What's new at Tidyflow?

Client requests grew into full forms, powering Tax Organizers and new Document Approvals. The Client Portal got a full redesign with invoices clients can pay in the portal, the team Inbox was rebuilt around shared mailboxes, and you can now restrict which clients each team member sees.

Added

• Client Request Forms - Client requests have grown into full forms: group items into sections, show or hide questions based on earlier answers, and collect multiple choice, date, and number answers alongside document uploads. Clients see last year’s answer next to each question and can reuse it with one tap, then review everything and sign off before submitting. A client can mark a document “will provide later” without holding up the rest, and you can reopen a submitted form or fix an answer on a client’s behalf. All of it adds up to full Tax Organizers, with PDF export and a ready-made US 1040 organizer template included.
• Document Approvals - Attach a PDF or Word document to a client request and ask the client to approve it. They review it in the portal and either approve or request changes with a comment, and you can replace the document without starting over. Every approval is recorded with who approved it and when.
• Restrict Client Access - Choose what each team member can see: every client, selected client groups, or only the clients assigned to them. Set it when you invite someone or any time after, and Jobs, files, time, and reports follow along.
• Signature Templates - Build a signature document once, with signer roles and field placements, and send it to any client whenever you need it. You review the prepared document before it goes out.
• Subtask Sections - Group a Job’s subtasks under your own section headings, with sections carrying through templates, duplicates, and repeating Jobs.
• Portal Resources - Share your own links with clients, like a scheduling page or key guides, in a new Resources tab in the client portal.
• Connect Your AI Tools (MCP) - Connect MCP-compatible AI assistants like Claude and ChatGPT to your workspace. They can look up and update Jobs, draft proposals, and add comments on your behalf, always within your permissions and only after you connect them.

Improved

• Client Portal - A full redesign. Clients land straight on their requests, the documents area got a cleaner browsing and upload experience, and clients with billing access can now view and pay invoices right in the portal. Links in request emails open the request directly, with no sign-in hurdle. You can also preview the portal exactly as a client sees it.
• Team Inbox - A reworked inbox for the team: shared mailboxes sit in the sidebar with their own Open, Snoozed, and Closed queues, unassigned mail is grouped first with a one-click Take it, and your personal inbox pins anything assigned or mentioned to you until you deal with it. Closing a conversation moves you straight to the next one, with undo. Reading a shared mailbox no longer marks it read for everyone.
• IMAP Email (Beta) - Connect email from any provider via IMAP, alongside Gmail and Microsoft 365. Gmail is out of beta, and a new Check now button syncs an account on demand with clearer sync status.
• Emails to Clients - Emails to your clients now lead with your firm’s name and cleaner subject lines instead of an individual staff member, and an optional shared reply-to address routes client replies to one inbox.
• Invoicing from WIP - Bill all of a client’s unbilled work in one click, group invoice lines by service, by job, or into one line, and adjust write-ups and write-downs with the effect shown live as you shape each draft. Invoice lines now show exactly what your client will see, and discarding a draft returns its time to WIP, so nothing is final until you send.
• Invoice PDFs - A cleaner, more modern layout for invoice PDFs, with taxes and totals shown clearly.
• Jobs - Completing a Job can now complete its open subtasks in one go, the activity feed records assignment and status changes, and descriptions and comments support images and GIFs.
• Job Board - The board remembers that you were using it and keeps your lane order, so it’s set up the way you left it.
• Repeating Jobs - Pick the exact months of the year a Job repeats in, so seasonal work like BAS lands in the right months. Plus find recurring work faster with a new Recurrence filter, column, and export on the Jobs list.
• Job Templates - Subtasks in a template can have their own due date offsets, templates can be linked to your services, and rolling a template out to many clients now runs in the background while you keep working.
• Navigation and Settings - A redesigned left navigation with your choice of a light or dark look, and settings reorganized into clearer full pages, including a new Security section where anyone can turn on two-factor authentication.
• App Performance - A faster Jobs list, instant inbox folder switching, a snappier timer, and quicker page loads throughout.

Fixed

• Recurring Invoices - More reliable sending, auto-charging, and invoice numbering.
• Xero and QuickBooks - More reliable invoice sync with clearer status, invoices sync even when a client wasn’t linked yet, and your client’s billing email now syncs to Xero contacts so reminders reach the right person.
• Repeating Jobs - Completing repeats in bulk now schedules the next occurrence, weekly repeats keep Sunday selected, and the repeat interval field no longer disappears on some screens.
• Client Requests - Clearer validation messages, upload items reopen when a file is removed, and completing a request no longer errors in the Job panel.
• Subtasks - Fixed duplicated rows and ordering glitches when adding or moving subtasks.
• Jobs List - The service and assignee filters filter correctly again.
• Time Tracking - Log time directly on a Job again, and timer controls stay available when the navigation is collapsed.
• Reports - More accurate realization and labor margin figures, and revenue breakdowns now follow invoice lines.
• Imports and Exports - Smoother client and contact CSV imports, and client exports respect group filters.

