A portal clients actually use.

Contacts access the portal via portal.tidyflow.com. They get a single login that works across every client they're linked to.

Yes. Multiple contacts can be linked to a single client, so different individuals at the same business can access the right files and respond to the right requests.

Yes. Every contact gets their own portal login, so a married couple filing jointly, two business partners, or a client and their bookkeeper never have to share a password. Add both to the same request and they work on one shared copy rather than getting one each: either person can answer a question or upload a document, and each sees what the other has already done. One job, one set of answers on your side.

Yes. Contacts don't have to wait for a request. They can sign in and upload straight away, which is what usually happens when a notice arrives in the post that nobody was expecting. The file lands in a Client Uploads folder on that client, so client submissions never land in the middle of your own working papers.

Yes, as long as you follow the client. Following a client tells Tidyflow to notify you whenever one of that client's contacts uploads a file, whether it came through a request, a shared folder, or the client's upload link. The notification names the person, the file, and the client, so you never have to open folders to check whether anything arrived. Files your own team uploads don't trigger notifications.

Yes. Each client gets a secure upload link. Clients drag and drop files, add their email, and submit. No account required, files land directly in the right client folder.

Tidyflow sends automatic email reminders for outstanding client requests on the cadence you set. Clients get a polite nudge so you don't have to.

Tidyflow is hosted on AWS and DigitalOcean infrastructure in U.S. data centres. Both providers are independently audited and maintain SOC 2 reports. Tidyflow adds encrypted backups, multi-factor authentication, and role-based permissions on top. Read the security page for the full detail.

Yes. Add your logo and use a branded login URL so clients see your firm, not Tidyflow.

Yes. Request forms support sections, conditional show/hide questions, and multiple choice, date, and number answers. Clients see last year's answer next to each question for one-tap reuse, review everything, and sign off before submitting. A ready-made 1040 organizer template is included, and submitted organizers export to PDF. More on tax organizers →

Yes. Contacts with billing access see their invoices in the portal, with outstanding amounts and a Pay now button. Clients pay by card or ACH bank transfer when online payments are enabled.