Switch from Jetpack Workflow to Uku.
Keep the recurring-work engine you came for — and add the Client Portal, automated billing and reporting Jetpack leaves out. One platform instead of three subscriptions, billed monthly.
- Built-in Client Portal — the client-facing layer Jetpack doesn’t have
- Automated billing — tracked time becomes invoices in about 30 minutes
- Time tracking on every plan — not held back for the top tier
4.8 from 300+ reviews · No credit card required
The question that runs a firm is simple: who’s doing what, and is it on time? Jetpack answers it for tasks. Uku answers it for the whole client relationship — portal, billing and reporting included.
Jetpack does one job well. Four things send firms looking anyway.
Jetpack scores 4.8 on Capterra and 4.2 on G2, and its customer service rating — 4.9 — is the best number on its profile. So this isn’t a list of what’s wrong with it. It’s what its own reviewers, and its own pricing page, will tell you before you sign.
- The ceiling
It does one job, and firms grow past it.
Jetpack is workflow management, on purpose — and its own G2 profile records where buyers go when they leave: Karbon 35%, Financial Cents 22%, Canopy 19%. Nobody trades down. They trade up to the layers Jetpack doesn’t build.
Overall for a few hundred bucks it’s probably worth it. I’ve outgrown the software and think they need to have a lot more features available.
Rob T., financial advisor · Capterra, December 2020
- The gaps
No client portal, no invoicing, no e-signatures.
Jetpack tracks internal work well. Document requests still go by email, tracked time still can’t become an invoice, and signatures still need a fourth subscription. On Capterra its lowest sub-score is Features — 4.3, against 4.7 for ease of use and 4.9 for support.
Customer support was great and the product was solid. It was just lacking some crucial features we needed in our business.
Brandon K., accounting manager · Capterra, November 2022
- The Premium step
Time tracking isn’t in the entry plan.
Starter is $40 per user per month on annual billing and doesn’t track time at all. If your firm bills by the hour — or simply wants to know where the hours went — your real entry price is Premium at $50 a seat, before the portal, billing and signature tools you’re still paying for elsewhere.
Jetpack Workflow’s published pricing, checked 9 August 2026
- Two products
There are two Jetpacks, and most reviews describe the older one.
Jetpack runs “Classic” and “New” side by side — separate sign-ins, separate help centres, separate terms, and separate pricing pages. Worth knowing which one a demo, a price or a review refers to. It’s also why the quotes here carry their dates: the public record is 13 reviews on G2 and 53 on Capterra, and much of it predates the current product.
Jetpack Workflow’s pricing page and help centre, checked 9 August 2026
Quotes are verbatim from public reviews, shortened only with an ellipsis. Sources: Jetpack Workflow on G2 (4.2, 13 reviews) and on Capterra (4.8, 53 reviews), both read on 9 August 2026. Prices come from Jetpack’s own pricing page the same day. It is a small record and some of it is old — go and read it yourself before you decide anything.
Three things Jetpack does better than we do.
Support people mention unprompted.
4.9 out of 5 for customer service on Capterra — its strongest score, and better than most of this category manages. Reviewers name it in the same breath as their complaints: “customer support was great and the product was solid.” Complimentary training comes with the plan, up to five sessions.
Unlimited clients from the first plan.
Starter carries unlimited clients, projects and templates at $40 a seat. Uku’s Solo plan stops at 20 active clients, so a sole practitioner with a long client list is on our Team plan. If all you want is recurring-job tracking, that plan shape is friendlier than ours.
It does one thing.
There is nothing in Jetpack you didn’t come for. Uku is a wider system — portal, billing, reporting, e-signatures — and a wider system takes a little more setting up on day one. If your firm genuinely only needs recurring jobs tracked, the narrower tool is the right tool.
The part you came to Jetpack for, kept intact.
Every client gets a task plan: weekly payroll, the month-end close, quarterly VAT, the annual return — each with its own cadence, owner and template. It is the same recurring-work engine you already run your firm on, with no cap on templates and nothing held back for a higher tier. Import your Jetpack jobs and this is what they land in.
The client portal Jetpack doesn’t have — built in.
In Jetpack, client communication happens over email, so document requests get buried in inboxes. Uku includes a branded Client Portal on every plan — your logo, colours and domain, magic-link access with no passwords. It mirrors the same task on both sides, so client and accountant work on one item with all communication, documents and time tracking in one place.
See how the Client Portal works
Turn tracked time into invoices — without a second tool.
Jetpack tracks time on Premium but can’t bill from it, so firms reconcile in separate invoicing software by hand. In Uku, time tracked against tasks flows into invoices generated from client contracts — a month’s billing reviewed and sent in one sitting. Firms report cutting invoice prep from two or three days down to about 30 minutes, and the same data drives reporting on which clients are actually profitable.
How automated billing works
“Uku solves the problem of managing complex time tracking and accounting tasks by organizing everything in one place. The monthly to-do list feature is a game changer — it ensures I never forget any tasks or deadlines.”
Mari K. · verified review on G2
Jetpack Workflow vs Uku, at a glance.
Jetpack covers workflow; Uku covers workflow plus the portal, billing and reporting you’d otherwise pay for separately. All figures are list prices in USD, and two of these rows go to Jetpack.
