User & Account Settings

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.

Adding a New User

Cancel your subscription

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.

Pricing plans and limits

How the Core and Pro plans differ, what is unlimited on every plan, and which limits only apply to Core.

Reset Workspace to Clear Demo and Test Data

Signing in and account security

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.

Trouble signing in to Tidyflow?

Understanding User Roles and Permissions

Update credit card information