TidyFlow 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

TidyFlow

4.7

(3)

Pricing

Starting at $19.00 per month

About TidyFlow

Experience a new wave of accounting practice management with Tidyflow's cloud-based platform. Cater to diverse client projects efficiently, ensuring accurate task distribution through automated systems. Navigate your daily activities with a structured inbox, promote team synergy, and monitor time allocation effectively. Moreover, manage your team's day-to-day capacity, protect essential documents, and elevate operational workflows with automation and integrations. Tidyflow is your modern-day ally for seamless accounting practice management, designed to simplify collaboration, planning, and task tracking effortlessly.

TidyFlow Screenshots

TidyFlow Pricing and Plans

Starting price: $19.00 per month

Free Trial

Free Version

Standard

$19.00

per user, per month

Plan includes:

All Features

Standard Annual

$190.00

per user, per year

Plan includes:

All Features

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TidyFlow Features

Popular features found in Accounting Practice Management
Billing & Invoicing
Client Management
Due Date Tracking
For CPA Firms
Project Management
Time Tracking
More features of TidyFlow
Access Controls/Permissions
Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Approval Workflow
Assignment Management
Audit Management
Audit Trail
Client Portal
Collaboration Tools
Commenting/Notes
Communication Management
Configurable Workflow
Contact Management
Content Management
CRM
Customizable Branding
Customizable Reports
Customizable Templates
Data Import/Export
Data Security
Deadline Management
Dependency Tracking
Document Management
Document Storage
Drag & Drop
Email Reminders
File Management
File Sharing
File Transfer
For Accountants
For Tax Practices
Invoice Management
Invoice Processing
Kanban Board
@mentions
Messaging
Multiple Projects
Performance Metrics
Prioritization
Progress Tracking
Project Planning
Project Planning/Scheduling
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Real Time Editing
Recurring Tasks
Reminders
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Resource Allocation & Planning
Role-Based Permissions
Search/Filter
Secure Data Storage
Self Service Portal
Spreadsheet View
Staff Management
Status Tracking
Sub-Task Management
Tagging
Task Board View
Task Editing
Task Management
Task Progress Tracking
Task Scheduling
Task Tagging
Template Management
Third-Party Integrations
Time & Expense Tracking
Timer
Timesheet Management
To-Do List
Workflow Management

TidyFlow Integrations

Zapier

QuickBooks Online

Xero

TidyFlow User Reviews

Overall Rating

4.7

Ratings Breakdown

67%

33%

Secondary Ratings

Ease of Use

4.7

Value for money

4.3

Customer support

4.7

Functionality

4.7

Have you used TidyFlow and would like to share your experience with others?

André C.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Reviewed November 2024

TidyFlow - Streamlining Workflows, Adding Value

Overall, TidyFlow has been an invaluable practice management tool for our team. By allowing us to automate our task workflows and effectively manage our capacity, the team is able to spend more time adding value and building positive client relationships.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

TidyFlow has an incredibly intuitive user interface, making it easy to effectively collaborate with the team to streamline the firm's operations.

Cons:

We are excited about the planned feature that will trigger an Inbox notification when a contact uploads a document. This will allow us to work with our clients more asynchronously.

Reasons for switching to TidyFlow

TidyFlow has been specifically designed with the needs of accounting firms in mind.

Nicole C.

Verified reviewer

Accounting

2-10 employees

Used daily for less than 2 years

Reviewed November 2024

Streamlined Client Management

TidyFlow is easy to use, streamlined, and customisable. It’s ideal for accounting practices managing multiple clients with its clean, distraction-free interface which simplifies client management and tracking, ensuring everything stays organised and on schedule.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

TidyFlow makes it easy to manage multiple clients, with different needs all in one easy-to-navigate platform.

Cons:

Currently, there are limited integrations available, it would be nice to see additional options being added to the platform.

Reasons for switching to TidyFlow

Looking for a more streamlined platform.

Aristote S.

Verified reviewer

Computer Software

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2023

accounting firm project management software

the overall experience with mello is not really good, there are still bugs in the software which can affect project management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

what I liked about mello was its ability to handle several accounting projects and its ease of use

Cons:

the negative point with the mello software is its structuring which does not allow the user to find their way in the organization of their projects but also the mello software presents several bugs

Reasons for choosing TidyFlow

I chose mello because of its free trial program and its affordable price

Reasons for switching to TidyFlow

I changed the software from mello to canopée because of many bugs found in mello but also I find that canopée is much better in terms of its ease of use

Showing 1 - 3 of 3 Reviews