Know what's due before it's due.
Tax filings, payroll, monthly bookkeeping. Every job your firm owes a client lives on one pipeline with the right owner, the right date, and the right reminders. Nothing slips because nothing hides.
One pipeline, every job
Every client engagement, every recurring task, every internal job sits on a single board with a status, an owner, and a due date. No more "is this on someone's list?"
Clients get nudged for you
Outstanding requests chase themselves. Set the cadence once and Tidyflow emails the client until the documents land in the right folder.
Spot the wave early
Capacity Planning projects assigned and recurring work forward into weekly buckets. Spot the bottleneck early and reassign while you can.
Every deadline on one pipeline.
Drag jobs through the statuses your firm actually uses (In Progress, Waiting on Client, Review, Done). Each card shows the client, the assignee, the due date, and how close it is. The team works the board; nothing waits in someone's head.
- ✓ Custom statuses that match how your firm runs work
- ✓ Filter by assignee, due date, service type, or client group
- ✓ Overdue jobs surface at the top automatically
- ✓ Drag-and-drop status changes, no extra clicks
Stop chasing clients for documents.
Send a client request once and Tidyflow handles the follow-up. The client gets reminder emails on the cadence you set, logs in to their portal to upload the missing items, and the request closes itself. Your team gets a notification when documents land, not when they don't.
- ✓ Automated reminders on a custom schedule
- ✓ Client uploads through their secure portal
- ✓ Files route directly to the right client folder
- ✓ Request status updates in real time
Spot the bottleneck weeks out.
Capacity Planning projects every job forward by team member, week by week. Spot the senior at 130% before deadlines hit, not at the exit interview.
- ✓ Forward view by team member and week
- ✓ Recurring jobs projected on their cadence
- ✓ Backward utilisation report to ground hiring decisions
- ✓ Per-member drill-down to every committed job
The reminders the team actually needs.
Configure how often staff get nudged about overdue work, when assignees get notified about new jobs, and how clients hear from you. The defaults are sensible. The controls are yours. No more "I never got an email about that."
- ✓ Per-firm reminder schedules for clients and staff
- ✓ In-app inbox for every new assignment, mention, and update
- ✓ Email notifications so nothing waits for the next login
From scattered deadlines to a calm pipeline in four steps.
- 1
Import your clients
Pull from Xero, QuickBooks Online, or an Excel file. Five minutes, not five days.
- 2
Build job templates
One template per service type (monthly bookkeeping, year-end, tax returns). Set the cadence and assignees once.
- 3
Turn on reminders
Configure client request schedules and staff notifications. Sensible defaults, fully customisable.
- 4
Work the board
The team picks from the pipeline. You watch capacity. Deadlines stop being a surprise.
What changes when deadlines stop being a fire drill.
Without Tidyflow
- ×"Did anyone file the return for ABC Corp?"
- ×Spreadsheet planner that nobody opens after week two
- ×Partner chases clients personally for missing docs
- ×Senior burns out in March, partner finds out in April
- ×Recurring jobs forgotten until the deadline arrives
With Tidyflow
- ✓Every job on a single board with an owner and a date
- ✓Capacity Planning shows the workload weeks out
- ✓Auto-reminders chase clients on your schedule
- ✓Overdue work surfaces at the top, every morning
- ✓Recurring jobs roll forward automatically
Trusted by accounting firms who used to live in a calendar app.
5,000+ clients managed on Tidyflow today.
"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."
Andre CoutinhoAccounting Manager "Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Kristine IsmaelPartner 
Built so nothing falls between the cracks.
Plan
- Job templates per service
- Recurring schedules
- Subtask checklists
- Time and hour estimates
Track
- Kanban job board
- Filterable job list
- Custom statuses
- Overdue surfacing
- Per-client job view
Chase
- Auto-reminders for clients
- Staff notifications and inbox
- Email notifications
- Capacity Planning
From $20/user/month, billed annually.
Job board, recurring jobs, auto-reminders, and Capacity Planning all included.
Deadline questions firms ask us most.
Set a job to repeat on any cadence (weekly, monthly, quarterly, annually) and Tidyflow generates the next instance automatically with a fresh due date. Tax returns, monthly bookkeeping, and payroll all roll forward without you ticking a box.
Yes. The job board and job list both pull every job across every client into one view. Filter by assignee, due date, status, or service type to surface this week, this month, or just yours.
Yes. Client requests support automated email reminders on a schedule you set. The client gets nudged for the missing items, you get notified when they upload, and the request closes itself.
Capacity Planning projects every assigned and recurring job forward into weekly buckets per team member. You see the wave coming weeks out, not the morning it lands. More on capacity planning →
Yes. You can set internal due dates on jobs.
Make missed deadlines a story you used to tell.
Start free for 14 days. No credit card. Your job board is ready in under ten minutes.
Explore more features
Artificial Intelligence
Ask your firm a question and get a real answer. The Tidyflow AI Assistant has live access to your jobs, clients, and unpaid invoices.
Billing & Payments
Create invoices from tracked time or fixed fees, get paid online, and easily track WIP, billing, and outstanding amounts in one place.
Capacity Planning
See your team's workload before it hits. Forward-looking capacity by member, backward utilisation trends, and per-job drill-down - all from your existing job estimates.
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests.
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Electronic signatures
Easily request electronic signatures from clients.
Email Management
A shared inbox built for the firm. Connect Gmail or Microsoft 365 and get every client email linked to the right job and client - automatically.
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth.
Reporting & Insights
Understand where your time, billing, and revenue actually go with built-in reports that don't need a data warehouse.
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.