More clients. More staff. Same calm pipeline.
Standardise how work runs. See capacity weeks out. Give partners the numbers without an Excel export. None of the bloat or pricing of enterprise practice software.
Standardise without slowing down
Job templates, folder templates, and subtask checklists carry the firm's playbook. New hires deliver the same way as seniors from week one.
Plan capacity, not just deadlines
Forward-looking workload by team member. Spot the senior who's overcommitted weeks out and reassign before deadlines hit. Make the hiring case with real data.
Give partners the numbers
Revenue insights, realisation, WIP, aged receivables, and time summary. The partner conversation moves from "where are the spreadsheets" to "what do we do about it."
Run every job the firm's way, every time.
Apply a template to a client and the work runs the same whether the senior, the manager, or the new junior picks it up. Quality stays consistent as the team scales.
- ✓ Job templates, plus custom
- ✓ Bulk-deploy to clients
- ✓ Recurring jobs
- ✓ Automations
Junior, senior, manager, partner. Different views.
Junior staff see the work, partners see the financials, contractors see only what you share. Permissions are by role and by client. The right people see the right things without you policing access.
- ✓ Roles: Owner, Admin, Standard, Contractor
- ✓ Per-client access for contractors
- ✓ Billing & time permissions per user
- ✓ Audit trail across the firm
Plan capacity weeks out, not in retrospect.
Capacity Planning projects every job forward by team member, week by week. Spot the senior at 130% before it lands. Hiring decisions ground in numbers, not vibes.
- ✓ Forward workload by team member and week
- ✓ Backward utilisation report for hiring conversations
- ✓ Per-member drill-down to every committed job
- ✓ Recurring jobs projected on cadence
Ownership down to the subtask.
Every job and subtask has a named owner. The junior knows what's theirs by Tuesday, the senior reviews on Thursday. Nobody asks "is this on someone's list" because the list shows them.
- ✓ Subtasks with owners and due dates
- ✓ Per-member dashboards
- ✓ Per-job activity log for the audit trail
The reports a partner actually opens.
Every partner-grade report in one place. Filter by service, by team member, by client group. The partner conversation moves from "build me a spreadsheet" to "let's act on this."
- ✓ Revenue insights and realisation reporting
- ✓ WIP and aged receivables dashboards
- ✓ Time summary by member, client, or service
- ✓ Excel export for the board pack
Roll Tidyflow out across a growing team in four steps.
- 1
Add your team
Email invites for staff and contractors. Roles by tier, per-client access where it matters.
- 2
Standardise with templates
Build the firm's playbook once. Bulk-deploy across every client with a tag.
- 3
Set member capacity
Configure each member's weekly hours so capacity reports work from day one.
- 4
Run the firm
Live pipeline, capacity, and partner reports. No spreadsheet required.
What changes when the team scales past ten.
Without Tidyflow
- ×Every senior runs work their own way
- ×Capacity is a gut feel and an exit interview
- ×Side conversations in chat, missed in email
- ×Partner asks for the WIP report on Friday afternoon
- ×New hires take three months to deliver consistently
With Tidyflow
- ✓Job templates standardise the firm's playbook
- ✓Live capacity view by member and week
- ✓Comments threaded on the job, with @mentions
- ✓Live revenue, realisation, and WIP
- ✓New hires deliver to the template from day one
Loved by firms scaling past the spreadsheet stage.
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 
Run a growing firm, end to end.
Standardise
- Job templates
- Folder templates
- Checklists
- Client requests
- Custom fields and client groups
Coordinate
- Roles & permissions
- @mentions and comments
- Multiple assignees per job
- Shared email accounts
- Audit trail
Plan & report
- Capacity Planning
- Revenue insights
- Realisation & WIP reports
- Aged receivables
- Time reports
Pro plan: $39/user/month, billed annually.
Capacity Planning, advanced reporting, and the full toolkit included. No minimums, cancel any time.
Questions growing firms ask us most.
Yes. Tidyflow is built for firms in the 1 to 30 user range. Job templates, capacity planning, and per-member dashboards are designed for growing teams.
Yes. Roles and permissions let you restrict access to certain clients, sensitive financial reports, or admin settings. Junior staff see the work, partners see the numbers, contractors see only what you share.
Build a job template per service type (tax returns, monthly bookkeeping, year-end, audit) with subtasks, owners, due dates, and folder structures. Apply it to a client and the work runs the same way every time, regardless of who picks it up.
Yes. Capacity Planning projects every assigned and recurring job forward by team member into weekly buckets. See bottlenecks weeks out and reassign before they bite. More on capacity planning →
Yes. Revenue insights, billing reports, time summary, aged receivables, realisation, and WIP. Partners get the picture without exporting to Excel.
New hires log in, see exactly which jobs they own, and read the subtask checklist that walks them through each one. Templates carry the institutional knowledge. The first week stops being "ask the senior every five minutes."
Scale the firm. Skip the chaos.
Start free for 14 days. No credit card. Roll out across the team in a week, not a quarter.
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.
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.