Tidyflow

Tidyflow

About this app

Tidyflow is practice management software for accounting, bookkeeping, and tax firms. Keep your shared inbox, jobs, comments, deadlines, and AI assistant close at hand wherever you work.

TRIAGE YOUR SHARED INBOX
- Read and search conversations across connected email accounts
- Switch between Inbox, Drafts, and Archived
- Review complete drafts and attachments before sending
- Send or delete drafts, with an option to undo a send
- Archive or mark conversations read with a swipe
- Continue from cached conversations when connectivity is limited

CREATE, UPDATE, AND COMPLETE JOBS
- Create a job with its client, status, assignees, and notes
- Search and filter jobs by status, assignee, client, due date, and tags
- Change status, assignees, title, and description as work moves
- Complete a job from the list or detail screen
- Choose whether to complete open subtasks, then undo if needed

COLLABORATE IN CONTEXT
- Read and add comments directly on job details
- Mention teammates and attach files without leaving the job
- Follow Agent activity alongside the team conversation
- Answer Agent questions and review requested actions from the job timeline
- See client details, dates, tags, subtasks, and team activity together

WORK WITH TIDYFLOW AGENT
- Continue the same AI assistant conversations you use on the web
- Ask questions about your accounting practice and get streaming responses
- Queue another prompt while Agent is working
- Retry or edit a failed prompt without losing the conversation
- Review proposal previews and approval requests before actions continue
- Start a new chat or return to recent conversations

Tidyflow is a focused companion to the Tidyflow web app for firms with 1-30 staff. An existing account is required. New firms can start a free 14-day trial at tidyflow.com.

Questions or feedback? Email [e-mail].

What’s new

Clients can now sign in and work with their firm from the app.
- Answer requests, upload photos and files, and approve documents
- Browse shared documents and see invoices
- Reply, forward and comment on email inline, with drafts that save as you go
- Switch between your inbox and team mailboxes
- Add subtasks, see client requests and log time on jobs
- Get push notifications for requests, mentions and assignments