Tidyflow

Tidyflow keeps your firm's shared inbox, jobs, team conversations, and AI assistant close at hand. Tidyflow is practice management software for accounting, bookkeeping, and tax firms. This companion app gives your team focused, on-the-go access to client email and work already managed in Tidyflow. TRIAGE YOUR SHARED INBOX - Read and search conversations across connected email accounts - Switch between Inbox, Drafts, and Archived - Review complete drafts and attachments before sending - Send or delete drafts, with an option to undo a send - Archive or mark conversations read with a swipe - Keep working from cached conversations when connectivity is limited CREATE, UPDATE, AND COMPLETE JOBS - Create a job from the list with its client, status, assignees, and notes - Search and filter by status, assignee, client, due date, and tags - Change status, assignees, title, and description as work moves - Complete a job from the list or detail screen - Choose whether to complete open subtasks, then undo if needed COLLABORATE IN CONTEXT - Read and add comments directly on job details - Mention teammates and attach files without leaving the job - See client details, dates, tags, subtasks, and team activity together WORK WITH TIDYFLOW AGENT - Continue the same Agent conversations you use on the web - Ask questions about your practice and get streaming responses - Review proposal previews and approval requests before actions continue - Start a new chat or return to recent conversations BUILT FOR FIRMS Tidyflow centralizes client work, recurring jobs, deadlines, team responsibilities, and shared email for firms with 1-30 staff. The mobile app brings that visibility with you in a focused, native-feeling companion. EXISTING ACCOUNT REQUIRED Tidyflow for iOS is a companion app for firms that already use Tidyflow. Your firm must have an existing Tidyflow account; there is no account creation in the app. Log in with the same method you use on the web: Google, Microsoft, an emailed sign-in link, or your password. Questions or feedback? Email support@tidyflow.com.