Send a tax organizer. Get it back complete.
Build the organizer as a real form, not a 40-page PDF. Clients only see the questions that apply, last year's answers are one tap away, and Tidyflow chases whatever's missing.
Clients finish it
Conditional questions keep the organizer short. A client with no rental property never sees a rental section.
Documents arrive with answers
W-2s, 1099s, and statements upload inside the organizer and land on the job, not in your inbox.
Nothing left to chase
Outstanding items get automatic reminders on your cadence, and you see live status per client.
Only the questions that apply.
Group questions into sections and show or hide them based on earlier answers. Answer "No" to self-employment and the whole Schedule C block disappears. What's left is short enough to finish in one sitting.
- ✓ Sections with hints, in a guided full-screen flow
- ✓ Multiple choice, date, number, and long-text answers
- ✓ Show/hide logic between questions, including nested follow-ups
- ✓ Required and optional items, so nothing critical gets skipped
Returning clients confirm, not retype.
Last year's answer sits beside each question with one-tap reuse. Clients confirm what stayed the same and only type what changed, so year two takes minutes, not an evening.
- ✓ Last year's answer shown next to each question
- ✓ One tap to reuse it, or type the new answer
- ✓ Answers keep their identity across years, templates, and repeats
Answers and documents in the same place.
Upload items sit inside the organizer, next to the questions they belong to. Files land on the job in the right client folder, and clients can mark a document "Nothing to upload" or "I'll send this later" instead of stalling the whole thing.
- ✓ W-2s, 1099s, and statements upload alongside answers
- ✓ Deferred documents stay flagged and get chased in reminders
- ✓ Late documents can be added after submission without reopening
A real sign-off, then straight to workpapers.
Before submitting, clients review a recap of every answer and sign off by typing their name. You can reopen a submitted organizer to fix answers on the client's behalf, and export the whole thing to PDF, grouped by section, with the sign-off recorded.
- ✓ Client reviews a recap of every answer before submitting
- ✓ Typed sign-off recorded on the organizer
- ✓ PDF export with answers grouped by section
From "please complete the attached" to submitted in four steps.
- 1
Start from a template
Use a ready-made organizer template, or build your own and save it.
- 2
Send it with the job
Attach the organizer to the tax job, pick the reminder cadence, hit send.
- 3
Client works through it
Guided sections in the portal. Answers save as they go, on any device.
- 4
Review and export
Client signs off and submits. You export the PDF to your workpapers.
What changes when the organizer stops being a PDF.
The PDF organizer
- ×40 pages, every question for every client
- ×Comes back half-blank, or not at all
- ×Documents arrive separately, by email
- ×Someone retypes the answers into workpapers
The Tidyflow organizer
- ✓Only the questions that apply to this client
- ✓Last year's answers pre-loaded for one-tap reuse
- ✓Uploads inside the organizer, filed on the job
- ✓Typed answers, signed off, exported to PDF
Trusted by firms that are done chasing organizers.
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 tax season volume, not one-off forms.
Build
- Sections with hints
- Conditional show/hide questions
- Multiple choice, date, number & long-text answers
- Required and optional items
- Ready-made organizer templates
- Save any organizer as a template
Client experience
- Guided full-screen flow with progress
- Answers save as they go
- Last year's answers, one-tap reuse
- Uploads next to the questions they belong to
- "Nothing to upload" and "I'll send this later"
- Review & submit with typed sign-off
Firm side
- Automated email reminders
- Live status per item and per client
- Files land in the right client folder
- Reopen and fix answers on the client's behalf
- PDF export with recorded sign-off
- Attached to your recurring tax jobs
Included with Pro. From $39/user/month, billed annually.
No per-organizer fees and no per-client fees. Bring every client and contact you have.
Tax organizer questions firms ask us most.
A tax organizer is the questionnaire and document checklist a firm sends each client before preparing their return: filing status, dependents, income documents, deductions, and anything that changed during the year. Traditionally it's a long PDF printed from tax software. In Tidyflow it's a digital form in the client portal, with conditional questions, document uploads, and last year's answers carried forward.
Yes. Tidyflow includes a growing library of ready-made US organizer templates, with conditional questions and the review-and-submit step pre-wired. Use them as they are, or adapt them and save your own versions as templates.
Yes. When a returning client opens this year's organizer, last year's answer sits beside each question with one-tap reuse. Returning clients confirm what stayed the same and only type what changed.
Yes. Organizers are built on request forms, so you can create one for any return or workflow: sections, conditional questions, multiple choice, date, and number answers, plus document uploads. Save it as a template and reuse it across clients.
Clients open it from the request email and work through it in the portal as a guided, sectioned flow. Answers save as they go, so they can leave and come back any time before submitting, and they can upload documents alongside their answers from any device.
They can mark it "I'll send this later" and still submit the organizer. Deferred documents stay flagged for your team, appear in follow-up reminders, and can be added after submission without reopening anything.
Conditional show/hide questions are part of the Pro plan. On every plan you can build sectioned organizers with multiple choice, date, number, and upload items, use the ready-made templates, and export completed organizers to PDF. See pricing.
Yes. Download any submitted organizer as a PDF, with answers grouped by section, the document list, and the client's typed sign-off, ready for your workpapers.
Prefer a paper starting point? Download the free 1040 tax organizer template.
Make this the last season of half-blank organizers.
Start free for 14 days. No credit card. Send your first organizer the same day.
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.
Proposals & Engagement Letters
Branded proposals and engagement letters, signed online.
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.
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.