Help Centre API

Browse help articles

Blog
Changelog

Finding Your Way Around Tidyflow
Quick Start
Set up tags
Start your Tidyflow trial
Use the Tidyflow mobile app
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
Export Jobs
How recurring jobs work
Job Statuses
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

Add links to the client portal Resources page
Client upload links
Complete a request from your accountant
Electronic Signature Overview
Enable client portal access for a Contact
How to Collect Files from Clients
How to share files with Contacts
Send a client questionnaire or tax organizer
Uploading and downloading files
Using the client portal

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
Require payment before document approval

Automate incoming email
Connect an email account via IMAP
Connect your email account
Find and organize client emails
How the shared team inbox works

Check who has viewed a document
Folder templates

Reports overview

Add your logo and customize the client portal
Adding a New User
Cancellation of subscription
Choose how Tidyflow notifies you
Pricing plans and limits
Reset Workspace to Clear Demo and Test Data
Signing in and account security
Track and use referral rewards
Trouble signing in to Tidyflow?
Understanding User Roles and Permissions
Update credit card information

Missive Integration
QuickBooks Online integration
Using Make.com with the Tidyflow API
Xero integration

Connect AI Tools to Tidyflow with MCP
Give the agent a routine
How AI agent teammates work
Review Tidyflow Agent confirmation cards
Smart Classification for client uploads
Turn on AI for your firm
What you can ask Tidyflow Agent

ESC

Start typing to search help articles...

Tip: press ⌘K anywhere to open this

Searching...

↑ ↓ navigate ↵ open

See all results →

Blog
Changelog

Finding Your Way Around Tidyflow
Quick Start
Set up tags
Start your Tidyflow trial
Use the Tidyflow mobile app
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
Export Jobs
How recurring jobs work
Job Statuses
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

Add links to the client portal Resources page
Client upload links
Complete a request from your accountant
Electronic Signature Overview
Enable client portal access for a Contact
How to Collect Files from Clients
How to share files with Contacts
Send a client questionnaire or tax organizer
Uploading and downloading files
Using the client portal

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
Require payment before document approval

Automate incoming email
Connect an email account via IMAP
Connect your email account
Find and organize client emails
How the shared team inbox works

Check who has viewed a document
Folder templates

Reports overview

Add your logo and customize the client portal
Adding a New User
Cancellation of subscription
Choose how Tidyflow notifies you
Pricing plans and limits
Reset Workspace to Clear Demo and Test Data
Signing in and account security
Track and use referral rewards
Trouble signing in to Tidyflow?
Understanding User Roles and Permissions
Update credit card information

Missive Integration
QuickBooks Online integration
Using Make.com with the Tidyflow API
Xero integration

Connect AI Tools to Tidyflow with MCP
Give the agent a routine
How AI agent teammates work
Review Tidyflow Agent confirmation cards
Smart Classification for client uploads
Turn on AI for your firm
What you can ask Tidyflow Agent

Help Centre

Integrations

Connect Tidyflow with other tools

Missive Integration
QuickBooks Online integration
Using Make.com with the Tidyflow API
Xero integration

← Back to Tidyflow Contact Privacy

© 2026 Tidyflow. All rights reserved.