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  • Deleting a Contact
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  • Follow a Client and Get Notifications
  • Inbox Notifications for Client File Uploads
  • Is there a maximum number of clients?
  • Remove Contact from a Client
  • Sending Emails to Clients
  • Can Clients View or Access Files from the Upload Link?
  • Electronic Signature Overview
  • How to access the Client Portal
  • How to Copy and Share the Client Upload Link
  • How to request documents from clients
  • How to share files with Contacts
  • Invite a Contact to the Client Portal
  • Understanding Upload Notifications and File History
  • Uploading and downloading files
  • What Clients See When Using the Upload Link
  • Where Uploaded Files Are Saved and How to Find Them
  • How to track time
  • View time entries
  • Adding a New User
  • Are Contacts billed as Users?
  • Cancellation of subscription
  • Is there a maximum number of users?
  • Reset Workspace to Clear Demo and Test Data
  • Trouble signing in to Tidyflow?
  • Understanding User Roles and Permissions
  • Update credit card information
  • What pricing plans are available
  • QuickBooks Online Integration
  • Using Make.com with the Tidyflow API
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  • Blog
  • Changelog
  • Finding Your Way Around Tidyflow
  • Quick Start
  • Start your Tidyflow Trial
  • Using Tidyflow in Other Regions
  • Add a Job
  • Customize and Filter the Jobs List
  • Does a Time Entry need to be linked to a Job?
  • Duplicate a Job
  • Is there a maximum number of jobs?
  • Job Templates
  • Service Types Overview
  • What is a Job?
  • Add a Client
  • Add a Contact
  • Archive a Client
  • Automatically add Contacts to Client Requests
  • Can a Contact be added without being linked to a Client?
  • Deleting a Contact
  • Difference between Clients and Contacts
  • Follow a Client and Get Notifications
  • Inbox Notifications for Client File Uploads
  • Is there a maximum number of clients?
  • Remove Contact from a Client
  • Sending Emails to Clients
  • Can Clients View or Access Files from the Upload Link?
  • Electronic Signature Overview
  • How to access the Client Portal
  • How to Copy and Share the Client Upload Link
  • How to request documents from clients
  • How to share files with Contacts
  • Invite a Contact to the Client Portal
  • Understanding Upload Notifications and File History
  • Uploading and downloading files
  • What Clients See When Using the Upload Link
  • Where Uploaded Files Are Saved and How to Find Them
  • How to track time
  • View time entries
  • Adding a New User
  • Are Contacts billed as Users?
  • Cancellation of subscription
  • Is there a maximum number of users?
  • Reset Workspace to Clear Demo and Test Data
  • Trouble signing in to Tidyflow?
  • Understanding User Roles and Permissions
  • Update credit card information
  • What pricing plans are available
  • QuickBooks Online Integration
  • Using Make.com with the Tidyflow API

Client Portal & Requests

How to access the Client Portal

Contacts can navigate to https://portal.tidyflow.com/login.

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Electronic Signature Overview
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Last updated September 22, 2025

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