Admin & Settings
18 articles
- Seeing an Error or Something Broken? Ask for a HumanSome problems shouldn't be self-troubleshot. Here are the signs it's time to talk to a person, and how to reach one fast.
- How to Cancel Your SubscriptionYou can cancel any time. Here's exactly how, what happens next, and what happens to your data.
- Pricing, Plans & Free TrialWhat Tallyfor costs: per-binder pricing, the base plan, additional binder packs, unlimited users, trial terms.
- Tallyfor Permissions — Client & Team GroupsPermissions let firm admins control which clients each teammate can see. You build two kinds of groups — Client Groups and Team Groups — and link them together. This article…
- API Keys and WebhooksCreate API keys to integrate with Tallyfor programmatically and subscribe to webhook events.
- SAML Single Sign-On (SSO) and SCIM ProvisioningConfigure SAML SSO with your identity provider and automate user provisioning with SCIM.
- Refer & EarnRefer another firm to Tallyfor and earn free binders when they sign up.
- Audit Trail (Premium)See who did what, when, and how — across every binder. User actions, API calls, and AI pipeline runs in one firm-wide audit trail.
- Firm Settings
- How to Add a User to Tallyfor
- Tallyfor PermissionsControl which team members see which clients using Client Groups and Team Groups — redesigned July 2026 with a searchable assignment picker on the Team tab.
- Tallyfor Account Login Google Chrome and Microsoft Edge Sign InBest practices for using your browser alongside your preferred SSO method
- Billing
- Start Here If You are Needing Support
- Login Change from Google to Microsoft - Team Members
- Team Member RolesUser roles and access control
- Linking and Managing Sign-In ProvidersLink or unlink Google, Microsoft, Xero, and Intuit sign-in providers on your account.
- Tallyfor WorkspacesHow Workspaces work: switching between them, inviting team members, accepting invitations, and what a second Workspace means for your trial and billing.