--- title: "Tidyflow Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Tidyflow Software - reviews, pricing plans, popular comparisons to other Business Management products and more." source_url: "https://www.capterra.com/p/10014794/Tidyflow/" page_type: "product" language: "en" --- # Tidyflow Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 10, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Tidyflow ## What is Tidyflow? Tidyflow is practice management software for growing accounting, bookkeeping, and tax firms that have outgrown email, spreadsheets, and generic task tools. Teams use Tidyflow to manage recurring jobs, client requests, documents, proposals, engagement letters, e-signatures, time, billing, payments, and deadlines in one connected workspace. Built-in client portals and automated reminders reduce chasing, while job templates, clear ownership, shared inboxes, reporting, and integrations with QuickBooks Online, Xero, Zapier, Make, and a public API help firms keep work moving with less admin. ## What is Tidyflow used for? [Accounting Practice Management](https://www.capterra.com/accounting-practice-management-software/)[Workflow Management](https://www.capterra.com/workflow-management-software/)[Task Management](https://www.capterra.com/task-management-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $39 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Tidyflow?[Manage this product listing](https://www.g2.com/products/tidyflow-tidyflow/claim_requests/new?auto=true) ## Tidyflow Overview Updated September 2026 AI summary Tidyflow is a cloud-based business automation platform designed for small accounting, bookkeeping, and tax firms seeking greater control over workflows, client interactions, and document management. It combines workflow management, project tracking, client portals, and integration with tools like QuickBooks and Gmail, supporting efficient task coordination and client communication across web and mobile devices. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Tidyflow 4.7 (7) VS. [4.7 (3,622)](https://www.capterra.com/p/186749/TaxDome/reviews/) Starting Price $39 Per User, Per Month Starting Price $800 Per User, Per Year Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (7) Ease Of Use 4.5 (3,622) Value For Money 4.6 (7) Value For Money 4.6 (3,032) Customer Service 4.9 (7) Customer Service 4.6 (2,929) ## Tidyflow alternatives Highest Rated [4.8 (270)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [4.7 (208)](https://www.capterra.com/p/156181/Karbon/reviews/) Starting price $59.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10014794/Tidyflow/alternatives/) ## FAQs about Tidyflow Overview ### What company size and specific industries is Tidyflow built for? Tidyflow is designed for growing accounting, bookkeeping, and tax firms that need better control of workflows, client requests, documents, billing, and follow-up. It fits small to mid-sized professional services businesses in these financial and tax-related sectors rather than general-purpose companies. Features and Usability ### What are the key features of Tidyflow? Tidyflow offers accounting, audit management, and invoice management, plus workflow tools such as business process automation, rules-based workflow, and workflow configuration. It also includes project tracking features like kanban board, task board view, dependency tracking, deadline management, resource allocation & planning, reporting, and role-based permissions. Pricing ### How much does it cost and what fees or limitations are included? Tidyflow starts at $39 per user/month for the Core plan, or $348 per user/year billed annually. A free trial is available. The Pro plan costs $69 per user/month, or $660 per user/year annually, with unlimited automations, advanced reporting, API access, Zapier, access controls, and enforced 2FA. Integrations ### Which third-party tools and platforms does Tidyflow integrate with? Tidyflow integrates with Gmail, QuickBooks Online, Xero, and Zapier. The catalog covers email, accounting, and automation connections, giving Tidyflow access to common communication and bookkeeping workflows through these four third-party platforms. Getting Started and Support ### What training and onboarding options does Tidyflow offer? Tidyflow provides live online training, documentation, and videos to help teams get started. Live online sessions support guided setup and direct instruction, documentation offers written reference material for self-paced review, and videos provide visual walkthroughs of key features and basic workflows. Getting Started and Support ### What customer support options does Tidyflow offer? Tidyflow provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. These support channels give users several ways to find answers or reach assistance, with some users likely preferring self-service resources and others needing direct contact through phone or chat. ## Features AI summary Based on 1,536 Business Management reviews Capterra data shows that buyers of accounting practice management software rank the following features as their top priorities: - **Workflow Management** (**58%** of reviewers rated this feature as critical) - **Client Management** (**52%**) - **Client Portal** (**59%**) Tidyflow supports all three of the features reviewers consider most important: **Workflow Management**, **Client Management**, and **Client Portal**. Together, these capabilities help accounting firms organize recurring work, keep client records and communications in one place, and share documents or updates through a secure portal, allowing teams to manage deadlines more efficiently and deliver a more consistent client experience. Workflow Management 4.6 (5) 80.00% of 5 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Client Management 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Manage