Practice management with clarity, not complexity.
Manage recurring jobs, client requests, emails, documents, proposals, billing, payments, and deadlines in one system with clear ownership and visibility.
10,000+ clients managed on Tidyflow
Loved by firms bringing order
to their daily work
"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."
Andre Coutinho | Accounting Manager "Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Kristine Ismael | Partner From Scattered to Organized
Manual Follow-ups
Constantly chasing clients for information and updates
Unclear Responsibilities
No clear view of who's doing what and what's left to do
Inconsistent Workflows
Jobs handled differently each time, leading to mistakes
Scattered Files
Documents spread across emails, folders, and different tools
Tool Overload
Paying for multiple tools that don't work together
Automated Reminders
Smart notifications keep clients and team members on track
Clear Ownership
Everyone knows their tasks and deadlines at a glance
Standardized Templates
Consistent processes that keep work on track
Centralized Documents
All files linked to clients and tasks, easy to find
All-in-One Solution
One tool for tasks, files, time tracking, and client portal
Everything your firm needs to stay organized
Workflow management
Recurring jobs, templates, and deadlines your team can't miss.
Client management
Every client, contact, and detail in one organized place.
Proposals & Engagement Letters
Branded proposals and engagement letters, signed online.
Billing & Payments
Invoice from tracked time or fixed fees, and get paid online.
Time tracking
Timers and timesheets that flow straight into billing.
Document management
Secure, organized document storage, shared with your clients.
Client portal & requests
Clients upload, answer, and approve in one portal. Reminders chase for you.
Tax organizers
Digital organizers with conditional questions and last year's answers.
Email Management
A shared firm inbox, connected to your clients and jobs.
Artificial Intelligence
An assistant, agent teammates, and MCP connectors on your firm's live data.
Reporting & Insights
See where your time, billing, and revenue actually go.
Capacity Planning
See your team's workload before it hits.
Integrations
Xero, QuickBooks Online, Zapier, Make, and a public API.
Electronic signatures
Legally binding e-signatures, included at no extra cost.
Collaboration
Comments, mentions, and shared visibility on every job.
Explore the full feature list →
Compare every capability across plans, side by side.
And on your phone: the Tidyflow app for iOS and Android puts your jobs, the shared inbox, and Agent approvals in your pocket. Free on every plan, currently in beta.
AI in Tidyflow
Ask your firm anything.
Delegate the rest.
An assistant with live access to your jobs, clients, inbox, and billing. An agent teammate you can hand whole Jobs to. Both draft, you send: nothing reaches a client without you.
The assistant
"Brief me on Hudson Valley before the 2pm" gets the whole picture. "Move Emily's Jobs to Marcus" gets it done, after your approval.
Explore Tidyflow AI →Agent teammates
Assign a Job to an agent the way you would to a person. It works the Job, posts its progress, and asks when it needs you.
Meet agent teammates →Your own AI tools
Connect Claude, ChatGPT, or any MCP-compatible tool to your live workspace.
Connect with MCP →Off until your firm opts in. Every answer respects your existing roles and permissions.
See how firms reclaim $10,000+ a year per employee with Tidyflow.
Why firms choose Tidyflow
Full visibility
Know exactly where every client stands, what's overdue, and what's coming up. All in one place.
Clear accountability
Everyone sees their tasks, deadlines, and priorities. No more chasing for updates.
Nothing falls through the cracks
Automated reminders and status tracking ensure every deadline is met.