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Tallyfy

Become a Tallyfy partner

Becoming a Tallyfy partner

Tallyfy creates strategic partnerships with consultants, agencies, and software companies seeking to use Tallyfy for helping clients effectively manage complex workflows and optimize business processes.

What partnership types does Tallyfy provide?

  • Solution Partners: Consultants and agencies who implement Tallyfy solutions for their clients
  • Technology Partners: Software companies who integrate their products with Tallyfy’s platform
  • Referral Partners: Organizations who refer qualified prospects to Tallyfy

What benefits do Tallyfy partners receive?

  • Earn partnership benefits for successfully referred clients
  • Option to provide value-added services to clients
  • Access a dedicated partner dashboard to track performance metrics
  • Unbilled Domain Access: Your team accesses client accounts without increasing the client’s account costs (detailed below)
  • Opportunities for joint marketing initiatives and strategic collaboration
  • Priority technical support for partner-related issues and implementations
  • Access to complete partner resources and training materials for successful implementations
  • Offer expanded consulting services by using Tallyfy metrics to continuously improve client processes, delivering measurable long-term ROI

Unbilled Domains for partners

When your team helps clients implement Tallyfy, you shouldn’t increase their account costs just for your team’s access. Unbilled Domains elegantly solves this challenge:

  1. The client adds your company’s email domain (e.g., yourconsultancy.com) to their Tallyfy account exclusion list
  2. Anyone accessing the client’s Tallyfy account with an email address from @yourconsultancy.com is automatically marked as “Unbilled”
  3. When Tallyfy calculates account usage, it counts only the client’s employees, excluding all “Unbilled” partner members

Practical example:

  • ClientCorp adds partner.com to their account exclusion list
  • ClientCorp has 15 employees (@clientcorp.com) and 5 consultants (@partner.com) using Tallyfy
  • ClientCorp’s account counts only their 15 employees, while consultants access the system at no additional impact

This powerful feature enables complete partner collaboration within client accounts without increasing the client’s operational expenses.

What commitments are required for Tallyfy partners?

To ensure successful partnerships, Tallyfy partners commit to the following program requirements:

  • Active Tallyfy Account: Partners must maintain an active Tallyfy account serving as a demonstration environment for potential customers
  • Agreement Compliance: Partners must adhere to terms outlined in the Tallyfy Referral Agreement, Trademark Usage Guidelines, Customer Terms of Service, and Privacy Policy
  • Active Promotion: Partners are expected to actively promote Tallyfy services through their websites and established marketing channels
  • Prohibited Activities: Partners cannot associate Tallyfy marketing materials with unlawful, harmful, defamatory, obscene, offensive, or discriminatory content. Sending unsolicited bulk messages (spam) to promote Tallyfy is strictly prohibited
  • Trademark Usage: Partners must use Tallyfy trademarks, logos, and marketing materials only as specified in Trademark Usage Guidelines and official instructions

Applying for partnership

  1. Visit the Tallyfy partner website: https://tallyfy.com/partners/ ↗
  2. Click Apply Now to initiate the application process.
  3. Complete the detailed application form detailing your company, desired partner type, and relevant experience.
  4. Submit the completed form for partnership team review.
  5. A Tallyfy partnership team member will contact you within a few business days to discuss next steps and requirements.

More information

For questions about the partnership program, contact our team directly at partner@tallyfy.com for detailed information and guidance.

Support > Contact support

Tallyfy provides complete support through in-app help bubbles email assistance and unlimited 25-minute screen-sharing calls plus professional services for complex implementations including dedicated account management process mapping consultation and custom template development.

Features > Customer facing

Tallyfy’s Guest feature allows external stakeholders like customers vendors and partners to participate in workflows through secure email links without needing accounts while maintaining professional branding and unlimited free access.

Documenting > Guests

Tallyfy guests enable external clients suppliers contractors and business partners to complete specific workflow tasks and forms through unique secure links without requiring full accounts while maintaining unlimited free access and ensuring all external participation is tracked as integrated parts of larger organizational workflows.

Integrations > Vendors

Connect your existing business systems with Tallyfy to orchestrate cross-department workflows that vendor platforms cannot coordinate on their own - bridging CRM, Helpdesk, HR, Finance, RPA, and Operations teams.
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