contact details and communication with clients Client Portal 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Private online space that lets businesses securely share documents and provide information access to clients Document Management 4.3 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Task Management 4.8 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Project Management 5.0 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Plan and coordinate all the resources, costs and time needed to execute assignments Tidyflow 97 features An @mention is a way to tag or notify a specific person about a message/post Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Route documents and other data through one or more stakeholders for review and approval Assign issues and tasks based on availability or required skills Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws A record of all activities within the system, including user access, changes made, etc. Create, manage, and send invoices or bills to customers Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes An itemized to do list that can be edited as tasks are completed Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides Cloud deployment options (private or public cloud, hybrid cloud). Provides a channel for team members to share AI models, media files, communicate, and work together Leave comments and notes on documents for others to view Manage and track all internal and external communication conducted via calls, email, text, or chat Configure existing workflows to meet your organization's needs Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Protect sensitive data for digital privacy Specify or track the date/time a project, task, etc., is due for completion Track and manage task relationships and dependencies Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Manage, store and organize emails within the system or via third-party apps Reminders sent via email Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Move files across different systems or networks Track products to determine when they are shipped, in transit, or delivered. Software specialized for accountants and accounting firms Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals Designed for tax practices Captures invoice data and maintains comprehensive records for auditing and reporting purposes Creation, processing, verification, and execution of invoices till the payment is made Create invoices for services provided and track payments Visualization tool to organize and optimize tasks and track their status at every stage of workflow Communicate using messages within the system Access software remotely via mobile devices Ability to handle several projects simultaneously Contains built-in payment processing capabilities or integrates with payment processing software. A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Arrange tasks based on the level of priority or urgency Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Organize and schedule projects Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Pre-designed project plans that can be customized Measure time to completion or hours worked for projects Monitor the progress of projects from start to finish Create, manage, or update project workflows. Preview and make real-time changes in the web content Notifications that are delivered to users as soon as an event occurs Set the frequency of a task's occurrence Timed notification for any upcoming task, deadline, appointment, or activity Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Assign available resources (human and/or non-human) to various projects and tasks Set & manage permission levels based on user roles and restrict access to only authorized individuals Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Online portal through which end users can access the system, manage tasks, or obtain information UI looks like a spreadsheet Schedule shifts for staff/employees, track hours worked, and manage staff payroll Track the status over time for a request, process, asset, or transaction Split and manage tasks into individual components Attach digital tags to documents and assets for identification, search, or monitoring purposes UI looks like task board Edit task information and all related elements Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Add labels or tags to tasks Assign and track onboarding tasks to internal and external stakeholders. Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Track the status of each project and calculate billable time Log and record hours worked and costs spent to assist in billing and invoicing Measure and track time including hours worked and paid time off (PTO) Track the amount of time spent on a job or task A digital list of items that need to be completed Alter the default workflow to meet your organization's needs Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.6 (7) 4.6 Based on 7 reviews ## Pricing Value for money 4.6 (7) Free Trial [View pricing plan details](https://www.capterra.com/p/10014794/Tidyflow/pricing/) Core $39.00 Per User,Per Month It includes: - All Features Core Annual $348.00 Per User,Per Year It includes: - All Features Pro $69.00 Per User,Per Month It includes: - All Features Pro Annual $660.00 Per User,Per Year It includes: - All Features Value for money 4.6 (7) 4.6 Based on 7 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/)[ Zapier](https://www.capterra.com/p/130182/Zapier/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (7) 4.9 Based on 7 reviews ## User reviews Overall rating 4.7 Based on 7 reviews Filter by rating 5(5) 4(2) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MM Menelisi M. Accountant Accounting ### "Great workflow management" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 