From answers to action.
Stop chasing clients for missing forms, files and answers.
Describe the information you need. Tallyn builds the form, collects complete answers and files, and moves the work forward once it's submitted. The form is the start of the job, not the end of it.
The problem
The form was never the hard part. Everything after it is.
- 01
Forms are slow to build
Every new client type means another hour dragging fields around a form builder.
- 02
Submissions arrive incomplete
Half-filled answers and a missing attachment mean the work can't start, and nobody notices until it should have.
- 03
Your team chases documents
Reminder emails, follow-up calls and 'just checking in' messages to get the files you asked for last week.
- 04
Data is copied by hand
Answers are retyped into spreadsheets, CRMs and project tools, with a typo at every hop.
- 05
Requests get lost
Submissions land in an inbox where they're read once, flagged and forgotten.
Tallyn is built to fix all five.
See how it works
How it works
From answers to action.
Describe what you need
In plain English: 'onboarding for a new bookkeeping client' or 'brief for a website rebuild'.
Tallyn builds the form
Questions, file requests and conditional logic, drafted for you to adjust.
Share it with your client
Send a link that works on any device, with your branding.
Get complete answers
Required answers and files are checked before submission, and anything outstanding is followed up.
Move the work forward
Each submission becomes a tracked request with a clear next step, not another email to file.
Who it's for
Built for people who'd rather be doing the work.
Professional-service firms
Accountants, lawyers and advisers onboarding clients with documents to collect.
Consultants
Gathering the context they need before the first workshop.
Agencies
Collecting briefs, brand assets and approvals without the email chain.
Web developers
Getting content, logins and sign-off from clients on time.
Onboarding teams
Running the same intake well, hundreds of times.
Operations managers
Turning internal requests into work that's tracked and finished.
Pricing
Simple, transparent plans.
Prices are per month in US dollars. Waitlist members get first access and launch pricing.
Starter
$19/month
For one person collecting client information.
- Forms from a description
- File requests
- Submission tracking
Growth
Most popular$39/month
For small firms with regular intake.
- Everything in Starter
- Follow-ups for missing items
- Your branding
Business
$69/month
For teams running intake at volume.
- Everything in Growth
- Team access
- Workflow steps after submission
FAQ
Questions, answered.
How is Tallyn different from a form builder?
Form builders stop at 'submit'. Tallyn is built around what happens next: complete answers, collected files and a clear next step for every submission.
Can clients upload files?
Yes. File requests are part of the form, and missing files are followed up so you don't have to.
Do I have to design the form myself?
No. Describe what you need and Tallyn drafts the form. You edit anything you like before sharing it.
Will it connect to the tools we use?
Integrations with common CRMs and project tools are planned. Tell us what you use when you join and it shapes the order.
When can I use it?
Tallyn opens to the waitlist first. Join and we'll email you when your access is ready. Questions go to clio@new-odyssey.com.
Join the waitlist
From answers to action.
Be first in when Tallyn opens. Tell us what you'd use it for and it shapes what we build first.
Or email clio@new-odyssey.com