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
0%
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
Client Portal And Automated Requests
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.
Secure Document Management And Centralized Storage
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.
Time Tracking For Profitability Analysis
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.
Electronic Signatures For Compliance
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.
Unified Team Collaboration
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.
Pros And Cons of Tidyflow
Pros
Streamlined client management keeps work organized
Customizable interface is clean and distraction-free
Excellent for team collaboration and accountability
Cons
Managing complex capabilities may require a stronger skillset
Software has bugs that can affect project management
Tidyflow Reviews
Total 1 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Accounting, 1-10 employees
More than a year
“Clear layout for teamwork”
Pros
TidyFlow's layout is so clear and simple that working with my colleagues is a snap, helping us make our company's daily tasks run much more smoothly
Cons
We're really looking forward to the upcoming update that will send an alert to our Inbox whenever a client adds a file. This is going to make collaborating with our customers much more flexible, as we won't all need to be online at the same time to move projects forward.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What level of support does Tidyflow offer?
Tidyflow provides all-inclusive support with no additional fees for help desk access, ensuring reliable assistance is available whenever needed.
What other apps does Tidyflow integrate with?
Tidyflow integrates with tools including QuickBooks Online and Xero.
What language does Tidyflow support?
Tidyflow primarily supports English.
What types of pricing plans does Tidyflow offer?
Tidyflow offers a single pricing plan at US $19 per user/month. Contact us to get a Tidyflow cost quote.
Does Tidyflow have a mobile app?
Tidyflow does not currently offer a dedicated native mobile app for firm users.
Does Tidyflow offer an API?
Yes, Tidyflow software offers an API.
Who are the typical users of Tidyflow?
Tidyflow is ideal for solo CPAs and small firms, and generally for professionals in the financial services sector.