Tax season that runs on a system, not on heroics.
Recurring jobs that roll forward automatically. Auto-reminders that chase clients for missing W-2s and receipts. Built-in e-signatures for tax returns and authority forms. Capacity planning that shows the spike before it lands.
Don't reinvent the workflow
Last year's templates run this year's returns. Subtask checklists, owners, folder structures, all reusable in one click. The team works the playbook, not the panic.
Stop chasing receipts
Auto-reminders chase clients for missing W-2s and 1099s on the cadence you set.
See it before it lands
Capacity Planning projects every tax job forward into weekly buckets per team member. Spot the bottleneck early enough to do something about it.
Last year's playbook, this year's clients.
Save your tax workflows as templates (1040, 1120, S-corp, partnership, BAS, year-end). Apply them in bulk to every client tagged with the matching service. Subtask checklists, due dates, folder structures, and owners all roll across. You're prepping, not redesigning.
- ✓ Save any job as a reusable template
- ✓ Bulk-apply across many clients in one action
- ✓ Subtasks, owners, and due dates carry across
The chasing service runs itself.
Send a client request listing every document you need for the return. Set the reminder cadence. Tidyflow emails the client until they log in to their portal and upload the missing items. You get notified when documents land.
- ✓ Custom reminder cadence per client
- ✓ Client uploads through their secure portal
- ✓ Real-time status: who has uploaded what
When a login is too much friction.
Some files don't need a portal. Tidyflow gives you secure upload links you can send to a client or share publicly. Drag, drop, done.
- ✓ Secure upload links, no account needed
- ✓ Drag-and-drop from any device
- ✓ Audit trail on every upload
Tax returns and authority forms, signed and filed.
Send for signature. Client signs from any device. No add-on tool, no per-envelope cost.
- ✓ Drag-and-drop signature placement
- ✓ Multi-signer support
- ✓ Audit trail and signing certificate
Stop renaming scan_0412.pdf at midnight.
Clients dump receipts, statements, and invoices in their folder. Smart Classification reads each one and queues a clean name for your approval. Hours of manual filing, gone.
- ✓ Filenames in your firm's convention
- ✓ Routes to the right client folder
- ✓ One-click human approval
Plan capacity, not overtime.
Capacity Planning projects every tax job forward by team member, week by week. Spot the bottleneck weeks out. Make hiring calls on real numbers, not stress.
- ✓ Forward workload by member, week by week
- ✓ Recurring jobs projected on cadence
- ✓ Per-member drill-down
- ✓ Backward utilisation report after the season
From templates to signed returns, in four steps.
- 1
Set your tax job templates
Define workflows per service: 1040, 1120, partnership, year-end. Cadence rolls jobs forward each year.
- 2
Collect the documents
Send client requests with itemised lists. Auto-reminders chase. Files arrive in the portal.
- 3
Plan capacity for the spike
Capacity Planning forecasts week by week. Reassign before bottlenecks bite.
- 4
Sign the return
Send for e-signature. Client signs from any device. Signed PDF in the folder.
What changes when tax season stops being a fire drill.
Without Tidyflow
- ×"Did anyone send the engagement letter to the Smiths?"
- ×Spreadsheet of clients with red, yellow, green columns
- ×Partner emails clients personally for missing W-2s
- ×scan_0412.pdf piling up in a Downloads folder
- ×Senior at 130% all season, partner finds out at exit interview
With Tidyflow
- ✓Every return on one board with status and owner
- ✓Auto-reminders chase clients on schedule
- ✓Smart Classification names files for you
- ✓Built-in e-signatures, signed PDF lands in the folder
- ✓Capacity Planning shows the spike weeks out
Loved by firms who took the panic out of tax season.
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 
Built for the season that decides the year.
Prep
- Reusable job templates
- Folder templates
- Bulk-deploy across clients
- Subtask checklists
Collect
- Client requests with reminders
- No-login upload links
- Smart Classification (AI)
- Per-client document folders
- Electronic signatures
Deliver
- Job board with status pipeline
- Capacity Planning
- Time tracking on every return
- Realisation and WIP reports
From $20/user/month, billed annually.
Templates, requests, e-signatures, Smart Classification, and Capacity Planning all included.
Tax season questions firms ask us most.
No, once you set up your jobs with their recurring cadence, they will automatically roll forward.
On the jobs you have the option to add an Extended Due Date.
Send a client request with the full list of items you need (W-2s, 1099s, receipts, prior return). Set a reminder cadence. Tidyflow emails the client until they upload the missing items.
Yes. The job board surfaces every client engagement and its status. Outstanding requests show what the client still owes you.
Send the document for electronic signature, the client signs from any device. No add-on tool required, no per-envelope fee. Signed PDFs save to the client folder with an audit trail. More on electronic signatures →
Smart Classification (powered by AI) reads receipts, bank statements, and invoices clients upload, suggests a clean filename, and queues them for the right folder. You review and approve. Hours of manual filing, gone.
Capacity Planning projects every assigned and recurring tax job forward by team member into weekly buckets.
Set up once. Coast every tax season.
Start free for 14 days. No credit card. Have last year's templates running this year's clients in an 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.