Tidyflow

Tidyflow is a practice management platform for small to mid-sized accounting firms that brings recurring workflows, client requests, document collection, a shared team inbox, proposals and engagement letters, time tracking, and billing into one system.

Firms use Tidyflow to replace the combination of spreadsheets, email, and disconnected tools that many smaller practices rely on. Recurring job templates drive the compliance calendar, proposals flow through to signed engagement letters and recurring invoices in the same platform, and the client portal allows unlimited portal users at no additional cost, which removes the per-client friction of onboarding.

Tax season data collection runs through client request forms, which combine questions and document requests in one form with conditional logic to hide irrelevant sections. Prebuilt organizer templates ship with the platform. Clients see their prior-year answer next to each question and can carry it forward with one tap, mark individual documents as “will provide later” without stalling the rest of the form, and review everything before submitting. Staff can reopen a submitted form or correct an answer on the client’s behalf.

Since early 2026 the platform has closed most of the gaps that previously separated it from broader suites: Gmail, Microsoft 365, and IMAP email with a shared team inbox; proposals and engagement letters end-to-end; Stripe-backed online payments and invoicing from WIP; an AI assistant with automatic document classification; and capacity reporting. UK firms get Companies House lookup and UK-specific client fields.

It fits firms that need more structure than basic task management but want to avoid the setup burden of enterprise practice management systems. It integrates with QuickBooks Online, Xero, Zapier, and Missive, and exposes an API and MCP integration for AI tools. Best suited for firms of roughly 1–50 users.

Pricing

Per-user pricing, billed monthly or annually (annual saves ~20%):

• Core — $25/user/month, or $20/user/month billed annually
• Pro — $49/user/month, or $39/user/month billed annually

Core covers workflows, client management, portal, documents, time tracking and billing, e-signatures, and basic reporting, with limits on automations, templates, and tags. Pro adds unlimited automations and templates, advanced reporting (realization, revenue insights, capacity), API and Zapier access, client access controls, and enforced 2FA.

Unlimited portal users at no extra cost. Free trial with no credit card required; no setup or onboarding fees.

Reviews

Review data being updated.

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)	No
CRM sync (Xero)	No

Client Portal

Feature	Supported
Client portal	Yes
Client tasks/requests	Yes
File uploads	Yes
Secure messaging	Yes
Scheduling	No
E-signatures	Yes
White label/custom branding	Partial (custom domain)

Email

Feature	Supported
Outlook integration	Yes
Gmail integration	Yes
Shared inboxes	Yes
Email-to-task	Yes
Email templates	No
AI email drafting	No
AI email summarization	No
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	No
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
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	No
API	Yes (Pro plan)
Webhooks	No

Security & Admin

Feature	Supported
User roles	Yes
Custom permissions	Partial
2FA/MFA	Yes
SSO	No
SOC 2	No
Client access controls	Yes (Pro plan)

AI Features

Feature	Supported
AI email drafting	No
AI email summarization	No
AI task suggestions	No
AI document classification	Yes
AI search	Yes

Mobile

Feature	Supported
Mobile-friendly (internal)	Yes
Native mobile app (internal)	No
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	Yes
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)

Client Management

Feature	Supported
Bulk actions on contacts	Yes
UK client fields & Companies House lookup	Yes

Client Portal

Feature	Supported
No-login upload link	Yes
Invoice payment in portal	Yes
Document approvals	Yes
Shared resources/links	Yes
Custom portal domain	Yes
Magic link login	Yes

Client Requests & Tax Organizers

Feature	Supported
Client request forms	Yes
Prebuilt organizer templates	Yes
Reusable request/organizer templates	Yes
Conditional logic (show/hide by answer)	Yes
Question types (multiple choice, date, number)	Yes
Document requests within a form	Yes
Sections within a form	Yes
Prior-year answers shown & reusable	Yes
”Will provide 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
Automated sending & reminders	Yes
PDF export	Yes
Complete without logging in	Yes

Email

Feature	Supported
IMAP support	Yes (Beta)
Missive integration	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

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

Integrations

Feature	Supported
Stripe	Yes
Missive	Yes
MCP (Claude, ChatGPT)	Yes

Security & Admin

Feature	Supported
Client access restrictions by team member	Yes
Enforced 2FA	Yes (Pro plan)
Magic link login	Yes

AI Features

Feature	Supported
AI assistant (workspace queries)	Yes
MCP integration for external AI tools	Yes

Mobile

Feature	Supported
Mobile-optimized client portal & signing	Yes

Support & Onboarding

Feature	Supported
Public pricing	Yes
Free trial (no card required)	Yes