base, Growing Your Firm Newsletter and Podcast, Basic Training Video Course, New Account Setup Walkthrough, and the Double Your Accounting Firm Book. The platform targets firms with 1-50 employees.
Differentiator
Problem solved
Functional benefit
Products and services
- Jetpack Workflow (Workflow & Project Management Software) Cloud-based SaaS workflow and project management software for small-to-mid-market accounting firms, CPAs, and bookkeepers. Enables firms to organize client services, automate recurring tasks, track deadlines, manage team progress, and view/plan future client work. Features include 32+ pre-built accounting workflow templates, custom workflow automation, cascading task deadlines, custom fields (up to 24 per account), team notifications, and integrations with QuickBooks, Zapier, Google, and Microsoft. Optional SAML SSO is available as a paid add-on for enterprise customers. Sold on a per-user monthly or annual subscription.
- Kickstarter Onboarding Package One-time onboarding service package priced at $299 USD. Includes customized templates (up to 20), clients with customized fields (up to 350), customized tags, team setup, job creation from templates, and four sessions with customer success specialists. Designed for smaller accounting firms adopting Jetpack Workflow.
- Fast Track Onboarding Package One-time onboarding service package priced at $749 USD. Includes customized templates (up to 25 with repeat schedules), clients with customized fields (up to 750), team roles and permissions, guided QuickBooks integration setup, and five training sessions including a 60-minute team training. Designed for growing accounting firms adopting Jetpack Workflow.
- Done For You Onboarding Package Premium one-time concierge onboarding package priced at $1,499 USD. Includes customized templates (up to 50 with repeat schedules), unlimited clients, billable rates setup, customized due dates and repeat schedules, unlimited sessions with an assigned customer success specialist, a 60-minute team training, and a 30-day setup guarantee. Designed for accounting firms that want full end-to-end implementation support.
Quantifiable outcome
- Save 10+ hours of tedious and manual admin work per firm per week
- +5 more outcomes
Companies that use Jetpack Workflow
Customer profileNamed customers4 records
Segments5 records
Ideal customer profiles2 records
Jetpack Workflow technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration5 records
Feature7 records
Jetpack Workflow partnerships and signals
Strategic signalPartnerships
Ten partnerships are on record, tiered minor, core and support.
- BDO AllianceminorBDO Alliance is listed as a partnered accounting organization. The partnership allows Jetpack Workflow to be promoted and potentially recommended to BDO member firm clients.
- ZapiercoreZapier integration enables Jetpack Workflow to connect with 5,000+ third-party applications, extending functionality and interoperability for customers.
- QuickBooks (Intuit)coreGuided QuickBooks integration setup is included in the Fast Track onboarding package. Terms of Service note Intuit as a third party beneficiary with rights to enforce terms.
- HerokucoreApplication hosted on Heroku data centers. Heroku maintains compliance with ISO 27001, SOC 1/2, FISMA Moderate, and Sarbanes-Oxley certifications.
- Amazon Web Services (AWS)coreData storage and backups hosted on AWS S3. AWS maintains industry-leading security and compliance standards.
- StripecorePCI-DSS Level 1 certified payment processor handling all credit card information. Jetpack Workflow does not store or process full credit card numbers.
- Auth0coreAuthentication service used for identity management and secure user access.
- IntercomsupportCustomer support and messaging platform used for in-app chat assistance and customer communication.
- HubSpotsupportMarketing automation and analytics platform used for marketing activities and customer relationship management.
- PostHogsupportProduct analytics and session recording tool used to understand user interactions and improve the application.
Scale indicators9 records
Recent moves6 records
Expansion highlights6 records
Jetpack Workflow competitors and assessment
Company assessmentBroad incumbents
- ClickUp: Broader work management and automation platform used by SMBs including accounting firms, competing on flexible templates and task automation at lower price points.
- Monday.com: General-purpose work operating system with workflow automation capabilities, used by professional services firms as a less-vertical alternative to Jetpack.
- Asana: General-purpose work management platform used by professional services including accounting firms — competes for the same task/deadline automation budget but without vertical accounting specialization.
Emerging players
- Trello (Atlassian): Lightweight task and workflow board product used by small firms for simpler workflow automation — adjacent substitute at the low end of the SMB accounting market.
- Suralink: Workflow management platform for accounting firms focused on audit and tax engagements with document request lists — overlaps with Jetpack on deadline and task tracking for accounting workflows.
Direct peers
- Karbon: Workflow and practice management software specifically for accounting firms, with similar email-to-task automation, templates, and collaboration features targeting SMB to mid-market CPA firms.
- TaxDome: All-in-one practice management and workflow platform for accounting firms, offering client portal, CRM, workflow automation, and billing — directly competes with Jetpack in the SMB/Mid-market accounting vertical.
- Canopy: Practice management platform for accounting and tax firms offering workflow, document management, and client portal — competing head-to-head in SMB accounting workflows.
- Financial Cents: Workflow and project management software designed for accounting firms with recurring client work, deadline tracking, and team collaboration.
- Practice Ignition: Proposal, engagement letter, and workflow automation for accounting and bookkeeping firms — addresses recurring client engagement and service delivery, overlapping with Jetpack's recurring-work focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Jetpack Workflow social profiles
Digital presenceJetpack Workflow compliance and trust
Trust signalCompliance5 records
Jetpack Workflow financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jetpack Workflow leadership team
Management profileNumber of profiles
Profiles1 record
Jetpack Workflow funding detail
Funding detailFunding overview
Funding rounds8 records
Investors7 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jetpack Workflow M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jetpack Workflow
What does Jetpack Workflow do?
Jetpack Workflow provides cloud-based workflow and project management software for small-to-mid-market accounting firms, CPAs, and bookkeepers. The platform enables firms to organize client services, automate recurring tasks, track deadlines, and manage team progress through 32+ pre-built accounting workflow templates, cascading task deadlines, and integrations with QuickBooks, Zapier, Google, and Microsoft. Revenue comes primarily from per-user SaaS subscriptions, supplemented by one-time paid onboarding service packages.
Is Jetpack Workflow a public or private company?
Jetpack Workflow is a private company. It is classified as venture growth investor backed and is currently operating.
When was Jetpack Workflow founded?
Jetpack Workflow was founded in 2014. It employs 11 to 50 people.
Where is Jetpack Workflow based?
Jetpack Workflow is headquartered in Pittsburgh, United States, in the North America region.
How does Jetpack Workflow make money?
Two revenue lines are on record. Subscription - Per User is the primary driver. The others are professional Services - Onboarding Packages.
Who are Jetpack Workflow's main competitors?
Broad incumbents on record are ClickUp, Monday.com and Asana. Emerging players are Trello (Atlassian) and Suralink. Direct peers are Karbon, TaxDome, Canopy, Financial Cents and Practice Ignition.
Does Jetpack Workflow have an API?
No public API is recorded for Jetpack Workflow.
What industry is Jetpack Workflow in?
Jetpack Workflow's product category is Accounting Practice Management Software. Its primary akta.pro industry code is HDAEALAF, IT Workflow Automation & Orchestration Platforms, with a secondary code of HDAEAHAI, Enterprise Work Management & Collaborative Workflow Platforms. Its NAICS code is 5132 and its SIC code is 7372.