"I can standardize my routine processes and reduce supervision. Time is money and this is a huge time saver!"

"Do you constantly find yourself lost in a lot of tasks and subtasks? Duplicating boards or task-groups? micromanaging your VAs or employees? missing the bigger picture because you are way too deep into task managing? If most of the answers to the questions above is ‘ yes’, then you have …

"Tallyfy has fulfilled both of those goals admirably in just one year, and I do not doubt that we will become even more efficient as we grow into this technology. Thanks to Tallyfy’s system of master processes, I can start routing multiple documents much more quickly than with print outs. …

"Tallyfy is great for any team that needs to be on the same page and implement processes for the first time. 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 …

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

"Before Tallyfy, we constantly forgot some steps in the client’s onboarding process and wasted a lot of time manually verifying each client’s status. Now we have more control over the onboarding process."

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

"They are small nonprofits that need to manage large volumes of information (like onboarding and training many members) with a small support staff. The key is to give them tools to manage by exception, not have them touch every step of every process. With Tallyfy – we can easily track …

"Tallyfy is particularly good at ensuring critical time-sensitive client setup tasks are done in a certain timeframe. 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!"

"Tallyfy has helped us translate our marketing and patient workflows into detailed actionable steps. It has taken the guesswork out of the equation and has helped our team focus on delivering a service within deadlines. It is a secure platform that strongly addresses our need for safe record-keeping of our …

"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."

"This application is absolutely amazing. They also assure you that they have setup data and security measures which makes it perfect for medium to large businesses as well. 5 stars, no questions asked."

"I’ll be using this for my day job and one of companies outside to onboard staff where I need to request laptops, access to environments, provide training materials and core documentation that needs to be completed. It will also be used to pipeline clients and attendees of our national events. …

"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 …

"I had a great chat with Tallyfy – and love the user-first design. They are also a rare example of transparency and confidence. The legal compliance and security page (which hardly anyone would normally read) would be one of the best examples of open communication I have seen for a …