As a Tallisto partner, there are several benefits for both you and your clients.  Our goal is to provide your small business clients with a simple tool to track and report their finances.  Beyond that, a tool that allows your clients to work with you with minimal effort.

Benefits to You

  • On-going 30% referral fee for each subscriber (paid at the end of each quarter).
  • Easy data retrieval (CSV / Excel) for custom reporting, analysis and tax preparation.

Benefits to Your Clients

  • Simple and quick transaction form.
  • Desktop, tablet and phone access.
  • Easy data backup to Excel.
  • Easy data transfer to you.
  • 100% secure.

Please contact us to learn more and get started.