Home > Project Management Software > TidyFlow

TidyFlow

TidyFlow is a cloud-based accounting practice management solution that streamlines workflow, automates processes, and enhances team collaboration. Manage multiple projects per client, track tasks with an organized inbox, safeguard crucial documents, and optimize team capacity. With automation and integrations, firms can boost productivity effortlessly.

4.7

Software Info

Pricing

Score

Alternatives

TidyFlow Overview

TidyFlow is a powerful cloud-based accounting practice management software designed to streamline workflow, improve collaboration, and automate key processes. With TidyFlow, firms can efficiently manage multiple projects per client, ensuring tasks are assigned and completed seamlessly. The platform features an organized inbox for task tracking, robust time management tools, and real-time team collaboration. Users can safeguard crucial documents, monitor day-to-day team capacity, and integrate with essential business applications to enhance productivity. Automation simplifies project execution, reducing manual effort and ensuring deadlines are met with ease. TidyFlow is an ideal solution for accounting professionals looking to optimize their operations, improve efficiency, and stay organized.

Features

Automated Task Management

Collaborative Inbox

Time Tracking & Capacity Management

Secure Document Storage & Integration

TidyFlow Pricing Overview

TidyFlow Score

Smyte Score

4.7 Number of Reviews 3

Smyte Score

The Smyte Score is a weighted average from leading review sites across the web.

100+ reviews for Software Name

Pros

Intuitive User Interface:
Users appreciate TidyFlow’s user-friendly design, which simplifies collaboration and streamlines firm operations.

Effective Client Management:
The platform excels in managing multiple clients with varying needs, offering an easy-to-navigate system that keeps client information organized and schedules on track.

Automation of Task Workflows:
TidyFlow allows firms to automate task workflows and manage team capacity efficiently, enabling teams to focus more on adding value and building positive client relationships.

Cons

Limited Integrations:
Some users have noted that TidyFlow currently offers limited integration options and have expressed a desire for additional integrations to enhance the platform’s functionality.

Feature Notifications:
Users are looking forward to features like inbox notifications when a contact uploads a document, which are planned but not yet implemented.

Software Bugs:
There have been reports of occasional bugs within the software that can affect project management, indicating a need for further refinement.

** Smyte uses AI to analyze online reviews, extracting key pros and cons by identifying patterns and summarizing customer feedback into actionable insights.

FAQs

1. What features are included in TidyFlow?

TidyFlow encompasses a range of features designed to streamline accounting practice management, including workflow management, client management, collaboration tools, document management, time tracking, capacity management, integrations, a client portal, and electronic signatures.

2. Is there a free trial available?

Yes, TidyFlow offers a 14-day free trial with full access to all features. No credit card is required to start the trial.

3. Are there any additional fees beyond the subscription cost?

No, TidyFlow’s pricing is all-inclusive. There are no onboarding, support, or hidden fees beyond the subscription cost.

4. Do I need to add my credit card details for the trial?

No, you can use TidyFlow for 14 days without adding your credit card details.

5. Are clients who are added to the portal billed as users?

No, clients added to the portal are not billed as users. Only internal team members who require access to TidyFlow are considered users for billing purposes.

TidyFlow

4.7

Software Info

Pricing

Score

Alternatives

TidyFlow Overview

Software Details

Features

TidyFlow Pricing Overview

TidyFlow Score

Smyte Score

4.7

Number of Reviews 3

Smyte Score

100+ reviews for Software Name

Pros

Cons

FAQs

Alternatives to TidyFlow

Fexillon

Geo

BlueBox

Relevant Alternative Categories