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Become a Tallyfy partner

How to become a Tallyfy partner

Tallyfy offers partnership opportunities for consultants, agencies, and technology providers who want to integrate our workflow management capabilities into their service offerings.

Partnership types

Tallyfy offers several partnership models:

  • Solution Partners: Consultants and agencies who implement Tallyfy for their clients
  • Technology Partners: Software companies that integrate their products with Tallyfy
  • Referral Partners: Organizations that refer clients to Tallyfy

Partnership benefits

As a Tallyfy partner, you gain:

  • Competitive commission rates on referred business
  • Revenue sharing for clients you bring to Tallyfy
  • Unbilled domains in client instances (your team members aren’t counted in client billing)
  • Joint marketing opportunities
  • Priority technical support
  • Access to partner-specific resources
  • Training and certification options

Unbilled domains for partners

When you refer clients to Tallyfy, your team members can join client organizations without increasing the client’s billing costs:

  • Partner team members with email addresses from your domain(s) are marked as “Unbilled”
  • Only the client’s team members are included in billing calculations
  • This allows you to provide implementation assistance and support without affecting client costs
  • The domain exclusion is configured during initial setup or upon request

How domain exclusion works

Domain exclusion is a powerful feature that prevents billing for any member whose email address ends with domains specified in the exclusion list:

  1. The client organization administrator adds your domain (e.g., yourcompany.com) to their domain exclusion list
  2. Any member with an email address ending with that domain (e.g., consultant@yourcompany.com) is automatically marked as “Unbilled”
  3. At each billing cycle, Tallyfy only counts members whose email domains are not on the exclusion list
  4. This makes it cost-effective for clients to invite consultants, partners, or Tallyfy Ambassadors to their organization

Example scenario

Here’s how domain exclusion works in practice:

  • Organization “ClientCorp” has added partnercompany.com to their domain exclusion list
  • “ClientCorp” has 20 members total:
    • 14 members with clientcorp.com email addresses
    • 6 members with partnercompany.com email addresses (consultants helping implement Tallyfy)
  • At billing time, only the 14 clientcorp.com members are counted for billing purposes
  • The 6 consultants from partnercompany.com are marked as “Unbilled” and don’t affect the client’s costs

This arrangement benefits both the client and partners - clients don’t pay for temporary consultants, and partners can easily collaborate within the client’s Tallyfy instance.

Application process

  1. Visit the Tallyfy partner page at https://tallyfy.com/partners/
  2. Click the Apply Now button
  3. Complete the application form with your:
    • Company information
    • Partnership type interest
    • Relevant experience
    • Target market details
  4. Submit your application
  5. A Tallyfy partnership manager will contact you within 2-3 business days

For partnership inquiries, you can also email partners@tallyfy.com directly.

Tutorials > Create an organization

A streamlined process for creating Tallyfy accounts and organizations with automated onboarding tasks plus centralized identity management at account.tallyfy.com enables seamless access across multiple organizations.

Miscellaneous > Support

Organizations can boost Tallyfy adoption through strategic implementation early user involvement automated onboarding customizable guidance snippets and continuous success tracking using activity metrics.

Billing > Tallyfy's Account and Member Limits

Tallyfy’s platform offers Full Members at $300/year and Light Members at $50/year with specific role capabilities while providing free guest access and trial limits that include 10 members 10 guests 100 task assignments and 10 active processes.