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Create an organization

Signing up for Tallyfy and creating your organization

To start using Tallyfy, you first create a user account. This account lets you create your company’s workspace (an organization) or join one that already exists.

  1. Go to the Tallyfy sign-up page: https://tallyfy.com/start/ ↗
  2. Fill in your details (name, email, password).
  3. Using your existing Microsoft or Google account to sign up is often easier.
  4. Follow the prompts to finish creating your user account and set up your first organization.

When you create a brand new organization, Tallyfy usually assigns you a helpful welcome task to guide you through the basics. You can ask questions by commenting on this task, or book a free call with support via https://tallyfy.com/booking/ ↗.

Your Tallyfy login (email and password) is managed through a central system (account.tallyfy.com ↗), which handles sign-ins and password resets for all Tallyfy products.

If your email address is later invited to join other Tallyfy organizations (e.g., a client’s or partner’s), you can easily switch between them using the same login.

Pro > Getting started

A comprehensive guide for new Tallyfy users to learn essential platform features through step-by-step tutorials covering account setup workflow design task management team collaboration and basic automation tools.

Miscellaneous > Become a Tallyfy partner

Tallyfy’s partnership program enables consultants agencies and software companies to collaborate with clients through revenue sharing commission-based referrals and unbilled domain access while receiving enhanced support and marketing opportunities.

Miscellaneous > Support

Comprehensive guidance on driving team adoption of Tallyfy through early user involvement onboarding automation universal snippets and success measurement techniques.
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