User & Account Settings

Add your logo and branding

Upload your firm logo once and Tidyflow shows it on proposals, engagement letters, invoices, and your client portal.

Adding a New User

Cancellation of subscription

Pricing plans and limits

How the Core and Pro plans differ, what is unlimited on every plan, and which limits only apply to Core.

Reset Workspace to Clear Demo and Test Data

Signing in and account security

Trouble signing in to Tidyflow?

Understanding User Roles and Permissions

Update credit card information