A shared inbox built for the firm.
Connect Microsoft 365 (or Gmail, currently in beta). Every client email lands next to the job, file, and request it relates to. Internal comments and saved responses keep the team aligned without forwarding chains.
Email next to the work
Conversations link to the client and the job they relate to. Open the client, see every email. Open the job, see the related thread.
Reply together, not in chains
Internal comments and @mentions on a thread, drafts handed off to a teammate. The reply ships from your firm, not from a forwarded chain.
Run client mailboxes too
Manage the bookkeeping@, payroll@, or accounting@ mailboxes you run for clients without separate logins.
Email, the way an accounting firm actually runs it.
A short walkthrough of how Tidyflow turns Gmail and Microsoft 365 into a shared workspace for client conversations.
Connect Microsoft 365 or Gmail in two clicks.
OAuth-based connection. Two-way sync. Replies sent from Tidyflow appear in your sent folder, inbound mail surfaces in your provider too. Connect personal inboxes and shared mailboxes alike. Microsoft 365 is fully supported today; Gmail is in beta.
- ✓ Microsoft 365 and Gmail (beta) via OAuth
- ✓ Two-way sync with your provider
- ✓ Personal, shared, and client mailboxes
Email shows up where the work lives.
Add a contact's email to a client and future messages auto-link. Attach a conversation to a specific job and the email appears on the work history. Pick up a thread without searching a separate inbox.
- ✓ Auto-link by contact email
- ✓ Attach threads to specific jobs
- ✓ Reply from the same screen as the job
- ✓ Labels and filters for organisation
Discuss the response without the client seeing it.
Comment on an email thread, @mention a teammate, hand off a draft. Internal-only conversations stay attached to the thread and never reach the client. The reply that ships is the team's reply, not a forwarded back-and-forth.
- ✓ Internal comments per thread
- ✓ @mentions surface to the team's inbox
- ✓ Collaborate on drafts before sending
- ✓ Assign conversations to a clear owner
Send the onboarding email for the 200th time. Faster.
Save replies you send often: onboarding checklists, document follow-ups, end-of-year status updates. Drop them into a conversation in one click. Each saved response can use placeholders for the client name, job, and partner.
- ✓ Saved response library per firm
- ✓ Drop into any conversation in one click
From scattered inboxes to one shared workspace, in four steps.
- 1
Connect your inbox
OAuth Gmail or Microsoft 365 in seconds.
- 2
Link by contact
Add a contact's email to a client and future mail auto-links.
- 3
Assign and discuss
Set an owner, comment internally, draft together.
- 4
Reply with context
Send from the firm. Saved responses speed up the repeats.
What changes when email lives where work lives.
Without Tidyflow
- ×"FW: FW: FW: Smith trust" forwarding chains
- ×Five logins to manage five client mailboxes
- ×Notes about a thread saved in a Google Doc somewhere
- ×"Did anyone reply to this?" daily
With Tidyflow
- ✓Conversations linked to the client and job
- ✓Personal, shared, and client mailboxes in one app
- ✓Internal comments stay attached to the thread
- ✓Clear owner per conversation
Trusted by accounting firms running shared inboxes.
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 run client email.
Connect
- Gmail & Microsoft 365 OAuth
- Two-way sync
- Personal & shared inboxes
- Client mailboxes you manage
Collaborate
- Assign conversations
- Internal comments & @mentions
- Draft hand-offs
- Multiple signatures per user
Organise
- Auto-link by contact email
- Link conversations to jobs
- Saved responses
- Labels & filters
From $20/user/month, billed annually.
Connect as many mailboxes as your firm needs. No per-mailbox fees.
Email management questions firms ask us most.
Microsoft 365 is fully supported via OAuth. Gmail support is currently in beta. Connect your personal inbox and any client mailboxes you run on behalf of clients (bookkeeping@, payroll@, etc.).
Yes. Sync is two-way. Replies sent from Tidyflow appear in your sent folder. Inbound mail in Tidyflow updates your provider too.
Yes. Shared inboxes (info@, support@) and client mailboxes can be assigned per conversation. Owners are visible, comments are private to the team.
Add a contact email to a client and future messages from that address auto-link to the client record. You can also attach a conversation to a specific job.
Yes. Internal comments and @mentions live next to the thread, never visible to the client. Discuss the response before sending.
Yes. Save common replies (onboarding requests, document follow-ups, status updates) and drop them into a conversation in one click.
Get every client email in context.
Start free for 14 days. No credit card. Connect your inbox 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.
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.
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.