Email Management
A shared inbox built for the firm. Connect Gmail or Microsoft 365 and get every client email linked to the right job and client - automatically.
No credit card required. Cancel anytime.
One inbox the whole firm can actually share.
Connect your existing Gmail or Microsoft 365 account. Emails stay in sync both ways, and your team gets shared visibility over client threads without forwarding chains.
Features
-
Gmail & Microsoft 365 Sync
-
Private & Shared Inboxes
-
Link Emails to Jobs & Clients
-
Email Comments & Collaboration
-
Audit Trail
-
Keep Existing Addresses
OAuth-based connection keeps your mailbox in sync both ways. Send and receive without leaving Tidyflow.
Personal inboxes for each user and shared inboxes for team-wide addresses like info@ or support@.
Attach any thread to a job or client record so context is never lost in someone's personal inbox.
Discuss threads internally without forwarding chains. Mentions and comments stay private to your team.
See who handled what and when - every reply, assignment, and comment is recorded.
Use the mailboxes and signatures you already have. No email migration required.
Get every client email in context. Start your free trial and connect your inbox in minutes.
No credit card required. Cancel anytime.
Explore More Features
Artificial Intelligence
Ask your firm a question and get a real answer. The Tidyflow AI Assistant has live access to your jobs, clients, and unpaid invoices.
Billing & Payments
Create invoices from tracked time or fixed fees, get paid online, and easily track WIP, billing, and outstanding amounts in one place.
Capacity Planning
See your team's workload before it hits. Forward-looking capacity by member, backward utilisation trends, and per-job drill-down - all from your existing job estimates.
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests.
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.
Electronic signatures
Easily request electronic signatures from clients.
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth.
Reporting & Insights
Understand where your time, billing, and revenue actually go with built-in reports that don't need a data warehouse.
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.