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.
A shared inbox built around the work.
Connect Gmail or Microsoft 365 - including the bookkeeping, payroll, and accounting inboxes you run for clients - and bring every conversation into the same place as the rest of your client work. Linked conversations sit on the client and job alongside files, requests, notes, and time, so the team can pick up where things left off without searching a separate inbox. Assign conversations to the right team member and draft replies together, instead of forwarding emails between accounts.
Features
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Gmail & Microsoft 365 Sync
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Private & Shared Inboxes
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Auto-Link by Contact
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Link Conversations to Jobs
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Assign Conversations
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Internal Comments
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Email Templates
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Email Signatures
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Labels
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@.
Add a contact's email to a client and future messages from that address link to the client automatically.
Attach a conversation to a specific job so the email shows up in the work history, not just the client record.
Give every conversation a clear owner. Works across personal inboxes, shared mailboxes, and client mailboxes, so the team always knows who's picking up the next reply.
Discuss conversations privately with the team and @ mention teammates to bring them in. Comments stay inside the firm and never reach the client.
Save replies you send often - onboarding requests, document follow-ups, status updates - and drop them into a conversation with one click.
Set up multiple signatures per user or per shared mailbox so the right sign-off goes out on every reply.
Organise conversations by bookkeeper, by client, or however your firm prefers.
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.