Simplified Workflow. Simplified Pricing.
Core
Everything you need to manage client work, track deadlines, and stay organized.
- Workflow & task management
- Client & contact management
- Client portal & requests
- Document management & secure file sharing
- Time tracking & billing
- Workflow automations (limited)
- Electronic signatures
- Basic reporting
No credit card required. Cancel anytime.
Pro
Most popularFor growing firms that need automation, integrations, and more flexibility.
- Everything in Core, plus:
- Unlimited automations
- Unlimited templates, fields, and tags
- Advanced reporting (realization, revenue insights)
- API access & Zapier
- Contractor access controls
No credit card required. Cancel anytime.
| 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 |
| Saved filters | ||
| Automations | 3 | Unlimited |
| Notifications | ||
| Comments on jobs | ||
| @Mentions | ||
| 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 | ||
| Client Portal & Requests | ||
| Client tasks & requests | ||
| Client file uploads & comments | ||
| Secure file sharing | ||
| Automatic client reminders | ||
| Client portal | ||
| Billing & Payments | ||
| Invoicing | ||
| Fixed fee & hourly billing | ||
| Recurring billing | ||
| Online payments | ||
| WIP tracking | ||
| Proposals & Engagement Letters | ||
| Proposals | ||
| Engagement letters | ||
| 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 | ||
| Electronic Signatures | ||
| Electronic signatures | ||
| 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 comments & collaboration | ||
| Integrations | ||
| API | — | |
| QuickBooks | ||
| Xero | ||
| Outlook Connect Microsoft 365 / Outlook to send, receive, and link emails to clients and jobs from inside Tidyflow. | ||
| Gmail In active development. Working today, with new improvements rolling out frequently. Feedback welcome. Connect Google Workspace / Gmail to send and receive emails in Tidyflow. Currently in beta — full feature parity with Outlook is in progress. | ||
| Zapier | — | |
| Security | ||
| User roles & permissions | Standard, Admin, Owner | + Contractor role |
| Client access control for contractors | — | |
| Two-factor authentication (2FA) | ||
| 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. | ||
All numeric limits (job templates, tags, statuses, automations) apply per workspace, not per user.
Loved by firms making their daily work simpler and smoother
"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.
No credit card required. Cancel anytime.