Last Updated
Overview
Tidyflow is a cloud-based practice management solution for small to growing accounting and bookkeeping firms. It centralizes client work, automates routine tasks, and enhances team visibility. While easy to use and affordable, its reporting and analytics lack depth for complex analysis. It streamlines workflows and improves client delivery consistency.
Overall Rating
Based on 1 users reviews
5
Rating Distribution
Positive
100%
Neutral
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Negative
0%
Starting Price
Custom
Tidyflow Specifications
Invoice Management
Billing and Invoicing
Alerts/Notifications
Customizable Reports
What Is Tidyflow?
Tidyflow is a cloud-based practice management software designed specifically to help accounting, bookkeeping, and tax firms streamline operations, manage client deadlines, and enhance profitability. It combines essential tools like workflow management, time tracking, document storage, and billing into a single, intuitive platform. By focusing on workflow automation and direct integration with major accounting platforms, Tidyflow helps firms replace manual spreadsheet chaos with standardized, efficient processes.
Tidyflow Pricing
Tidyflow pricing consists of the following plan:
- US $19 per user/month
It offers a free trial as well.
Disclaimer: The pricing is subject to change.
Tidyflow Integrations
Tidyflow offers integrations with many tools, including:
Who Is Tidyflow For?
Tidyflow is ideal for professionals in the following setups:
- Solo CPAs and small firms
- Financial services
Is Tidyflow Right For You?
Tidyflow is an ideal investment if your firm is looking for an easy-to-use, unified platform to immediately gain workflow transparency and predictable costs. Its simple, flat-rate pricing and quick setup make it highly accessible for growing teams. The seamless integration with QuickBooks Online (QBO) and Xero streamlines the crucial billing and data entry aspects of bookkeeping, freeing up accountants for higher-value advisory services. If your pain points include manual follow-ups, unclear task assignments, and managing files scattered across multiple tools, Tidyflow provides the required efficiency and structure.
Still not sure about Tidyflow? Contact our support team at (661) 384-7070 for further guidance.
Tidyflow Features
The client portal is designed to streamline client interactions by serving as a central hub for easy document sharing and management of information requests. It features automated reminders for pending client requests, secure file sharing, and provides hassle-free document uploads without requiring a client login.
This module helps overcome document chaos by securely storing and sharing crucial files with teams and clients in one central location, offering unlimited storage capacity. It provides quick document previews, detailed audit trails, and supports effortless no-login file uploads from clients for improved data organization.
Tidyflow's time tracking feature is built to optimize workflow and enhance profitability by accurately recording time spent on tasks, clients, and projects. Users can utilize a stopwatch timer or manual entries, assign billable rates, track internal cost rates, and leverage this detailed data for work-in-progress (WIP) reporting and accurate billing.
The platform streamlines the document process by offering fast, secure, and legally binding electronic signatures. It supports multiple signatories on a single document, provides secure storage for all signed agreements, and allows for signature tracking with notifications when clients sign or reject documents.
The collaboration features boost teamwork and alignment by using comments, mentions, and a unified Inbox notifications system. It allows firms to assign multiple team members to a single task and subtasks, ensuring everyone stays in the loop with project updates and client notes via a seamless activity log. All Tidyflow features are designed to foster this environment.
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