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Features & Capabilities

Everything you need to streamline your practice

Billing

Create invoices from tracked time or fixed fees. Easily track WIP, billing, and outstanding amounts in one place.

Features:

  • Work-in-Progress (WIP) Management
  • Batch Create Invoices from Time & WIP
  • Manual & Fixed-Fee Invoices
  • Recurring Invoices
  • Partial Payments
  • Aged Receivables Reporting
  • Billing & Realization Reports
  • QuickBooks Online (QBO) or Xero Sync
  • Service Types & Rates
  • 40+ Currencies
  • PDF Generation
  • Email Invoices
  • Custom Invoice Numbering
  • Billing Report
  • Realization Report
  • WIP Report
Learn more about Billing

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
  • Regional Business Lookups
  • Bulk Operations
Learn more about Client management

Client portal & requests

Streamline client interactions with a portal for easy document sharing and client requests.

Features:

  • Client Requests
  • Automated Reminders
  • File Sharing
  • Electronic Signatures
  • Audit Trail
  • No-Login File Uploads
Learn more about Client portal & requests

Collaboration

Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.

Features:

  • Multiple Job Assignees
  • Assign Subtasks
  • Activity Logs
  • Mentions
  • Comments
  • Client Notes
  • Inbox Notifications
Learn more about Collaboration

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
  • Folder Templates
  • Bulk Template Deploy
  • Bulk ZIP Download
Learn more about Document management

Electronic signatures

Easily request electronic signatures from clients.

Features:

  • Multiple Signatories
  • Secure Storage
  • Audit-Ready Signing
  • Automatic Notifications
  • Guest Signing
  • Document Delivery
Learn more about Electronic signatures

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
Learn more about Integrations

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
  • Excel Export
  • Advanced Filtering
  • Persistent Timer
  • WIP & Invoicing
  • Service Type Rates
  • Time Summary Report
  • Time Entries Report
Learn more about Time tracking

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
Learn more about Workflow management

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.

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