Book a free migration consultation 30 minutes, no obligation — we’ll map your Jetpack jobs with you.
Jetpack figures are list prices from its published pricing, checked 9 August 2026; the 15-seat estimate uses Premium, the only plan that tracks time. Review scores are from G2 and Capterra the same day. Uku prices shown are yearly-billed display rates. Unlimited clients on the entry plan and a narrower, faster setup are rows Jetpack wins outright — if either matters to your firm, weigh it heavily.
Want the full plan-by-plan breakdown? See our deep dives on Jetpack Workflow pricing, the Jetpack Workflow review, and the best Jetpack Workflow alternatives. Or see Uku’s full pricing.
What firms see after switching.
subscriptions become one
Workflow, Client Portal and billing in a single platform — instead of Jetpack plus the tools around it.
to run a billing cycle
Automated billing turns tracked time into invoices — work Jetpack can't do at all.
lower annual cost vs Premium
15-person firm — Jetpack Premium ($9,000) vs Uku Team ($6,840). About $2,160 a year.
You won’t do the move alone.
Moving off Jetpack Workflow sounds heavy — in practice it’s a short, guided project, not a system rebuild. Here’s the shape of it.
Export from Jetpack Workflow
Pull your client list, contacts, recurring jobs, and time entries (CSV/Excel). Uku imports them directly — or syncs clients straight from Xero, QuickBooks, or e-conomic.
Rebuild the recurring work
We map your Jetpack jobs into Uku workflow templates and automations — the part you came to Jetpack for, kept intact — then add the Client Portal and billing layers on top.
Train the team
A 90-minute onboarding session, free with every account, gets your members confident fast — most are productive the same week.
Go live
Turn on the Client Portal, automated billing, and Reporting. Keep Jetpack running in parallel — Uku bills monthly, so there’s no lock-in either way. Most firms are fully live within 5–7 business days.
Want the step-by-step? Our help center has the full client-import playbook, with screenshots and the exact export/import flow. Read the migration playbook
Switching from Jetpack Workflow — your questions
Is Jetpack Workflow a bad product?
No, and we’d rather say so than have you hear it from someone else. Jetpack scores 4.8 on Capterra and its customer service sub-score, 4.9, is the best number on its profile. It is a focused workflow tool that does recurring client work well. The reason firms leave is scope, not quality: Jetpack’s lowest Capterra sub-score is Features (4.3), and G2’s own panel showing where buyers go after Jetpack lists Karbon (35%), Financial Cents (22%) and Canopy (19%) — all full practice-management platforms. Firms don’t leave because Jetpack broke. They leave because they need the portal, billing and reporting layers it deliberately doesn’t build.
How much does Jetpack Workflow cost, and how does Uku compare?
Jetpack has two plans: Starter at $40 per user per month and Premium at $50, both billed annually (monthly is $49 and $59). Starter does not track time at all — time tracking, Budget vs Actual and capacity reporting are Premium features — so for most firms the honest comparison is Premium. A 15-person firm on Premium pays about $9,000 a year. The same team on Uku Team ($38 per member per month billed yearly) is $6,840 — roughly $2,160 less, about 24%. The larger difference is what’s inside: Uku’s price includes the client portal, automated billing and e-signatures that Jetpack firms buy separately.
How long does it take to switch from Jetpack Workflow to Uku?
Most firms complete the full move — client import, workflow setup, and team training — within 5–7 business days. Because Uku bills monthly with no annual lock-in, you can keep Jetpack Workflow running in parallel during the transition. Every new account also gets a free 90-minute onboarding session.
Will I lose my recurring jobs and templates moving from Jetpack to Uku?
No. You export your client list, contacts, recurring jobs, and time entries from Jetpack Workflow (CSV/Excel), and Uku imports them into its task-plan structure — weekly, monthly, quarterly and annual work, with the same cadences. You can also sync clients straight from Xero, QuickBooks, or e-conomic. Our team runs the import with you.
Does Uku give me the client portal and billing Jetpack lacks?
Yes — that’s the main reason firms switch. Uku includes a branded Client Portal on every plan, automated billing that turns tracked time into invoices in about 30 minutes, and e-signatures. Instead of pairing Jetpack with two or three extra subscriptions, you get workflow, portal, billing and reporting in one place, for one price per member.
Is there anything Jetpack does better than Uku?
Three things worth naming. Its customer service rating (4.9 on Capterra) is excellent and reviewers bring it up unprompted. Its entry plan carries unlimited clients, while Uku’s Solo plan stops at 20 active clients — so a sole practitioner with a long list is on our Team plan. And it is narrower: there is nothing in Jetpack you didn’t come for, whereas Uku is a wider system and takes a little more setting up on day one. If recurring-job tracking is genuinely all you need, the narrower tool is the right tool.
Is there an annual contract with Uku?
No. Uku bills monthly with no long-term commitment — cancel anytime. Annual billing for roughly 23% off is optional, never required. Jetpack’s advertised $40 and $50 rates both require annual billing; month-to-month is $49 and $59.
Have a question? Contact us — real people answer.
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"Let's create a dream, where the team is happy, clients are well served and profits are fair." — Rain Allikvee, Co-founder of Uku
