Client Onboarding Software That Your Clients Can Understand Within 60 Seconds

Tallyfy is beautiful client onboarding software that transforms tasks and approvals into automated processes. First impressions are everything after you’ve won business with a client – so don’t lose the opportunity to offer an amazing, organized experience to your clients.

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Client onboarding software that’s fit for modern teams

Real results from customers using Tallyfy to enhance their workflows.


understand Tallyfy in 1 minute

Lisa McDonald,
Director of Communications


approval times

Anh Le,
Brand Manager


improvement in process outcomes

Stephan Fopeano,


Create spectacular first impressions

Workflows inside and outside your company – in one place. Securely share tasks and forms with clients. Prevent your clients seeing a mess of emails and calls.


Real-time Tracking
CRM’s might keep you organized inside your company. Think about what your client experiences. Tallyfy lets clients track workflows.

Open API for easy integration
Use your existing systems, including Azure Active Directory. We’re adding Office365 (Outlook) and G Suite (Gmail) integration soon for seamless deployment with zero training.

Cloud-first, AI-ready
As a cloud-born BPM – Tallyfy comes with an open API. This lets you push, pull and listen to information easily from other systems. Use any AI, on any cloud, on any platform.

Consistent Client Experiences
Set up actionable and easy to follow workflows – ensuring that critical steps are never missed.

Decision & Logic
Automating process logic has never been easier. Use if-this-then-that rules to handle every possible scenario.

Tallyfy is built responsively. It works on any device with a browser, including smartphones. With our API – layer Tallyfy on any customer data.

Client-facing software that your clients will remember

The easiest client onboarding software available.

  • Define your forms, approvals and processes

    Define client-facing processes

  • One place to see your services and processes

  • Kick off approval workflows using web forms

  • Update SOP’s to eliminate versioning chaos

  • Define who does what, when and how

  • Real-time workflows for you and your clients

    Be the best manager on Earth

  • Works without leaving Outlook or Gmail

  • Integration in minutes via webhooks and API

  • Real-time tracking for all your processes

  • Conditional branching automates who does what

  • Client outcome analysis for any size of business

    Gain competitive advantages

  • Handle client process variation beautifully

  • Integrate via our open API and SSO

  • Integrate AI for voice, images and more

  • Stream analytics to your BI system

Tallyfy is beautiful workflow software that automates your custom processes and prevents tasks from falling through the cracks. Eliminate stress - try it now.

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So, do we all agree on the process?

Everyone can finalize a client-facing process.


Has this been done yet?

Neither you or your clients ever have to ask about status.


Has anyone updated the client?

Clients can securely track a process!


Didn’t you see the urgent email?

Know what’s important and what can wait.


It’s difficult to follow processes

Tallyfy guides you and your clients through decisions.


Is the process up to date?

Imagine the impact of consistent client processes.


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Say hello

Note - if you work in procurement, submit an RFP or RFI here. If you're technical/work in IT - see technical documentation.

Let's do virtual coffee!

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