Help Centre
User & Account Settings
Manage users, roles, and account settings
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Add your logo and customize the client portal
Add your firm logo, choose your client portal's appearance and address, and link to the portal from your website.
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Adding a new user
Invite team members from Settings in Tidyflow, choose their roles and client access, and manage pending invitations.
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Cancel your subscription
Cancel your Tidyflow subscription from Settings > Subscription in the Stripe billing portal. Your plan stays active until the end of the billing period.
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Choose how Tidyflow notifies you
Control which events notify you, and turn on desktop notifications so new inbox email reaches you even when Tidyflow is closed.
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Pricing plans and limits
How the Core and Pro plans differ, what is unlimited on every plan, and which limits only apply to Core.
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Reset workspace to clear demo and test data
Learn how Reset Workspace clears demo and test data, how to choose what gets deleted, what stays, and who can perform this action in Tidyflow.
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Review your team's sign-ins and activity
See who on your team signed in, from which IP address and device, plus security changes, team changes and exports, in the Tidyflow activity log.
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Signing in and account security
The ways to sign in to Tidyflow (sign-in links, passwords, Google, Microsoft, and Xero), setting a password, and two-factor authentication for your team and clients.
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Track and use referral rewards
Share your referral link, follow referred firms, and use your rewards toward your Tidyflow subscription or request a cash payout.
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Trouble signing in to Tidyflow?
Can’t sign in to Tidyflow? Use the correct app or client portal link and fix common login or password reset issues.
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Understanding user roles and permissions
Understand Tidyflow user roles, Owner, Admin, Standard, and Contact, plus client access controls to manage team permissions and visibility.
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Update credit card information
Update the credit card for your Tidyflow subscription. Owners go to Settings > Subscription, click Manage subscription, and add a card in Stripe.
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Use the Tidyflow mobile app
Install the Tidyflow app for iPhone, iPad, or Android, sign in as a team member or a client, and see what the apps can and cannot do.