32 Tallyfy Testimonials

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  • "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."

  • "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!"

  • "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."

  • "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."

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

  • "Tallyfy has revolutionized how we manage our marketing projects at West Community Credit Union. It allows us to quickly launch tailored campaigns and track every moving part, ensuring nothing falls through the cracks. The ease of creating flexible, repeatable processes has saved us significant time and improved team collaboration."

  • "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 …

  • "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 …

  • “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!"

  • "I was hesitant to get another but Tallyfy differentiates from whatever you are currently using, it is extremely easy to setup repeatable processes. Those processes can by very dynamic as well. In terms of business growth, I don’t have to spend a lot of time training freelancers. There’s a ton …

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

  • "Every business revolves around customer satisfaction and time, the quicker we deliver a great project, the quicker we get take on the next project. Tallyfy helps us excel at both!"

  • "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 …

  • "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!"