May 19, 2026
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.