Run a tighter solo practice. Without the enterprise tax.
Workflows, client portal, time tracking, e-signatures, and invoicing in one place, built for a firm of one. The essentials of practice management, none of the bloat of the big systems.
Everything in one place
Jobs, files, requests, time, invoices, and notes per client. Stop hopping between five tools to check on one engagement.
Built for one
$29/user/month billed annually on the Core plan. No per-feature upsell, no minimum seats, no enterprise sales call.
Add staff when you're ready
Same workspace, same templates, same clients. Bring on a teammate when the work calls for it. No re-platforming.
One screen for everything you owe a client.
Open a client and see everything you owe them on one screen. No tab-hopping, no spreadsheet cross-referencing. Pick up where you left off.
- ✓ Jobs, tasks, and recurring schedules per client
- ✓ Files and folders alongside the work
- ✓ Time entries and invoices in context
- ✓ Notes that the team (and future you) can rely on
Stop the email ping-pong.
Send a request once and Tidyflow chases the client for you. You stop being the chasing service.
- ✓ Automated reminders with custom cadence
- ✓ Tax organizers with a ready-made 1040 template included
- ✓ Last year's answers beside each question, one tap to reuse
- ✓ Uploads routed to the right client folder automatically
Get it signed without another login.
Tax returns, authority forms, anything that needs a signature. Client signs from any device. No add-on tool, no per-envelope cost.
- ✓ Drag-and-drop signature placement
- ✓ Multi-signer support
- ✓ Audit trail and signing certificate
Bill what you do, without the spreadsheet stage.
Log time against jobs as you work. Bill hourly or fixed fee, recurring or one-off. The full loop, in one place.
- ✓ Time entries on the job, billable or not
- ✓ Time summary by member, client, or service
- ✓ Bill a client's entire unbilled work in one click
- ✓ Clients pay by card or ACH bank transfer from their portal
One list. Every deadline. Yours.
Every job and recurring task in one filterable list. The day starts with a clear list and ends with the same list, just shorter.
- ✓ Filter by date, status, service, or client
- ✓ Recurring jobs roll forward automatically
- ✓ Subtask checklists for multi-step work
- ✓ Saved filters bookmarked to one click
Solo to sorted in four short steps.
- 1
Sign up free
14-day trial, no credit card. Email signup, no sales call.
- 2
Import your clients
One-click Xero or QuickBooks import. Or upload a spreadsheet.
- 3
Apply a template
Templates for monthly bookkeeping, year-end, tax returns.
- 4
Send a request and an invoice
Try the full client loop on a real engagement. See the time it saves.
What changes when one person runs the whole shop.
Without Tidyflow
- ×Five tabs open: email, drive, spreadsheet, calendar, billing
- ×Chasing clients personally for every receipt
- ×"Where did I save those workpapers?"
- ×Forgotten time entries and missed invoices
- ×Practice software priced like a 50-seat firm
With Tidyflow
- ✓Jobs, files, time, invoices in one place per client
- ✓Auto-reminders chase clients on schedule
- ✓Per-client folders so files are always findable
- ✓Time entries roll into invoices, recurring billing
- ✓Core plan from $29/user/month, billed annually
Loved by solo CPAs and small firms who outgrew the spreadsheet.
10,000+ clients managed on Tidyflow today.
"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."
Andre CoutinhoAccounting Manager "Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Kristine IsmaelPartner 
The essentials of practice management. Nothing you'll never use.
Manage
- Job board and list
- Recurring jobs
- Subtask checklists
- Job templates
- Shared team inbox
- Custom fields and client groups
Collect
- Client portal & requests
- Tax organizers & document approvals
- Auto-reminders for clients
- No-login upload links
- Electronic signatures
- Per-client document folders
Bill
- Time tracking
- One-click billing from WIP
- Invoices
- Recurring invoicing
- Card & ACH payments
- Time summary reports
Core plan: $29/user/month, billed annually.
No minimum users, no setup fees, no per-feature upsell. Cancel from your billing page any time.
Solo and small-firm questions we hear most.
Yes. There is no minimum user count and the Core plan is built to feel light, not enterprise.
Core plan is $39/user/month month-to-month, or $29/user/month billed annually. One user, one bill. Cancel anytime from the billing page. No setup fees, no minimums.
Yes. Send a client request with reminders that follow up automatically until the docs land. At tax time, requests scale up to full organizers with last year's answers shown beside each question, and a ready-made 1040 template is included. Send an electronic signature request that the client signs from any device, no add-on tool needed.
Yes. Generate invoices, set up recurring invoices, take card and ACH bank payments online. Time tracked against jobs flows into invoicing.
You add a user and their subscription is added on the next bill. Roles and permissions scope what each person can see.
Yes. The same workspace grows with you, from a firm of one on up. The same templates, clients, and history travel with you. No re-platforming when the practice grows past two people.
Built for solo. Ready when you grow.
Start free for 14 days. No credit card. Same workspace as you grow, from a firm of one to a full team, when you're ready.
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.