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Key Program
KEYtallieintroducing the
Industry Expertise
Important Tools
Award-winning, U.S.-based technical support, setup, and training for every client and their employees.
Arm firms with vital tools and information to achieve and exceed their BPO goals.
programTraining & Technical SupportProvide strategic, industry-specific guidance tailored to firm and client needs.
The Tallie Expert Team is extremely helpful! Any time I have a question, they are
prompt in their responses and always listen to the needs of our clients.
jessy k., cpa moss adams llp
Unlock the levels of Tallie’s Key Program
Select
one-time fee of
$300starting at
$200/month
Premier Find out more!
exceptional
&supportstrategıc servicesSelectPremierEliteAdvisor
Every package of Tallie’s Key Program strives to offer the best software support services in the industry. Our team of Tallie Experts are here to help your business achieve the optimum level of efficiency.
U.S.-Based Support & Technical Training
Dedicated Firm Support & Technical Training
Tallie’s award-winning, U.S.-based Product Expert team provides the highest level of support services.
always-included benefits• 1-on-1 Implementation, including new
account and integration setup
• Support by phone or online, Monday through Friday, 7 a.m. – 6 p.m. PST
• Lifetime training for new employees and ongoing new feature training for all users
With the Premier Package, a dedicated Tallie Expert will provide continuous, hands-on support and training to keep your workflow running at the highest level.
premier-specific benefits• All benefits offered at the Select level of
the Key Program
• Dedicated Tallie Expert
• Accelerated response times
• Direct assistance with planning, rollouts and health checks
• Hands-on training for knowledge transfer to help increase staff expertise on Tallie
Want to find out more?
By Phone+1.800.592.5144
Onlineusetallie.com/contact
Elite Advisor Add-On
for custom subscription quote
Contact us
Custom Strategic & Performance Services
One-Time Advisor Consulting Service
custom service fee
Contact usHelp drive business growth through collaborative communication focusing on core, value-adding areas of operation. Available at any level of the Key Program.
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
With Tallie’s Elite Package, you’ll have every benefit offered to the Premier and Select levels, as well as these customizable services:
elite-specific benefits• Strategic planning
• Best practice tools and templates
• Webinars and workshops
• Client and 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
Elevate and Exceed. The Elite Package.
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.
l. gary boomer, ceo boomer consulting inc
Awesome Application
tallie.com | 1.800.592.5144
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