Invite clients to complete tasks without accounts
Free Guest Access
One magic link forever. Clients click and complete tasks instantly. No accounts, no passwords, no friction.
Invite any number of clients, vendors, or partners. Guest access is free. No per-seat charges for external users.
Your logo, your colors. Clients see a professional, branded interface. White-label experience that builds trust.
Clients fill forms, upload documents, provide signatures, and complete tasks. Everything captured and tracked automatically.
per week
per year
over 5 years
Plus Google Drive, Dropbox, SharePoint, Box, and many more via integrations.
Magic links are encrypted and can be set to expire. Guests only see tasks assigned to them. Full audit trail of all actions. SOC 2 Type II compliant.
Complete control. Guests see only their assigned tasks and related information. Hide internal steps, notes, and team discussions.
No apps, no downloads. Everything works in the browser on any device. Mobile-friendly for clients on the go.
Client onboarding is the structured process of welcoming new accounts into your business. Most of your future revenue comes from existing accounts, making structured onboarding essential for retention and long-term trust.
A strong onboarding process turns new buyers into long-term users. As Lincoln Murphy notes, the seeds of churn are planted in the first weeks. Every step should guide people toward their first success moment with your product.
The permission model for letting external participants follow workflow updates without exposing your entire organization. When guests watch a process in Tallyfy, they only see updates for tasks they are assigned to - never the hidden steps.
Join thousands of teams using Tallyfy