Power Advisory services
Clients value the time you spend advising them more than your time building spreadsheets. Now you can spend more time helping clients understand and act on your insights by outsourcing data gathering and number crunching to 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 ground work for you. Simply connect Tally Street to your clients accounting package, and the software starts analyzing and learning.
There are no dashboards to build or accounts to map. The first results will be emailed to you minutes after connecting.
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.