Tallie and Practice Engine Partner to Provide Leading Expense Management for Top U.S. Accounting Firms

SAN FRANCISCO, CA – April 14, 2015 – Tallie, the leading SaaS expense management innovator and Practice Engine, a major supplier of practice management systems to professional firms worldwide, have combined their solutions to allow companies to manage corporate expenses by their employees through a convenient, cloud-based expense management system. Tallie will be demonstrating the integration at the Practice Engine Experience, the Practice Engine open conference, taking place May 7th-8th, 2015 in Tampa, Florida.

“We are very excited about this partnership, which combines the unique power of Tallie together with our leading practice management system that can be accessed from anywhere and on any device.” said Mike Francis, the Founder & CEO of Practice Engine.  “Our clients’ team members can now create and submit their expense reports for approval on the fly, without having to bring a stack of receipts back to the office, and do so in a fraction of the time.”

“This partnership with Practice Engine represents a major workflow advancement that delivers immediate ROI to some of the biggest names in the accounting industry,” said Chris Farrell, CEO of Tallie. “We are proud to provide firms this clear-cut solution that benefits both approvers and end users.”

Tallie is an efficient, accurate expense reporting and management system that collects and categorizes expense data automatically, saving time and money for businesses. It automates the expense reporting process with smart features such as rapid receipt processing, auto-categorization of expenses and credit card/receipt auto-match. Clients receive immediate policy alerts for stronger fraud prevention and its industry-leading accounting and bill pay software integrations provide the most compelling expense solution in the marketplace.

About Tallie

Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem.  In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile expense report software for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration.  Tallie was recognized for technology leadership by: CPA Practice Advisor, Inc. Magazine and The Sleeter Group. www.tallie.com

About Practice Engine

Practice Engine is a major supplier of practice management systems to top professional firms, in Europe and the U.S. including 12 of the Accountancy Today Top 100 Firms. The company combines a strong technical emphasis with close client relationships to secure and retain a substantial list of top firms as clients.

www.practice-engine.com

Tallie Press Contact:
Waggener Edstrom Communications
Marisa Hagerman, 415-547-7017
tallie@waggeneredstrom.com

Tallie First Expense Management Solution to Offer CPE

News Highlights:
Tallie now accredited by NASBA to deliver Continuing Professional Education (CPE, or in some states Continuing Education/CE) to Certified Public Accountants

Tallie Certification reflects the company’s longstanding commitment to the CPA community.

SAN FRANCISCO, CA — January 22, 2015 — Tallie, the leading SaaS expense management innovator, announced today that its clients can now earn continuing professional education credits through Tallie training sessions.

Starting immediately, practitioners can complete the Tallie Certification course offered at the company’s headquarters or requested on-site client locations, and receive up to 7 CPE credits in Computer Science. Tallie Certification focuses on mastery of Tallie for account administration and management with training tools for employees and clients. It comprises of 3 NASBA-certified courses: Tallie Mobile Pro (1 CPE hour), Tallie Expense Pro (1 CPE hour), Tallie Accounting Pro (5 CPE hours).

“It’s great to see Tallie roll out a CPE program that enables accounting professionals to learn about one of the best cloud-based efficiency tools available today and immediately automate one of the most tedious and time consuming activities in the accounting profession,” said L. Gary Boomer, CEO of Boomer Consulting Inc.

The certification costs $200 per attendee and no prerequisites or advanced preparation are required. CPE certification may also be delivered as part of the Tallie Key Program – the company’s advanced strategic consulting and dedicated support services.

Upon successful completion of the course, participants will be emailed their certificate within two business days.

To enroll in the course or to learn more, visit the Tallie Certification Program.

“We are very pleased to offer our CPE program to help educate industry professionals on how mobile efficiency tools such as Tallie can greatly benefit accounting professionals’ productivity with a robust process and controls, “ said Chris Farrell, CEO of Tallie. “Our blend of industry leading customer service and accounting roots make us uniquely suited to deliver a top notch program for professionals to earn their required CPE credit.”

Since its launch, Tallie has received widespread endorsement and awards from the Accounting industry. It is the first and only comprehensive solution providing the following combination of benefits:

  • Submit and approve expenses in seconds. Employees’ receipt photo is scanned for date, merchant and dollar amount data and is automatically populated in Tallie, minimizing data entry and eliminating errors.
  • The only expense report software with automated features: expense smart-categorization, duplicate detection and credit card and receipt auto-match.
  • Custom, automated policy and approval controls: In-process policy violation alerts to employees, managers and approvers. Customized, multi-tiered approval chains. Approve expense reports online or directly from email.
  • Complete, seamless accounting and bill pay integration: Tallie automates 90% of back-end accounting data entry. Key expense data and receipt documentation are sent to accounting and bill pay systems and updates are synced immediately.

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About Tallie

Tallie is the leading SaaS expense management innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed mobile expense report solutions for comprehensive data capture, intelligent transaction categorization, robust approval controls and seamless software integration. Tallie was recognized for technology leadership by: CPA Practice Advisor, The Sleeter Group and Inc. Magazine. The company currently serves more than 3,000 business customers with more than 100,000 active paying users. www.tallie.com

MEDIA CONTACT

Waggener Edstrom Communications

415.547.7017

tallie@waggeneredstrom.com