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.
See Tallyfy in action
People ❤️ Tallyfy
Simple for everyone. Powerful enough for pros.
"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 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.
"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 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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
"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 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.
"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 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.
"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.
"When asked for an update on a pending request, I would have had to look through several email threads, make phone calls, and often have to wait for a reply to give an accurate update. I can now go into Tallyfy and view all of the information in one place. In two seconds, I am able to update the requestor on the status of their order.
"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.
Can clients wait?
What busywork costs your company
per week
per year
over 5 years
What will your team run on Tallyfy?
Start with one process your team repeats often.
- Done: Gather basic info
- In progress: Send welcome email
- Waiting: Kickoff call
- Done: Prepare for the Visit
- In progress: Run the Meeting Onsite
- Waiting: Send Follow-up Email
- Done: Invest in employee training
- In progress: Create a fulfilling workplace for your customer service reps
- Waiting: Improve first call resolution rate
- Done: Send a thank-you note
- In progress: Check in on their progress
- Waiting: Keep communication flowing
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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.
Client onboarding is a dozen tasks, not one job
90% per task, 10 tasks in a row, is about 35%. A 10-step job done blind is worse than a coin flip.
Read why AI is for tasks, not jobsYou cannot automate a process that doesn't exist
Old documents and people's memories aren't a process, and nobody follows them the same way twice. Write the steps down in Tallyfy, and people and AI get through, with every step tracked.
What a form or an email can't do
A form collects answers. Tallyfy turns each answer into work someone owns and finishes.
Turn forms into tasks
Split one long form so each person fills their part, with a deadline and reminders.
Show the right task at the right time
A short kickoff form, then rules that show only the steps that apply.
Your AI updates Tallyfy from email and chat
Connect the AI you already use. It fills in fields and completes tasks.
Your AI updates Tallyfy from meetings
Give it the meeting transcript. It updates the tasks and fields that came up.
Direct your other apps through AI
Instructions saved in each step tell your AI what to do, the same way every time.
Write it once, run it every time
Each run follows the same steps, and every change you make improves the next one.
How Tallyfy reshapes client onboarding
From signed contract to fully activated client in three steps
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Client signs the agreement | SA Sales | On time |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. AI drafts welcome packet why this works | AI AI agent | 8m left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. CSM approves and sends | RL R. Lee Customer success | 2h left |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 4. Kickoff project workflow | Conditional On confirm | Auto |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so client onboarding software stops being a black box.
Why Tallyfy is the AI control layer
Set up
Define the recipeLay out your steps, deadlines, and who does each: a person, AI, or a rule.
Run
People + AI togetherLaunch in one click. AI does the routine steps; people approve. No glue code.
Track and improve
Audit and learnWatch every step live, then refine - a gradual shift, never a total redo.
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
Legal & Procurement
Integration hubs
AI & Automation
BI & Data export
Triggers & Forms
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
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 the recurring progress calls thin right out because the platform handles reminders, assignments, and status tracking automatically - so the answer is already on screen.
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 rebuilt 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.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.