User & Account Settings
Trouble signing in to Tidyflow?
If you’re having trouble signing in or resetting your password, it’s usually due to using the wrong link or email.
Most issues can be fixed in under a minute.
1. Make sure you’re using the correct link
Tidyflow has two different login areas.
Staff (firm users)
Firm owners and staff log in at:
Clients
Clients access their portal at:
Client portals do not accept staff logins.
2. Check the email address you’re using
Tidyflow access is tied to a specific email address.
Make sure you’re using the same email that was invited or shared with you.
Common issues include:
- Using a different work or personal email
- Trying to log in as staff with a client email (or vice versa)
3. Password reset says “no account found”
If you see a message saying no account was found with your email, it usually means one of the following:
- The email isn’t set up for this login area, or
- You’re trying to reset your password on the wrong page
Staff password resets only work at:
Client password access is handled through:
4. Still stuck?
If you’re still unable to sign in, contact support@tidyflow.com and include:
- The email address you’re trying to use
- Whether this is staff access or client portal access
We’ll help you get sorted quickly.
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Last updated January 19, 2026