Client Portal Software
Turn messy client-facing processes into smooth, automated workflows
People ❤️ Tallyfy
Simple for everyone. Robust for champs.
"Finally delegate work with confidence and focus on growth.
"Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.
"After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Approvals that used to take days are now often completed in minutes.
"Paper-based approvals that took days now completed in minutes.
"Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.
"We wanted to ensure all our employees could track and complete their marketing tasks efficiently.
"Monthly client campaigns reduced from two days to just a few hours.
"A very reliable way to delegate and track tasks with confidence.
"Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.
"Clients and team sail through the process - everything saves in real-time.
"Revolutionized how we manage marketing projects.
"Eliminated inefficiencies, reduced meeting times from hours to minutes.
"With Tallyfy, we have seen clarity in the process as well as any bottlenecks.
"Streamline efficiency with smooth processes from beginning to end.
"I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.
"Routing multiple documents is far quicker and there's immediate accountability and oversight.
"Finally delegate work with confidence and focus on growth.
"Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.
"After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.
"Approvals that used to take days are now often completed in minutes.
"Paper-based approvals that took days now completed in minutes.
"Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.
"We wanted to ensure all our employees could track and complete their marketing tasks efficiently.
"Monthly client campaigns reduced from two days to just a few hours.
"A very reliable way to delegate and track tasks with confidence.
"Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.
"Clients and team sail through the process - everything saves in real-time.
"Revolutionized how we manage marketing projects.
"Eliminated inefficiencies, reduced meeting times from hours to minutes.
"With Tallyfy, we have seen clarity in the process as well as any bottlenecks.
"Streamline efficiency with smooth processes from beginning to end.
"I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.
"Routing multiple documents is far quicker and there's immediate accountability and oversight.
Start by Tallyfying one recurring process
Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today. Start with one process then gradually roll it out to all your processes.
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
Do you know the cost of busywork without client portals?
Calculate Your Workflow Savings
These are estimated savings based on time recovered from manual workflow management. Actual results may vary.
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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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 do not 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 scattered email threads, it offers a single unified location for all client interactions. Tallyfy extends this concept by incorporating workflow automation and real-time task tracking capabilities.
How does Tallyfy make client interactions smoother?
Tallyfy removes a major barrier by eliminating the need for clients to create accounts or remember passwords. Your clients receive one permanent link they can connect to at any time, with your company's logo on it. Clients can view tasks, provide approvals, and share documents without login hassles.
What happens if you don't use Tallyfy for client portal management?
Without robust client portal management, organizations face a maze of email threads, lost paperwork, missed deadlines and unhappy clients. Teams waste time searching for information, clients grow frustrated requesting updates, and important tasks slip through cracks, damaging professional relationships.
How does Tallyfy handle document sharing with clients?
Tallyfy uses a special-kind of fill-in-the-blanks templating system (for docs) allowing users to create and reuse custom templates for contracts and proposals. You control what's editable and track document versions, eliminating confusion from multiple floating copies while maintaining consistency.
Can clients delegate tasks to their team members?
Yes. Clients can delegate to their teams with zero overhead in admin time. This self-service delegation allows clients to involve appropriate people at the right moments without creating confusion about work status or responsibilities.
How does pricing work for client access in Tallyfy?
Tallyfy lets clients have unlimited free guest access in an unprecedented industry approach. The platform also provides fair pricing with lifetime discounts in relation to your country's GDP per capita — up to 90% for eligible companies, ensuring global accessibility.
Where can I see customer reviews of Tallyfy?
Authentic customer stories and reviews are available at https://tallyfy.com/customers/. These reviews showcase how various organizations use Tallyfy to enhance operations and improve customer service delivery.
Does Tallyfy offer a free trial period?
Yes, users can schedule a custom demo of Tallyfy and have a sales director walk you through and test features. Custom demo instances are available by booking a call at https://tallyfy.com/booking/.
Does Tallyfy offer free help with implementing client portal solutions?
Absolutely. Tallyfy provides complimentary professional services to enable you to configure your client portal workflows efficiently. Book a consultation at https://tallyfy.com/booking/ where experts guide implementation.
How do I get started with Tallyfy's client portal solution?
Request a demo to discover opportunities with Tallyfy. Experts will walk you through step-by-step how to set up your client portal, tailor it to you, and begin getting better with your clients today. Schedule your demo at https://tallyfy.com/booking/.
Ready to transform your workflows?
Join thousands of teams streamlining their operations with Tallyfy