June 22, 2026
Added
- Client Request Automation - Client requests can now send and chase themselves: pick a send trigger and reminder cadence, let AI sort and name uploaded files for you, and send one batched email per contact instead of one per request. Repeating requests carry it all across every cycle.
- Job and Subtask Reminders - Add a reminder to any Job or subtask and the right people get notified before it’s due. Reminders carry across duplicated and repeating jobs.
- Referral Program - Share your link and earn up to $100 per new user. The firm you refer gets 20% off for their first 12 months, all tracked from a new Rewards page in settings.
Improved
- Reviewable Draft Invoices and Richer Line Descriptions - Invoicing from WIP now creates real drafts on a full-screen review and edit screen, with every client’s draft in one place. Select several at once to approve, send, or reformat their lines in bulk, or work through them one at a time. Line descriptions are richer too: multi-line and bulleted detail, the service description and subtasks pulled in, the option to use the job name as the line title, or to copy a client’s last invoice.
- Services Catalog - The old Service Types list is now a catalog: set each service to bill hourly, fixed fee, or non-billable, with client-facing descriptions and terms the proposal builder pulls in. Fixed-fee work still tracks time for cost and profitability without clogging your hourly unbilled list.
- Proposal and Engagement Letter Improvements - Build proposals from your Services catalog and accept on a client’s behalf with a captured signature; accepting now spins up the delivery jobs from your job templates. New proposals also open with a ready-made intro that greets the client by name. Plus suggested signers from the client’s contacts, an auto-generated services-and-fees schedule, smoother sharing and numbering, cleaner PDFs, and the option to delete a proposal once it leaves draft.
- Initials and Prefilled Fields on E-Signatures - Capture initials as well as full signatures, plus editable sender-prefilled text fields for signers to complete.
- Redesigned Job View - A two-pane layout with details and conversation on the left and all the properties on the right, with no more page jumps when editing and faster opens.
- Actual Hours on the Jobs List - A new Actual Hrs column shows time logged per job at a glance, with a drill-down to the entries.
- Choose When a Repeating Job Recurs - A repeating Job can now create its next occurrence on completion, when it becomes overdue, or a set number of days before it’s due, so recurring monthly work lands on time instead of only after the last one is ticked off.
- Xero Payment Sync - Invoice payments recorded in Xero now sync back into Tidyflow, so paid status stays up to date without re-keying.
- Per-Client Default Tax Rates - Set a default tax rate for each client, or import it from Xero or QuickBooks, so it fills in on invoices and proposals automatically.
- Client Portal Address - Your client portal can now run at your firm’s own address, like yourfirm.tidyflow.com, instead of a generic shared link. Existing links keep working.
- Easier Login - Sign in with a magic link sent to your email, with your password still available.