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.

A long-overdue update. Two new ways to collect documents from clients: Client Request Checklist Items in the portal, and a no-login Firm Upload Link. Email Management brings Gmail and Microsoft 365 into Tidyflow as a shared inbox alongside your client work. Proposals, Engagement Letters and Payments now run end-to-end in one flow. The first wave of AI is live, including Smart Classification for naming uploaded files. Plus a new Capacity Report, a cleaner UI, and performance work throughout.

Added

• Client Request Checklist Items - Client request jobs can now include structured checklist items: a file to upload (e.g. “Business chequing statement”) or a question to answer (e.g. “Any unusual transactions this month?”).
• Firm Upload Link - A single, persistent upload link you can drop into your email signature, a website footer, or anywhere else. Anyone with the link can send files straight into the Files page in your workspace, with no login, no portal account, and no setup per client. A faster way to collect documents from clients who never get round to using the portal.
• Email Management - A shared inbox for the firm, built into Tidyflow. Connect Gmail (beta) or Microsoft 365 (including the client mailboxes you run for bookkeeping, payroll, or accounting) and every conversation links to the matching client automatically. Assign threads to an owner, draft replies together with internal @ mentions and comments or link it to a job.
• Proposals & Engagement Letters - Send proposals and engagement letters, get them accepted, and get paid. Future recurring invoices are then created and charged automatically. All in one flow.
• Payments - Invoices and proposals can be paid online, with cards saved for auto-charge on recurring invoices. Powered by Stripe Connect, set up from within Tidyflow.
• Artificial Intelligence - The first wave of AI in Tidyflow. A new Assistant can answer plain-language questions about your workspace data (jobs, clients, contacts, invoices, recurring schedules, proposals, payments) within your existing permissions. More AI updates to come.
• Smart Classification - Tidyflow reads what’s uploaded and suggests the right name and folder for each file. Review suggestions in a dedicated tab and approve, edit, or dismiss them. A fast way to tidy a messy file area.
• Budget vs Actual Time - The Time report now shows estimated job hours alongside actual time logged, so you can spot jobs running over budget at a glance.
• Capacity Report - See who has bandwidth for more work, and who’s overcommitted, before assigning the next job.
• Missive Integration - Create a Tidyflow job directly from any email in Missive, with the subject, sender, and a link back to the conversation pre-filled.

Improved

• Folder Sharing Rights - When sharing a folder with a Contact, you can now choose whether they have view-only access or can also upload to it.
• App Performance - Various improvements to increase the speed.
• User Interface - Continued rollout of a cleaner, calmer look across the application, with more consistency between screens.
• Jobs - Cleaner followers section (including parent-job followers), and full-height comments.
• Job Board - The board now uses the same filter bar as the list view. Tags, statuses, assignees and search behave identically across both, and toggling between list and board carries your filters across.
• Automation Rules - Cleaner rule editing experience and more reliable behaviour when one rule cascades into another.
• Bulk Actions - Cleaner bulk action menus across Contacts, Files and Jobs. Heavier actions now run in the background so you can keep working while they finish.
• Date Range Dropdowns - Standardised across the app, with more default ranges (last 7 days, last 30 days, this quarter, etc.).
• Time Tracking - Improved timer on job cards.
• Default Folder Templates - Set a default folder template to be added automatically when you add a new client.

Fixed

• Recurring Invoices - Fixes around scheduling, payment date and auto-send.
• QuickBooks Online - Clearer error messages and a smoother reconnection flow.
• 2FA Login - Resolved an issue that stopped some users with two-factor enabled from logging in.
• Time Reports - Fixed export errors and timezone handling.
• Timer - Fixed a non-billable toggle issue and a missing icon on the timer control.
• iOS File Downloads - Further fixes around file and PDF downloads on iOS, including incorrect .html extensions.
• Subtasks - Fixed errors on reordering, completion and assignment.
• Clear Filters - Now reliably clears all filters on list pages that previously held residual state.

