Are there a minimum number of users?

No, you can start with 1 user and grow as you need.

What's included in the free trial?

All the features and unlimited access.

Are clients I add to the portal counted as paid users?

No. You can add unlimited users on the portal (Contact Users), with no additional costs.

Are there any onboarding, support, or hidden fees?

No, everything is included in our listed price.

What's your refund policy?

We want Tidyflow to feel like a good decision. If it's clearly not right for your firm, reach out within 14 days of your first payment and we'll sort out a refund.

How secure is Tidyflow?

Data security is our top priority. Tidyflow leverages AWS and DigitalOcean infrastructure which adheres to stringent global standards, including SOC II, SOC III, and HIPAA compliance. With automated encrypted backups, multi-factor authentication (MFA), and regular vulnerability scans, we ensure your practice stays secure and compliant.

Can we change plans later?

Yes—you can upgrade or downgrade at any time.

Is pricing/billing available in CAD?

Yes. Email support@tidyflow.com and we can help switch your billing to CAD.

Simplified Workflow. Simplified Pricing.

Solo

$ /user/month /user/month

$ billed annually per user

Billing
Client management
Client portal & requests
Collaboration
Document management
Electronic signatures
Integrations
Time tracking
Workflow management

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Team

Loved by firms making their daily work simpler and smoother

⭐⭐⭐⭐⭐

"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."

Andre Coutinho

⭐⭐⭐⭐⭐

"Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."

Kristine Ismael

Get your firm organized. See how you can stay on top of client work.

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Frequently asked questions

: No, you can start with 1 user and grow as you need.
: All the features and unlimited access.
: No. You can add unlimited users on the portal (Contact Users), with no additional costs.
: No, everything is included in our listed price.
: We want Tidyflow to feel like a good decision. If it's clearly not right for your firm, reach out within 14 days of your first payment and we'll sort out a refund.
: Data security is our top priority. Tidyflow leverages AWS and DigitalOcean infrastructure which adheres to stringent global standards, including SOC II, SOC III, and HIPAA compliance. With automated encrypted backups, multi-factor authentication (MFA), and regular vulnerability scans, we ensure your practice stays secure and compliant. You can learn more about our protocols on our Security Page.
: Yes--you can upgrade or downgrade at any time. If you'd like a hand, email [email protected].
: Yes. Email [email protected] and we can help switch your billing to CAD.

Get your firm organized today.

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No credit card required. Cancel anytime.