Tidyflow is a practice management software designed to streamline workflows, enhance collaboration, and optimize operations specifically for accounting firms.
Features
Workflow Management
Automate and streamline workflows, providing transparent task visibility to avoid missed deadlines and ensure accountability.
Client Management
Organize all essential client information and contacts for personalized attention, reducing chaos.
Collaboration Tools
Enhance teamwork with features like comments, mentions, notes, and inbox notifications to make collaboration productive and enjoyable.
Document Management
Securely store, manage file requests, and enabling no-login uploads for teams and clients in one centralized place.
Time Tracking
Track time to optimize workflow, uncover opportunities for extra billable hours, and enhance profitability.
Capacity Management
Balance team workload to ensure no team member is overwhelmed or underutilized.
Integrations
Connect with popular tools like Xero, QuickBooks Online, and Zapier, or use the API for custom integrations to simplify workflows.
Client Portal & Requests
Streamline client interactions through requests and secure document sharing via a client portal or no-login upload links.
Electronic Signatures
Easily request and manage electronic signatures from clients for smooth documentation processes.
Multiple Task Assignees
Assign multiple team members to a single task for seamless collaboration and shared responsibility.
Automated Reminders
Set automatic emails to prompt clients to complete pending requests, reducing manual follow-ups.
Task Templates
Create custom templates for recurring tasks that can be bulk-deployed to multiple clients or internal projects.
Repeating Tasks
Schedule tasks to repeat automatically on daily, weekly, monthly, annually, or custom intervals.
Export to Excel
Filter custom data sets and export them easily to Excel for offline analysis or reporting.
Audit Trail
Track all changes to tasks and files, including timestamps and the identities of the individuals who made changes to ensure accountability.
Custom Fields
Add custom fields to capture specific details such as tax numbers or industry types, tailoring client records to better fit your workflow.
Tags
Enhance organization by adding tags to tasks, allowing easy searching and planning by categorizing similar work.
Import Clients
Streamline the onboarding process by easily importing client data from Xero, QuickBooks Online, or Excel, eliminating the need for manual entry.
Follow Clients
Receive notifications when a client uploads files, ensuring immediate awareness of important client activity.
Assign Subtasks
Easily assign specific team members to individual subtasks to manage and delegate workload efficiently within a larger project.
Mentions
Directly notify team members about relevant updates or requests by mentioning them in comments, ensuring important messages are highlighted.
Inbox Notifications
Receive all-important updates directly in your personal inbox, allowing you to respond instantly and never miss a crucial project development.
Client File Sharing
Share individual files or entire folders with specific contacts, making collaboration and information sharing straightforward and secure.
No-Login File Uploads
Share unique upload links that don't require a login, allowing clients to drag and drop files, add their email, and leave comments for a seamless upload process.
Unlimited Storage
Securely store an unlimited number of documents without worrying about extra costs or limitations, ensuring all important files are readily available.
Quick Document Previews
Preview common file types without downloading them, saving time and reducing unnecessary storage usage.
Timer
Simply set the timer to start recording in the background and automatically assign time worked. This makes it easy to keep track of how long tasks take without needing to actively manage the clock.
Manual Time Entries
Allows users to manually input time for work done off-platform, ensuring that all hours worked can be tracked even if the automatic timer was not used.