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 up to 20% revenue share for the first year on recurring revenue from referred clients.
Option to pass on your commission as a discount to your customers.
Access a dedicated dashboard to track your earnings.
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.
Offer more services to your clients by using Tallyfy metrics to continuously improve their processes, delivering long-term ROI.
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:
The client adds your company’s email domain (e.g., yourconsultancy.com) to an exclusion list in their Tallyfy billing settings.
Anyone logging into the client’s Tallyfy account with an email address from @yourconsultancy.com is marked as “Unbilled”.
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.
Key program commitments
To ensure a successful partnership, Tallyfy partners agree to the following:
Active Tallyfy Account: Partners must maintain a paid Tallyfy account on an annual plan. This account serves as a demonstration environment for potential customers.
Agreement Adherence: Partners must agree to the 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 the Tallyfy Service through their website(s) and other marketing channels.
Prohibited Activities: Partners must not associate Tallyfy marketing materials with unlawful, harmful, defamatory, obscene, offensive, or discriminatory content. Sending unsolicited bulk messages (spam) in promoting Tallyfy is strictly prohibited.
Permissible Use of Tallyfy Marks: Partners must use Tallyfy trademarks, logos, and other marketing materials only as specified in the Trademark Usage Guidelines and other instructions provided by Tallyfy.
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.
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.
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.
Tallyfy’s billing system operates on credits and subscription management while offering various pricing programs discounts and member limits through their Settings interface.
