Features & Capabilities
Everything you need to streamline your practice
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.
Features:
- Task Management
- Multiple Task Assignees
- Start and Due Dates
- Subtasks
- Tags
- Bookmark Filtered Views
- Tracking Statuses
- File Uploads
- Task Templates
- Estimate Hours
- Export to Excel
- Comments
- Mentions
- Repeating
- Bulk Actions
- Client Requests
- Automated Reminders
- Audit Trail
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Features:
- Contact Management
- Custom Fields
- Tags
- Filtering
- File Management
- Import Clients
- Client Notes
- Task Management
- Follow Clients
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Features:
- Multiple Task Assignees
- Assign Subtasks
- Activity Logs
- Mentions
- Comments
- Client Notes
- Inbox Notifications
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Features:
- Client File Sharing
- No-Login File Uploads
- Unlimited storage
- Centralized File Management
- Quick Document Previews
- Audit Trail
- Organize Files and Folders
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Features:
- Timer
- Manually Time Entries
- Assign Time to Clients
- Billable Rates
- Cost Rates
Billing
Create and send invoices with ease. Bill from tracked time or fixed fees, record payments, and track outstanding amounts - all in one place.
Features:
- Batch Create Invoices from Time Entries
- Manual Invoice Creation
- Partial Payments
- Aged Receivables Reporting
- WIP Reporting
- Billing Report
- QBO Sync
- Xero Sync (Coming Soon)
- Service Types
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Features:
- Zapier Integration
- Xero Integration
- QuickBooks Online Integration
- API Integration
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests. Instantly improve your client experience.
Features:
- Client Requests
- Automated Reminders
- File Sharing
- Electronic Signatures
- Audit Trail
- No-Login File Uploads
Electronic signatures
Easily request electronic signatures from clients.
Features:
- Multiple Signatories
- Secure Storage
- Signature Tracking
See Tidyflow in action
In this quick 4 minute, on-demand demo, see how TidyFlow helps accounting firms streamline every part of their practice—from workflows to client management—keeping your team focused, organized, and ready to deliver.