Tallyfy review

Tallyfy is built for teams that want each documented procedure to become a trackable process. You create a template, launch it, and Tallyfy assigns tasks, sends reminders, handles approvals and shows the live status of every run. Its seat model suits a growing team where a few people design processes and many complete them: full seats cost $300 per year and can create and edit templates, while light seats cost $100 per year and only complete tasks. Guests outside the company are free and see only their assigned tasks. SSO with SAML or OIDC and SCIM provisioning are included on every paid plan, which is rare at this price, and Tallyfy is SOC 2 Type II attested. The trade-offs are commitment and focus. Annual plans are a non-refundable 12-month commitment, and Tallyfy has no quizzes or learning paths, so it handles the doing of a procedure rather than training people on it.

Who it is for

Teams that want procedures to drive assigned tasks and approvals, with SSO included on every paid plan.

Price

Full seats from $300 per year ($25 per month) and light seats from $100 per year billed annually; 14-day trial.

Full Seat $300 /year Create and edit templates Light Seat $100 /year Complete assigned tasks
Quoted from the vendor pricing page on November 9, 2026.

Key features

• Templates to launch, assign, track, approve and complete processes
• Full seats for template builders and light seats for people who only complete tasks
• Unlimited guests who see only their assigned tasks
• Tallyfy AI and an SOP generation tool
• SSO with SAML and OIDC plus SCIM directory sync on every paid plan

Strengths and weaknesses

• Strength: Light seats at $100 per year keep costs down for task-only staff
• Strength: SSO and SCIM included at no extra cost
• Strength: SOC 2 Type II attested
• Weakness: Annual plans are non-cancellable and non-refundable
• Weakness: More workflow engine than training tool, with no quizzes
• Weakness: Analytics data feed costs $20 per seat per year extra

Key facts

• Free trial: 14 days
• Monthly billing: $30 per full seat or $10 per light seat
• Guests: Unlimited, subject to reasonable use
• Currency: USD only

Where it ranks

Tallyfy is No. 9 in our Best SOP Software verdict.