Say goodbye to workflow chaos

Easy Client Portal Software

Turn messy processes between you and clients into smooth, automated workflows

  • Save Time – Win back 2 hours/person/day
  • Track & Delegate – To people or AI
  • Consistency – Ensure quality outcomes
  • Client Facing – No signup or login
  • Organizations in get a discount for life!
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Track all your workflows beautifully - on Tallyfy
Rhonda Toston
Jones Lang LaSalle (NYSE:JLL) is a Fortune 500 company with over 106,000 employees across 80 countries
Tallyfy provided us with a modern, global platform to automate, maintain, and cascade content to a wide array of stakeholders, effectively eliminating the need for our teams to ask, "Where can I find the latest version of a playbook?". We're excited to continue our partnership with Tallyfy and welcome their growth-forward mindset as we deliver on our commitments to our stakeholders.

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Start by Tallyfying one recurring process

Perfect for procedures, forms, approval workflows, playbooks and contracts. Use Tallyfy AI to auto-generate a template or auto-convert an existing document.

Tallyfy now

Tallyfy® is Workflow 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

Create a template with AI or upload your SOP

Explain it once and capture all that tribal knowledge into a template that anyone can read, run, improve and delegate

Create Templates with AI
Kick off forms and triggers

Trigger your client process using forms

Put every client-facing process on auto-pilot with a kick off form. Auto-assign every step to the right person at the right time.

Automate changes with effortless if this then that rules

Eliminate the stress on existing and new employees having to remember every detail of every tiny if, but or when variation. Only show clients those tasks that are relevant to them.

Automated Actions on Tallyfy
Track Process

See the status of any workflow without busywork

Launch your template into a trackable process via a clean, clear intake form. See the status of workflows without needing to request the status manually via chats, emails and meetings. Your client can track them too.

Share branded views with clients

Extend the bliss of fully digitized workflows outside your company to unlimited guests with free tasks, forms and reminders. Guests never need to signup or login! Clients get permanent, simple links to enable them to give you information in a structured way.

Customer Workflows on Tallyfy
Create templates of documents where you just fill in the blanks to generate a custom version

Create a template. Fill in the blanks. Done.

Stuck in a world where people duplicate a master document, edit whatever they want, name it whatever they want, store it in random places and use totally inconsistent content and formatting from the master document? It’s a painful mess you can eliminate with Tallyfy.

Create and run automated, scalable workflows on Tallyfy

Can you tolerate the pain and cost of every person in your organization wasting ~2 hours a day on busywork? Imagine if you could say goodbye to workflow chaos permanently within one or two days of adopting Tallyfy.

Do you know the cost of busywork?

Expert skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our workflow experts for life. Tell us how you interface with clients today.

SCHEDULE A CALL
Tallyfy Team
GDP per capita for the world

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 Guarantee

Everything IT, legal & compliance needs

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