Document Management
Overcome document chaos by securely storing and sharing crucial files with teams and clients, ensuring everything is just a click away.
Documents Centralized for your Team and Clients.
Clients and team members alike benefit from having all essential documents stored in a single, central location. This eliminates the need for back-and-forth emails to access information, streamlining the process for everyone involved. It offers immediate, anytime access to crucial files, enhancing efficiency and collaboration across the board.
Effortless No-Login File Uploads for Clients.
In addition to uploading files through the client portal, you have the option to share unique upload links—no login required. Clients can easily drag and drop files, add their email, and leave comments for quick, hassle-free uploads.
Features
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Client File Sharing
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No-Login File Uploads
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Unlimited storage
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Centralized File Management
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Quick Document Previews
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Audit Trail
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Organize Files and Folders
Easily share folders with specific Contacts linked to a Client, giving them access to all files and subfolders within that folder.
Give clients the flexibility to upload documents without logging in. Share unique upload links for quick, hassle-free uploads.
Securely store documents, without limits or extra costs.
Each client can have folders and files, so your team can easily access and collaborate on the documents they need to work on.
Preview common file types directly within Tidyflow, saving time and reducing the need for unnecessary downloads.
Track document activity with a detailed audit log. See who uploaded, viewed, or edited files, ensuring accountability and security across your team.
Easily rename, move, download, or delete documents to keep your files organized and up-to-date.
Boost your productivity today. Get up and running in minutes.
No credit card required. Cancel anytime.
FAQs
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Tidyflow secures your documents using encrypted storage through Amazon Web Services (AWS) and DigitalOcean. Both providers meet strict security standards, including SOC II, SOC III, GDPR, and HIPAA compliance.
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Yes, Tidyflow performs regular automated backups, all encrypted with AES-256 for maximum security. These backups ensure your data is protected against loss and support disaster recovery.
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Tidyflow stores all data securely in AWS and DigitalOcean data centers located in the United States. This ensures compliance with strict security and privacy standards.
Start simplifying your firm's work today.
No credit card. Cancel anytime.