Tidyflow
Practice management software
Free · Designed for iPad. Not verified for macOS.
Tidyflow is practice management software for accounting, bookkeeping, and tax firms. The iOS app helps your team stay on top of jobs, client communication, and deadlines wherever you are, while giving clients a simple way to respond to requests and share documents.
MANAGE YOUR JOBS
- Create and update jobs, track progress, and manage deadlines
- Search and filter work by client, status, assignee, and more
- Complete subtasks, follow client requests, and log time
- Add comments, mention teammates, and attach files
STAY ON TOP OF YOUR INBOX
- Access your inbox and shared team mailboxes
- Read, reply to, forward, and organize emails
- Assign conversations and add internal comments
- Stay informed with mentions, assignments, and optional push notifications
ACCESS YOUR CLIENTS
- Search clients and view their details, contacts, jobs, and files
- Call or email client contacts directly
WORK WITH TIDYFLOW AGENT
- Continue your Agent conversations from the web
- Ask questions about your practice and get answers
- Review proposed actions and approve them before they proceed
FOR YOUR CLIENTS
Clients can use the same app to:
- Respond to requests and upload photos or documents
- Approve documents or request changes
- Browse shared files and view invoices
- Receive notifications when their firm needs something
EXISTING ACCOUNT REQUIRED
Tidyflow for iOS is available to firms already using Tidyflow and the clients they invite. Staff can sign in using their existing account, while clients can access their portal using an emailed code or password.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
Firms can now ask clients for a second step when they sign in.
- Use a code from an authenticator app, an emailed code or your password
- Save recovery codes in case you lose your phone
- Reset a forgotten password from the sign-in screen
- Fixes push notifications on older phones
- Search no longer jumps as results load, and keeps your place when you go back
The developer, Exige Ventures LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- User Content
- Identifiers
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Exige Ventures LLC
- Size
- 3.8 MB
- Category
- Business
- Compatibility
Requires iOS 15.0 or later.
- iPhone
Requires iOS 15.0 or later. - iPad
Requires iPadOS 15.0 or later. - iPod touch
Requires iOS 15.0 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Contains
Messaging and Chat
- Copyright
- © 2026 Exige Ventures LLC