As your accounting firm grows, keeping everyone on the same page gets harder. More staff, more clients, more deadlines—without the right system, things slip through the cracks or get messy fast.
Tidyflow gives your team the workflow backbone it needs to stay organized, clear, and accountable—without drowning in complexity.
Stay Aligned as You Scale
- Assign work clearly across staff, contractors, and admins
Easily divvy up tasks and see at a glance who’s responsible, whether it's client work or internal jobs. - Standardize processes with reusable task templates
Build out templates for bookkeeping, tax returns, and advisory workflows—so your team follows the same steps every time. - Keep communication client-specific with comments and notes
No more Slack messages or side emails. All updates and questions stay linked to the client or task they belong to. - Monitor job progress without micromanaging
Filter tasks by status, assignee, or deadline to get a clear picture of what’s on track (and what’s not).
Why Growing Teams Choose Tidyflow
✅ Quick to implement—no IT help needed
✅ Works out of the box with Xero & QuickBooks Online
✅ Flat, predictable pricing: $19/user/month
Scales With Your Team
Tidyflow is built to handle more clients, more staff, and more complexity—without adding clutter. Whether you’re 5 or 30 users, you’ll get the tools you need to stay efficient and in control.
