Generate more value from accounting data

Provide the customer insights and metrics teams need with scalable, smart software that requires no configuration

Tally Street selected for AICPA Startup Accelerator

Why partner with us?

The AICPA and CPA.com selected Tally Street as a solution that brings technology and value to an evolving accounting profession. We provide partners the training, resources and support you need to deliver more decision support and value to your clients.

We offer discounts and wholesale pricing to accounting firms for easy rollout to your client base.

Improve your firm

Compare client performance and find new opportunities to help them — and grow your firm! Our new Client Performance report summarizes how each of your clients are growing and anticipate problems before they happen.

The more clients you connect the more valuable the reports are. Clients also benefit by getting their own reports.

Grow Sales and Boost Cash Flow

Upgrade CAS offerings

Clients need more than quarterly financial statements. They need up-to-date and modern insights into customer value, product sales, collections performance, and more — which are perfect ways to show them how client accounting services (CAS) can help them.

CAS also helps you by generating more consistent and valuable subscription revenue for your firm.

Branded reporting

Reinforce your advisory services with co-branded reports. You can forward weekly and monthly reports to clients, or choose to have reports sent directly to your client for automated client touches.

As your client’s advisor, you can manage report configuration and distribution.

Collection Effectiveness Index (CEI)

Save time with more clients

Our virtual analyst does the work for you. Simply connect Tally Street to your clients’ accounting packages, and smart software starts analyzing and learning and sending you results.

Adding clients takes just seconds. There are no accounts to map or data to export. The first results will be emailed to you minutes after connecting. You control how and when reports are sent to clients.

Wholesale pricing

YOUR FIRM

Get started and learn more by connecting your own firm. Includes a demo client and free trials.

$0

/month

Includes demo client, all combined and individual customer KPIs, and Google Sheets integration

Advisor dashboard to manage your profile & add your team

Guides and educational material to help you get started

Quickstart

Nurture clients with automated, branded reports and develop them into advisory clients.

$3

/client/month (billed annually)

Everything in Partner

Business and customer KPI reports for B2B clients (5 minimum)

Branded reports help engage and nurture clients

Advisory

Power advisory services with automated customer KPIs, CRM integrations and more.

Quote

custom pricing

Everything in Quickstart

Customer-level details & sheets for additional analyses

Optional Google Workspace and CRM integrations

Advisors helping businesses grow

Reconciled