Stop chasing clients for their paperwork.
One link per client, reminders until every document is in, and the engagement letter signed. For firms of 2 to 25.
No card needed.
Book a 20-minute demoTry Tallyhouse with example clients
Example data Send a request, then play the client on the phone. Nothing is saved.
Open requests
What your client sees, on their phone, from one link
Three steps, then it runs itself.
Pick a template
1040, Schedule C, Self Assessment or year-end accounts.
Send one link
By email and text. No account: a code opens the list.
Watch the tally fill
Reminders stop by themselves when the last file lands.
How much of your season goes on chasing?
34 hours back each season, about.
Example Clients times chases times minutes, divided by 60. The second bar assumes reminders replace three in four manual chases. An assumption, not a measured result.
Priced per firm, not per client.
Every plan starts with a 14-day free trial.
| Feature | |||
|---|---|---|---|
| Team members | 1 | Up to 8 | Up to 25 |
| Active requests | 50 | 400 | Unlimited |
| Email reminders | Unlimited | Unlimited | Unlimited |
| Text reminders a month | 100 | 1,000 | 4,000 |
| E-signatures with audit trail | Included | Included | Included |
| Your logo on the client page | Not included | Included | Included |
| Help | Email and chat, same day | A named person | |
| Prices per firm, per month, billed monthly. US prices exclude sales tax. | |||
Extra texts cost 2 cents (2p) each. Change plan or cancel any time.
Where your clients' files live.
Example Example facts for this concept. On a live site each line links to its evidence.
- Encrypted in transit (TLS) and at rest (AES-256)
- US files stay in the US, UK files in the UK
- Deleted 30 days after you close a request
- Every signature keeps who, when and which device
- Two-step sign-in on every staff account
See it with your own client list.
20 minutes with someone who has run a tax season. Bring one messy client.
Prefer to try alone? Start the 14-day trial.