Tallyfy for accounting workflows case study

Accounting workflows require document collection, client communication, and routine job tracking. Here is how we approach workflow management.

The best way to standardize your processes and tasks.

— Rajesh Verma, Registered Tax Agent, Accurate Taxation Services

What was the core problem you wanted to solve?

We needed an easy way to request and collect documents and information from organizations for a variety of accounting processes we do for them. We also wanted a way to track the completion of routine jobs within our team.

This is a pattern we hear across accounting firms - another 7-person CPA firm we spoke with had the same challenge with their client-facing accounts payable process. Their clients play a role in repetitive processes, and they needed a more effective way than email and phone calls for staff and clients to communicate while maintaining confidentiality. When they onboarded their first client as a guest user, the client was trained and comfortable with the system in under 20 minutes.

How were you doing these tasks and processes before?

Before being introduced to Tallyfy, we used email and excel templates to collect information from organizations and track their accounting processes.

Which specific improvements have you seen with Tallyfy?

We have prevented many common errors and delays in accounting processes by using Tallyfy.

What specific features did you like most about Tallyfy?

We really like the conditional rules feature because it allows us to accurately track our more complex accounting processes.

The ability to assign tasks to guests is really useful because many our accounting processes require input from several professionals. A convenient feature we like from the advanced package is the reopening of tasks with notifications.

How would you describe Tallyfy to others?

Tallyfy is the best way to standardise your accounting processes and other standard tasks. It is great for monitoring company-wide progress and task completion.

Would you recommend Tallyfy to others?

Yes, I would recommend Tallyfy to accounting and consulting firms.

What is the main thing that stands out about Tallyfy?

Tallyfy is one of few in the accounting process automation area, and its approach is very solid. The app is logically designed for professional work as it appears to be scalable for high volumes.

Anything else you would like to add?

I want to thank Tallyfy for the awesome product the team has made! We are still implementing many other accounting processes, but we certainly see huge potential in the Tallyfy roadmap.