Solo CPAs and small firms often juggle everything—client work, admin, deadlines—with limited resources. It’s easy to feel buried in spreadsheets, email threads, and clunky apps that aren’t designed for small teams.
Tidyflow keeps things simple. You get the essentials to manage client work smoothly, without the bloated features (and pricing) of big practice management systems.
How Tidyflow Helps
- Organize client work in simple checklists
Build easy-to-follow workflows for bookkeeping, tax, or advisory jobs—no overthinking required. - Request documents and signatures without email ping-pong
Send secure file requests and e-signatures that your clients can complete without logging in. - Track billable time with zero setup
Quickly log time as you work, and export it when you need to bill or track internal productivity. - Share updates and files through a clean client portal
Give clients one place to see job status, upload files, and get notified—no more chasing.
Why Solo CPAs Choose Tidyflow
✅ Self-serve onboarding—no demos required
✅ Get up and running in under 10 minutes
✅ Flat pricing: $19/user/month
Built for Now—and Later
Whether you’re a solo CPA or a team of five, Tidyflow grows with you. You can add users anytime, import your client list from Xero or QBO, and standardize your processes as your firm scales.
Simple. Affordable. Built for small firms.
