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Contact Tallyfy support or engage in professional services

Contact the Tallyfy support team

Once you’ve signed up for Tallyfy, the support team is available to assist with questions and provide technical help.

Click on the Get Help bubble in the bottom right corner of your screen. You can send an email and include any relevant screenshots to help better understand your issue.

If you’re looking for a more personalized experience, we also offer custom help through calls with our dedicated workflow and product experts. Use our support widget on the bottom right corner to create a ticket, or email support at-sign tallyfy dot-com.

Professional services

While Tallyfy support assists with many issues at no cost, certain situations involving significant effort may require professional services engagement. Tallyfy will inform you if professional services are recommended for your request. These paid services might include work in the following areas:

  • Dedicated account manager. An expert who will know your needs inside and out.
  • Mapping your process(es). We make sure you have all the right steps and everyone agrees.\n
  • Optimizing your process(es). We make sure the process is as efficient and scalable as possible.\n
  • Create Tallyfy templates. We use AI to generate a template from scratch or upload your existing document.\n
  • Testing and piloting. We can help you define a pilot, a business case, ROI metrics and more.\n
  • Systems and integration. We evaluate your current systems and propose integration methods.\n
  • Change management and training. We facilitate launch, adoption and change management for maximum ROI.\n

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.

Support > Submit a Help Ticket

Users can submit help tickets to Tallyfy Support by either sending an email or clicking the green bubble icon located at the bottom right of any page.

Support > In-app user guide

Users can access Tallyfy’s built-in guide through the Help button in the left sidebar or by clicking the arrow next to their name and selecting Help and FAQs.
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