"We are much more confident that nothing is getting missed with our new member setup process. And more importantly, Tallyfy has allowed us more time to focus on our member experience and less time worrying about admin."

“It used to take us two days to run monthly client campaigns, now, with the help of Tallyfy, we complete them in just a few hours!"

"A paper-based approval could take a couple of days before if someone was waiting for a director to be available for a signature. Now approvals are often completed in minutes."

"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."

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

"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. …

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

"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 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!"

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

"We run all of our processes on Tallyfy. By making ourselves to write out the processes we can now ensure that steps are not missed or done out of order. Generally, there are fewer mistakes."

"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 …

"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 has helped our team streamline the efficiency of our processes. We now have smooth processes from beginning to end – without any steps being forgotten or skipped!"

"We had 30+ repetitious tasks that you had to follow up in a certain sequence. Tallyfy worked wonders because you can also add links and attachments, which makes it a document system right away."