Inbox zero, but for files.
Every client gets a folder. Every team member has access. Smart Classification reads what your clients upload and names the chaos for you. Stop renaming scan_0412.pdf.
Stop renaming scan_0412.pdf
Smart Classification reads receipts, bank statements, contractor invoices. Suggests the right name and folder. You approve.
Send a link, not an email
Each client gets a secure upload link. No login. No email back-and-forth. Files land in the right folder automatically.
Find any file in seconds
Search across every client, every folder. Preview without downloading. Audit trail on every upload, view, and edit.
Watch Tidyflow turn document chaos into one-click filing.
A short walkthrough of how Smart Classification, no-login uploads, and folder templates fit together.
Stop renaming scan_0412.pdf.
Clients upload IMG_4821.jpg. Tidyflow reads it, recognizes it as a contractor invoice, suggests a clean name (Contractor Invoice — ABC Electrical), and queues it for the right folder. You review the queue and approve. Hours of admin, gone.
- ✓ AI reads receipts, statements, invoices, and forms
- ✓ Suggests a name in your firm's convention
- ✓ Suggests the right client folder
- ✓ Always one-click human approval before anything renames
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, every time.
- ✓ Per-client secure links
- ✓ Drag-and-drop with optional comment
- ✓ Files auto-route to the right folder
- ✓ Audit-trailed: who uploaded, when, from where
Every client. One folder. Everyone on the team has access.
No more "where did we save the 2024 BAS?" Every client has a folder structure that works the way your firm works. The whole team has access. Clients see only what you share with them. Audit trail on everything.
- ✓ Per-client folder, mirrored on the portal
- ✓ Share folders with specific contacts only
- ✓ Quick previews without downloading
- ✓ Bulk ZIP download for archives
Set up 200 clients with the same folder structure in seconds.
Define your firm's folder structure once. Bulk-deploy it across selected clients in one action. Onboarding a new client takes seconds, not 20 minutes of clicking through New Folder dialogs.
- ✓ Reusable folder templates
- ✓ Bulk-apply to selected clients
- ✓ Consistent structure across the whole firm
From scan_0412.pdf to filed in seconds.
- 1
Set folder templates
Define your firm's folder structure once. Bulk-apply to selected clients.
- 2
Send the upload link
Clients drag and drop into their secure link. No login.
- 3
Smart Classification queues a name
Tidyflow reads each file and suggests the right name and folder.
- 4
Approve and move on
You review the queue and one-click approve. Audit trail captures the rest.
What changes when documents stop being homework.
Without Tidyflow
- ×Email attachments scattered across inboxes
- ×"scan_0412.pdf" in a Downloads folder, somewhere
- ×"Where did you save the 2024 BAS?"
- ×Clients ghost the portal because they forgot the password
- ×No record of who saw what, when
With Tidyflow
- ✓Per-client folder, accessible to the whole team
- ✓Smart Classification names files for you
- ✓Search across every client, instantly
- ✓No-login upload links, drag-drop, done
- ✓Full audit trail on every file
Trusted by accounting firms drowning in client documents.
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 firms actually share files.
Store
- Per-client folders
- Folder templates
- Bulk template deploy
- Unlimited storage
- Quick file previews
Share
- No-login upload links
- Per-folder client access
- Bulk ZIP download
- Branded client portal
- Move & rename in bulk
Govern
- Smart Classification (AI)
- Audit trail per file
- Encrypted backups
- Multi-factor authentication
Unlimited storage. From $20/user/month, billed annually.
No per-GB fees. No file count limits. Unlimited clients on the portal at no extra cost.
Document management questions firms ask us most.
Tidyflow reads the contents of receipts, bank statements, contractor invoices, and other common documents your clients upload, and uses your existing folder structure to suggest where each file belongs and what to call it. You always review the queue before anything is renamed.
Yes. Each client gets a unique secure upload link. Clients drag and drop, add their email, leave a comment, and submit. No account required. Files land directly in the right client folder.
No. Storage is unlimited on every plan with no extra cost per file or per GB. Upload PDFs, images, spreadsheets, signed documents, anything your firm holds for a client.
Tidyflow is hosted on AWS and DigitalOcean infrastructure in U.S. data centres. Both providers are independently audited and maintain SOC 2 certifications. We add encrypted backups, multi-factor authentication, and regular vulnerability scans on top. Read our security page for the full detail.
Yes. Select multiple files or an entire folder and download as a single ZIP. Useful for archives, audit-trail packages, and end-of-year backups.
Yes. Trigger a full firm-wide export and Tidyflow packages every client's files into a single ZIP for you to download. Use it for offline backups, audits, or to take your data with you. No lock-in.
Yes. PDFs, images, and common document formats preview directly in Tidyflow. No need to download every receipt to check it.
Get to inbox zero, but for files.
Start free for 14 days. No credit card. Unlimited storage on every plan.
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.
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.