Client Onboarding Software
Turn messy emails and calls into simple, smooth, automated workflows. First impressions are critical to clients. Reduce churn. Increase revenue. Delight your clients at every step.
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"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.
"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.
"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.
"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.
"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!
"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 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.
"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.
"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.
"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.
"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.
"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.
"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.
"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.
"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.
"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!
"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 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.
"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.
"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.
"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.
"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.
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Tallyfy® is Client Onboarding Made Easy
In our conversations, the biggest pain point we hear is that client onboarding takes weeks when it should take days. Teams consistently report cutting onboarding time by 50-70% after switching from scattered emails and spreadsheets to tracked workflows.
How Tallyfy transforms client onboarding
From signed contract to fully activated client in three steps
1. Document
Create client-facing onboarding templates - start with our client onboarding template and customize for your industry.
2. Track
See every client journey in real-time - know instantly if a client has been waiting 3 days for your team to respond.
3. Improve
Add automatic reminders that nudge clients when documents are missing or forms are incomplete.
Can clients wait?
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
Client onboarding process design skills - without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our onboarding software configuration 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 is client onboarding software?
It's software that helps you bring new clients on board without things falling through the cracks. Think of it as a digital checklist that makes sure every client gets the same great experience. Tallyfy does this by turning your onboarding steps into tracked workflows - so you always know where each client stands.
What exactly is Tallyfy?
Tallyfy tracks every step of a process without the chaos. No more chasing people for updates. Teams tell us they save about 2 hours per person daily because the platform handles reminders, assignments, and status tracking automatically.
Why do companies struggle with client onboarding without software?
It becomes a mess. Emails everywhere. Spreadsheets nobody updates. Missed to-dos. In our conversations, teams describe the same pattern: they waste time chasing status updates, clients get frustrated waiting, and critical steps get skipped. Bad first impressions are hard to recover from.
How does Tallyfy make client onboarding better?
You get a clear, visual process everyone can follow. Clients see their progress. Your team gets automatic nudges when something needs attention. Managers spot bottlenecks instantly. Nothing gets lost because reminders happen automatically.
Can clients access Tallyfy during onboarding?
Yes - and it's dead simple. Guest access gives each client one permanent link showing their onboarding status. No account creation. No password. They just click and see what's needed.
How does Tallyfy handle document collection?
We've got fill-in-the-blank document templates. Clients enter their info once, and it populates everywhere it's needed. This cuts down on errors and saves everyone time - clients don't have to repeat themselves, and your team doesn't have to chase missing details.
What makes Tallyfy different from regular project management tools?
Tallyfy was built specifically for workflows, not projects. That means you get conditional logic (if-this-then-that rules), automatic translation in 90+ languages, and process analytics via Google Analytics. These aren't features you'll find in typical project tools.
Where can I see reviews from real users?
Head to tallyfy.com/customers/ for real stories. You'll see how businesses have transformed their client onboarding and other processes.
Does Tallyfy offer a free trial?
We do it differently - you start with a custom demo where we set up a private instance for your specific needs. Book one at tallyfy.com/booking/.
Can I get help setting up my onboarding process?
Absolutely. We guarantee free 25-minute screen-sharing calls with our setup experts - for life. Not just during onboarding. Forever. We'll help you design and improve your processes.
Is Tallyfy affordable for smaller companies?
We adjust pricing based on your country's GDP per capita. Some companies get up to 90% off. It's our way of making professional onboarding accessible regardless of where you're based.
How do I get started?
Book a demo at tallyfy.com/booking/. We'll show you how client onboarding can run on autopilot and set up a customized solution for your team.
How long does it take to set up?
Most teams get their first workflow live within a day. In our experience, even complex 35-step processes that used to be scattered across emails and spreadsheets can be consolidated into one tracked workflow in under a week. Start simple, then add automations as you go.
What if my clients aren't tech-savvy?
That's actually who we designed this for. Clients get one link - no account, no password, no app download. They see exactly what they need to do and can complete tasks from any device. One team shared that their 70+ year old clients submitted documents and tracked their own status without any training.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency