Client Portal Software
Turn messy client-facing processes into smooth, automated workflows
- Save Time – Win back 2 hours/person/day
- Track & Delegate – To coworkers or clients or AI
- Consistency – Ensure client happiness
- Client Facing – No signup or login required
- Discount – For companies in
Tallyfy® is Client Portals Made Easy
Fed up of ad-hoc projects and tasks? Run and scale your operations properly with Tallyfy – multi-function, AI-powered, top-rated client portal software
Stop bleeding 2 hours per person, daily - on busywork
Do you know the cost of busywork without client portals?
HEARING THIS?
- How do I do this?
- What's the status of this?
- I forgot we had to do that
- What comes next?
hours
START TALLYFYING
- Every workflow - digitized
- Everyone is happy and efficient
- Newbies are auto-trained
- Grow revenue without chaos
TIME IS EVERYTHING
- US average wage is $44/h
- Nobody enjoys busywork
- Free up time for innovation
- Automate mundane stuff
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.
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Upto 90% discount forever
Tallyfy is the only client portal software that’s discounted using the GDP-per-capita of your primary country. You won’t find this value in any other premium client workflow platform.
Fair Price GuaranteeIT, legal & compliance information
- Open REST API
- SOC 2 Type II
- GDPR compliant
- BIMI and HSTS compliant
- Connectors to middleware
- Free SSO for all
- Webhooks and BI feed
- Language translation
- Bank-grade security
- Enterprise MSA & SLA
- More on integrations
Related Questions
What exactly is Tallyfy?
Tallyfy is a robust application that crushes workflow chaos by keeping track of every step for any process – entirely automatically. With trackable, digitized workflows, you can save about 2 hours per person per day by delegating to people and/or AI, perform consistent and standardized operations, and scale operations with ease. It is especially applicable with form intake processes, when you don’t want to lose/deleted or forget any submission.
What is a client portal software and why do I need it?
A client portal tool provides a private, electronic home for business-client collaboration, document exchange, and work in progress. Instead of a hodgepodge of emails and inscrutable threads, it is a single clear home for all client interactions. Tallyfy extends this idea by incorporating workflow automation and live tracking.
How does Tallyfy make client interactions smoother?
Tallyfy removes the #1 obstacle to client interactions – your clients needing to sign up for accounts and remember passwords. Your clients receive one permanent link they can connect to at any time, with your company’s logo on it. They can see tasks and items, give the approval and share documents without the hassle of logging in.
What happens if you don’t use Tallyfy for client portal management?
Without a robust client portal system such as Tallyfy, you’re probably up against a maze of email threads, lost paperwork, missed deadlines and unhappy clients. Teams waste time hunting for information, clients get frustrated requesting updates, and meaningful tasks slip through the cracks. This is not a professional look and can ruin a client relationship.
How does Tallyfy handle document sharing with clients?
Processes use a special-kind of “fill-in-the-blanks” templating system (for docs) only in Tallyfy. You can also set up and reuse custom templates for contracts, proposals or any client documents, control what is editable and track versions. This saves us from the mess of having copies of one document that people have floating around and that consistency is also great for the client side of things.
Can clients delegate tasks to their team members?
Yes! “My clients delegate to their teams with zero overhead in admin Time and Vice versa with Tallyfy. This self-service delegation functionality allows clients to pull in the right people at the right time without anyone being left in the dark about how the work is being handled.
How does pricing work for client access in Tallyfy?
Tallyfy let’s clients have unlimited free guest access – which is unprecedented in the industry. And they also provide fair pricing with lifetime discounts in relation to your country’s GDP per capita — up to 90% for eligible companies. This guarantees that companies on any continent have access to enterprise-level client portal functionality.
Where can I see customer reviews of Tallyfy?
You can see authentic customer stories and reviews at https://tallyfy.com/customers/ These reviews are at the heart of how all sorts of companies are using Tallyfy to improve how they work and serve customers.
Does Tallyfy offer a free trial period?
Yes – you can schedule a custom demo of Tallyfy and have a sales director walk you through and actually try features. If you’d like your own custom demo instance, book a call at https://tallyfy.com/booking/ and we’ll do it for you.
Does Tallyfy offer free help with implementing client portal solutions?
Absolutely! Tallyfy offers complimentary professional services to enable you to configure your client portal workflows efficiently. To redeem this offer, book a chat here: https://tallyfy.com/booking/ and their experts will walk you through.
How do I get started with Tallyfy’s client portal solution?
The easiest way to get started is to request a demo and you will discover opportunity with Tallyfy. They’ll walk you through step-by-step how to set up your client portal, tailor it to you, and beging getting better with your clients today. To book your demo, you can do so at https://tallyfy.com/booking/