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Finding Your Way Around Tidyflow
Quick Start
Set up tags
Start your Tidyflow Trial
Which regions does Tidyflow support?

Add a Job
Customize and Filter the Jobs List
Does a Time Entry need to be linked to a Job?
Duplicate a Job
How recurring jobs work
Job Templates
Service Types Overview
What is a Job?

Add a Client
Add a Contact
Add UK clients from Companies House
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
Look up Australian clients by ABN
Remove Contact from a Client
Sending Emails to Clients

Client upload links
Complete a request from your accountant
Electronic Signature Overview
How to Collect Files from Clients
How to share files with Contacts
Invite a Contact to the Client Portal
Send a client questionnaire or tax organizer
Uploading and downloading files

How to track time
View time entries

How proposal invoicing works
How to send an engagement letter
Proposals overview

Accept online payments
Create and send an invoice
How WIP works

Connect an email account via IMAP
Connect your email account
How the shared team inbox works

Folder templates

Reports overview

Add your logo and branding
Adding a New User
Cancellation of subscription
Pricing plans and limits
Reset Workspace to Clear Demo and Test Data
Signing in and account security
Trouble signing in to Tidyflow?
Understanding User Roles and Permissions
Update credit card information

Connect AI Tools to Tidyflow with MCP
Missive Integration
QuickBooks Online integration
Using Make.com with the Tidyflow API
Xero integration

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Blog
Changelog

Finding Your Way Around Tidyflow
Quick Start
Set up tags
Start your Tidyflow Trial
Which regions does Tidyflow support?

Add a Job
Customize and Filter the Jobs List
Does a Time Entry need to be linked to a Job?
Duplicate a Job
How recurring jobs work
Job Templates
Service Types Overview
What is a Job?

Add a Client
Add a Contact
Add UK clients from Companies House
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
Look up Australian clients by ABN
Remove Contact from a Client
Sending Emails to Clients

Client upload links
Complete a request from your accountant
Electronic Signature Overview
How to Collect Files from Clients
How to share files with Contacts
Invite a Contact to the Client Portal
Send a client questionnaire or tax organizer
Uploading and downloading files

How to track time
View time entries

How proposal invoicing works
How to send an engagement letter
Proposals overview

Accept online payments
Create and send an invoice
How WIP works

Connect an email account via IMAP
Connect your email account
How the shared team inbox works

Folder templates

Reports overview

Add your logo and branding
Adding a New User
Cancellation of subscription
Pricing plans and limits
Reset Workspace to Clear Demo and Test Data
Signing in and account security
Trouble signing in to Tidyflow?
Understanding User Roles and Permissions
Update credit card information

Connect AI Tools to Tidyflow with MCP
Missive Integration
QuickBooks Online integration
Using Make.com with the Tidyflow API
Xero integration

Guides

Getting Started

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Finding Your Way Around Tidyflow
Quick Start
Set up tags
Start your Tidyflow Trial
Which regions does Tidyflow support?

The regions you can choose for your workspace, what your region sets up, and how to use Tidyflow anywhere else.

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