Help Centre

Getting Started

Learn the basics and set up your account

Finding your way around Tidyflow

Tour the main sections of Tidyflow, from Inbox, Clients, Jobs, Files, Billing, and Reports to where settings and quick-add actions live.
Keyboard shortcuts

The keyboard shortcuts for Search, the Inbox and PDF previews in Tidyflow.
Quick start

Get started with Tidyflow! Add your team, import clients, set up tags and job templates, and start managing your firm's work.
Set up tags

Create job tags in Tidyflow from Settings, pick a color, and use them to categorize and filter jobs by type, priority, or stage.
Start your Tidyflow trial

Start your Tidyflow trial today to simplify your accounting firm’s workflow, track jobs, and manage client work efficiently.
Tidyflow FAQ

Short answers to common questions about who Tidyflow is for, what it replaces, data security, SOC 2, your WISP, client portal costs, languages, supported regions, and how to book a demo call.
Which regions does Tidyflow support?

Compare country-specific client fields, business lookups, job templates, payment options, and workspace defaults in Tidyflow.