Features & Capabilities
Everything you need to streamline your practice
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.
Included Features:
- Feature 1
- Feature 2
- Feature 4
- Test 5
- Task assignment and tracking
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Capacity management
Balance your team's workload, ensuring no one gets overwhelmed or underutilized.
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Client Portal & Requests
Streamline client interactions by requesting information and sharing documents through a secure portal or no-login upload links.
Included Features:
- Secure, dedicated client portal
- Easy client document and information requests via portal
- Track status and completion of client requests
- Automated client email reminders for pending actions
- Secure file sharing within client portal
- Unique, no-login file upload links for hassle-free client uploads
- Electronic signatures requests integrated within the portal
- Audit trail
Electronic signatures
Easily request electronic signatures from clients.
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.
Boost your productivity today. Get up and running in minutes.
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