Taxation, SMSF Auditing and Bookkeeping Firm Chooses Tallyfy for Accounting Workflows

Accurate Taxation Services is an innovative accounting firm supporting small businesses through tax consulting, SMSF auditing, bookkeeping services and other accounting processes.

The team of registered tax agents, ASIC agents, and SMSF auditors uses over 40 years of combined experience to provide top-notch accounting services to their clients across Australia, New Zealand and Southeast Asia.

The best way to standardize your processes and tasks.
Rajesh Verma – Registered Tax Agent

What was the core problem you wanted to solve?

We needed an easy way to request and collect documents and information from clients for a variety for accounting processes we do for them.

We also wanted a way to track the completion of routine jobs within our team.

How were you/your company doing these tasks and processes before?

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

Which specific improvements have you seen/will you see 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? Why?

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.

In up to 3 sentences, 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 it’s 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.

Run your operations on auto-pilot

Tallyfy is the simplest and most powerful way to document and track your playbooks, know-how, SOP's and forms in one organized place.


Automate and scale any custom process in any size of company

Turn ad-hoc emails, work request forms and approvals into organized services.


  • Structure inbound creative requests
  • Collect campaign ideas from sales
  • QA for content publishing


  • High touch client onboarding
  • Client feedback requests
  • Playbooks to triage common questions


  • Accounts receivable & payable
  • Purchase requests
  • Collect monthly data from teams


  • Self-service orientation for new employees
  • Incoming resource requests
  • Reimbursement and promotion requests


  • Organize incoming issues and ideas
  • Quality assurance
  • Product release processes


  • Triage requests to run custom playbooks
  • Add micro-RPA to people-driven processes
  • Consistent vendor and security checklists


  • Lead qualification
  • Automate contractuals and closes
  • Document and improve playbooks


  • Crowdsource data labelling for AI/ML
  • Manage human-in-the-loop workflows
  • Deliver insights "as a service"


  • Transform SOP's into engaging experiences
  • Crowdsource all company know-how
  • Measure and improve company know-how

How much time can you win back with Tallyfy?

Time wasted per person

1 hour

Number of employees


$ wasted per day


Annual Pricing (2 months free)Monthly Pricing

The easiest way to train your team and grow your business

$50 / member / year

10 members minimum

  • Document playbooks and how-to's
  • Supercharge training with zero-risk
  • Migrate your existing operations manual
  • Start a continuous improvement culture


Flowcharts & Documents

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Len Gilbert

Digital Prism

“By documenting our processes we can now ensure that steps are not missed, there are fewer mistakes."

Help everyone track tasks and decisions

Ensure forms & tasks never slip through the cracks

$150 / member / year

8 members minimum

  • Don't just read procedures, run them
  • Digitize forms & approval tasks
  • Assign unlimited tasks to clients
  • Track the progress of many jobs


Lightweight project tools

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Get predictable and scalable outcomes across teams

$300 / member / year

4 members minimum

  • Automate decisions with rules
  • Approval workflows & smart views
  • Custom branding & controls
  • Addons like analytics, SSO & more


Complex workflow automation

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Tom Lewis

Cowork Inc.

"Tallyfy has given us time to focus on customer experience. We're confident nothing will get missed."

Anh Le

Opera Theatre of St. Louis

"We have immediate accountability and oversight. We're completing our approval workflows 60% faster."

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