Tallie Introduces New Client Onboarding Automation

Onboarding new clients just got easier with new Tallie profile presets.

Tallie today announced a new feature to simplify the task of onboarding new clients for its accounting firm partners. Adding new clients can be an unnecessarily repetitive task, especially for accounting firms transitioning their clients from inherited systems to firm-managed standardized systems. Now, Tallie’s accounting firm partners can save time by storing the settings for an existing client to use as a template for future clients with similar business models and needs. These stored profile presets can then be applied when onboarding new clients.

Review of accounting firm partner processes inspired the new functionality. As accounting firms shift from a traditional time and materials billing process to flat rates and basic service offerings, standardization and automation are keys to profitability.  

“The accounting industry is rapidly changing its business model,” says Claire Milligan, Director of User Experience at Tallie. “Rather than replacing the traditional accountant, we believe Tallie is the technology business partner that will enable firms to evolve, expand profits, and develop new relationships with their clients.”

The new functionality complements an already robust reseller management portal that Tallie created for accounting firm partners to streamline billing, usage data, and access for client accounts all under one accountant login.

“Tallie is committed to helping our partners set the standard for the future of the accounting industry,” says Claire Milligan. “With consultation from clients, partners, and industry leaders, we consistently build tools that empower our partners to offer better, faster, more profitable expense management as a part of an outsourced accounting product.”

About Tallie

Tallie expense report software simplifies the entire expense management process. From point of purchase to accounting and reimbursement, Tallie eliminates busy work using real-time integration with leading accounting and bill pay solutions, including QuickBooks Online, QuickBooks Desktop, Xero, Intacct, and Bill.com. Recently, Tallie joined forces with Nexonia, Certify, and ExpenseWatch to form the largest independent expense management company in the world. For more information about Tallie, please visit www.tallie.com.