Your practice, on the phone in your pocket.
Most of the work that stalls in a firm is one status change, one answer in a comment, or one finished draft that needs a human to press send. The Tidyflow app clears that work from wherever you are, on iPhone, iPad, and Android.
Scan to installon your phone
These apps are in beta. They work on real client work today, and they cover a deliberately narrow slice of Tidyflow while we widen them. What is implemented, what is on the roadmap, and what stays on the web is below.
Move work forward
Change status, reassign, comment, and complete a job in a tap, with Undo on every completion.
Triage and send
Work the firm's shared inbox, then send a draft that is already written and waiting on a human.
Clear the approvals
Tidyflow Agent pauses for approval before a sensitive change. Read what it proposes and approve or cancel it.
Jobs you can actually move, not just read.
Open Jobs to see what is in flight, then narrow it by status, assignee, client, due date, and tags. Status and Assignee sit as chips above the list, and everything else is one tap away in the filter sheet.
- ✓ Change status and assignees, edit the title and description
- ✓ Complete a job in one tap, with the option to close open subtasks too
- ✓ Repeating jobs create their next occurrence right there
- ✓ Comment, @mention a teammate, attach a file, or create a job from the list
The draft that is waiting on you.
The mobile Inbox reads from the same connected accounts as the web app. When Agent prepares an outgoing email it never sends it: it writes a draft and tells you one is waiting for review. Those drafts can now be read and sent from your phone.
- ✓ Search conversations and move between Inbox, Drafts, and Archived
- ✓ Swipe to archive or mark read, and open attachments
- ✓ Send, or Send and close on a reply, with a short undo window
- ✓ Recently read threads stay cached for a patchy signal
Approve what Agent is proposing, from anywhere.
Agent stops for explicit approval before a sensitive change, and it puts up a confirmation card listing every job when it wants to apply one edit across a batch. Those cards used to sit untouched until someone opened a laptop.
- ✓ The same conversations you have on the web, streaming in
- ✓ Approve or cancel a proposed change, with the full list in front of you
- ✓ Proposal previews and consent steps arrive the same way
- ✓ Ask what needs attention today and get an answer
Implemented, on the roadmap, and web only.
Where the apps are today, where they are going, and what stays on the web, so you can tell whether they fit how your firm works. No dates: this is direction, not a commitment to a release schedule.
Implemented
- Jobs: search, filters, and inline editing
- One-tap completion with subtasks and Undo
- Comments, @mentions, and attachments
- Creating a job from the list
- Inbox triage, search, and swipe actions
- Reviewing and sending a completed draft
- Cached reading when the signal drops
- Agent conversations, approvals, and consent steps
On the roadmap
- Push notifications
- Writing and finishing email on the phone
- Native file handling: camera, share sheet, downloads
- Native secure storage for sign-in
- Wider offline support for changes, not just reads
Web only
- Billing and invoicing
- Proposals and engagement letters
- Electronic signatures
- Tax organizers
- The client portal, which clients open in a browser
These run on the web, where the screen fits the work.
Questions firms ask about the apps.
The apps work today and are safe to use on live client work, but they cover a deliberately narrow slice of Tidyflow and they change quickly. We shipped the part that clears blocked work rather than holding it back until it matched the web app feature for feature. Tell us what is missing and it goes on the list.
Yes. Both apps are free to download and there is no separate mobile charge on top of your Tidyflow plan. They are companion apps, so you sign in with an existing Tidyflow account. See pricing →
Yes. There is no sign-up inside the apps. Your firm needs a Tidyflow account first, and you sign in the way you already do on the web with Google, Microsoft, an emailed sign-in link, or your password. New firms can start a 14-day trial on the web.
Not from scratch. The mobile Inbox is for reading and triage, and for reviewing drafts that are already complete, including drafts Tidyflow Agent prepared for a human to send. Writing a new email or finishing a half-written one stays on the web app.
No. The apps are for your team. Clients keep using the Tidyflow client portal in their browser, with nothing to install.
Not yet. Push notifications are not in this release. Notifications still reach you by email and in the web app's inbox.
Partly. Recently read inbox conversations stay cached so a weak signal does not empty the screen. Changing a job, adding a comment, or sending a draft needs a connection.
Put the work that is waiting on you in your pocket.
Both apps are free, and they sign in with the Tidyflow account your firm already has. No Tidyflow account yet? Start free for 14 days on the web.
Explore more features
Artificial Intelligence
Ask your firm a question and get a real answer from your own data.
Billing & Payments
Invoice from tracked time or fixed fees, and get paid online.
Capacity Planning
See your team's workload before it hits.
Client management
Every client, contact, and detail in one organized place.
Client portal & requests
Clients upload, answer, and approve in one portal. Reminders chase for you.
Collaboration
Comments, mentions, and shared visibility on every job.
Document management
Secure, organized document storage, shared with your clients.
Electronic signatures
Legally binding e-signatures, included at no extra cost.
Email Management
A shared firm inbox, connected to your clients and jobs.
Integrations
Xero, QuickBooks Online, Zapier, Make, and a public API.
Proposals & Engagement Letters
Branded proposals and engagement letters, signed online.
Reporting & Insights
See where your time, billing, and revenue actually go.
Tax organizers
Digital organizers with conditional questions and last year's answers.
Time tracking
Timers and timesheets that flow straight into billing.
Workflow management
Recurring jobs, templates, and deadlines your team can't miss.