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FULL MEMBERS

US $300 per annum

See definition below

LIGHT MEMBERS

US $50 per annum

See definition below

DATA FEED

Feeds Tallyfy data to your BI or analytics platform. Adds US $20 / member / annum

Yes
No

Total IN USD

0
$0
annually
FREE AND INCLUDED:
  • Single Sign On
  • Unlimited Guests
  • Tallyfy AI
  • 1:1 Support
  • 14-day Trial

Customize who can do what with roles

Features
Light Member
Full Member
Create Templates
Edit Templates
Launch and Assign
Track and Complete
Reminders
Watching
Available Role
Administrator Role
Standard Role
Light Role

Frequently Asked Questions

Can you go through our vendor onboarding process?

Yes, we welcome IT security reviews, legal/MSA/privacy agreements, and compliance checks. We have experience with regulated environments. See our compliance details here and here. We are SOC 2 Type II attested.

Can you define the specific roles available in Tallyfy?

We have two pricing tiers: Light and Full roles. Full includes Standard and Administrator roles. Light members cannot edit or create templates.

If I change the role of a member will pricing change immediately?

Yes, billing adjusts in real-time. Role changes trigger immediate credits or charges. Unused days are credited to your account when downgrading. When upgrading, we first apply any available credits before charging your card.

What’s the difference between a member and a guest?

Members are regular users from your company (identified by email domain). Guests are external users with limited access who can only see their assigned tasks.

Any non-profit discounts?

Yes – details available here.

Is the cost of the Tallyfy Analytics add-on applied to all members?

Yes, it applies to all member roles. This is a streaming data service requiring a BI system for visualization. See details here.

What happens if midway through a year or month I disable a member?

You receive daily pro-rated credits for unused time on both annual and monthly plans. For example, disabling after 100 days on an annual plan earns credit for the remaining 265 days.

How do credits work?

Credits function like a bank account balance and simplify billing. Key points:

  • Only pay for active members
  • Credits used before charging backup card
  • 5-year expiration
  • Usable for licenses and add-ons, not services
  • No cash refunds
  • Purchase via ACH/wire only

Can I negotiate discounts?

Based on commitment and volume. Schedule a chat to discuss.

Tell me more about your Fair Price Guarantee (FPG)?

FPG offers lifetime discounts up to 90% based on country GDP-per-capita, making Tallyfy accessible worldwide. Available for annual plans where most members are in the qualifying country. Details here.

Can I pay via manual invoices?

Only for large credit purchases. A backup card is required for all accounts to cover overages.

When do I start paying for a member?

Billing starts when members activate their account by accepting the invite or signing in via SSO.

Can I see all billing history?

Yes, through our PCI-compliant billing portal. Administrators can access invoices and manage payment details via Settings > Billing.

Do you accept other currencies?

US dollars only via credit/debit cards, ACH, or wire transfer to our US account.

Can I switch plans anytime?

Yes, switch between monthly and annual plans anytime. Annual plans offer immediate savings with pro-rated credits for disabled members.

How do I delete my account or terminate my subscription?

Administrator roles can delete accounts via Settings > Billing. Deletion is immediate and permanent; remaining credits are non-refundable.

What is the pricing for your other products?

See all products and pricing here.

Is Single Sign On (SSO) free?

Yes, SSO configuration is free. We support various identity providers.

The journey to better operations

Documenting processes for people to read is a good beginning but it’s not going to solve any big problems. The much bigger and far more costly pain is tracking who is doing what in real-time.

This is the journey to automated operations

Is it possible to get 50x ROI per annum?

PAINFUL, DULL QUESTIONS
  • How do I do this task?
  • What's the status of this?
  • I forgot we had to do that
  • What's next?
  • Did you complete that?
hours
START TALLYFYING TO SUCCEED
  • Fully digitize in-house workflows
  • Free, unlimited outside guests
  • Imagine a happy, efficient team
  • Self-training and Self-checkin
  • Build a moat to scale ops
THE VALUE OF TIME
  • US avg - $44/h at 260 days/year
  • What else could you have done?
  • Love continuos improvement?
  • Wasted time is $$$ burned away
  • Save for higher wages and talent
$0

Enterprise add-ons

Multiple UI languages – View supported languages – FREE on all plans!

Multiple Content languages – Real-time content translation – subject to Azure’s pricing

SOC 2 Type II attestation – contact us

Custom Helpdesk – this feature allows your IT/helpdesk to take over first-line support. It works well for customers who have invested in a center of excellence that knows Tallyfy and can support users with their specific questions.

Custom Serverless Functions – to consume and handle events

Professional Services

Template Creation. Billed at hourly rates. Request help or see what we offer

REST API Integration · View API documentation

Anything Else? · Request help. That includes services like adoption planning, change management, integration plans, and more.