Plan forward. Stop reacting to bottlenecks.
See workload by team member by week, before deadlines hit. Spot the bottleneck three weeks out and reassign. Built from job estimates and assignees you're already tracking, not a separate plan to maintain.
Forecast the next quarter
Workload by team member, broken into weekly buckets. See who's overcommitted before the deadline lands, and who has room for more.
Look back to plan better
Backward view of logged hours vs capacity. Utilisation trends and sparklines flag who's consistently overrun or underused.
Drill into one person
Click any team member to see every job they're committed to: overdue, committed, projected, excluded. Numbers stay honest.
Know who has bandwidth before you commit a deadline.
Pick the period (next month, next quarter, tax season) and see workload spread across your team in weekly buckets. Drag a bottleneck off one staffer and onto another. Plan with hours, not gut feel.
- ✓ Workload by team member across any period
- ✓ Weekly buckets so you know exactly when load lands
- ✓ Hour shares split proportionally on multi-assignee jobs
- ✓ Recurring jobs projected on their schedule
Spot who's been quietly overrun for months.
Logged hours vs capacity for any period. Average utilisation per member with trend sparklines. Find the senior who's been at 130% for a quarter and make the hiring case with real data.
- ✓ Logged vs capacity for any selected period
- ✓ Trend sparklines per team member
- ✓ Find the patterns spreadsheets hide
Click into anyone. See every job on their plate.
Open a team member to see every job assigned: overdue, committed, projected, excluded. Hour shares are calculated automatically when a job has multiple assignees, so the numbers reflect reality, not optimism.
- ✓ Per-member job list with status buckets
- ✓ Multi-assignee hour shares calculated automatically
- ✓ Filter to overdue or projected only
Tax season won't sneak up on you.
Repeating jobs are projected forward based on the cadence you set. Monthly bookkeeping in March, May, July is already on the chart. So is the quarterly BAS run and the annual return. Plan against the work that's actually coming.
- ✓ Daily, weekly, monthly, quarterly, annual cadences
- ✓ Recurring estimates roll forward automatically
- ✓ Forecast informed by your real workflow rhythm
From job estimates to a real plan in four steps.
- 1
Set weekly capacity
Configure each team member's hours: full-time, part-time, or contractor.
- 2
Estimate your jobs
Add hours to tasks and subtasks. They roll up automatically.
- 3
Open the report
Forward view shows the next quarter. Backward view shows the last one.
- 4
Reassign before it bites
Drag work between staff. Capacity updates instantly.
What changes when capacity is a live view.
Without Tidyflow
- ×Spreadsheet planner that nobody opens after week two
- ×"How busy is March?" gets a shrug
- ×Senior burns out, partner finds out at exit interview
- ×Recurring jobs forgotten until the deadline arrives
With Tidyflow
- ✓Live capacity view drawn from real jobs
- ✓Forecast next quarter, backward-check last quarter
- ✓Spot overruns before they become resignations
- ✓Recurring jobs projected automatically
Trusted by accounting firms planning for tax season, every season.
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 for the rhythm of an accounting firm.
Forecast
- Forward-looking workload
- Weekly bucketed view
- Recurring jobs projected
- Multi-assignee hour shares
Reflect
- Backward utilisation report
- Trend sparklines per member
- Logged vs capacity
- Configurable team capacity
Drill
- Per-member job list
- Status buckets (overdue, committed, projected)
- Subtask estimates roll up
- Excel export
From $20/user/month, billed annually.
Capacity Planning is included on the Pro plan. No setup fees, no minimums.
Capacity planning questions firms ask us most.
Workload is calculated from job estimates, due dates, and assignees. When a job has multiple assignees, estimated hours are split proportionally across the team. Recurring jobs are projected forward based on their schedule.
Yes. Estimate time at the task or subtask level and totals roll up automatically.
Yes. Capacity Planning projects recurring jobs forward based on their schedule, so the workload reflects the work actually coming.
Yes. Each team member's weekly capacity can be configured to match their actual hours: full-time, part-time, or contractor.
Capacity Planning is included on the Pro plan. See the pricing page for full details.
Yes. The backward view compares logged hours to capacity for any period, with utilisation trends per member. Spot patterns before they become a hiring decision.
Plan your firm's capacity, not its overtime.
Start free for 14 days. No credit card. See your team's workload from week one.
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.
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.