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Tallyfy

Become a Tallyfy partner

Becoming a Tallyfy partner

Tallyfy partners with consultants, agencies, and software companies who want to help their clients manage workflows and improve business processes using Tallyfy.

What partnership types does Tallyfy offer?

  • Solution Partners - Consultants and agencies who implement Tallyfy for their clients
  • Technology Partners - Software companies who integrate their products with Tallyfy
  • Referral Partners - Organizations who refer qualified prospects to Tallyfy

What benefits do partners receive?

  • Earn rewards for successfully referred clients
  • Option to provide value-added services to clients
  • Access a partner dashboard to track performance
  • Unbilled Domain Access - your team accesses client accounts without increasing their costs (details below)
  • Opportunities for joint marketing and collaboration
  • Priority technical support for partner issues and implementations
  • Access to partner resources and training materials
  • Offer consulting services using Tallyfy metrics to improve client processes and deliver measurable ROI

Unbilled domains for partners

When your team helps clients implement Tallyfy, you shouldn’t increase their account costs just for your team’s access. Unbilled Domains solves this:

  1. The client adds your company’s email domain (e.g., yourconsultancy.com) to their Tallyfy account exclusion list
  2. Anyone accessing the client’s Tallyfy account with an email from @yourconsultancy.com is automatically marked as “Unbilled”
  3. When Tallyfy calculates account usage, it counts only the client’s employees - not “Unbilled” partner members

Practical example:

  • ClientCorp adds partner.com to their exclusion list
  • ClientCorp has 15 employees (@clientcorp.com) and 5 consultants (@partner.com) using Tallyfy
  • ClientCorp’s account counts only their 15 employees - consultants access the system at no extra cost

This means partners can collaborate freely within client accounts without adding to the client’s bill.

What commitments are required?

Partners agree to these program requirements:

  • Active Tallyfy account - You must maintain an active account that serves as a demo environment for potential customers
  • Agreement compliance - You must follow the terms in the Tallyfy Referral Agreement, Trademark Usage Guidelines, Customer Terms of Service, and Privacy Policy
  • Active promotion - You’re expected to actively promote Tallyfy through your website and marketing channels
  • Prohibited activities - Don’t associate Tallyfy marketing materials with unlawful, harmful, defamatory, obscene, or offensive content. Sending spam to promote Tallyfy is strictly prohibited
  • Trademark usage - You must use Tallyfy trademarks, logos, and marketing materials only as specified in the Trademark Usage Guidelines

Applying for partnership

  1. Visit the Tallyfy partner website: https://tallyfy.com/partners/ ↗
  2. Click Apply Now to start the application.
  3. Fill out the form with your company details, desired partner type, and relevant experience.
  4. Submit the form for review by the partnership team.
  5. A Tallyfy partnership team member will contact you within a few business days to discuss next steps.

More information

For questions about the partnership program, contact our team at partner@tallyfy.com.

Documenting > Guests

Tallyfy lets you bring external clients and partners into your workflows as free guests who complete specific tasks through secure email links without needing full accounts or logins while internal team members maintain oversight and control over the entire process.

Features > Customer facing

Tallyfy lets external people like clients and vendors participate in your workflows through secure email links without needing accounts or passwords and you can invite unlimited guests for free while maintaining your own branding and automatic task reminders.

Guests > What is a guest

Tallyfy guests are external people like clients and suppliers who complete specific workflow tasks through secure email links without needing accounts or paid seats and they can only see their own assigned tasks while your internal data stays fully protected.

Integrations > Vendors

Tallyfy acts as a coordination layer that connects your existing HR, CRM, helpdesk, finance and RPA platforms by managing the cross-department handoffs and multi-team workflows that no single vendor tool can handle on its own.
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