17 articles in this category
Online Physio uses Tallyfy to optimize patient consultation workflows across their distributed team. The telehealth company automated their patient care process, eliminating bottlenecks and ensuring timely task completion. Tallyfy's secure platform, flexible customization, and Zapier integration transformed their workflow management from whiteboards and post-it notes to a streamlined single app.
RCC Graphic Designs scaled from post-it notes and whiteboards to a full web project management system using Tallyfy. Discover how this web development agency streamlined client onboarding, eliminated Google docs that nobody read, and automated their entire workflow in one dedicated system.
The Mindset Institute uses Tallyfy to manage their online marketing procedures including website backups, design updates, and analytics review. Learn how this team tracks daily tasks, onboards new employees efficiently, and ensures all marketing procedures are documented in one place with automated workflow management.
Cowork Inc. uses Tallyfy to streamline their member setup process, ensuring no critical steps are missed. Learn how this coworking hub operator improved efficiency, reduced errors, and created a more professional onboarding experience. Discover the specific features and integrations that made their workflow management successful.
Accurate Taxation Services needed an easy way to request and collect documents from clients for accounting processes while tracking routine jobs within their team. Learn how this innovative accounting firm replaced emails and Excel templates with Tallyfy to prevent errors and delays in their processes.
Digital Prism Advisors, a New York consulting firm of former C-level executives, evaluated dozens of workflow tools before selecting Tallyfy for its balance of functionality and ease-of-use. They run client onboarding, contract approvals, and contractor management on Tallyfy. By forcing themselves to document processes, they eliminated missed steps and reduced mistakes across operations, finance, and account management.