Tidyflow

Ask Tidyflow Agent, review approvals, triage client email, and keep jobs moving wherever work takes you.

Tidyflow puts your firm's AI assistant, jobs, comments, deadlines, and shared inbox in your pocket.

Tidyflow is practice management software for accounting, bookkeeping, and tax firms. This companion app gives you and your team fast, on-the-go access to the work and client email conversations you manage in Tidyflow.

WORK WITH TIDYFLOW AGENT

• Continue the same Agent conversations you use on the web
• Ask questions about your practice and get streaming responses
• Review proposal previews and approval requests before actions continue
• Start a new chat or return to recent conversations

TRIAGE YOUR SHARED INBOX

• Read conversations across connected email accounts
• Switch between Inbox, Drafts, and Archived
• Search conversations and review saved drafts before sending
• Send or delete complete drafts, with an option to undo a send
• Open and download email attachments
• Archive or mark conversations read with a swipe
• Keep working from cached conversations when connectivity is limited

KEEP JOBS MOVING TOGETHER

• See every open and overdue job in one list
• Filter and search to find what needs attention
• Open a job to see its status, client, due dates, assignees, description, tags, and subtasks
• Read and add comments without leaving the job
• Mention teammates and attach files to keep the conversation in context
• Pull to refresh for the latest from your team

BUILT FOR FIRMS Tidyflow centralizes client work, recurring jobs, deadlines, team responsibilities, and shared email for firms with 1-30 staff. The mobile app brings that visibility with you in a focused, native-feeling companion.

EXISTING ACCOUNT REQUIRED Tidyflow for iOS is a companion app for firms that already use Tidyflow. Your firm must have an existing Tidyflow account; there is no account creation in the app. Log in with the same method you use on the web: Google, Microsoft, an emailed sign-in link, or your password.

Questions or feedback? Email support@tidyflow.com.