Simplified Workflow. Simplified Pricing.
Manage recurring jobs, client requests, emails, documents, proposals, billing, payments, and deadlines in one system with clear ownership and visibility.
Every plan starts with a free 14-day trial. No credit card required.
Core
Manage client work, straightforward requests, and billing.
$29 /user/month
$348 billed annually per user, or $39/user/month billed monthly
Start Free TrialPro
For advanced client workAdaptive client intake, document approvals, and insight into your firm.
$55 /user/month
$660 billed annually per user, or $69/user/month billed monthly
Start Free TrialEnterprise
Advanced control, customization, and priority support.
From $89 /user/month
Contact Us - Everything in Pro, plus:
- Custom user permissions
- Additional customizations
- IP restrictions
- Priority support
- Cancel anytime
- 30-day money-back on annual plans
- Unlimited clients & portal users, billed per team user only
Prefer a walkthrough? Watch or book a demo
Teams of 5 or more? Contact us about volume pricing
| Feature | Core | Pro |
|---|---|---|
| Workflow Management | ||
| List and Kanban view | ||
| Job templates | 15 | Unlimited |
| Job template library | ||
| Service types | ||
| Recurring jobs | ||
| Checklists | ||
| Subtasks | ||
| Multiple assignees | ||
| Task dependencies | ||
| Job tags | 5 | Unlimited |
| Workflow statuses | 10 | Unlimited |
| Service-specific job statuses | — | |
| Saved filters | ||
| Workspace automation rules | 3 | Unlimited |
| Trigger emails via automations Send your own email templates to clients automatically when their Job changes status. | — | Coming to Pro, due by December 2026. |
| Notifications | ||
| Comments on jobs | ||
| @Mentions | ||
| iOS and Android apps Free apps for iPhone, iPad, and Android, for your team and your clients. Your team approves what Tidyflow Agent proposes, moves jobs forward, and sends completed email drafts. Clients answer requests, upload documents, and see invoices. Included on every plan. | ||
| Desktop app Open client files in Excel, Word or Acrobat, and each save goes back to Tidyflow as a new version. For Mac and Windows. Included on every plan. | ||
| Artificial Intelligence | ||
| AI assistant for summarizing and answering queries Built-in assistant that summarises long email threads and helps draft responses using your firm's data. | ||
| Agent teammates Add an AI agent as a team member and delegate a job to it by assigning or @mentioning it. An agent never emails your client and never posts where a client can see. | ||
| Smart Classification for client uploads Tidyflow reads receipts, statements, and invoices your clients upload and queues a suggested name and folder for one-click approval. | ||
| Connect your AI tools with MCP Connect Claude, Cursor, Codex, or any other MCP-compatible client to your live workspace. The connection works inside your own role and permissions. | ||
| Client Management | ||
| Client directory | ||
| Contacts | ||
| Client groups | 5 | Unlimited |
| Relationships | ||
| Custom fields | 5 | Unlimited |
| Notes | ||
| Documents | ||
| Region specific fields (AU, CA, UK) | ||
| Email audit trail | ||
| Track prospects | ||
| Get started page for new enquiries A public page on your client portal address where prospective clients send you a message. Each submission is added as a prospect and emailed to owners and admins. | ||
| Self-serve client sign-up New clients sign up from your website, and their answers start the right Job, such as a personal or a business return. | — | Coming to Pro, due by December 2026. |
| Client Portal & Requests | ||
| Client tasks & requests | ||
| Client request forms and tax organizers | ||
| Conditional questions | — | |
| Signatures and approvals in client request workflows | — | |
| Client file uploads & comments | ||
| Secure file sharing | ||
| Automatic client reminders | ||
| Client portal | ||
| Client booking links Clients and prospects pick a free time in your Google or Outlook calendar, with a Google Meet or Teams link added for you. Each meeting is filed under the right client, so you don't need a separate scheduling tool. | — | |
| Custom portal domain Run your client portal on your own subdomain, such as portal.yourfirm.com. | — | |
