--- 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" publication_date: "2026-10-21" --- # Tidyflow Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 21, 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 8 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) ## 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 4.8 (8) VS. [4.8 (274)](https://www.capterra.com/p/186837/Financial-Cents/reviews/) Starting Price $39 Per User, Per Month Starting Price $19 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (8) Ease Of Use 4.8 (3,631) Value For Money 4.6 (8) Value For Money 4.7 (3,040) Customer Service 4.9 (8) Customer Service 4.7 (2,937) ## Tidyflow alternatives [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 (1,009)](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 [3.8 (61)](https://www.capterra.com/p/147972/Mango-Billing/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 67% 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 help managing workflows, client requests, documents, billing, and follow-up. It is best suited to small and mid-sized professional services businesses in these financial and tax-related sectors. Features and Usability ### What are the key features of Tidyflow? Tidyflow offers project management and workflow tools including Kanban Board, task management, project planning, deadline management, dependency tracking, and sub-task management. It also includes accounting features such as invoice management, invoice processing, payment tracking, time tracking, reporting, role-based permissions, and real-time notifications. Pricing ### How much does it cost and what fees or limitations are included? Tidyflow starts at $39 per user/month for the Core plan, with Core Annual at $348 per user/year. The Pro plan costs $69 per user/month, or $660 per user/year, and a free trial is available. Core covers client work, billing, and deadlines; Pro adds unlimited automations, API, Zapier, and access controls. Integrations ### Which third-party tools and platforms does Tidyflow integrate with? Tidyflow integrates with Gmail, QuickBooks Online, Xero, and Zapier. These integrations cover email, accounting, and automation needs, giving Tidyflow connections to common business tools used for communication, financial management, and workflow automation. Getting Started and Support ### What training and onboarding options does Tidyflow offer? Tidyflow provides live online sessions, documentation, and videos to help teams get started. Live online sessions support guided setup and questions in real time, documentation offers written reference material for setup and use, and videos provide self-paced learning for reviewing features and steps. 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 is available, so user experience details such as response speed or helpfulness cannot be confirmed from the catalog data. ## Features AI summary Based on 1,536 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%**) - **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 (5) 100.00% of 5 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 ### 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 - Checklists: An itemized to do list that can be edited as tasks are completed - 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 - Cloud: Provides Cloud deployment options (private or public cloud, hybrid cloud). - 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 - Flows: Track products to determine when they are shipped, in transit, or delivered. - 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 - Invoices: Create invoices for services provided and track payments - 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 - Payment: Contains built-in payment processing capabilities or integrates with payment processing software. - 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: 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 - 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 - Tasks: Assign and track onboarding tasks to internal and external stakeholders. - 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: Track the status of each project and calculate billable time - 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 (8) 4.6 Based on 8 reviews ## Pricing Value for money 4.6 (8) 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 (8) 4.6 Based on 8 reviews ## Integrations [ 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 (8) 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 (8) 4.9 Based on 8 reviews ## User reviews Overall rating 4.8 Based on 8 reviews Filter by rating Counts reflect reviews available in this feed. 5(6) 4(2) 3(0) 2(0) 1(0) Mentioned topic Recent reviews first, then most helpful FC Founder CEO Founder CEO Used the software for: I used a free trial ### "AWESOME Practice Management Software for growing accounting firms!" 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 October 30, 2026 Pros I love Tidyflow's ability to solve all practice management issues that an accounting firm would face. Customer support is top-tier and \[sensitive content hidden\] with the Tidyflow team was absolutely amazing! Cons Currently, I have no cons about the product. I truly love all the features about the product. it was able to solve all of my practice issues. AS Accounting Services Partner Accounting Services Partner Used the software for: 1-3 years ### "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 8, 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. AC Accountant Accountant Used the software for: Less than 1 year ### "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. OM Operations Manager Operations Manager Used the software for: Less than 1 year ### "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. DI Director Director Used the software for: Less than 1 year ### "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 8, 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. AC Accountant Accountant Used the software for: 1-3 years ### "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 December 3, 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. CE CEO CEO Used the software for: Less than 1 year ### "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 24, 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 AC Accountant Accountant Used the software for: 1-3 years ### "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 December 3, 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. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.