Jetpack Workflow
Jetpack Workflow is a cloud-based project management software designed specifically for accounting and bookkeeping firms to automate recurring client deadlines, track team productivity, and standardize office processes effortlessly.
Stormboard
Stormboard is a digital whiteboard and content collaboration platform that helps you transform unstructured ideas into actionable project plans using professional templates and real-time data syncing.
Quick Comparison
| Feature | Jetpack Workflow | Stormboard |
|---|---|---|
| Website | jetpackworkflow.com | stormboard.com |
| Pricing Model | Subscription | Freemium |
| Starting Price | $45/month | Free |
| FREE Trial | ✓ 14 days free trial | ✓ 30 days free trial |
| Free Plan | ✘ No free plan | ✓ Has free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2014 | 2009 |
| Headquarters | Pittsburgh, USA | Edmonton, Canada |
Overview
Jetpack Workflow
Jetpack Workflow is a dedicated practice management platform built to help accounting and bookkeeping firms stay on top of their recurring client work. Instead of relying on messy spreadsheets or generic tools, you get a centralized hub where you can track every deadline, task, and client communication in real-time. You can quickly see which team members are over capacity and which projects need immediate attention to prevent anything from falling through the cracks.
The platform focuses on eliminating the mental overhead of manual tracking by providing pre-built workflow templates and automated recurring tasks. You can standardize your firm's processes so every team member follows the same high-quality steps for payroll, tax returns, or monthly bookkeeping. It scales with your firm's growth, ensuring you maintain visibility and control as you add more clients and staff members.
Stormboard
Stormboard is a digital workspace that helps you move beyond simple brainstorming to structured project execution. Instead of just drawing on a blank canvas, you use intelligent templates to organize your thoughts, prioritize tasks, and track progress in real-time. You can capture ideas using digital sticky notes, images, and videos, then instantly turn those notes into professional reports or project tasks.
The platform solves the problem of 'meeting amnesia' by ensuring every idea is documented and assigned to a team member. You can manage everything from agile scrums to strategic planning sessions with built-in reporting tools that export your data directly into Microsoft Office or Google Workspace. It is designed for teams of all sizes who need to bridge the gap between creative ideation and structured project management.
Overview
Jetpack Workflow Features
- Recurring Automation Set your client work on autopilot by scheduling daily, weekly, or monthly tasks that recreate themselves automatically.
- Workflow Templates Access a library of pre-made accounting templates to standardize your services and onboard new staff members faster.
- Capacity Management View your team's workload at a glance so you can redistribute tasks and prevent burnout during busy seasons.
- Centralized Dashboard Track all active projects across your entire firm from a single screen to identify bottlenecks before they become problems.
- Email Integration Sync your inbox to attach client communications directly to specific jobs, keeping your entire team informed and updated.
- Time Tracking Record time spent on specific tasks directly within the app to monitor profitability and improve your firm's billing accuracy.
Stormboard Features
- Smart Templates. Choose from hundreds of purpose-built templates for Kanban, SWOT, and Agile to jumpstart your meetings and organize your data.
- Real-time Collaboration. Invite your team to contribute simultaneously from any device, ensuring everyone stays aligned during remote or hybrid brainstorming sessions.
- Instant Reporting. Convert your whiteboard sessions into professional PDF, Word, or Excel reports with one click to share summaries with stakeholders.
- Task Assignment. Turn your sticky notes into actionable tasks by assigning owners and due dates directly within your collaborative workspace.
- Advanced Security. Protect your proprietary ideas with enterprise-grade encryption, single sign-on (SSO), and customizable team permission levels.
- Data Syncing. Connect your boards to external tools to ensure your project data stays consistent across all your favorite business applications.
Pricing Comparison
Jetpack Workflow Pricing
- Unlimited clients and jobs
- Unlimited document storage
- Standardized template library
- Basic recurring automation
- Email support access
- Everything in Organize, plus:
- Capacity planning tools
- Advanced team scheduling
- Budgeted vs actual hour tracking
- Priority customer support
Stormboard Pricing
- Up to 5 open Storms
- Unlimited users per Storm
- Basic reporting features
- Microsoft & Google integrations
- Standard templates
- Everything in Personal, plus:
- Unlimited open Storms
- Advanced reporting exports
- Custom template builder
- Folder organization
- Priority email support
Pros & Cons
Jetpack Workflow
Pros
- Extremely easy to set up recurring accounting tasks
- Clean interface that requires very little staff training
- Excellent customer support tailored to accounting needs
- Massive time savings compared to manual spreadsheets
Cons
- Mobile experience is limited compared to desktop
- Reporting customization could be more flexible
- Lacks a built-in client portal for document signatures
Stormboard
Pros
- Excellent reporting tools for exporting data
- Large library of professional business templates
- Easy to learn for non-technical users
- Strong security features for corporate environments
Cons
- Mobile app experience is occasionally limited
- Interface can feel cluttered with many users
- Advanced features require a paid subscription