Convert Clients to Advisory Services
Clients value the time you spend advising them more than your time manually crunching numbers. Now you can spend more time helping clients understand and act on accounting-driven insights by using smarter software.
Our virtual analyst saves you hours every week by auto-compiling your clients’ detailed sales and cash collections data into reports and results you can use.
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.
Zero-touch Client Onboarding
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’s 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.
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 invest in our partners to ensure you have the training, resources and support to help your clients.
We value your feedback and suggestions on how we can improve our analyses and services. We offer discounts and wholesale pricing to easy rollout to your client base.