| Client chat Clients message your team from the portal, and later from the mobile app. | — | Coming to Pro, due in November 2026. |
| Tax return delivery Clients see a summary, your video walkthrough and their refund or balance due, then pay and e-sign in one flow. | — | Coming to Pro, due in November 2026. |
| Billing & Payments | ||
| Invoicing | ||
| Fixed fee & hourly billing | ||
| Recurring billing | ||
| Online payments | ||
| WIP tracking | ||
| Proposals & Engagement Letters | ||
| Proposals | ||
| Engagement letters | ||
| Proposal videos Add a Loom, YouTube or Vimeo video at the start of a proposal and after the client signs. | — | |
| Reporting & Insights | ||
| Time tracking reports | ||
| Billing report | ||
| Aged receivables report | ||
| Realization report | — | |
| Revenue insights | — | |
| Time Tracking | ||
| Time tracking & timer | ||
| Time estimates | ||
| Capacity Planning | ||
| Forward-looking workload forecast | — | |
| Backward utilisation trends | — | |
| Document Management | ||
| Document management | ||
| Folder management | ||
| Folder templates | 5 | Unlimited |
| Attach files to jobs | ||
| PDF editing & form filling | ||
| Version history | ||
| Electronic Signatures | ||
| Standalone PDF signing | ||
| Signature templates Reusable signing documents you set up once and send to any client. Standalone PDF signing is unlimited on every plan. Adding signatures or approvals to a client request workflow requires Pro. | 1 | Unlimited |
| Identity checks (KBA) for US signers Knowledge-based authentication before a signer can open the document, switched on per signer. $1 per check, paid from credits you add to your workspace. Each attempt counts as a check. | $1 per check | $1 per check |
| Email Management | ||
| Private inboxes Personal inboxes connected to each user's work email. Messages stay private to that user. | 1 per user | Unlimited |
| Shared inboxes Team inboxes (e.g. info@firm.com) where multiple team members can read, assign, and reply to emails together. | 3 inboxes | Unlimited |
| Link emails to jobs & clients | ||
| Email automations | — | |
| Email comments & collaboration | ||
| Bulk email to client groups Send one email to every client in a group. | — | Coming to Pro, due by December 2026. |
| Saved replies Reusable replies for email and client chat. | — | Coming to Pro, due by December 2026. |
| Integrations | ||
| API | — | |
| QuickBooks | ||
| Xero | ||
| Outlook Connect Microsoft 365 / Outlook to send, receive, and link emails to clients and jobs from inside Tidyflow. | ||
| Gmail Connect Google Workspace / Gmail to send, receive, and link emails to clients and jobs from inside Tidyflow. | ||
| Other email providers (IMAP) In active development. Working today, with new improvements rolling out frequently. Feedback welcome. Connect any other email provider via IMAP/SMTP — iCloud, Fastmail, Yahoo, or self-hosted mailboxes. Syncs every few minutes. | ||
| Zapier | — | |
| Security | ||
| User roles & permissions | Standard, Admin, Owner | Standard, Admin, Owner |
| Client access controls | — | |
| Two-factor authentication (2FA) | ||
| Require two-factor authentication Require a second sign-in step for your team, your clients, or both. | — | |
Workspace limits apply to reusable setup, including Job templates and automation rules. Standalone PDF signing and client reminders are unlimited on every plan. Signature and approval steps in client request workflows require Pro. Private inbox limits apply per user. Enterprise includes everything in Pro, plus custom user permissions, additional customizations, IP restrictions, and priority support. Features marked Soon are coming to Pro and Enterprise.
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Loved by firms making their daily work simpler and smoother
"I have no hesitation in recommending Tidyflow to any small practice looking for practice management software that doesn't break the bank, but has all the features that are needed."
"Tidyflow is easy to use, and has a simple, modern UI. Their customer support is amazing."
"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."
"Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Get your firm organized. See how you can stay on top of client work.
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