Tidyflow

Tidyflow

About this app

Tidyflow is practice management software for accounting, bookkeeping, and tax firms. Keep your AI assistant, jobs, comments, deadlines, and client email conversations close at hand wherever you work. Continue the same Tidyflow Agent conversations you use on the web, ask questions about your practice, get streaming responses, and review proposal previews or approval requests before actions continue. Read and search connected inboxes, review complete drafts and attachments, send or delete drafts with an option to undo, archive or mark conversations read, and continue from cached conversations when connectivity is limited. Search jobs and filter by status, assignee, client, due date, or tags. Change a job's status, update assignees, and edit titles or descriptions directly from the detail screen. Read and add comments in context, mention teammates, attach files, and open existing attachments without leaving the job. Tidyflow is a companion to the web app and requires an existing account. New firms can start a free 14-day trial at tidyflow.com. Questions? Email [e-mail].

What’s new

Jobs are now fully actionable on mobile.
- Change status and assignees
- Edit titles and descriptions
- Filter by status, assignee, client, due date, tags, or search
- Read and add comments directly on job details
- Mention teammates and attach files in context