--- 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 Accounting Practice 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 August 4, 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 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 (7) VS. [4.7 (3,608)](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 (3,608) Value For Money 4.6 (7) Value For Money 4.6 (3,018) Customer Service 4.9 (7) Customer Service 4.6 (2,915) ## Tidyflow alternatives Highest Rated [4.8 (267)](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 (1,000)](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 [4.6 (6,088)](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 94% 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 accountants and accounting firms of all sizes, with a clear focus on the accounting profession. It is best suited to finance and bookkeeping teams that need tools built around accounting workflows and client work. Features and Usability ### What are the key features of Tidyflow? Tidyflow offers accounting and invoice management, plus project planning tools such as Kanban board, spreadsheet view, task boards, dependency tracking, and deadline management. It also includes workflow configuration, role-based permissions, audit management, email reminders, real-time notifications, time tracking, and customizable reports for tracking work and billing. Talk to an expert ### More questions? Ask our experts Pricing ### How much does it cost and what fees or limitations are included? Tidyflow starts at $25 per user/month on the Solo plan, with Solo Annual at $240 per user/year. The Team plan costs $44 per user/month, or $420 per user/year. All plans include all features, and a free trial is available. Integrations ### Which third-party tools and platforms does Tidyflow integrate with? Tidyflow connects natively to Gmail, QuickBooks Online, Xero, and Zapier. Its catalog integrations cover email, accounting, and automation tools, giving teams a short list of third-party platforms for linking communications, financial data, and workflow extensions. Getting Started and Support ### What training and onboarding options does Tidyflow offer? Tidyflow provides live online sessions, documentation, and videos for training. Live online sessions support guided setup and direct instruction, documentation gives teams written reference material, and videos offer self-paced walkthroughs for learning features and reviewing steps as needed. Getting Started and Support ### What customer support options does Tidyflow offer? Tidyflow offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. No reviewer feedback about support experience is available, so support quality, response times, and common frustrations cannot be described here. ## Features AI summary Based on 1,519 Accounting Practice 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%**) - **Task Management** (**55%**) Tidyflow supports all three of the features reviewers value most: **Workflow Management**, **Client Management**, and **Task Management**. Together, these capabilities help accounting firms organize recurring processes, keep client information in one place, and stay on top of deadlines and assignments, allowing teams to manage work more efficiently and deliver more consistent client service. 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 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 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 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 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 89 features ### All Features - @mentions: An @mention is a way to tag or notify a specific person about a message/post - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - Assignment Management: Assign issues and tasks based on availability or required skills - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Dependency Tracking: Track and manage task relationships and dependencies - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Due Date Tracking: Ability to identify, sort on and alert participating parties about the approaching date by which action has to be taken - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Reminders: Reminders sent via email - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Transfer: Move files across different systems or networks - For Accountants: Software specialized for accountants and accounting firms - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - For Tax Practices: Designed for tax practices - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Multiple Projects: Ability to handle several projects simultaneously - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Prioritization: Arrange tasks based on the level of priority or urgency - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Real Time Editing: Preview and make real-time changes in the web content - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Recurring Tasks: Set the frequency of a task's occurrence - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Spreadsheet View: UI looks like a spreadsheet - Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll - Status Tracking: Track the status over time for a request, process, asset, or transaction - Sub-Task Management: Split and manage tasks into individual components - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Board View: UI looks like task board - Task Editing: Edit task information and all related elements - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Timesheet Management: Track the amount of time spent on a job or task - To-Do List: A digital list of items that need to be completed - Workflow Configuration: Alter the default workflow to meet your organization's needs - Workflow Management: 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 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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