Tidyflow

Tidyflow is a simple, modern workflow tool built for small accounting firms.

It helps firms manage deadlines, client work, and team communication without adding more admin. You can manage recurring workflows, request documents from clients, track time, and securely store files—all in one place.

Tidyflow includes:

• Workflow management: Templates, recurring tasks, reminders, comments
• Client portal: Secure file sharing, e-signatures, status updates
• CRM: Client records with custom fields, linked to Xero and QuickBooks
• Time tracking: Billable hours, cost rates, exports
• Integrations: Zapier, Xero, QuickBooks, and a public API