Client Portal Software
Turn messy client-facing processes into smooth, automated workflows
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.
Is client confusion acceptable?
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: Gather requirements
- In progress: Create draft 1
- Waiting: Approve draft 1
Complete this form to initiate a customer refund request. Provide all transaction details and supporting documentation for faster...
- Request Date
- Submitted By (Employee Name)
- Customer Name
- Done: Send a thank-you note
- In progress: Check in on their progress
- Waiting: Keep communication flowing
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.
Client work is tasks AI can run, with checks
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 collaboration
A branded portal experience with zero logins required
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 1. Document | TM Team member | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 2. Track why this works | AI AI agent | |
| Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next | 3. Improve | TM Team member |
Tallyfy mixes people, AI, and automation in one accountable workflow. Each step has an owner, a status, and a clear next action so client portal 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-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
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 exactly is Tallyfy?
Tallyfy keeps track of every step in any process - automatically. Hand work off to people or AI, and clients can see their own progress instead of calling you to ask, so that whole loop quietly goes away. 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. 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 (subject to reasonable use), 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 actually 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 (subject to reasonable use). 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.
Pick one process. Run it this week.
Start with the one your team repeats most, and stop chasing it.