TidyFlow
About TidyFlow
Embrace a streamlined approach to managing your accounting practice with Tidyflow's cloud-based platform. Cater to multiple projects for each client efficiently, while ensuring precise task allocation through automated workflows. Stay ahead with an orderly inbox, nurture team collaboration, and accurately track time spent on tasks. Furthermore, handle daily team capacity, secure vital documents, and boost operational efficiency with seamless automation and integrations. Tidyflow is crafted for the modern accounting realm, simplifying practice management in a user-friendly interface.
Key benefits of TidyFlow
Tidyflow simplifies the intricacies of managing an accounting practice by offering an organized platform for client project management, document security, team collaboration, and automation. Its user-friendly interface makes navigating through daily tasks a breeze, ensuring that your firm operates efficiently and effectively.
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- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
TidyFlow - Streamlining Workflows, Adding Value
Reviewed on 2024/11/27
Overall, TidyFlow has been an invaluable practice management tool for our team. By allowing us to...
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.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Streamlined Client Management
Reviewed on 2024/11/27
TidyFlow is easy to use, streamlined, and customisable. It’s ideal for accounting practices...
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.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
accounting firm project management software
Reviewed on 2023/11/23
the overall experience with mello is not really good, there are still bugs in the software which...
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
Reasons for Choosing TidyFlow
I changed the software from mello to canopée because of many bugs found in mello but also I find that canopée is much better in terms of its ease of useReasons for Switching to TidyFlow
I chose mello because of its free trial program and its affordable priceTidyFlow FAQs
Below are some frequently asked questions for TidyFlow.Q. What type of pricing plans does TidyFlow offer?
TidyFlow offers the following pricing plans:
- Starting from: US$29.00/month
- Pricing model: Subscription
- Free Trial: Available
14-day free trial (no credit card required). $29 per user per month, or $24 when paid annually.
Q. Who are the typical users of TidyFlow?
TidyFlow has the following typical customers:
Self Employed, 2–10
Q. What languages does TidyFlow support?
TidyFlow supports the following languages:
English
Q. Does TidyFlow support mobile devices?
TidyFlow supports the following devices:
Q. What other apps does TidyFlow integrate with?
TidyFlow integrates with the following applications:
Zapier
Q. What level of support does TidyFlow offer?
TidyFlow offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Chat
Related categories
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