Checklist Software
Simplify messy processes into smooth, automated checklists
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"We can finally delegate work with confidence and focus on growing the business.
"A paper-based approval for critical purchases could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes.
"It has become a regular thing that people say 'put that in Tallyfy'. They know it by name. It has become the executive approval tool for our company. We have bi-weekly Tallyfy calls where we review what needs approval and what is pending - it keeps everyone aligned.
"Tallyfy is intuitive, fun and visually appealing. We can quickly gather every detail we need from our client in order to finish it on time. All the documents, specific details and comments are in one place.
"Tallyfy has been transformative for us. It's reduced manual errors, sped up processes like onboarding, and helped us document workflows that are critical as we grow. The ability to track tasks and aggregate them in one place saves us so much time and ensures that nothing falls through the cracks.
"It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!
"Tallyfy is a very reliable way to delegate and track tasks with confidence. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. Thank you for making my life much easier!
"Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration.
"Tallyfy transformed how we manage client onboarding and policy renewals. It eliminated inefficiencies, reduced meeting times from hours to minutes, and helped us avoid costly penalties by automating key processes. We now have full visibility over tasks, and I no longer need to chase down updates - it's all right there.
"Our clients and team sail through the Tallyfy process - there is no need for clients to log in, there is one link for everything they need to do, everything saves in real-time - it all works incredibly well! I can't imagine scaling our agency without Tallyfy.
"Tallyfy has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end - without any steps being forgotten or skipped.
"With Tallyfy, we have seen clarity in our processes as well as any bottlenecks. Tallyfy would be a good fit for any company that has a design, approval and implementation process that needs to have a quick turn around and that is growing fast.
"If you want to be efficient and scale your business then Tallyfy is the way go. There is no question about it.
"Routing multiple documents is far quicker and there's immediate accountability and oversight. After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today.
Complete this form to gather all essential information from your new home buyer client. Takes about
Tallyfy® is Checklists Made Easy
Paper checklists get lost. Spreadsheets go stale. We built Tallyfy so every checklist item is trackable, timestamped, and impossible to skip.
How Tallyfy powers smart checklists
From static lists to dynamic, trackable workflows
1. Document
Build recurring checklists with conditional items - like a daily/weekly task template that shows different steps based on day of the week.
2. Track
See completion status for every checklist run - who completed what item, when they did it, and whether anything is overdue.
3. Improve
Schedule automatic launches so your daily opening checklist starts at 7am without anyone clicking a button.
Are missed steps acceptable?
Are you hearing this at work? That's busywork
Enter between 1 and 150,000
Enter between 0.5 and 40
Enter between $10 and $1,000
Based on $30/hr x 4 hrs/wk
Your loss and waste is:
every week
What you are losing
Cash burned on busywork
per week in wasted wages
What you could have gained
160 extra hours could create:
per week in real and compounding value
Total cumulative impact over time (real cost + missed opportunities)
You are bleeding cash, annoying every employee and killing dreams.
It's a no-brainer
Checklist skills without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our checklist design experts for life.
SCHEDULE A CALL
Tallyfy is secure, proven and enterprise-grade
API & Webhooks
Free SSO
Middleware
BI & Data Export
Events & Triggers
AI & Automation
Security
Documents
Analytics & Metrics
Email Integration
Legal & Enterprise
Related Questions
What exactly is Tallyfy?
It's workflow software that tracks every step of any process automatically. You'll save roughly 2 hours per person per day by delegating tasks to people or AI. No more guessing where things stand. No more forgotten submissions sitting in someone's inbox.
What makes checklist software different from paper checklists?
Paper gets lost. People skip steps. Nobody knows what's done until it's too late. Digital checklists capture every item with a timestamp, show progress instantly, and send reminders before deadlines slip. It's the difference between hoping things happen and knowing they did.
Why do traditional checklist methods often fail?
In our conversations, we've heard the same story over and over: paper checklists vanish into desk drawers, spreadsheets go months without updates, and nobody owns the outcome. Tallyfy fixes this with clear ownership, real-time tracking, and automatic nudges when things stall.
How does Tallyfy handle recurring checklists?
Set it once. Forget it. The system kicks off new checklists on your schedule - daily, weekly, monthly, whatever you need. Right tasks go to the right people at the right time without anyone clicking a button.
Can I customize checklists for different teams or departments?
Absolutely. Each team gets their own checklists with specific instructions and permissions. But here's the thing - you still maintain company-wide standards. Conditional logic shows different steps to different roles, so everyone sees exactly what they need.
What happens if someone misses a checklist item in Tallyfy?
Alerts fire automatically. Managers get notified before small delays become big problems. Based on feedback we've received, this alone saves teams from countless last-minute scrambles.
How can I see customer reviews of Tallyfy?
Check out our customer page. Real stories from real teams.
Does Tallyfy offer a free trial?
We do personalized demos instead - you'll see exactly how Tallyfy works for your specific situation. Book yours here.
Does Tallyfy offer free help with implementing checklist software?
Yes. Our team helps you digitize existing checklists and make them better. It's included - no extra charge.
How does Tallyfy's pricing work for different countries?
We price based on GDP per capita. Teams in developing economies get lifetime discounts up to 90% off. It's how we make world-class checklist software accessible everywhere.
Can I integrate Tallyfy's checklists with other software?
Open API access plus middleware connectors. Your checklists can pull data from other systems and push updates back automatically. No copy-pasting between tools.
How do I get started with Tallyfy for my checklist needs?
Grab a demo slot. We'll walk through your current checklists and show you what's possible.
Can Tallyfy handle complex multi-step checklists with conditional logic?
In discussions we've had with pharma and manufacturing teams, they run checklists with 60+ verification steps that branch based on responses. Different departments get notified automatically depending on impact assessment results. You only show steps when they actually apply.
How do teams use Tallyfy checklists for field operations and mobile work?
Field teams love the mobile-first approach. Photo capture, digital signatures, offline completion - it all syncs when you're back online. One property management team standardized inspections across 3,500 properties this way. Managers see status updates in real-time instead of waiting for paperwork to arrive.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency