Tidyflow is a practice management platform for accounting firms that brings recurring workflows, client requests and tax organizers, document storage, a shared team inbox, proposals and engagement letters, time tracking, and billing into one system.
Firms use it to replace the mix of spreadsheets, email, and disconnected tools that many smaller practices rely on. Recurring job templates drive the compliance calendar. An accepted proposal creates the delivery jobs and saves the client’s card or bank account, so invoices charge automatically, either on a recurring schedule or when a job is completed. Portal users are unlimited at no extra cost, which removes the per-client friction of onboarding.
Tax season data collection runs through client request forms that combine questions and document uploads. Ready-made organizers cover US Forms 1040, 1120-S, 1065, 1120 and 1041, with regional questionnaires for Australian and UK returns. Clients see last year’s answer next to each question and can reuse it with one tap, mark a document “I’ll send this later” without holding up the rest, and sign off before submitting. Staff can reopen a submitted form or correct an answer on the client’s behalf. Conditional questions, and approval or signature steps inside a request, need the Pro plan; on Pro, a finished return can also stay locked until its invoice is paid.
AI features are included on every plan once the firm opts in. The assistant answers questions from live workspace data and drafts emails and proposals for review, Smart Classification suggests names and folders for client uploads, and agent teammates take on a job when assigned or @mentioned, the way a colleague would. Agents draft client emails but never send them or post anything a client can see. MCP support lets Claude and other AI tools work with the same workspace data.
Email connects from Gmail, Microsoft 365, or any IMAP provider (in beta) into shared and personal inboxes with internal comments, assignment, and saved responses. Companion iOS and Android apps for staff are in beta. Integrations cover QuickBooks Online and Xero (client import and invoice sync, with payments recorded in Xero flowing back), Stripe for cards and bank debit in the US, Canada and Australia, and Missive; Zapier, Make and the REST API need Pro. Regional starter templates cover the US, Canada, the UK, Australia and New Zealand, and Australian and UK firms get ABN Lookup and Companies House lookups.
It is built for solo practitioners and growing accounting, bookkeeping and tax firms, particularly those on Xero or QuickBooks Online, that need more structure than basic task management without the setup burden of an enterprise system. It is not aimed at large national firms, and larger firms willing to invest in a longer implementation may be better served by Karbon. UK practices get templates for Self Assessment, Corporation Tax, VAT and MTD Income Tax, but Tidyflow does not connect to HMRC or sync statutory filing deadlines; firms that want HMRC filing inside their practice management system should look at BrightManager or Capium.
Pricing
Per-user pricing, billed monthly or annually:
- Core: $29/user/month billed annually, or $39/user/month billed monthly
- Pro: $55/user/month billed annually, or $69/user/month billed monthly
- Enterprise: from $89/user/month, arranged with sales
Core includes workflows, client management, the client portal with request forms and ready-made tax organizers, documents, time tracking, invoicing and online payments, proposals and engagement letters, unlimited standalone PDF signing, and the AI assistant and agent teammates. Reusable setup is capped (for example 15 job templates, 3 automation rules and 5 custom fields), and reporting covers time, billing and aged receivables.
Pro removes those caps and adds conditional questions, signature and approval steps inside client requests, capacity planning, realization and revenue reports, email automations, API and Zapier access, client access controls, and enforced 2FA. Enterprise adds custom user permissions, IP restrictions, additional customization, and priority support.
Clients and portal users are unlimited and not billed. The 14-day free trial needs no credit card, there are no setup or onboarding fees, and annual plans carry a 30-day money-back guarantee.
Reviews
- Capterra: 4.7/5 (7 reviews)
Features
Workflow Management
| Feature | Supported |
|---|
| List view | Yes |
| Kanban view | Yes |
| Job/work templates | Yes |
| Recurring jobs | Yes |
| Subtasks | Yes |
| Task dependencies | Yes |
| Automations | Yes |
| Custom statuses | Yes |
| @Mentions | Yes |
| Statutory due dates | No |
Client Management
| Feature | Supported |
|---|
| Client directory | Yes |
| Contacts | Yes |
| Client groups | Yes |
| Custom fields | Yes |
| Tags | Yes |
| Notes | Yes |
| Leads | No |
| CRM sync (QBO) | Partial (client import) |
| CRM sync (Xero) | Partial (client import) |
Client Portal
| Feature | Supported |
|---|
| Client portal | Yes |
| Client tasks/requests | Yes |
| File uploads | Yes |
| Secure messaging | Partial (comments on requests) |
| Scheduling | No |
| E-signatures | Yes |
| White label/custom branding | Partial (logo, tidyflow.com subdomain) |
Email
| Feature | Supported |
|---|
| Outlook integration | Yes |
| Gmail integration | Yes |
| Shared inboxes | Yes |
| Email-to-task | Yes |
| Email templates | Yes (saved responses) |
| AI email drafting | Yes |
| AI email summarization | Yes |
| View all client comms | Yes |
Time Tracking & Billing
| Feature | Supported |
|---|
| Time tracking | Yes |
| Timers | Yes |
| Invoicing | Yes |
| Fixed fee & hourly billing | Yes |
| Recurring billing | Yes |
| Online payments | Yes |
| WIP tracking | Yes |
| Write up/down | Yes |
| Realization reporting | Yes (Pro plan) |
| QBO invoice sync | Yes |
| Xero invoice sync | Yes |
Document Management
| Feature | Supported |
|---|
| Document storage | Yes (unlimited) |
| Folders | Yes |
| Folder templates | Yes |
| File sharing with clients | Yes |
| SharePoint integration | No |
| Google Drive | No |
| Dropbox | No |
Reporting
| Feature | Supported |
|---|
| Time reports | Yes |
| Billing reports | Yes |
| Capacity/workload | Yes (Pro plan) |
| Revenue insights | Yes (Pro plan) |
Proposals & Engagement
| Feature | Supported |
|---|
| Proposals | Yes |
| Engagement letters | Yes |
| E-signatures on engagements | Yes |
Integrations
| Feature | Supported |
|---|
| QuickBooks Online | Yes |
| Xero | Yes |
| Outlook | Yes |
| Gmail | Yes |
| Zapier | Yes (Pro plan) |
| Make | Yes (via API, Pro plan) |
| API | Yes (Pro plan) |
| Webhooks | No |
Security & Admin
| Feature | Supported |
|---|
| User roles | Yes |
| Custom permissions | Yes (Enterprise plan) |
| 2FA/MFA | Yes |
| SSO | Yes (Google, Microsoft, Xero sign-in) |
| SOC 2 | No |
| Client access controls | Yes (Pro plan) |
AI Features
| Feature | Supported |
|---|
| AI email drafting | Yes |
| AI email summarization | Yes |
| AI task suggestions | Yes (via agent teammates) |
| AI document classification | Yes |
| AI search | Yes |
Mobile
| Feature | Supported |
|---|
| Mobile-friendly (internal) | Yes |
| Native mobile app (internal) | Yes (Beta) |
| Native mobile app (client portal) | No |
Compliance & Regulatory
| Feature | Supported |
|---|
| HMRC integration | No |
| Companies House integration | Yes |
| ATO integration | No |
| IRS transcript pulls | No |
| MTD support | No |
| Statutory deadline tracking | No |
Support & Onboarding
| Feature | Supported |
|---|
| Chat support | No |
| Email support | Yes |
| Phone support | No |
| Dedicated rep | No |
| Onshore support | — |
| Free onboarding | Yes |
| Paid onboarding packages | No |
| Knowledge base/docs | Yes |
Additional Capabilities
Rows beyond the comparison set used across the other practice management entries.
Workflow Management
| Feature | Supported |
|---|
| Due date offsets per template task | Yes |
| Subtask sections | Yes |
| Job & subtask reminders | Yes |
| Capacity planning | Yes (Pro plan) |
| Service-specific job statuses | Yes (Pro plan) |
| Job template library | Yes |
| Regional starter templates (US, CA, UK, AU, NZ) | Yes |
Client Management
| Feature | Supported |
|---|
| Bulk actions on contacts | Yes |
| AU, CA and UK client fields | Yes |
| ABN Lookup and Companies House lookup | Yes |
| Contacts linked to multiple clients | Yes |
Client Portal
| Feature | Supported |
|---|
| No-login upload link | Yes |
| Invoice payment in portal | Yes |
| Document approvals | Yes (Pro plan) |
| Documents locked until invoice is paid | Yes (Pro plan) |
| Shared resources/links | Yes |
| Firm portal subdomain | Yes |
| Magic link login | Yes |
Client Requests & Tax Organizers
| Feature | Supported |
|---|
| Client request forms | Yes |
| Ready-made organizers (US 1040, 1120-S, 1065, 1120, 1041; AU and UK returns) | Yes |
| Reusable request/organizer templates | Yes |
| Conditional logic (show/hide by answer) | Yes (Pro plan) |
| Question types (multiple choice, date, number, long text) | Yes |
| Document requests within a form | Yes |
