More clients. More staff. Same calm pipeline.
Standardise how work runs. See capacity weeks out. Give partners the numbers without an Excel export. None of the bloat or pricing of enterprise practice software.
Standardise without slowing down
Job templates, folder templates, and subtask checklists carry the firm's playbook. New hires deliver the same way as seniors from week one.
Plan capacity, not just deadlines
Forward-looking workload by team member. Spot the senior who's overcommitted weeks out and reassign before deadlines hit. Make the hiring case with real data.
Give partners the numbers
Revenue insights, realisation, WIP, aged receivables, and time summary. The partner conversation moves from "where are the spreadsheets" to "what do we do about it."
Run every job the firm's way, every time.
Apply a template to a client and the work runs the same whether the senior, the manager, or the new junior picks it up. Quality stays consistent as the team scales.
- ✓ Job templates, plus custom
- ✓ Bulk-deploy to clients
- ✓ Recurring jobs
- ✓ Automations
Junior, senior, manager, partner. Different views.
Junior staff see the work, partners see the financials, contractors see only what you share. Choose per team member which clients they see: every client, selected client groups, or only their assigned clients. The right people see the right things without you policing access.
- ✓ Roles: Owner, Admin, Standard, Contractor
- ✓ Client visibility per member, set when you invite them
- ✓ Billing & time permissions per user
- ✓ Audit trail across the firm
Plan capacity weeks out, not in retrospect.
Capacity Planning projects every job forward by team member, week by week. Spot the senior at 130% before it lands. Hiring decisions ground in numbers, not vibes.
- ✓ Forward workload by team member and week
- ✓ Backward utilisation report for hiring conversations
- ✓ Per-member drill-down to every committed job
- ✓ Recurring jobs projected on cadence
Ownership down to the subtask.
Every job and subtask has a named owner. The junior knows what's theirs by Tuesday, the senior reviews on Thursday. Nobody asks "is this on someone's list" because the list shows them.
- ✓ Subtasks with owners and due dates
- ✓ Sections name the stages, carried through templates and repeats
- ✓ Per-member dashboards
- ✓ Assignment and status history on every job
The reports a partner actually opens.
Every partner-grade report in one place. Filter by service, by team member, by client group. The partner conversation moves from "build me a spreadsheet" to "let's act on this."
- ✓ Revenue insights and realisation reporting
- ✓ WIP and aged receivables dashboards
- ✓ Time summary by member, client, or service
- ✓ Excel export for the board pack
Client email with one owner per conversation.
Shared mailboxes with Open, Snoozed, and Closed queues. Unassigned mail sits grouped at the top so anyone can take it with one click, and anything assigned or @mentioned to you stays pinned in your personal inbox until handled. Nothing waits in one partner's personal account.
- ✓ Shared mailboxes with per-user read state
- ✓ One-click "Take it" on unassigned mail
- ✓ Closing a conversation auto-advances to the next
- ✓ Client-facing emails lead with the firm name
Roll Tidyflow out across a growing team in four steps.
- 1
Add your team
Email invites for staff and contractors. Roles by tier, client visibility chosen as you invite.
- 2
Standardise with templates
Build the firm's playbook once. Bulk-deploy across every client with a tag.
- 3
Set member capacity
Configure each member's weekly hours so capacity reports work from day one.
- 4
Run the firm
Live pipeline, capacity, and partner reports. No spreadsheet required.
What changes when the team scales past ten.
Without Tidyflow
- ×Every senior runs work their own way
- ×Capacity is a gut feel and an exit interview
- ×Side conversations in chat, missed in email
- ×Client emails answered twice, or not at all
- ×Partner asks for the WIP report on Friday afternoon
- ×New hires take three months to deliver consistently
With Tidyflow
- ✓Job templates standardise the firm's playbook
- ✓Live capacity view by member and week
- ✓Comments threaded on the job, with @mentions
- ✓Shared inbox with one owner per conversation
- ✓Live revenue, realisation, and WIP
- ✓New hires deliver to the template from day one
Loved by firms scaling past the spreadsheet stage.
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 
Run a growing firm, end to end.
Standardise
- Job templates
- Folder templates
- Checklists
- Client requests
- Custom fields and client groups
Coordinate
- Roles & permissions
- Restrict client access per member
- @mentions and comments
- Multiple assignees per job
- Shared team inbox
- Audit trail
Plan & report
- Capacity Planning
- Revenue insights
- Realisation & WIP reports
- Aged receivables
- Time reports
Pro plan: $55/user/month, billed annually.
Capacity Planning, advanced reporting, and the full toolkit included. No minimums, cancel any time.
Questions growing firms ask us most.
Yes. Tidyflow is built to scale with your firm as your team grows. Job templates, capacity planning, and per-member dashboards are designed for growing teams.
Yes. Roles and permissions restrict access to sensitive financial reports and admin settings, and you choose per team member which clients they see: every client, selected client groups, or only their assigned clients. Set it when you invite them. Junior staff see the work, partners see the numbers, contractors see only what you share.
Build a job template per service type (tax returns, monthly bookkeeping, year-end, audit) with subtasks, owners, due dates, and folder structures. Apply it to a client and the work runs the same way every time, regardless of who picks it up.
Yes. Capacity Planning projects every assigned and recurring job forward by team member into weekly buckets. See bottlenecks weeks out and reassign before they bite. More on capacity planning →
Yes. Revenue insights, billing reports, time summary, aged receivables, realisation, and WIP. Partners get the picture without exporting to Excel.
New hires log in, see exactly which jobs they own, and read the subtask checklist that walks them through each one. Templates carry the institutional knowledge. The first week stops being "ask the senior every five minutes."
Shared mailboxes with Open, Snoozed, and Closed queues. Unassigned mail is grouped first so anyone can take it with one click, and anything assigned or @mentioned to you stays pinned in your personal inbox until handled. Works with Gmail and Microsoft 365, with IMAP in beta for other providers. More on email management →
Scale the firm. Skip the chaos.
Start free for 14 days. No credit card. Roll out across the team in a week, not a quarter.
Explore more features
Artificial Intelligence
Ask your firm a question and get a real answer from your own data.
Billing & Payments
Invoice from tracked time or fixed fees, and get paid online.
Capacity Planning
See your team's workload before it hits.
Client management
Every client, contact, and detail in one organized place.
Client portal & requests
Clients upload, answer, and approve in one portal. Reminders chase for you.
Collaboration
Comments, mentions, and shared visibility on every job.
Document management
Secure, organized document storage, shared with your clients.
Electronic signatures
Legally binding e-signatures, included at no extra cost.
Email Management
A shared firm inbox, connected to your clients and jobs.
Integrations
Xero, QuickBooks Online, Zapier, Make, and a public API.
Proposals & Engagement Letters
Branded proposals and engagement letters, signed online.
Reporting & Insights
See where your time, billing, and revenue actually go.
Tax organizers
Digital organizers with conditional questions and last year's answers.
Time tracking
Timers and timesheets that flow straight into billing.
Workflow management
Recurring jobs, templates, and deadlines your team can't miss.