Added

• Magic Link Login for the Client Portal — Contacts can now log in to the portal using a secure magic link, removing the need to remember a password. Links expire after 15 minutes and are limited to 3 uses, protecting against link scanning by email security systems while keeping access secure
• Signature Request Tracking — A new Files tab in the left navigation gives you a central view of all uploaded files. Select Signature Requests to see the status of every document and resend requests directly from the same screen
• Bulk Actions on Contacts — Select multiple contacts from the Contacts Index and perform actions in bulk, saving time when managing large client lists
• UK Client Fields & Companies House Lookup — Set your region to the UK under profile settings to access UK-specific client fields and add or update clients using Companies House data
• Invoice Reference on Time Entries Report — The Time Entries Report now shows the invoice number against each billed time entry, making it easier to reconcile time with invoices

Improved

• Electronic Signature Experience — A smoother, more guided signing flow. Signers are now automatically moved to the next field after completing each one, signatures can be uploaded, and the Complete button stays fixed at the top of the screen so it’s always visible. If a signer tries to close the page without clicking Complete, they’ll see a prompt to confirm. Documents also preview correctly on mobile, and the date format on signed documents now respects your region settings
• Login Experience — Refreshed login flow with a cleaner layout and improved usability
• File Preview — Faster file loading, an improved preview modal, and a loading spinner so you always know when a file is being prepared
• Mobile Experience — Better layout for the left menu, file previews, and document viewing across mobile devices
• Record Count on Listings — When there is a single page of records, it now also includes the number of entries
• Client Deletion Permissions — Only account owners and admins can now delete clients, adding an extra layer of protection against accidental removal
• Email Styling — Updated the look and feel of system emails
• 404 Page — Improved design when you land on a page that doesn’t exist

Fixed

• WIP Report Filters — Fixed an issue where the Client Groups and Service Types filters only worked when used together. Each filter now works independently
• Billing Report Totals — Resolved a calculation error that was doubling the total amount billed on the Billing Report
• Voided Invoice Time Entries — Time entries on voided invoices are now correctly restored to the WIP report instead of remaining marked as billed
• Set Password on Portal — Resolved an issue where setting a password on the client portal wasn’t working correctly
• Adding New Contacts — Fixed a bug that prevented new contacts from being added
• File Downloads on iOS — Fixed file and PDF downloads that weren’t working properly on iOS devices, including an issue where files downloaded with an incorrect .html extension
• PDF Display on Mobile — Corrected PDF sizing issues when viewing on mobile

Improved

• You can now apply Folder Templates to subfolders, giving you more flexibility when structuring client files.
• The Folder Template button has been repositioned to the 3 dots menu on the top right, for a cleaner interface.
• Files that are bulk moved now appear instantly, without requiring a page reload.

Fixed

• Fixed a bug when bulk moving folders.
• Fixed a bug when importing folders.

Improved

• Email is no longer required when creating an individual client.
• Improved the add client experience. When clicking Add Client, you can now choose whether it is an Individual or Organization and enter contact details at the same time. If contact details are added, the system will automatically create and link the Contact to the Client.
• Added email notification settings so you can better control updates.

Fixed

• Fixed email field validation on electronic signatures.

December 2025 – February 2026

Electronic Signatures V2

• Added Signature Requests V2 with improved signing flow.
• Signatures can now be requested from contacts who are not activated on the portal.
• Improved audit report visibility and reliability.

File Management

• Improved file upload handling for contact users. All uploads now automatically go to the Client Uploads folder.
• Added file and folder backup export in Settings.
• Improved client upload notifications with direct folder links.

Clients & Contacts

• Improved client import handling, including better behavior when previously deleted clients exist.
• Improved Contact view and edit experience.
• Improved search, filters, and pagination across indexes.
• Added keyboard shortcuts and improved bulk selection behavior.
• Added shift click range selection. Select one item, hold Shift, and click another to select everything in between.
• Fixed pagination issues on the client index when filters are applied.

Profile

• Added profile pictures and improved avatar display.

Jobs

• Added subtask counts on the Job Index.
• Improved repeat logic, start date handling, and internal date behavior.
• Added Start Date to templates.
• Improved job search to use AND logic for more accurate results.
• Added Estimated Hours column to the Job Index.
• Fixed repeat naming issues on Job Templates.

Time Tracking & Billing

• Improved timer on task cards.
• Improved time log experience and date formatting.
• Added support for time tracking on subtasks.
• Added Recurring Invoices and improved billing flows.
• Improved QuickBooks Online handling, including reconnection flow and clearer error messages.
• Fixed time report export issues.
• Fixed time zone handling on time reports.
• Fixed date format inconsistencies in time entries and modals.

Automation & Integrations

• Added Automation Rules, including support for subtasks.

Performance & Infrastructure

• Improved description box editing and save behavior.
• Increased font size on comments for readability.
• Improved loading and filtering behavior across indexes.
• Moved heavier bulk actions to background processing for better performance.