Introducing Tallie's Key Program

Premium strategic + support services for expense report BPO.

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Key programWhat is the Tallie Key Program?

Optimize your firm's expense report process with strategic planning from industry experts, plus a lifetime of one-on-one training from Tallie's award-winning Support Team.

Process
Industry Experience

Provide strategic, industry-specific guidance tailored to firm and client needs.

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Tools

Arm firms with vital tools and information to achieve and exceed their BPO goals.

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Training + Tech Support

Award-winning, U.S.-based technical support, setup, and training for every client and their employees.


“Tallie is a game changer. We chose them as a strategic technology partner because they are setting the standard for automating expense workflow, a core requirement for Next Generation Accounting Firms®.”

CEO

Darren Root, CEO and Founder

Maximize your BPO growth and performance with the Tallie Key Program.

The best services at every level.

Choose the service level best suited for your firm.

Select: U.S.-Based Support Team

Tallie's award-winning, U.S.-based Support eam provides the highest level of new account setup, technical support, and continuous product training.

Contact Us

Call: +1.800.592.5144

Email: sales@usetallie.com

Package pricing

$300 one-time fee

Save today with Tallie's pre-pay option: starting at $2,100 for a one-year contract

Always-included benefits

  • 1-on-1 implementation including new account and integration setup
  • Support by phone or online, Monday – Friday,
    7 a.m. – 6 p.m. PST
  • Lifetime training for new employees and ongoing new feature training for all users

Premier: Dedicated Firm Support + Training

With the Premier Package, a dedicated Tallie Expert will provide continuous hands-on support, training, and immediate escalation for urgent issues to keep your workflow running at the highest level.

Contact Us

Call: +1.800.592.5144

Email: sales@usetallie.com

Package pricing

$200 monthly

Save today with Tallie's pre-pay option: starting at $2,100 for a one-year contract.

Package-Specific Benefits

  • Dedicated Tallie Expert
  • Accelerated response times
  • Direct assistance with planning, rollouts and health checks
  • Hands on training and knowledge transfer to help increase staff expertise on Tallie

Always-included benefits

  • 1-on-1 implementation including new account and integration setup
  • Support by phone or online, Monday – Friday,
    7 a.m. – 6 p.m. PST
  • Lifetime training for new employees and ongoing new feature training for all users

Elite: Ongoing Strategic + Performance Services

The Elite Package is available as a subscription service. It provides upfront, strategic planning that aligns technology solutions and business strategy to maximize your BPO growth and performance.

Contact Us

Call: +1.800.592.5144

Email: sales@usetallie.com

Package pricing

contact us

The Elite Package is tailored to your needs. Reach out to one of our Tallie Experts for more details.

Package-Specific Benefits

  • Strategic Planning
  • Best Practice tools
  • Template solutions
  • Webinars
  • Workshops
  • Client Days
  • Shadow Days
  • Quarterly KPI assessments
  • Dedicated Tallie Expert
  • Accelerated response times
  • Direct assistance with planning, rollouts and health checks
  • Hands on training and knowledge transfer to help increase staff expertise on Tallie

Always-included benefits

  • 1-on-1 implementation including new account and integration setup
  • Support by phone or online, Monday – Friday,
    7 a.m. – 6 p.m. PST
  • Lifetime training for new employees and ongoing new feature training for all users

Add-On: One-Time Advisor Session

Help drive business growth through collaborative communication focusing on three core areas; enablement, monetization and innovation. Use proven methodologies and best practices to enhance the trusted advisor role while achieving outstanding results for you and your clients.

Contact Us

Call: +1.800.592.5144

Email: sales@usetallie.com

Package pricing

contact us

Tallie's Advisor Add-On program is customized to best suit your needs. Reach out to one of our Tallie Experts for more details.

Advisor Add-On Benefits

  • Implementation and deployment services
  • Onboarding and Training
  • Develop business plan to ensure success with your firm and clients
  • Best practices to increase business results
  • Go-to-Market strategy to help your business become more accessible, intuitive, and profitable
  • Identify new client acquisition opportunities

"Tallie offers a truly seamless expense report solution for the Client Accounting Services market. We use Tallie in our own business and they are worth a close look for any firm looking to leverage technology and the cloud to drive growth and improve its clients' business performance."

CEO

Joe Woodard, QuickBooks Expert And Founder of National Advisor Network

Awarded By

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Take your BPO services to the next level.