Open it in Excel. Save.
It's back in Tidyflow.
Open workpapers, returns and letters straight from the client's folder. Each save goes back to Tidyflow as a new version, so nobody downloads, re-uploads or works from an old copy.
Windows 11, 64-bit. macOS 12 or later. Included on every plan.
In Tidyflow
Alder Street Bakery › 2025 Tax
Click to open in Excel
In Excel
Save the way you always do
Back in Tidyflow
- Version 4Just now
- Version 3Yesterday
- Version 214 Oct
- Version 12 Oct
No more download and re-upload
Click a file and it opens in Excel, Word or Acrobat. Save as usual, and Tidyflow keeps the new version and every one before it.
PDFs straight from your tax software
Save or print a PDF into a watched folder and the app asks which client it belongs to, with a likely match already picked.
Drop documents where they belong
Drop files and scans onto a client's folder. Uploads keep going in the background with the window closed.
Nobody overwrites anyone's work.
Every save is checked against the version you opened. If a colleague saved a newer one in Tidyflow while you had the file open, your changes are held on your computer instead of replacing theirs.
- ✓ Any file type, in the app your computer already opens it with
- ✓ Reopening a file you are still editing keeps your unsaved work
- ✓ A held save can go in as a copy beside the original, or be discarded
- ✓ Documents out for signature or approval open in Tidyflow and can't change
This file changed in Tidyflow after you opened it. Your changes are still on this computer.
From your tax software to the client's folder.
Point the app at the folder your tax software saves PDFs to, or print from any program to PDF. Each new PDF waits in To file until you choose its client and folder.
- ✓ The client is suggested from the file name
- ✓ Attach the document to one of the client's open Jobs as you file it
- ✓ A notification tells you a PDF is waiting, so you never switch apps to check
- ✓ Filed PDFs move into a Filed folder, so nothing is offered twice
Your tax software saves a PDF
It waits in To file
Filed to 2025 Tax
Nothing to set up.
- 1
Install the app
Download it from this page and run the installer.
- 2
Sign in
Sign in through your browser with your Tidyflow account. There is no separate password.
- 3
Pick a client
Your clients and their folders are there. Click a file to edit it, or drop files to upload.
- 4
Watch a folder
Optional. In Settings, watch your tax software's PDF folder to use Print to Tidyflow.
Questions firms ask about the desktop app.
No. The desktop app is included on every Tidyflow plan, and you sign in with the account your firm already has. See pricing →
Nobody loses work. Each save is based on the version you opened. If someone saved a newer version in Tidyflow in the meantime, your save is held on your computer and you choose to save it as a copy beside the original or discard it.
Any program that saves or prints a PDF, including ProSeries, Lacerte, Drake, UltraTax CS and ProSystem fx. Save PDFs from your tax software into a watched folder, or print from any program with Microsoft Print to PDF on Windows or Save as PDF on a Mac. See how →
Files opened from the app are marked as downloaded, like a file from your browser, so Office opens them in Protected View and blocks macros from the internet. Click Enable Editing, then save as usual.
Only the files you open. They sit in the app's private folder while you work and are removed when you stop editing. Files you drop or print into Tidyflow are uploaded, and the app never deletes your originals.
No. Documents in a signature request or an approval open in Tidyflow instead, so a signed copy can never change underneath your client.
It checks for updates in the background, downloads them, and installs the new version the next time you restart it or quit.
Stop downloading and re-uploading client files.
The desktop app signs in with the Tidyflow account your firm already has. No account yet? Start free for 14 days.
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