Features & Capabilities
Everything you need to streamline your practice
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.
Features:
- Live Workspace Access
- Per-User Scoping
- Summaries & Queries
- Opt-In by Firm
- Smart Classification
Billing & Payments
Create invoices from tracked time or fixed fees, get paid online, and easily track WIP, billing, and outstanding amounts in one place.
Features:
- Work-in-Progress (WIP) Management
- Batch Create Invoices from Time & WIP
- Manual & Fixed-Fee Invoices
- Recurring Invoices
- Online Payments
- Partial Payments
- Aged Receivables Reporting
- Billing & Realization Reports
- QuickBooks Online (QBO) or Xero Sync
- Service Types & Rates
- 40+ Currencies
- PDF Generation
- Email Invoices
- Custom Invoice Numbering
- Billing Report
- Realization Report
- WIP Report
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.
Features:
- Forward-Looking Workload
- Utilisation Reporting
- Per-Member Drill-Down
- Multi-Assignee Hour Shares
- Recurring Jobs Included
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Features:
- Contact Management
- Custom Fields
- Tags
- Filtering
- File Management
- Import Clients
- Client Notes
- Task Management
- Follow Clients
- Regional Business Lookups
- Bulk Operations
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests.
Features:
- Client Requests
- Automated Reminders
- File Sharing
- Electronic Signatures
- Audit Trail
- No-Login File Uploads
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Features:
- Multiple Job Assignees
- Assign Subtasks
- Activity Logs
- Mentions
- Comments
- Client Notes
- Inbox Notifications
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Features:
- Client File Sharing
- No-Login File Uploads
- Unlimited storage
- Centralized File Management
- Quick Document Previews
- Audit Trail
- Organize Files and Folders
- Folder Templates
- Bulk Template Deploy
- Bulk ZIP Download
- Smart Classification
Electronic signatures
Easily request electronic signatures from clients.
Features:
- Multiple Signatories
- Secure Storage
- Audit-Ready Signing
- Automatic Notifications
- Guest Signing
- Document Delivery
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.
Features:
- Gmail & Microsoft 365 Sync
- Private & Shared Inboxes
- Auto-Link by Contact
- Link Conversations to Jobs
- Assign Conversations
- Internal Comments
- Email Templates
- Email Signatures
- Labels
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Features:
- Zapier Integration
- Xero Integration
- QuickBooks Online Integration
- API Integration
Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth.
Features:
- Engagement Letters
- Pricing Options
- Status Tracking
- Public Review Link
- Resend & Withdraw
- Duplicate as Draft
- Sign & Pay
Reporting & Insights
Understand where your time, billing, and revenue actually go with built-in reports that don't need a data warehouse.
Features:
- Time Tracking Report
- Time Entries Report
- Aged Receivables
- Billing Report
- Realization Report
- Revenue Insights
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Features:
- Timer
- Manually Time Entries
- Assign Time to Clients
- Billable Rates
- Cost Rates
- Excel Export
- Advanced Filtering
- Persistent Timer
- WIP & Invoicing
- Service Type Rates
- Time Summary Report
- Time Entries Report
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.
Features:
- Task Management
- Multiple Task Assignees
- Start and Due Dates
- Subtasks
- Tags
- Bookmark Filtered Views
- Tracking Statuses
- File Uploads
- Task Templates
- Estimate Hours
- Export to Excel
- Comments
- Mentions
- Repeating
- Bulk Actions
- Client Requests
- Automated Reminders
- Audit Trail
See Tidyflow in action
In this quick 4 minute, on-demand demo, see how TidyFlow helps accounting firms streamline every part of their practice--from workflows to client management--keeping your team focused, organized, and ready to deliver.
Get your firm organized. See how you can stay on top of client work.
No credit card required. Cancel anytime.