7, 2026 The platform is very helpful and has significantly centralized control over client affairs. I appreciate the quick response to queries and openness to recommendations in improving some of the features. Other than the mobile app and Pros Very clean User Interface, easy to use, allows me to create multiple fields for client records. The task management is very good, however the functioning of dates can be confusing, especially at the job template level. Considering its competitors, the price does provide value for money. Cons It doesn't have a mobile app yet, which would be very helpful to upload documents for clients who are always on the road. Other than email communication, the client cannot have a direct chat with me through the client portal. Switched from [Fintura](https://www.capterra.com/p/10038962/Fintura/) Poor workflow management, inflexible, UI that is not native. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RC River C. Operations Manager Accounting ### "Easy to Use Software with Great Customer Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 August 6, 2026 Tidyflow is a great software, and I highly recommend it for small practices looking to modernise their systems. Pros Tidyflow is easy to use, and has a simple, modern UI. Their customer support is amazing; anytime we need something fixed or even added, it is actioned within 24 hours. They are always updating to include new features that are helpful to it's users. Cons Nothing really. All issues I've had with Tidyflow have been communicated to their team and actioned essentially straight away. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RB Rebecca B. Accounting Services Partner Accounting ### "Great value and absolute quality software. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 5, 2026 Its a really great software, good for the growing and grown firm looking to mange their practice. It brings together the click-up tasks and billing, client information and ties it altogether. I think a live chat feature for team will be a great add on that way you won't even need slack. Pros Its really easy to follow, and if you have an issue the support team is always ontop of it to fix it. Cons Had a bit of a problem syncing my clients and their information from Quickbooks, i had to enter the contact details manually but its not too bad. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reasons for choosing Tidyflow More affordable compared to other software's. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AC Alister C. Director Accounting ### "Excellent product for small practices" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 7, 2026 I first came across Tidyflow in the summer of 2025, but as it was still fairly new to the market at that point it didn't seem to be quite ready for full implementation. But fast forward a few months to March 2026 and it was clear that the product had taken big strides forward, so I was then ready to commit. A further four months down the line, I only have good things to say about Tidyflow. The main thing to mention is the responsiveness of the support team, in particular \[sensitive content hidden\]. Any issues I have identified have been dealt with and rectified literally within a day or two, many times even within 24 hours. Suggestions I have put forward for improvement have been implemented in double quick time. Overall, everything just works, whether that be time recording, deadline management, monitoring WIP, billing (although I use separate software to issue bills), client portal, digital signatures, and many other features that a small accounting or bookkeeping practice needs. I have no hesitation in recommending Tidyflow to any small practice looking for practice management software that doesn't break the bank, but has all the features that are needed. Pros Very easy to use, all aspects of the software work logically, customer support second to none, very competitive pricing, all in all a pleasure to use! Cons Honestly cannot think of anything negative to say about Tidyflow - as described below all issues I have experienced have been dealt with immediately. Switched from [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) Financial Cents removing vital features from their solo plan. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AC Andre C. Accountant Accounting ### "TidyFlow - Streamlining Workflows, Adding Value" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 27, 2024 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. 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. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) TidyFlow has been specifically designed with the needs of accounting firms in mind. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. NC Nicole C. Accountant Accounting ### "Streamlined Client Management " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 27, 2024 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. 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. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) Looking for a more streamlined platform. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AS Aristote S. CEO Computer Software ### "accounting firm project management software" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 23, 2023 the overall experience with mello is not really good, there are still bugs in the software which can affect project management 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 Alternatives considered [Ubuntu](https://www.capterra.com/p/229058/Ubuntu/) [Canvas](https://www.capterra.com/p/127214/CANVAS/) Reasons for choosing Tidyflow I chose mello because of its free trial program and its affordable price Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. 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