# Tidyflow Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Tidyflow Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more. Source: https://www.capterra.com/p/10014794/Mello/reviews --- # Tidyflow Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 27, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Tidyflow ## What is Tidyflow? Unlock a seamless accounting practice management experience with Tidyflow's cloud-based solution. Manage multiple projects per client, and ensure clear task allocation with automated processes. Stay on top of all activities with an organized inbox, foster team collaboration, and track time effectively. Additionally, manage day-to-day team capacity, safeguard crucial documents, and supercharge operations with automation and integrations. ## 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/)[Nonprofit Project Management](https://www.capterra.com/project-management-software-for-nonprofits-software/) Top alternative Featured Overall rating Based on 3 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $25 Per User, Per Month Free trial available 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://tidyflow.com/&name=Tidyflow) ## 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 (3) VS. [4.8 (260)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting Price $25 Per User, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (3) Ease Of Use 4.9 (3,588) Value For Money 4.3 (3) Value For Money 4.7 (2,997) Customer Service 4.7 (3) Customer Service 4.7 (2,895) ## Tidyflow alternatives [4.7 (206)](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 (986)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.6 (5,732)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.4 (15,324)](https://www.capterra.com/p/19319/JIRA/reviews/) Starting price $7.91 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 Document Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Due Date Tracking 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken Project Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Plan and coordinate all the resources, costs and time needed to execute assignments Task Management 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Workflow Management 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Tidyflow 89 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 Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Provides a channel for team members to share 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 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 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 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 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 Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes 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 4.7 (3) 4.7 Based on 3 reviews ## Pricing Value for money 4.3 (3) Free Trial Solo $25.00 Per User,Per Month It includes: - All Features Solo Annual $240.00 Per User,Per Year It includes: - All Features Team $44.00 Per User,Per Month It includes: - All Features Team Annual $420.00 Per User,Per Year It includes: - All Features Value for money 4.3 (3) 4.3 Based on 3 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 4.7 (3) 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 4.7 (3) 4.7 Based on 3 reviews ## User reviews Overall rating 4.7 Based on 3 reviews Filter by rating 5(2) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. 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. All incentivized reviews are subject to our verification process prior to publication. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)