Run your firm from anywhere. Stay aligned everywhere.
Manage a team scattered across cities and time zones. See what's moving and what's stuck without a daily stand-up. Conversations live on the work. Files share through one secure portal.
Conversations on the job
Comments, @mentions, and decisions live on the work they belong to. Nothing important survives only in a chat thread someone scrolled past.
See without asking
Track who's on what, where they're stuck, and how long jobs are taking. Visibility without daily check-ins.
Secure from anywhere
Client files share through one encrypted portal with per-folder access and an audit trail. Contractors see only their scope. Partners see the rest.
Talk about the work, on the work.
Every job carries its own comment thread. Decisions sit next to the file they affected, so a colleague picking it up tomorrow has the context, not just the conclusion.
- ✓ Comment threads on every job
- ✓ @mentions trigger inbox notifications
- ✓ Activity feed captures status changes and file uploads
- ✓ Searchable by client, job, or contributor
Secure file sharing, inside the firm and out.
Clients get a portal login to upload and view their own files. Your team accesses everything in the app, with per-folder access controls. No more emailing PDFs across borders or spinning up another Dropbox link.
- ✓ Client portal for uploads and downloads
- ✓ Secure upload links to send to a client or share publicly
- ✓ Per-folder access controls for your team
- ✓ Encrypted at rest and in transit, audit trail on every file
One inbox the whole firm works.
Client emails land in a shared inbox alongside the firm's @mentions and assignments. The team assigns, discusses, and replies as one. Anyone, anywhere, picks up the thread.
- ✓ Personal, shared, and client mailboxes in one place
- ✓ Internal comments hidden from the client
- ✓ Assign conversations to a clear owner
See where the hours actually go.
Hours logged from anywhere. Per-task estimates surface jobs running over. Utilisation reports work whether the team is in one office or eight.
- ✓ Time entries linked to jobs
- ✓ Estimated vs actual hours per task
- ✓ Billable and non-billable categorisation
- ✓ Time summary by member, client, or service
Ownership down to the subtask.
Every job and subtask has a named owner. The junior in Cape Town and the reviewer in London both know what's theirs. Handovers happen on the job, not in a stand-up.
- ✓ Subtasks with owners and due dates
- ✓ Per-member dashboards
- ✓ Per-job activity log for the audit trail
Get a distributed team aligned in four steps.
- 1
Add your team
Email invites. Roles for staff and contractors.
- 2
Add your clients
Import from Xero or QuickBooks Online. Or upload a spreadsheet.
- 3
Set up your jobs
Apply job templates per service. Assign owners and due dates.
- 4
Manage from afar
Track progress and pick up where staff left off. No daily stand-up needed.
What changes when the team is everywhere.
Without Tidyflow
- ×Decisions buried in chat threads, lost overnight
- ×Files emailed back and forth between locations
- ×Time tracked in spreadsheets nobody trusts
- ×Daily stand-up to compensate for missing context
- ×Contractors with too much access or too little
With Tidyflow
- ✓Comments threaded on the job, searchable later
- ✓One encrypted portal with per-folder access
- ✓Time tracked against the work, reports roll up
- ✓In-app inbox and email notifications replace the daily stand-up
- ✓Role-based access scopes contractors to their clients
Loved by remote and hybrid firms who needed one source of truth.
5,000+ clients managed on Tidyflow today.
"The user-friendly interface and solid features have become essential in streamlining our accounting firm's operations, ensuring consistent and reliable service delivery."
Andre CoutinhoAccounting Manager "Great for team collaboration, accountability, keeping track of information and ensuring nothing falls through the cracks."
Kristine IsmaelPartner 
Run a distributed firm, end to end.
Communicate
- Shared inbox for client email
- Comments on every job
- @mentions to escalate
- Internal comments on email threads
- Email notifications
Share
- Client portal for uploads and downloads
- Secure upload links to share publicly
- Per-folder access for your team
- Encrypted at rest and in transit
- Audit trail on every file
Manage
- Roles for staff and contractors
- Per-client contractor scoping
- Time entries from anywhere
- Estimated vs actual hours
- Per-member dashboards
From $20/user/month, billed annually.
Comments, client portal, time tracking, and Capacity Planning all included.
Remote-team questions firms ask us most.
Yes. Everything is async-first. Comments live on the job. Nobody needs to be online at the same time, and nobody loses context overnight.
The client portal gives every client their own login to upload, download, and view files in their folders. Permissions are per-folder, audit-trailed, and encrypted at rest and in transit. More on security →
Yes. Contractors get role-based access scoped to the clients you share with them. They see the work, log their time, comment on the job, but they do not see clients outside their scope or the firm's financial reports.
Each team member logs time against jobs from anywhere with an internet connection. Billable and non-billable categories. Reports roll up by member, client, or service so productivity stays transparent across the firm.
Yes. Client requests and the portal route messages and uploads to the right job and the right owner automatically. Clients have one front door. Internally the right teammate gets the ping.
One source of truth, wherever your team is.
Start free for 14 days. No credit card. Set up across cities, time zones, and contractors in a single afternoon.
Explore more features
Artificial Intelligence
Ask your firm a question and get a real answer. The Tidyflow AI Assistant has live access to your jobs, clients, and unpaid invoices.
Billing & Payments
Create invoices from tracked time or fixed fees, get paid online, and easily track WIP, billing, and outstanding amounts in one place.
Capacity Planning
See your team's workload before it hits. Forward-looking capacity by member, backward utilisation trends, and per-job drill-down - all from your existing job estimates.
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests.
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Electronic signatures
Easily request electronic signatures from clients.
Email Management
A shared inbox built for the firm. Connect Gmail or Microsoft 365 and get every client email linked to the right job and client - automatically.
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth.
Reporting & Insights
Understand where your time, billing, and revenue actually go with built-in reports that don't need a data warehouse.
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.