A Tallyfor Workspace is your dedicated environment for getting work done within your firm or practice. You can have multiple Workspaces, switch between them easily, and accept invitations to join other Workspaces.
Who benefits from Workspaces?
Workspaces are particularly valuable for contractors who work with multiple CPA firms or tax practices, allowing seamless collaboration across different organizations.
Accessing your Workspaces
To view your Workspaces:
In the Tallyfor header bar, click the Workspace icon.
A dropdown menu will display all Workspaces you have access to.
Tallyfor automatically remembers your last accessed Workspace and will take you there when you log in.
Switching between Workspaces
To switch Workspaces:
Click the Workspace icon in the header bar.
Select your desired Workspace from the dropdown menu.
Inviting team members
The team invitation process remains unchanged. Invite users into a Workspace from within that Workspace.
Navigate to the "Team" tab.
Click the "+ Add" button.
Enter the team member's email address and select their role.
Click "Invite" to send the invitation.
Important: Invitations automatically expire after two weeks and will display as expired invites.
Accepting Workspace invitations
If you've been invited to join another firm's Workspace:
Check your Workspace list for pending invitations (they'll show as "Invited:").
Choose to "Accept" or "Decline" the invitation.
Frequently asked questions
How does creating more Workspaces affect my billing and free trial?
The free trial applies only to the first Workspace created with your email address. You can create as many Workspaces as you like, but new Workspaces don't come with free binders.
Each additional Workspace has its own subscription and purchases binders independently. If you're planning more than one Workspace, ask here in the chat and a teammate will help you work out the right setup for your firm.
Note: Binders cannot be shared across Workspaces.
Client management
Can I transfer clients between Workspaces?
No, clients cannot currently be moved between Workspaces.
Workspace management
How do I delete a Workspace?
Contact support to delete a Workspace you no longer need.
Can I rename my Workspace?
Yes — see Firm Settings.