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The theme running through this release is simple: less chasing, faster billing, and a workspace that stays calm when the work piles up. Here is everything new in Tidyflow this cycle, and why it matters for firms juggling seasonal tax work and recurring monthly books.
Client requests that chase themselves
Following up with clients is the tax that never ends. So we taught client requests to do it for you.
You can now set a request to send itself on a trigger you choose, and to chase the client on a reminder cadence you set, with no manual follow-up. When a client uploads a document, AI can sort and name the file for you, so you are not renaming “scan_001.pdf” at 9pm. And instead of firing a separate email for every outstanding item, Tidyflow now sends one tidy, batched email per contact, with the full checklist of what is still needed.
Nothing slips through the cracks
Two changes make deadlines a lot harder to miss.
First, you can add a reminder to any Job or subtask and get a heads-up before it is due. Reminders carry across duplicated and repeating Jobs, so a recurring filing reminds you every single time, not just the once you set it up.
Second, you can now choose exactly when a repeating Job creates its next occurrence: on completion, when it becomes overdue, or a set number of days before it is due. That means recurring monthly work can appear on your list ahead of time instead of only after you tick off the last one.
A reviewable, editable invoice workflow
Invoicing from WIP used to be fire-and-forget. Now it creates real draft invoices and drops you onto a full-screen review screen where every client’s draft sits in one place.
From there you can work through drafts one at a time or select several at once to approve, send, or reformat their lines in bulk. Line descriptions are far richer too: multi-line and bulleted detail, the service description and subtasks pulled in automatically, the option to use the Job name as the line title, or to copy a client’s last invoice when this month looks like last month.
A Services catalog, fixed fees, and real profitability
The old Service Types list has grown into a proper Services catalog. Each service can be billed hourly, fixed fee, or non-billable, and carries client-facing descriptions and terms that the proposal builder pulls in directly.
That fixed-fee option is a big one for retainer firms. Fixed-fee work still tracks time, so you see the true cost and margin on a job, but it stays out of your hourly unbilled list instead of piling up as WIP you can never invoice.
Win the work: better proposals and e-signatures
Proposals got a major round of polish. You can build them from your Services catalog, and when a client accepts, Tidyflow spins up the delivery Jobs straight from your job templates, so winning the work and starting the work are the same click. You can accept on a client’s behalf with a captured signature, new proposals open with a ready-made intro that greets the client by name, and you get suggested signers from the client’s contacts, an auto-generated services-and-fees schedule, cleaner PDFs, and smoother sharing and numbering.
On the e-signature side, you can now capture initials as well as full signatures, and add sender-prefilled text fields for signers to complete, so the document arrives mostly filled in and the client only has to handle their part.
A faster, calmer Job view
We rebuilt the Job view into a two-pane layout: details and conversation on the left, all the properties on the right. Editing a field no longer jumps the page around, and Jobs open noticeably faster. It is the screen your team lives in all day, so it was worth getting right.
Alongside it, the Jobs list gains an Actual Hrs column showing the time logged against each Job at a glance, with a click-through to the underlying entries and an export that plays nicely with your spreadsheet formulas.
Make it yours, and easier to get in
Your client portal can now run at your firm’s own web address, like yourfirm.tidyflow.com, instead of a generic shared link. It looks like your firm to your clients, and every existing link keeps working.
Signing in is easier too. You can now request a magic link sent to your email and click straight in, with your password still available whenever you prefer it. No password to reset mid tax season.
New: refer a firm, earn rewards
Finally, we launched a referral program. Share your personal link and earn up to $100 for every new firm that signs up through it, and the firm you refer gets 20% off for their first 12 months. You can grab your link and track everything from a new Rewards page in settings.
That is the round-up. As always, everything here ships automatically to your workspace, with no setup project for you or your clients. If something here would make your month-end or tax season easier, open it up and give it a try, and let us know what you think.