Tidyflow is practice management software built for growing accounting firms.
It brings client work, deadlines, client requests and documents, email, proposals, and billing into one system, so your team can see where every job stands and your clients have one place to send what you need.
Tidyflow is designed for simplicity. It focuses on the core workflows growing firms rely on every day, without the complexity of larger enterprise platforms.
Who Tidyflow Is For
Tidyflow is built for:
- Solo CPAs and growing accounting firms
- Firms scaling from solo to a full team
- 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. Tidyflow includes regional starter templates for the United States, Canada, the United Kingdom, Australia, and New Zealand.
What Problems Tidyflow Solves
Growing accounting firms often struggle with:
- Missed or unclear deadlines
- Chasing clients for documents and answers across email
- Limited visibility into team workload
- Repeating the same task setup for recurring jobs
- Storing client documents across multiple tools
- Work that is finished but not billed, or billed but not paid
Tidyflow brings these workflows into one structured system so nothing falls through the cracks.
What Tidyflow Does
Workflow and Job Management
Create Job templates, set up repeating Jobs for recurring work, assign owners, and see what is due across your firm. On Pro, capacity planning shows who has room for more work.
Client Requests and Tax Organizers
Send structured requests, questionnaires, and tax organizers. Clients answer and upload in one place, and automatic reminders do the follow-up.
Client Portal
Clients upload documents, answer requests, sign documents, and pay invoices in a branded portal, with nothing to install.
Documents and E-Signatures
Store client files in one place with access controls and an audit trail, and collect e-signatures on engagement letters and tax authorizations.
Proposals and Engagement Letters
Send a proposal as a web page. Your client reviews it, signs the engagement letter, and pays or saves a payment method in the same step.
Shared Email
Connect Gmail, Microsoft 365, or any IMAP mailbox. Client email is linked to the right client and Job, and your team can assign conversations and discuss them in internal comments.
Time Tracking, Billing, and Payments
Track time against Jobs, invoice from WIP or fixed fees, and get paid online through Stripe by card, or by bank debit in the US, Canada, and Australia. Saved payment methods can be charged automatically. Built-in reports cover time, billing, and receivables.
AI and Agents
Tidyflow Agent is an AI teammate you can assign Jobs to. The AI assistant answers questions from your workspace data, and Smart Classification suggests names and folders for client uploads. AI stays off until your firm opts in.
Mobile Apps
Companion apps for iOS and Android, currently in beta, let your team move Jobs forward, triage the shared inbox, and approve what Tidyflow Agent is waiting on.
Integrations
Import clients from Xero or QuickBooks Online and push invoices to your ledger. MCP connects AI tools such as Claude, and on Pro, Zapier, Make, and a public API connect the rest of your stack.
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 growing 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 growing 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
- See plans and pricing
- Read about Security and data protection
- Book a demo to see how it works in your firm