Simplified Workflow. Simplified Pricing.
Manage recurring jobs, client requests, emails, documents, proposals, billing, payments, and deadlines in one system with clear ownership and visibility.
Core
Everything you need to run client work, from onboarding to billing.
or $29/user/month billed annually
Start Free Trial- Workflow, tasks & client management
- Client portal & requests
- Documents, time tracking & billing
- Electronic signatures
- Workflow automations (limited) & basic reporting
Pro
Most popularMore automation, insight, and control for growing teams.
or $55/user/month billed annually
Start Free Trial- Everything in Core, plus:
- Unlimited automations, templates & fields
- Conditional logic on forms
- Capacity planning & advanced reporting
- API, Zapier, access controls & enforced 2FA
Enterprise
Advanced control, customization, and priority support.
- Everything in Pro, plus:
- Custom user permissions
- Additional customizations
- IP restrictions
- Priority support
- No credit card
- Cancel anytime
- Unlimited clients & portal users, billed per team user only
| Feature | Core | Pro |
|---|---|---|
| Workflow Management | ||
| List and Kanban view | ||
| Job templates | 15 | Unlimited |
| Job template library | ||
| Service types | ||
| Recurring jobs | ||
| Checklists | ||
| Subtasks | ||
| Multiple assignees | ||
| Task dependencies | ||
| Job tags | 5 | Unlimited |
| Workflow statuses | 10 | Unlimited |
| Saved filters | ||
| Automations | 3 | Unlimited |
| Notifications | ||
| Comments on jobs | ||
| @Mentions | ||
| Client Management | ||
| Client directory | ||
| Contacts | ||
| Client groups | 5 | Unlimited |
| Relationships | ||
| Custom fields | 5 | Unlimited |
| Notes | ||
| Documents | ||
| Region specific fields (AU, CA, UK) | ||
| Email audit trail | ||
| Client Portal & Requests | ||
| Client tasks & requests | ||
| Client request forms and tax organizers | ||
| Conditional logic on forms | — | |
| Client file uploads & comments | ||
| Secure file sharing | ||
| Automatic client reminders | ||
| Client portal | ||
| Billing & Payments | ||
| Invoicing | ||
| Fixed fee & hourly billing | ||
| Recurring billing | ||
| Online payments | ||
| WIP tracking | ||
| Proposals & Engagement Letters | ||
| Proposals | ||
| Engagement letters | ||
| Reporting & Insights | ||
| Time tracking reports | ||
| Billing report | ||
| Aged receivables report | ||
| Realization report | — | |
| Revenue insights | — | |
| Time Tracking | ||
| Time tracking & timer | ||
| Time estimates | ||
| Capacity Planning | ||
| Forward-looking workload forecast | — | |
| Backward utilisation trends | — | |
| Document Management | ||
| Document management | ||
| Folder management | ||
| Folder templates | 5 | Unlimited |
| Attach files to jobs | ||
| Electronic Signatures | ||
| Electronic signatures | ||
| Signature templates Reusable signing documents you set up once and send to any client. Sending signature requests is unlimited on every plan. | 1 | Unlimited |
| Email Management | ||
| Private inboxes Personal inboxes connected to each user's work email. Messages stay private to that user. | 1 per user | Unlimited |
| Shared inboxes Team inboxes (e.g. info@firm.com) where multiple team members can read, assign, and reply to emails together. | 3 inboxes | Unlimited |
| Link emails to jobs & clients | ||
| Email comments & collaboration | ||
| Integrations | ||
| API | — | |
| QuickBooks | ||
| Xero | ||
| Outlook Connect Microsoft 365 / Outlook to send, receive, and link emails to clients and jobs from inside Tidyflow. | ||
| Gmail Connect Google Workspace / Gmail to send, receive, and link emails to clients and jobs from inside Tidyflow. | ||
| Other email providers (IMAP) In active development. Working today, with new improvements rolling out frequently. Feedback welcome. Connect any other email provider via IMAP/SMTP — iCloud, Fastmail, Yahoo, or self-hosted mailboxes. Syncs every few minutes. | ||
| Zapier | — | |
| Security | ||
| User roles & permissions | Standard, Admin, Owner | Standard, Admin, Owner |
| Client access controls | — | |
| Two-factor authentication (2FA) | ||
| Require two-factor authentication (workspace enforcement) | — | |
| Artificial Intelligence | ||
| AI assistant for summarizing and answering queries Built-in assistant that summarises long email threads and helps draft responses using your firm's data. | ||
All numeric limits (job templates, tags, statuses, automations) apply per workspace, not per user. Enterprise includes everything in Pro, plus custom user permissions, additional customizations, IP restrictions, and priority support.
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."
"Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Get your firm organized. See how you can stay on top of client work.
Free 14-day trial. No credit card. Cancel anytime.