Help Centre
Document Management
Organize, share, and track client files
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Check who has viewed a document
Every file in Tidyflow keeps a history of who viewed, downloaded, uploaded, renamed or edited it, with the date and IP address. Open it from the file's menu on the client's Files tab.
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Edit a PDF and keep earlier versions
Add text, highlights, drawings and images to a PDF, or fill in its form fields, then save it back to Tidyflow as a new version. Every earlier version stays available to download or restore.
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Folder templates
Set up a standard folder structure once and apply it to any client, in bulk, or automatically when a new client is added.
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Print or save PDFs to Tidyflow from any program
Send returns, organizers and other PDFs from tax software such as ProSeries, Lacerte, Drake, UltraTax CS or ProSystem fx, or any other program, straight into a client's folder with Print to Tidyflow in the desktop app.
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Troubleshoot the Tidyflow desktop app
Fix common problems with the Tidyflow desktop app: sign-in, uploads, saves from Excel or Word, files that open in Tidyflow, and PDFs missing from To file.
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Use the Tidyflow desktop app
Install the Tidyflow desktop app, sign in, drop documents into client folders, and edit client files in Excel, Word or Acrobat so each save goes back to Tidyflow as a new version.