Tidyflow is practice management software built for small accounting firms.
It helps firms track client work, manage deadlines, collect documents, and keep team communication organized in one system.
Tidyflow is designed for simplicity. It focuses on the core workflows small firms rely on every day, without the complexity of larger enterprise platforms.
Who Tidyflow Is For
Tidyflow is built for:
- Solo CPAs and small accounting firms
- Firms with 1 to 30 team members
- Teams using Xero or QuickBooks Online
- Firms moving away from spreadsheets, email threads, or generic task tools
It works best for firms that want a clear view of client work and deadlines without adding unnecessary complexity.
What Problems Tidyflow Solves
Small accounting firms often struggle with:
- Missed or unclear deadlines
- Scattered client requests across email
- Limited visibility into team workload
- Repeating the same task setup for recurring jobs
- Storing client documents across multiple tools
Tidyflow brings these workflows into one structured system so nothing falls through the cracks.
What Tidyflow Does
Tidyflow includes the essential tools small firms need to manage client work:
Workflow and Task Management
Create job templates, assign tasks, track progress, and see what is due across your firm.
Client Requests
Send structured requests to clients, track what has been received, and follow up without chasing emails manually.
Secure Document Storage
Store files in one place with clear access controls and audit logs.
Client Portal
Share files, collect documents, and allow clients to track the status of their work.
Time Tracking
Record billable time and export it for invoicing or reporting.
Integrations
Connect with Xero, QuickBooks Online, and automation tools to reduce manual data entry.
What Tidyflow Is Not
Tidyflow is not:
- An accounting or bookkeeping system
- Tax preparation software
- A full CRM platform
- Enterprise practice management built for large national firms
It is focused specifically on helping small firms manage client work and deadlines clearly and efficiently.
How Tidyflow Is Different
Many practice management systems are built for larger firms and can feel heavy or complex for smaller teams.
Tidyflow is designed to be easier to adopt. It focuses on the core job of managing client work well, rather than trying to cover every possible edge case.
The goal is not to replace every tool in your stack. It is to bring structure and visibility to your firm’s day to day work.
Where to Learn More
If you want to explore further:
- View the main Features
- Read about Security and data protection
- Book a demo to see how it works in your firm