Help Centre
Getting Started
Learn the basics and set up your account
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Finding your way around Tidyflow
Tour the main sections of Tidyflow, from Inbox, Clients, Jobs, Files, Billing, and Reports to where settings and quick-add actions live.
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Keyboard shortcuts
The keyboard shortcuts for Search, the Inbox and PDF previews in Tidyflow.
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Quick start
Get started with Tidyflow! Add your team, import clients, set up tags and job templates, and start managing your firm's work.
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Set up tags
Create job tags in Tidyflow from Settings, pick a color, and use them to categorize and filter jobs by type, priority, or stage.
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Start your Tidyflow trial
Start your Tidyflow trial today to simplify your accounting firm’s workflow, track jobs, and manage client work efficiently.
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Tidyflow FAQ
Short answers to common questions about who Tidyflow is for, what it replaces, data security, client portal costs, and supported regions.
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Which regions does Tidyflow support?
Compare country-specific client fields, business lookups, job templates, payment options, and workspace defaults in Tidyflow.