Skip to content

Become a Tallyfy partner

How to become a Tallyfy partner

Tallyfy partners with consultants, agencies, and software companies who want to use Tallyfy to help their clients manage workflows.

Types of partners

  • Solution Partners: Consultants/agencies who implement Tallyfy for clients.
  • Technology Partners: Software companies who integrate their product with Tallyfy.
  • Referral Partners: Companies who refer potential clients to Tallyfy.

Benefits of partnering

  • Earn commission for referred clients.
  • Share revenue from referred clients.
  • Unbilled Domains: Your team can access client accounts without increasing the client’s bill (explained below).
  • Opportunities for joint marketing.
  • Faster technical support.
  • Access to partner resources and training.

How “Unbilled Domains” work for partners

When your team helps a client set up Tallyfy, you don’t want the client paying extra just for your team’s access. Unbilled Domains addresses this:

  1. The client adds your company’s email domain (e.g., yourconsultancy.com) to an exclusion list in their Tallyfy billing settings.
  2. Anyone logging into the client’s Tallyfy account with an email address from @yourconsultancy.com is marked as “Unbilled”.
  3. When Tallyfy calculates the bill, it counts only the client’s employees, not the “Unbilled” partner members.

Example:

  • ClientCorp adds partner.com to their exclusion list.
  • ClientCorp has 15 employees (@clientcorp.com) and 5 consultants (@partner.com) using Tallyfy.
  • ClientCorp is only billed for their 15 employees.

This allows partners to collaborate fully in the client’s account without adding to the client’s cost.

How to apply

  1. Go to the Tallyfy partner website: https://tallyfy.com/partners/ ↗
  2. Click Apply Now.
  3. Fill out the application form with details about your company, your desired partner type, and your experience.
  4. Submit the form.
  5. A Tallyfy partnership team member will usually contact you within a few business days.

You can also email partners@tallyfy.com with questions.

Org Settings > Understanding Member Statuses

Member statuses in Tallyfy determine user access levels and billing with Active members having full platform access Invited members awaiting registration Deactivated members losing access rights and Bot/Unbilled accounts used for special integrations or partners.

Billing > Tallyfy's Account and Member Limits

Tallyfy offers a flexible membership system with Full and Light member roles at different price points while providing unlimited free guest access for external collaborators and special unbilled status for partners.

Features > Customer facing

External collaborators can seamlessly participate in workflows through unique email links without needing accounts while maintaining access only to their assigned tasks and seeing your company branding throughout their experience.
Get in touch
About Tallyfy