Client Portal Software
Turn messy client-facing processes into smooth, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"We can finally delegate work with confidence and focus on growing the business.
"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 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 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!
"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.
"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.
"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.
"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 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 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!
"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.
"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.
"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.
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Tallyfy® is Client Portals Made Easy
The biggest complaint we hear about portals? Forcing clients to create yet another account. With Tallyfy, external parties get one permanent link - no passwords, no signups, just instant access to view status, complete tasks, and share documents.
How Tallyfy transforms client collaboration
A branded portal experience with zero logins required
1. Document
Build branded client workflows - clients get one permanent link with your logo, no account creation needed.
2. Track
Give clients real-time status - they see exactly where their request stands without calling to ask.
Is client confusion 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
Client-facing process design skills - without the bills
Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Design your client portal the right way the first time.
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?
Tallyfy keeps track of every step in any process - automatically. You'll save roughly 2 hours per person per day by delegating work to people or AI. It's especially handy for form intake where you can't afford to lose or forget submissions.
What is client portal software and why do I need it?
Think of it as a private home base for working with clients. No more digging through email threads or hunting for that one attachment. Everything lives in one place. Tallyfy takes this further by adding workflow automation and real-time tracking - so you always know where things stand.
How does Tallyfy make client interactions smoother?
In our conversations, we've heard the same frustration over and over: clients hate creating accounts. So we got rid of that entirely. Your clients get one permanent link with your logo. They can view tasks, give approvals, and share documents. No passwords. No login screens.
What happens if you don't use Tallyfy for client portal management?
You've probably lived this already. Email threads that go nowhere. Lost paperwork. Clients calling to ask "where are we on this?" Teams wasting time hunting for information. Important tasks falling through cracks. It damages relationships and it doesn't have to be this way.
How does Tallyfy handle document sharing with clients?
We've built a fill-in-the-blanks system for docs. Create a template once, reuse it forever. You control what's editable. Track versions automatically. No more confusion from five different copies floating around in emails.
Can clients delegate tasks to their team members?
Yes - and this is huge. Clients can loop in their own people without creating extra work for you. Based on feedback we've received, this self-service approach means clients involve the right people at the right time. You stay out of the coordination weeds.
How does pricing work for client access in Tallyfy?
Clients get in free. Unlimited guests, no per-seat costs. We also offer lifetime discounts based on your country's GDP per capita - up to 90% off for eligible companies. We wanted this accessible globally, not just for wealthy markets.
Where can I see customer reviews of Tallyfy?
Head to our customer page for real stories. You'll see how different organizations use Tallyfy day-to-day - not polished marketing speak, but actual experiences.
Does Tallyfy offer a free trial period?
We do things a bit differently. Instead of throwing you into a trial cold, we set up a custom demo. A sales director walks you through everything. You can test features with real scenarios. Book a call and we'll set it up.
Does Tallyfy offer free help with implementing client portal solutions?
Yes, and it's genuinely free - not the "free until you need something" kind. Our team helps you configure your client portal workflows from scratch. Book a consultation and we'll guide you through the whole thing.
How do I get started with Tallyfy's client portal solution?
Start with a demo. We'll walk you through setup step by step, tailor it to how you actually work, and get you running quickly. Schedule your demo - it takes about 25 minutes.
How does Tallyfy handle high-volume external collaborators?
Unlimited free guests is the answer. No per-seat costs for external parties. In our conversations, we've heard from accounting firms managing hundreds of external parties for monthly closes, and service businesses handling 3,000+ applicants monthly. Each person gets their own branded link. They see exactly where they stand. They can even delegate to their own team - all without creating accounts.
Can external parties assign tasks to their own team?
Absolutely. They handle their own coordination while you keep visibility into the big picture. This matters during onboarding especially - a new partner might need their finance, IT, and legal teams involved at different stages. They manage that themselves. You don't get stuck playing traffic cop.
Ready to streamline your operations?
Join thousands of teams using Tallyfy to eliminate inefficiency