| Sections within a form | Yes |
| Prior-year answers shown & reusable | Yes |
| ”I’ll send this later” on individual items | Yes |
| Client review & sign-off before submitting | Yes |
| Reopen or amend a submitted form | Yes |
| Edit answers on the client’s behalf | Yes |
| Signatures inside a request | Yes (Pro plan) |
| Per-item follow-up questions | Yes |
| Automated sending & reminders | Yes |
| PDF export | Yes |
| Complete without logging in | Yes |
Email
| Feature | Supported |
|---|
| IMAP support | Yes (Beta) |
| Missive integration | Yes |
| Email automations (auto-link, assign) | Yes (Pro plan) |
| Sender aliases per mailbox | Yes |
Time Tracking & Billing
| Feature | Supported |
|---|
| Time tracking on subtasks | Yes |
| Services catalog (hourly/fixed/non-billable) | Yes |
| Invoicing from WIP | Yes |
| Draft invoice review & bulk actions | Yes |
| Partial payments | Yes |
| Per-client default tax rates | Yes |
| Aged receivables | Yes |
| Budget vs actual time | Yes |
| Automatic payment from saved card or bank | Yes |
| Bill on job completion | Yes |
| Card fee pass-on (US and Canada) | Yes |
| Bank debit (US ACH, Canada PAD, Australia BECS) | Yes |
| Client statements | Yes |
Document Management
| Feature | Supported |
|---|
| Bulk ZIP download & backup export | Yes |
| Smart file classification & naming | Yes |
| Audit trail | Yes |
Reporting
| Feature | Supported |
|---|
| WIP reports | Yes |
| Budget vs actual | Yes |
Proposals & Engagement
| Feature | Supported |
|---|
| Services catalog pricing | Yes |
| Job creation from accepted proposal | Yes |
| Signature templates | Yes |
| Prefilled fields & initials | Yes |
| Recurring billing from proposal | Yes |
| Tiered pricing options | Yes |
Integrations
| Feature | Supported |
|---|
| Stripe | Yes |
| Xero payment import | Yes |
| Missive | Yes |
| MCP (Claude, Cursor, Codex and other clients) | Yes |
Security & Admin
| Feature | Supported |
|---|
| Client access restrictions by team member | Yes (Pro plan) |
| Enforced 2FA | Yes (Pro plan) |
| Magic link login | Yes |
| IP restrictions | Yes (Enterprise plan) |
AI Features
| Feature | Supported |
|---|
| AI assistant (workspace queries) | Yes |
| Agent teammates (assign or @mention) | Yes |
| MCP integration for external AI tools | Yes |
Mobile
| Feature | Supported |
|---|
| Mobile-optimized client portal & signing | Yes |
Compliance & Regulatory
| Feature | Supported |
|---|
| UK MTD Income Tax workflow templates | Yes |
Support & Onboarding
| Feature | Supported |
|---|
| Public pricing | Yes |
| Free trial (14 days, no card required) | Yes |
| 30-day money-back on annual plans | Yes |
| Priority support | Yes (Enterprise plan) |
Tidyflow FAQ
- How much does Tidyflow cost?
- Core is $29 per user per month billed annually ($39 billed monthly) and Pro is $55 per user per month billed annually ($69 monthly). Enterprise starts at $89 per user per month and is arranged with sales. Only team members are billed: clients and portal users are unlimited. The 14-day free trial needs no credit card, and annual plans have a 30-day money-back guarantee.
- Does Tidyflow include AI features?
- Yes, on every plan once an owner or admin opts the firm in. The assistant answers questions from live workspace data and drafts emails and proposals for review, Smart Classification suggests names and folders for client uploads, and agent teammates work a job when assigned or @mentioned. Agents never email clients or post anything a client can see; they leave drafts for a person to send.
- Which tax organizers come with Tidyflow?
- Ready-made US organizers for Forms 1040, 1120-S, 1065, 1120 and 1041, each attached to a matching tax job template. Australian workspaces get questionnaires for individual, company, trust and partnership returns, and UK workspaces get them for Self Assessment, partnership, trust and estate, and Corporation Tax returns. Organizers are built on request forms, so firms can adapt them or build their own. Conditional questions that hide irrelevant sections require the Pro plan.
- What does Tidyflow integrate with?
- QuickBooks Online and Xero for client import and invoice sync, Stripe for card and bank payments, Gmail, Microsoft 365 and other IMAP mailboxes, Missive, and MCP-compatible AI tools such as Claude. Zapier, Make (through the API) and the REST API need the Pro plan.
- What are the main Tidyflow alternatives?
- Financial Cents and TaxDome are the closest comparisons for small firms, and Karbon for larger firms prepared to invest in a longer implementation. UK practices that want HMRC and Making Tax Digital connections in their practice management system should look at BrightManager or Capium, since Tidyflow does not connect to HMRC.