Tallyfy® creates strategic partnerships with consultants, agencies, and software companies seeking to leverage 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 up to 20% revenue share for the first year on recurring revenue from successfully referred clients
Option to pass commission as customer discounts to provide competitive pricing advantages
Access a dedicated partner dashboard to track earnings and monitor performance metrics
Unbilled Domain Access: Your team accesses client accounts without increasing the client’s billing costs (detailed below)
Opportunities for joint marketing initiatives and strategic collaboration
Priority technical support for partner-related issues and implementations
Access to comprehensive 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
How do “Unbilled Domains” work for partners?
When your team helps clients implement Tallyfy, you shouldn’t increase their billing costs just for your team’s access. Unbilled Domains elegantly solves this challenge:
The client adds your company’s email domain (e.g., yourconsultancy.com) to their Tallyfy billing exclusion list
Anyone accessing the client’s Tallyfy account with an email address from @yourconsultancy.com is automatically marked as “Unbilled”
When Tallyfy calculates monthly billing, it counts only the client’s employees, excluding all “Unbilled” partner members
Practical example:
ClientCorp adds partner.com to their billing exclusion list
ClientCorp has 15 employees (@clientcorp.com) and 5 consultants (@partner.com) using Tallyfy
ClientCorp pays only for their 15 employees, while consultants access the system at no additional cost
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 a paid Tallyfy account on an annual plan 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
Tallyfy provides comprehensive support through free options including in-app help bubbles email support and live screen-sharing calls plus paid professional services for complex projects requiring dedicated account management process consultation and specialized implementation assistance.
Tallyfy member statuses indicate access levels and billing status with Active members being billed users who can use the platform Invited members being pending users who aren’t billed yet Deactivated members being removed users with no access and Bot/Unbilled being special accounts for integrations that don’t count toward billing.
Tallyfy offers flexible workflow platform pricing with annual subscriptions providing 16% savings transparent tiered licensing for Full and Light Members credit-based billing systems Fair Price Guarantee discounts up to 90% for eligible countries nonprofit pricing enterprise modules and consulting services all designed to deliver scalable cost-effective business process management solutions.
Tallyfy provides comprehensive billing and payment management through its Settings section where administrators can manage subscriptions payment methods and account limits using Recurly as the billing partner alongside a flexible credit system that allows pre-paid balances automatic credit usage before card charges pro-rated refunds for member changes and special pricing programs including coupon codes and Fair Price Guarantee discounts for eligible countries.
