Tidyflow

Tidyflow is practice management software for accounting, bookkeeping, and tax firms. The iOS app helps your team stay on top of jobs, client communication, and deadlines wherever you are, while giving clients a simple way to respond to requests and share documents. MANAGE YOUR JOBS - Create and update jobs, track progress, and manage deadlines - Search and filter work by client, status, assignee, and more - Complete subtasks, follow client requests, and log time - Add comments, mention teammates, and attach files STAY ON TOP OF YOUR INBOX - Access your inbox and shared team mailboxes - Read, reply to, forward, and organize emails - Assign conversations and add internal comments - Stay informed with mentions, assignments, and optional push notifications ACCESS YOUR CLIENTS - Search clients and view their details, contacts, jobs, and files - Call or email client contacts directly WORK WITH TIDYFLOW AGENT - Continue your Agent conversations from the web - Ask questions about your practice and get answers - Review proposed actions and approve them before they proceed FOR YOUR CLIENTS Clients can use the same app to: - Respond to requests and upload photos or documents - Approve documents or request changes - Browse shared files and view invoices - Receive notifications when their firm needs something EXISTING ACCOUNT REQUIRED Tidyflow for iOS is available to firms already using Tidyflow and the clients they invite. Staff can sign in using their existing account, while clients can access their portal using an emailed code or password.