Win the engagement. Get paid in the same flow.
Send a proposal as a web page. Your client reviews it, signs the engagement letter, and pays the first invoice in one flow. Their card stays on file so recurring invoices run automatically. No copy-paste from Word.
Hosted review page
Clients open a web page (not a PDF attachment) and walk through your intro, pricing options, and signing in one flow.
Sign and pay together
The client signs the engagement letter and pays the first invoice in one flow. Card on file so recurring invoices run automatically.
See every proposal's status
Draft, sent, viewed, accepted. Resend, copy a link, or duplicate as draft from one list.
A web page your client walks through.
One secure link. Clients review your introduction and scope, choose a pricing tier, sign the engagement letter, and pay the first invoice. No accounts to create, no PDF attachments to chase, no version mismatch.
- ✓ Hosted review page (not a PDF attachment)
- ✓ Tiered pricing options inside the proposal
- ✓ Sign engagement letter and pay first invoice
- ✓ Card kept on file for recurring invoices
Reusable engagement letters your team can send in seconds.
Set up your engagement letters once in Settings. Mark one as the default. When you build a proposal, your default engagement letter attaches automatically, even when the proposal covers multiple services.
- ✓ Default attaches to every proposal
- ✓ Built-in electronic signature
- ✓ Signature events recorded for compliance
- ✓ Edit the template once, future proposals use it
See every proposal's status at a glance.
Draft, sent, viewed, accepted. The proposals list shows where every engagement sits. Resend, copy the review link, withdraw, or duplicate as draft. Find the deal stuck on "viewed" and follow up before it goes cold.
- ✓ Draft / Sent / Viewed / Accepted states
- ✓ Resend or copy the link in one click
- ✓ Duplicate as draft for similar clients
Acceptance kicks off the engagement automatically.
When the client signs and pays, recurring invoices start running on the schedule you set in the proposal. The team gets an internal notification. The billing side is hands-off from minute one.
- ✓ First invoice paid in the acceptance flow
- ✓ Recurring invoices run automatically (per proposal settings)
- ✓ Card on file for future invoices
- ✓ Internal notification when a client accepts
From first conversation to first invoice paid, in four steps.
- 1
Build the proposal
Your default engagement letter (set up once in Settings) auto-attaches. Add the intro and pricing tiers.
- 2
Send to the client
Share the secure review link. No client login required.
- 3
Client reviews and accepts
They sign the engagement letter and pay the first invoice in one flow.
- 4
Recurring invoices kick in
Card on file means future invoices run on the schedule you set.
What changes when proposals close themselves.
Without Tidyflow
- ×Engagement letter typed in Word, emailed as PDF
- ×Signed via DocuSign, sent back, filed manually
- ×First invoice raised separately, days later
- ×"Did they sign?" stuck in someone's email
With Tidyflow
- ✓Hosted review page with sign and pay
- ✓Signature events recorded for compliance
- ✓First invoice paid in the same flow
- ✓Recurring invoices run automatically
- ✓Live status: Draft / Sent / Viewed / Accepted
Loved by accounting firms managing thousands of jobs.
10,000+ clients managed on Tidyflow today.
"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."
Andre CoutinhoAccounting Manager "Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Kristine IsmaelPartner 
Built for the way firms actually sell engagements.
Build
- Reusable engagement letters
- Pricing tiers per proposal
- Duplicate as draft
Send
- Public review page (no client login)
- Sign and pay flow
- Sent and accepted email notifications
- Card on file for recurring invoices
Track
- Draft / Sent / Viewed / Accepted
- Resend or duplicate
- Signature events recorded
- Internal accept notifications
From $29/user/month, billed annually.
Send unlimited proposals. No per-engagement fees. Stripe processing fees apply at standard rates.
Proposal questions firms ask us most.
No. Clients open the review page from a single secure link. They walk through the proposal, sign the engagement letter, and pay the first invoice without creating an account.
In the same flow, the client signs your engagement letter, accepts the proposal, and pays the first invoice. Their card is kept on file, so the recurring invoices you set up can run automatically.
Yes. Add tiered pricing options to a proposal so clients can pick the scope that fits. The selected tier flows through to the engagement letter and invoice.
Yes. Set up reusable engagement letters once in Settings. Your default attaches automatically when you build a proposal. Most firms run one default that covers a multi-service proposal; you can set up alternates if you need them.
Yes. Grab the free engagement letter template (Word and Google Docs, no email required), or use the free engagement letter generator to assemble a letter for your region, services, and fee structure. When it's ready, send it for signature in Tidyflow.
The engagement letter is signed, the first invoice is paid, and recurring invoices start running based on the settings on the proposal. The team gets an internal notification when a client accepts.
Win more engagements with less back-and-forth.
Start free for 14 days. No credit card. Send your first proposal today.
Explore more features
Workflow management
Recurring jobs, templates, and deadlines your team can't miss.
Client management
Every client, contact, and detail in one organized place.
Billing & Payments
Invoice from tracked time or fixed fees, and get paid online.
Time tracking
Timers and timesheets that flow straight into billing.
Document management
Secure, organized document storage, shared with your clients.
Client portal & requests
Clients upload, answer, and approve in one portal. Reminders chase for you.
Tax organizers
Digital organizers with conditional questions and last year's answers.
Email Management
A shared firm inbox, connected to your clients and jobs.
Artificial Intelligence
Ask your firm a question and get a real answer from your own data.
Reporting & Insights
See where your time, billing, and revenue actually go.
Capacity Planning
See your team's workload before it hits.
Integrations
Xero, QuickBooks Online, Zapier, Make, and a public API.
Electronic signatures
Legally binding e-signatures, included at no extra cost.
Collaboration
Comments, mentions, and shared visibility on every job.
See the full feature list →
Compare every capability across plans, side by side.