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Changelog

What's new at Tidyflow?

March 9, 2026

Added

  • Magic Link Login for the Client Portal — Contacts can now log in to the portal using a secure magic link, removing the need to remember a password. Links expire after 15 minutes and are limited to 3 uses, protecting against link scanning by email security systems while keeping access secure
  • Signature Request Tracking — A new Files tab in the left navigation gives you a central view of all uploaded files. Select Signature Requests to see the status of every document and resend requests directly from the same screen
  • Bulk Actions on Contacts — Select multiple contacts from the Contacts Index and perform actions in bulk, saving time when managing large client lists
  • UK Client Fields & Companies House Lookup — Set your region to the UK under profile settings to access UK-specific client fields and add or update clients using Companies House data
  • Invoice Reference on Time Entries Report — The Time Entries Report now shows the invoice number against each billed time entry, making it easier to reconcile time with invoices

Improved

  • Electronic Signature Experience — A smoother, more guided signing flow. Signers are now automatically moved to the next field after completing each one, signatures can be uploaded, and the Complete button stays fixed at the top of the screen so it’s always visible. If a signer tries to close the page without clicking Complete, they’ll see a prompt to confirm. Documents also preview correctly on mobile, and the date format on signed documents now respects your region settings
  • Login Experience — Refreshed login flow with a cleaner layout and improved usability
  • File Preview — Faster file loading, an improved preview modal, and a loading spinner so you always know when a file is being prepared
  • Mobile Experience — Better layout for the left menu, file previews, and document viewing across mobile devices
  • Record Count on Listings — When there is a single page of records, it now also includes the number of entries
  • Client Deletion Permissions — Only account owners and admins can now delete clients, adding an extra layer of protection against accidental removal
  • Email Styling — Updated the look and feel of system emails
  • 404 Page — Improved design when you land on a page that doesn’t exist

Fixed

  • WIP Report Filters — Fixed an issue where the Client Groups and Service Types filters only worked when used together. Each filter now works independently
  • Billing Report Totals — Resolved a calculation error that was doubling the total amount billed on the Billing Report
  • Voided Invoice Time Entries — Time entries on voided invoices are now correctly restored to the WIP report instead of remaining marked as billed
  • Set Password on Portal — Resolved an issue where setting a password on the client portal wasn’t working correctly
  • Adding New Contacts — Fixed a bug that prevented new contacts from being added
  • File Downloads on iOS — Fixed file and PDF downloads that weren’t working properly on iOS devices, including an issue where files downloaded with an incorrect .html extension
  • PDF Display on Mobile — Corrected PDF sizing issues when viewing on mobile
March 3, 2026

Improved

  • You can now apply Folder Templates to subfolders, giving you more flexibility when structuring client files.
  • The Folder Template button has been repositioned to the 3 dots menu on the top right, for a cleaner interface.
  • Files that are bulk moved now appear instantly, without requiring a page reload.

Fixed

  • Fixed a bug when bulk moving folders.
  • Fixed a bug when importing folders.
February 25, 2026

Improved

  • Email is no longer required when creating an individual client.
  • Improved the add client experience. When clicking Add Client, you can now choose whether it is an Individual or Organization and enter contact details at the same time. If contact details are added, the system will automatically create and link the Contact to the Client.
  • Added email notification settings so you can better control updates.

Fixed

  • Fixed email field validation on electronic signatures.
February 20, 2026

December 2025 – February 2026

Electronic Signatures V2

  • Added Signature Requests V2 with improved signing flow.
  • Signatures can now be requested from contacts who are not activated on the portal.
  • Improved audit report visibility and reliability.

File Management

  • Improved file upload handling for contact users. All uploads now automatically go to the Client Uploads folder.
  • Added file and folder backup export in Settings.
  • Improved client upload notifications with direct folder links.

Clients & Contacts

  • Improved client import handling, including better behavior when previously deleted clients exist.
  • Improved Contact view and edit experience.
  • Improved search, filters, and pagination across indexes.
  • Added keyboard shortcuts and improved bulk selection behavior.
  • Added shift click range selection. Select one item, hold Shift, and click another to select everything in between.
  • Fixed pagination issues on the client index when filters are applied.

Profile

  • Added profile pictures and improved avatar display.

Jobs

  • Added subtask counts on the Job Index.
  • Improved repeat logic, start date handling, and internal date behavior.
  • Added Start Date to templates.
  • Improved job search to use AND logic for more accurate results.
  • Added Estimated Hours column to the Job Index.
  • Fixed repeat naming issues on Job Templates.

Time Tracking & Billing

  • Improved timer on task cards.
  • Improved time log experience and date formatting.
  • Added support for time tracking on subtasks.
  • Added Recurring Invoices and improved billing flows.
  • Improved QuickBooks Online handling, including reconnection flow and clearer error messages.
  • Fixed time report export issues.
  • Fixed time zone handling on time reports.
  • Fixed date format inconsistencies in time entries and modals.

Automation & Integrations

  • Added Automation Rules, including support for subtasks.

Performance & Infrastructure

  • Improved description box editing and save behavior.
  • Increased font size on comments for readability.
  • Improved loading and filtering behavior across indexes.
  • Moved heavier bulk actions to background processing for better performance.