Document Management

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.

Create reusable folder structures for consistent client setup—tax returns, financial statements, and more.

Apply folder templates to multiple clients at once, saving hours of manual setup.

Download multiple files as a single ZIP archive for easy sharing or backup.

Tidyflow reads receipts, statements, and invoices your clients upload and queues a suggested name and folder for one-click approval.