Document Approval Management Software

Turn messy document-driven processes into smooth, automated workflows

Track all your document workflows beautifully - on Tallyfy

People ❤️ Tallyfy

Simple for everyone. Robust for champs.

"

Finally delegate work with confidence and focus on growth.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

Anh Le
Anh Le
Assistant Director of Marketing · Opera Theatre of Saint Louis
"

Approvals that used to take days are now often completed in minutes.

Evan Davis
Evan Davis
Director of Finance & Administration · Alexandria Transit Company
"

Paper-based approvals that took days now completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.

GT
Gwen Tormey
CEO · Corestream
"

We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

Hanka Hanga
Hanka Hanga
Operations Director · The Mindset Institute
"

Monthly client campaigns reduced from two days to just a few hours.

JT
Julie Trelstad
Book Publisher · Julie Ink
"

A very reliable way to delegate and track tasks with confidence.

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.

Kasim Aslam
Kasim Aslam
CEO · Solutions 8
"

Clients and team sail through the process - everything saves in real-time.

KA
Kasim Aslam
Founder · Sol8 - A Google Ads Agency
"

Revolutionized how we manage marketing projects.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Eliminated inefficiencies, reduced meeting times from hours to minutes.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Streamline efficiency with smooth processes from beginning to end.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

Rommel C. Caibal
Rommel C. Caibal
Web Developer · RC Creative Graphic Design
"

Routing multiple documents is far quicker and there's immediate accountability and oversight.

Timothy O'Leary
Timothy O'Leary
Immediate Past General Director · Opera Theatre of Saint Louis
"

Finally delegate work with confidence and focus on growth.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

Tallyfy has been my saving grace. I've created templates for every aspect of the business in 6 weeks.

Andrew Hurrell
Andrew Hurrell
Director · Get Customers Fast
"

After switching to Tallyfy, routing documents and layouts went from taking over a week to taking just 2-3 days.

Anh Le
Anh Le
Assistant Director of Marketing · Opera Theatre of Saint Louis
"

Approvals that used to take days are now often completed in minutes.

Evan Davis
Evan Davis
Director of Finance & Administration · Alexandria Transit Company
"

Paper-based approvals that took days now completed in minutes.

ED
Evan Davis
Director of Finance · Alexandria Transit System
"

Reduced manual errors, sped up processes like onboarding, and helped us document critical workflows.

GT
Gwen Tormey
CEO · Corestream
"

We wanted to ensure all our employees could track and complete their marketing tasks efficiently.

Hanka Hanga
Hanka Hanga
Operations Director · The Mindset Institute
"

Monthly client campaigns reduced from two days to just a few hours.

JT
Julie Trelstad
Book Publisher · Julie Ink
"

A very reliable way to delegate and track tasks with confidence.

Karen Finnin
Karen Finnin
Physiotherapist & Director · Online Physio
"

Before Tallyfy, onboarding new customers was horrendous. Tallyfy completely transformed the client experience.

Kasim Aslam
Kasim Aslam
CEO · Solutions 8
"

Clients and team sail through the process - everything saves in real-time.

KA
Kasim Aslam
Founder · Sol8 - A Google Ads Agency
"

Revolutionized how we manage marketing projects.

KB
Kim Berzack
Marketing · West Community Credit Union
"

Eliminated inefficiencies, reduced meeting times from hours to minutes.

LM
Lewis Marty
Business Development Director · Simploy
"

With Tallyfy, we have seen clarity in the process as well as any bottlenecks.

Macklin Andrick
Macklin Andrick
Operations Manager · Greetabl
"

Streamline efficiency with smooth processes from beginning to end.

MZ
Monica Zuluaga
PhD. QA Director · A Bridge to Achievement
"

I can now comfortably take on more clients and projects because Tallyfy helps me manage workflows efficiently.

Rommel C. Caibal
Rommel C. Caibal
Web Developer · RC Creative Graphic Design
"

Routing multiple documents is far quicker and there's immediate accountability and oversight.

Timothy O'Leary
Timothy O'Leary
Immediate Past General Director · Opera Theatre of Saint Louis

Start by Tallyfying one recurring process

Perfect for digitizing procedures, from triggered workflows and approval chains you run manually today. Start with one process then gradually roll it out to all your processes.

Tallyfy® is Document Approval Workflows Made Easy

Fed up of ad-hoc projects and tasks? Does your DMS not have any advanced approval workflow capabilities? Run and scale your operations properly with Tallyfy - multi-function, AI-powered, top-rated document approval management software

Do you know the cost of busywork for document approvals?

Calculate Your Workflow Savings

Weekly Savings
$2,000
Monthly Savings
$8,000
Annual Savings
$96,000

These are estimated savings based on time recovered from manual workflow management. Actual results may vary.

Document workflow skills without the bills

Need help? We guarantee you can schedule free 25-minute screen-sharing calls with our approval workflow designers for life.

SCHEDULE A CALL
Tallyfy Team

IT, legal & compliance information

Integrations

Security & Compliance

SOC 2 Type II
GDPR Compliant
ISO 27001

Related Questions

What is Document Approval Management Software?

Document approval management software enables teams to track, manage, and regulate the process of reviewing and approving documents. Tallyfy transforms these approvals into visual workflows where everyone understands their responsibilities.

What exactly is Tallyfy?

Tallyfy digitizes workflows and removes them from people's heads into documented systems. For document approvals specifically, it generates trackable workflows that reportedly free up about two hours per person daily by allowing assignment to people or AI.

Why do traditional document approvals fail?

Traditional approaches struggle because they rely on email chains, chat messages, and paper trails. Documents go missing, people don't respond, and there's no straightforward way to monitor approval progress or identify bottlenecks.

How does Tallyfy make document approvals easier?

The platform creates transparent, visual approval processes. Users can see exactly where each document stands, who acts next, and what causes delays. Automated emails, complete change histories, and audit trails are built in, with templates ensuring consistency.

What happens if you don't use proper document approval software?

Without such systems, organizations face missed deadlines, lost documents, compliance issues, and frustrated teams. Approvals scatter across email and chat, lacking clear records of who approved what and when.

How does Tallyfy handle external approvers?

External approvers receive one permanent link for all tasks, requiring no signup or passwords. They can review, accept, and approve documents through a branded interface with real-time tracking available.

Can I see customer reviews of Tallyfy?

Customer stories and reviews appear at tallyfy.com/customers, demonstrating how various organizations use Tallyfy for document approvals and other processes with measurable results.

Does Tallyfy offer country-specific pricing?

Yes, pricing ties to GDP per capita of the user's country, enabling lifetime discounts up to 90% and making the software accessible globally regardless of company size.

How does Tallyfy handle document templates?

The system includes strong templating with fill-in-the-blanks documents. Users define editable versus read-only fields, share content across templates, and auto-populate fields with existing information.

Does Tallyfy offer a free trial?

Yes, requesting a personal demo provides access to a free trial configured for specific document approval needs by booking at tallyfy.com/booking.

Does Tallyfy offer free help with implementing document approval workflows?

Absolutely. The company provides complimentary consulting and support for setup, including template creation, automations, and team training through scheduled conversations.

How do I get started with Tallyfy for document approvals?

Book a personal demo at tallyfy.com/booking to see how Tallyfy improves document approvals and begin a trial with guided setup assistance.

Ready to transform your workflows?

Join thousands of teams streamlining their operations with Tallyfy