Remindoo vs Jetpack Workflow
Accounting firms need more than task tracking. They need a platform that helps manage clients, deadlines, proposals, compliance processes, team collaboration, and day-to-day practice operations.
Both Remindoo and Jetpack Workflow are designed for accountants, but they take different approaches. Jetpack Workflow focuses heavily on recurring work management and workflow organisation. At the same time, Remindoo combines workflow management, CRM, proposals, client management, reporting, Companies House sync, AML options, and practice visibility within a single platform.
This comparison looks at the key differences between Remindoo and Jetpack Workflow to help accounting firms choose the right solution.
Remindoo vs Jetpack Workflow: Feature Comparison
Both platforms help firms manage recurring accounting work, but their overall feature coverage differs significantly.
Overview
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Features
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Remindoo
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Jetpack Workflow
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Per Client Pricing
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Unlimited Users Without Additional Cost
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CRM & Client Management
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Limited
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Client Portal
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Proposals & Engagements
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Companies House Sync
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Digital & Manual AML
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Lead Management
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Recurring Tasks
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Time Recording
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Team Collaboration
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Task Management
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Email Integration
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Dashboard Reporting
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Limited
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Free Trial
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60 Days
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14 Days
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Task Management
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Features
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Remindoo
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Jetpack Workflow
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Quick Task Creation
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Detailed Task Creation
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Recurring Task Templates
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Subtasks
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Comments & Collaboration
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Strong Filters
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Internal & External Deadlines
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Time Recording
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Task Timeline
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Bulk Task Actions
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Limited
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Automated Reminders
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Task Cards & Details
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Task Filters
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Checklist Management
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Client Management
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Features
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Remindoo
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Jetpack Workflow
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Client Onboarding
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Limited
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Manual AML
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Related Clients
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Client Portal
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Client Timeline
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Client Notes
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Synced Email Visibility
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Limited
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Multiple Contacts
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Manage Deadlines
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Companies House Sync
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Digital AML
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Review Tasks from Client Profile
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Client Journey Tracking
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Dashboard & Reporting
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Features
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Remindoo
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Jetpack Workflow
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Employee Reporting
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Limited
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Work Utilisation
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Limited
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Client Summary
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Client Growth Trends
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Employee Task Breakdown
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Limited
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Service Time Analysis
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Revenue Overview
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Team Visibility
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Proposals & Engagements
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Features
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Remindoo
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Jetpack Workflow
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Proposal Templates
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Products & Services Library
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Categories
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E-Signatures
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Proposal Tracking
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Engagement Tracking
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Packages & Proposals
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Email & Communication
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Features
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Remindoo
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Jetpack Workflow
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Team Management
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Roles & Permissions
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Email Templates
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Send Emails from Domain
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Notifications
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Team Tagging
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Email Integration
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Internal Email Notes
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Desktop Platform
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Web Based
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Web Based
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Lead Management
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Features
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Remindoo
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Jetpack Workflow
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Lead Management
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Lead Capture Forms
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Lead Pipeline
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Custom Lead Fields
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Round Robin Assignment
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Services & Workflow
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Features
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Remindoo
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Jetpack Workflow
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Service Templates
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Trigger Dates
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Custom Fields
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Estimated Time Allocation
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Limited
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Automated Reminders
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Checklist Template
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Auto Record Chasing
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Advanced Workflow Automation
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Other Features
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Features
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Remindoo
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Jetpack Workflow
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HMRC Visibility
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MFA Security
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Tax Liability Visibility
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Email Sync to Clients
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Limited
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Companies House Integration
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What Makes Remindoo Different?
Jetpack Workflow is widely recognised for helping accounting firms organise recurring work and standardise internal processes. Firms that primarily need workflow tracking and recurring job management may find it a strong option.
Remindoo takes a broader approach by combining practice management, CRM, client management, proposals, engagements, compliance tools, reporting, and team collaboration into a single platform. This helps firms reduce software sprawl and manage more of their daily operations from one system.
Which Platform Is Better for Growing Accounting Firms?
As firms grow, visibility becomes increasingly important. Practice owners need insight into workload distribution, client profitability, service performance, deadlines, and team capacity. They also need a structured process for winning new business and managing client relationships.
While Jetpack Workflow focuses primarily on workflow execution, Remindoo supports the wider practice lifecycle through lead management, proposals, engagement tracking, client communication, reporting dashboards, and compliance management. This makes it suitable for firms looking for a more complete practice management solution.
Remindoo vs Jetpack Workflow Pricing
Remindoo use a per-client pricing model and support unlimited users, making them suitable for growing firms without increasing software costs as additional team members are added.
Most popular
Remindoo
From
/per month, per client
Essential practice management tools with client management, workflows, tasks, proposals, lead tracking, analytics, and team collaboration.
Advanced features including email triage, inbox management, enhanced client portal, and deeper analytics for growing firms.
Jetpack Workflow
Starter Yearly
/ user/month (billed annually)
Includes:
- Unlimited projects & clients
- Unlimited templates
- Customisable automation
- Live chat & email support
Starter Monthly
/ per user/month (billed monthly)
Includes:
- Unlimited projects & clients
- Unlimited templates
- Customisable automation
- Live chat & email support
Why Choose Remindoo?
Remindoo is built to help accounting firms manage the complete client lifecycle, not just recurring work.
Built-In AML Management
Manage manual AML records, risk assessments, and digital AML verification directly within the platform without relying entirely on external compliance systems.
Complete Client Visibility
Access client timelines, notes, services, deadlines, contacts, fees, communications, and compliance records from one central location.
Better Practice Visibility
Employee reporting, utilisation tracking, service analysis, client growth trends, and revenue visibility help firms monitor performance.
Companies House Sync
Remindoo provides Companies House syncing and visibility directly within the platform, helping UK firms manage client information more efficiently.
Proposal & Engagement Management
Create branded proposals, engagement letters, pricing catalogues, and secure electronic signatures within the platform.
Cost-Effective Team Growth
Remindoo client-based pricing model allows firms to add team members without increasing software costs.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Transform Your Accounting Practice with Remindoo
Manage clients, deadlines, recurring work, and team workflows from one place. Remindoo helps accounting firms save time, improve visibility, and never miss a deadline.
FAQs about Remindoo vs Jetpack Workflow
Jetpack Workflow focuses primarily on recurring task management and workflow organisation, while Remindoo combines CRM, client management, proposals, reporting, Companies House sync, AML options, and workflow tools in one platform.
Remindoo includes UK-focused features such as Companies House sync, HMRC visibility, proposals, client management, and AML options, making it particularly suitable for UK firms.
Yes. Remindoo offers a 60-day free trial, while Jetpack Workflow also provides a free trial.
Jetpack Workflow primarily focuses on workflow management and does not provide the same client portal functionality available in Remindoo.
Yes. Remindoo includes proposal management, engagement tracking, libraries of products and services, and e-signatures.
Remindoo includes lead management, lead capture forms, lead pipelines, and lead assignment tools. Jetpack Workflow does not publicly position lead management as a core feature.
Yes. Companies House sync is included within Remindoo.
Yes. Remindoo supports both manual AML and digital AML processes.
Visit remindoo.co to explore features, pricing, and book a live demo.