Switch from Jetpack Workflow to Uku
Keep the workflow management you rely on — and add the client portal, automated billing, and BI Analytics Jetpack leaves out. One platform instead of bolting on extra tools, billed monthly.
- Built-in Client Portal — the client-facing layer Jetpack doesn't have
- Automated billing — turn tracked time into invoices in ~30 minutes
- Workflow + portal + billing + analytics in one place — billed monthly, or ~23% off yearly
Save ~$2,160/yr vs Jetpack on a 15-person firm — and drop the extra tools
No credit card required · most teams move in 5–7 business days.
Why firms leave Jetpack Workflow
Jetpack does workflow well — but it's workflow only
Jetpack Workflow is a reliable, focused tool for standardizing recurring client work. Firms move to Uku when they get tired of paying for separate portal, billing, and analytics tools to cover everything Jetpack deliberately leaves out.
No client portal — collaboration lives in email
Jetpack Workflow deliberately stops at internal task tracking. There's no built-in client portal, so document requests and client communication scatter across inboxes and threads. Uku includes a branded Client Portal on every plan, where clients and your team work on the exact same task.
No built-in billing — you bolt on extra tools
Jetpack tracks time but can't turn it into invoices. Firms run separate billing software and reconcile by hand. Uku's automated billing flows tracked time straight into invoices — turning what took days into about 30 minutes.
Reporting is basic — no deep analytics
Jetpack's Progress, Metrics, and Done reports cover task completion, but firms making pricing and staffing decisions need more. Uku adds Reporting from the Team plan and BI Analytics on Elite — real-time profitability and workload visibility.
Native integrations stop at QuickBooks
Jetpack connects natively to QuickBooks Online; everything else leans on Zapier. Uku integrates natively with Xero, QuickBooks, e-conomic, and more — so data syncs without middleware.
Everything in one place — not workflow in one tool and everything else in three more
Jetpack keeps your firm running on a single, focused job: tracking recurring work. But the portal, the billing, and the analytics live elsewhere. Uku gives firms a single source of truth for who’s doing what across the team — clients, tasks, documents, time, and billing on one screen. One view answers the question that runs a firm: who’s doing what, and is it on time?
The client portal Jetpack doesn't have — built in
In Jetpack, client communication happens over email integrations, so document requests get buried in inboxes. Uku includes a branded Client Portal on every plan — your logo, colors, and domain, magic-link access with no passwords. What sets it apart: the portal mirrors the exact same task on both sides, so client and accountant work on the same item with all communication, documents, and time tracking in one place.
Turn tracked time into invoices — without a second tool
Jetpack tracks time but can’t bill from it, so firms reconcile time in separate invoicing software by hand. Uku’s automated billing connects directly to your workflow: time tracked against tasks flows into invoices generated from client contracts. It cuts invoice prep from days to about 30 minutes — and tracks cost vs sales price, so you see which clients are actually profitable.
Start working on day one — add modules as you grow
You don’t have to switch everything at once. Like an iPhone where you start simple and add apps as you need them, Uku is modular: begin with CRM and tasks, then turn on the Client Portal, automated billing, and BI Analytics over the following weeks. Import your Jetpack client list and recurring jobs, and you’re productive the same week — no weeks of upfront configuration.
"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 miss a task or deadline."
Jetpack Workflow vs Uku, side by side
Jetpack covers workflow; Uku covers workflow plus the portal, billing, and analytics you’d otherwise pay for separately. All figures are list prices in USD.
| Jetpack Workflow $40–$49 / user / month — workflow only, single plan | Uku $19–$88 / member / month — or ~23% off yearly | |
|---|---|---|
| 15-person firm, per year | ≈ $9,000 (annual) | ≈ $6,840 — about 24% less |
| Entry price | $40/user/mo annual · workflow only | Solo $19/member/mo · up to 20 active clients |
| Solo plan | None — single plan only | Dedicated Solo plan for single accountants |
| Client portal | None — communication via email | Branded Client Portal on every plan |
| Billing & invoicing | Not included — needs a separate tool | Automated billing — invoices in ~30 min |
| E-signatures | Not included | Built in — three methods |
| Reporting & analytics | Basic task/time reports | Reporting (Team+) · BI Analytics (Elite) |
| Native integrations | QuickBooks only · Zapier for the rest | Xero, QuickBooks, e-conomic & more — native |
| Billing model | Annual for lowest rate | Monthly — cancel anytime (annual optional) |
Jetpack Workflow figures sourced from Jetpack Workflow's published 2026 pricing. Uku prices shown are yearly-billed display rates.
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 to Uku
≈24%
Lower annual cost vs Jetpack
15-person firm — Jetpack ($9,000) vs Uku Team ($6,840). About $2,160 saved a year — before counting the tools you drop.
~30min
To run a billing cycle
Automated billing turns tracked time into invoices — work Jetpack can't do at all.
5–7
Days to fully migrate
Client import, setup, and training — run in parallel with Jetpack.
Migration support
You won’t do the move alone
Moving off Jetpack Workflow is a short, guided project — not a system rebuild. Here’s the shape of it:
- 1
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.
- 2
Set up your workflow
We help map your recurring Jetpack jobs into Uku workflow templates and automations — then add the client portal and billing layers Jetpack doesn't have.
- 3
Train the team
A 90-minute onboarding session (free with every account) gets your members confident fast — most are productive the same week.
- 4
Go live
Turn on the Client Portal, automated billing, and Reporting. Keep Jetpack running in parallel — Uku's monthly billing means 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 playbookFAQ
Switching from Jetpack Workflow — your questions
Still have questions? Contact Us
Get started with Uku today.
Elevate your efficiency with Uku, the powerful yet easy-to-use accounting practice management software.
“Let’s create a dream, where the team is happy, clients are well served and profits are fair.
Rain Allikvee / Uku’s co-founder