A portal clients actually use.
Send a request, set a reminder cadence, walk away. Clients upload via a secure link with no login required. Files land in the right folder. Tidyflow chases them when they don't.
Stop chasing for documents
Send a request, set the reminder cadence, walk away. Tidyflow nudges the client until the file lands.
Send a link, not an email
No-login upload links mean clients drop files in seconds. No password reset. No abandoned signup.
Give clients self-serve access
Clients see their documents, sign engagement letters, and respond to requests in one branded portal.
Send a request. Tidyflow chases for you.
Inside the job, send the client a request for documents or information. Pick the reminder cadence (every 3 days, weekly, custom) and Tidyflow takes care of the nudging. When the file lands, it auto-routes to the right place and the request closes itself.
- ✓ Multi-item requests on a single thread
- ✓ Automated email reminders on your cadence
- ✓ Status tracking on every request
- ✓ Files land in the right job, not a shared inbox
Your client doesn't need an account.
Each client gets a unique secure upload link. Drag, drop, comment, done. No password, no portal tour, no abandoned signup. Files land directly in that client's folder.
- ✓ Per-client secure links
- ✓ Drag-and-drop with optional comment
- ✓ Auto-routes to the right folder
- ✓ Audit-trailed: who uploaded, when, from where
Clients access their documents in one branded place.
Clients log in to a branded portal at portal.tidyflow.com. They see the folders you've shared with them, sign engagement letters, respond to requests, and download what they need. No more "can you resend the 2024 BAS?" emails.
- ✓ Per-folder client access
- ✓ Branded login URL with your logo
- ✓ Multiple contacts, one login each
- ✓ Audit trail on every download
Invite contacts in one click.
Add a contact, hit invite, and they get a polished email with a portal link. No password setup, no friction. They click, they're in.
- ✓ Branded invitation emails
- ✓ One login per contact across all linked clients
- ✓ Re-invite if they lose the email
From "we still need the receipts" to filed in four steps.
- 1
Send the request
Choose what you need, pick the reminder cadence, hit send.
- 2
Client uploads
Drag and drop into the secure link. No login.
- 3
Auto-route & auto-close
Files land in the right folder. Request closes when complete.
- 4
Tidyflow nudges
Outstanding items get reminders on your cadence until they're done.
What changes when chasing clients is automatic.
Without Tidyflow
- ×"Hi, just following up on the receipts" emails
- ×Clients ghost the portal because they forgot the password
- ×Files attached to email, scattered across mailboxes
- ×Manual status tracking in a spreadsheet
With Tidyflow
- ✓Automated reminders on the cadence you choose
- ✓No-login upload links, drag-drop, done
- ✓Files auto-route to the right job and folder
- ✓Live request status, no spreadsheet to maintain
Trusted by accounting firms tired of chasing clients.
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 way clients actually engage with their accountant.
Request
- Document & info requests
- Automated reminders
- Multi-item request threads
- Status tracking
Receive
- No-login upload links
- Per-client portal access
- Drag-and-drop with comments
- Auto-routing to job and folder
Govern
- Branded portal & login URL
- Multi-contact per client
- Audit trail on every action
- Encrypted storage and backups
Unlimited contacts on the portal. From $20/user/month, billed annually.
No portal seat fees. No per-contact fees. Bring every client and contact you have.
Portal and request questions firms ask us most.
Contacts access the portal via portal.tidyflow.com. They get a single login that works across every client they're linked to.
Yes. Multiple contacts can be linked to a single client, so different individuals at the same business can access the right files and respond to the right requests.
Yes. Each client gets a secure upload link. Clients drag and drop files, add their email, and submit. No account required, files land directly in the right client folder.
Tidyflow sends automatic email reminders for outstanding client requests on the cadence you set. Clients get a polite nudge so you don't have to.
Tidyflow is hosted on AWS and DigitalOcean infrastructure in U.S. data centres. Both providers are independently audited and maintain SOC 2 reports. Tidyflow adds encrypted backups, multi-factor authentication, and role-based permissions on top. Read the security page for the full detail.
Yes. Add your logo and use a branded login URL so clients see your firm, not Tidyflow.
Stop chasing. Start receiving.
Start free for 14 days. No credit card. Send your first client request in 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.
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.