Do I need a demo to get started?

No. Start a free 14-day trial and look around your own workspace. Watch the 5-minute overview first if you want a quick look.

What happens on the call?

It takes 30 minutes. We look at how your firm runs today, show you the parts of Tidyflow that fit, and cover pricing and moving your clients across. Bring anyone else who will help decide. Book a call.

Is there much to set up before I can look around?

No. Most firms are in their workspace in under 2 minutes. Enter your email or continue with Google, Microsoft or Xero, confirm the code we send you, and add your name and firm name. No credit card and nothing to install.

How soon can we start adding work?

Straight away. Import clients from Xero, QuickBooks Online or a CSV, start a job from our template library, and your first job can be moving within a few minutes. See how setup works.

What's included in the trial?

Pro workflow features for 14 days, no credit card required. Plans and prices are on the pricing page.

Can I talk to someone during the trial?

Yes. Once you're in, open Help & Support to book a getting-started call with our team, or email support@tidyflow.com.

See how your firm runs on Tidyflow

Most firms have what they need after the overview. Book a call any time if you still have questions.

Watch the overview
Try it with your own clients

Import clients from Xero, QuickBooks Online or a CSV and start your first job in a few minutes.

Start your free trial 14 days. No credit card.
Still have questions? Talk to us

A 30-minute call with our team. We'll cover your setup, pricing and moving from your current tool.

or email support@tidyflow.com

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Frequently asked questions

: No. Start a free 14-day trial and look around your own workspace. Watch the 5-minute overview first if you want a quick look.
: It takes 30 minutes. We look at how your firm runs today, show you the parts of Tidyflow that fit, and cover pricing and moving your clients across. Bring anyone else who will help decide. Book a call.
: No. Most firms are in their workspace in under 2 minutes. Enter your email or continue with Google, Microsoft or Xero, confirm the code we send you, and add your name and firm name. No credit card and nothing to install.
: Straight away. Import clients from Xero, QuickBooks Online or a CSV, start a job from our template library, and your first job can be moving within a few minutes. See how setup works.
: Pro workflow features for 14 days, no credit card required. Plans and prices are on the pricing page.
: Yes. Once you're in, open Help & Support to book a getting-started call with our team, or email support@tidyflow.com.

See how your firm runs on Tidyflow

Watch the overview

Watch it later

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Try it with your own clients

Still have questions? Talk to us

Frequently asked questions

That was Tidyflow in 5 minutes

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