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Getting Started

Start your Tidyflow trial

Start your journey by signing up for a trial to explore Tidyflow’s features.

How to sign up for a trial

  1. Visit app.tidyflow.com/register.
  2. Enter your email, or register with Google, Microsoft, or Xero.
  3. Follow the prompts to complete your workspace setup.

What features can we use during our trial?

Your free trial includes Pro workflow features, including conditional questions, signatures, and approvals in client request workflows. Trial setup limits are shown under Compare plans on your subscription page. API access and enforced two-factor authentication require a Pro subscription. See pricing for plan features and limits.

You can subscribe to Core or Pro at any time. Your selected plan’s features apply immediately, and payment starts after your remaining free days. Subscription settings show when billing starts.

Is a credit card required during the trial?

No credit card is required to start your trial. Add a payment method when you choose a subscription. Your saved payment method will be charged automatically when billing starts.

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Last updated September 17, 2026