Tidyflow Information

Tidyflow is practice management software for growing accounting, bookkeeping, and tax firms. It brings recurring jobs, client requests, emails, documents, proposals, billing, payments, and deadlines into one system with clear ownership and visibility. What firms run in Tidyflow: • Recurring jobs from a template library that matches how each service is delivered, with a live view of status, owner, and deadlines. • Client requests with automated reminders, so follow-up doesn't depend on someone remembering. • Document collection through a secure client portal, or a no-login upload link for ad-hoc files. • Proposals and engagement letters sent for electronic signature, with online payments accepted via Stripe. • Built-in e-signatures for tax returns, authority forms, and ad-hoc PDFs. • Native Xero and QuickBooks Online sync. Why firms choose Tidyflow: • Full visibility into where every client and job stands. • Clear accountability across the team, so nothing falls between inboxes. • Standardized workflows that hold up as the team grows.