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Latest update v2.33.1 Oct 30, 2026

Clearer graphs and more room for Daily Points

Compare totals and occurrence rates, and fit Daily Points to a longer schedule.

  • Compare totals and occurrences per hour on frequency and duration graphs, plus average duration per occurrence on duration graphs.
  • Review occurrence rates alongside totals in the graph’s Records list and Service Record summaries.
  • On Teams, set up Daily Points with up to 12 periods and choose saved colors for each expectation.
  • Review longer point cards with clearer period headings and support for all 12 periods in saved-day PDFs.
Graphs Daily Points Records
Choose graph metrics Set up Daily Points Review a Service Record

Earlier updates

Recent release history

Explore earlier releases and their guides.

October 2026

October 2026 v2.32.5

Write clearer notes and review the whole visit

Bring your observations, session data, and final note together, with a reusable structure for your next visit.

Notes Templates Reports
What changed
  • On Solo and Teams, write Clinical Notes with headings, emphasis, and lists to make your final note easier to read.
  • Start with SOAP, DAP, BIRP, or School observation, or use personal and team templates with reusable prompts and choices.
  • Keep Quick Notes and recorded session data close at hand while you write, then preview your note as a PDF.
  • Return to a visit in Records to review its data and note together.
  • Share clearer reports, with improved note formatting and more readable program and target reference PDFs.
  • Follow shared-session updates with clearer messages when work still needs to sync.
  • Find personal preferences in more clearly organized Settings.
Explore Clinical Notes Write clinical notes Manage note templates Explore reports
October 2026 v2.31.0

Clearer setup, day reviews, and report choices

Configure targets more easily and share the right level of detail.

Reports Programs Daily Points
What changed
  • Set up programs and targets with clearer guidance, review missing criteria, and find phase and mastery settings more easily.
  • Open a recorded Daily Points day from Analysis, review its periods, and export a day summary PDF.
  • Choose a Client summary with details or names only, focus on current teaching targets, and select target order.
  • Review and correct manual entries more easily, with clearer save and sync status.
  • Improved note exports, report readability, objective setup, and past-appointment documentation.
Client summary options Review and export a Daily Points day Manual data entry
Oct 2, 2026 v2.30.1

More room for sessions and more reliable reports

Move between active sessions and finish everyday recording with fewer interruptions.

Sessions Reports Reliability
What changed
  • Manage up to twelve clients in the multi-session workspace.
  • Submit Task Analysis responses offline without waiting for a connection.
  • Improved report timestamps, numeric entry, ABC choices, and the display of saved program-target edits.
  • Client summaries more consistently honor the choice to exclude mastered work.
Multi-client sessions Choose a report

September 2026

Sep 27, 2026 v2.30.0 (web)

Create Progress reports across your caseload

Prepare Progress reports for several clients in one export.

Reports Caseload
What changed
  • On Solo and Teams, choose selected clients or all eligible active clients from the Clients page.
  • Export individual Progress report PDFs together in a ZIP, with a summary of the export.
  • Choose Day, Week, or Month grouping for Progress reports.
  • Use the same selected or all-active scope for Daily Export.
Export caseload reports
Sep 25, 2026 v2.29.1 (web)

Smoother invitations and refreshed demo data

Explore realistic example data and help new staff finish joining your team.

Teams Demo
What changed
  • Refreshed Mia’s demo data for exploring sessions, graphs, and reports.
  • Improved the password-setup link in staff invitations.
Explore the Demo Client Invite team members
September 2026 v2.29.0

Easier program setup and clearer mastery review

Organize targets, review progress, and choose what to work on next with fewer steps.

Programs Mastery Task Analysis
What changed
  • On Solo and Teams, configure Task Analysis steps and prompting while creating a program.
  • Review objective progress and record mastery from clearer target and program screens.
  • Find current work with simpler target filters, and choose mastered targets for follow-up data collection.
  • Choose Baseline or Intervention separately in target settings.
  • Improved target reordering and fixed saving observations for past appointments on Solo.
Create a program Objectives and mastery
Sep 19, 2026 v2.28.1

Smoother multi-client and offline sessions

Start and finish sessions more reliably when moving between clients or working offline.

Sessions Offline Teams
What changed
  • Improved multi-client session startup and navigation after stopping one or all sessions.
  • Improved session setup from cached data when offline.
  • Kept team terminology in sync after an owner changes the organization type.
Start a session Multi-client sessions
Sep 18, 2026 v2.28

Document past visits and simplify your reports

Finish visit documentation without re-entering data, and share reports with the detail you need.

Appointments Observations Reports
What changed
  • Add observations after a visit and keep them with its notes and Service Record.
  • Use observations you have already recorded instead of entering them again.
  • Choose how much detail to show alongside results in Session and Daily PDF summaries.
Document a past appointment Export a Service Record Choose a report
Sep 16, 2026 v2.27

Clearer objectives, shareable summaries, and graph annotations

Keep objective dates in view, share saved programs and targets, and see more context alongside your graphs.

Reports Objectives Annotations
What changed
  • See the current objective's planned date on its graph. On Solo and Teams, include objectives in Progress reports.
  • On Solo and Teams, share programs, skills, behaviors, and objectives in a Client or Student summary PDF, even before collecting data.
  • See graph annotations beside your data and in Detailed data and Progress reports.
  • Review quick notes in date order and find your way around clearer report and dashboard screens.
  • Corrected misleading trend warnings in Detailed data reports.
Choose a report Client summary guide Objectives and benchmark dates Graph annotations

August 2026

Aug 28, 2026 v2.26

Daily Points, repeated Task Analysis runs, and clearer collaboration

Record daily points at school, repeat Task Analysis practice within a session, and follow team notes more easily.

Daily Points Task Analysis Collaboration Reliability
What changed
  • Use Daily Points to record classroom expectations throughout the day and review progress with your team.
  • Repeat a Task Analysis up to five times in one session and review each run in your reports.
  • See new quick notes while collecting data together.
  • Keep your session's targets and observations when target settings change.
  • Eligible team members can remove a reopened correction record from the Service Record when a correction needs to be withdrawn.
  • Profile opens more reliably during sign-in and activation.
Daily Points feature Daily Points help guide Daily Progress Report and CICO workflow guide Task Analysis during sessions Active Session Interface
Aug 21, 2026 v2.25.1

Better reports and smoother interval sessions

Choose the report that fits the moment, reuse reporting details, and keep interval observations moving without losing completed data.

Reports Interval Recording Exports
What changed
  • On Solo and Teams, create Detailed, School Progress, Notes Only, and Daily reports from one streamlined report chooser.
  • On Solo and Teams, create a Daily report for one client or student, or for clients or students you have permission to include who have data that day.
  • Solo users can save personal reporting periods. On Teams, owners and admins manage shared reporting periods for staff to use.
  • Add personal report branding, or use team branding managed by an owner or admin.
  • Stop interval recording, continue the remaining intervals, or start another round without losing completed observations.
  • Supporting reliability improvements across day-to-day workflows.
ABA Data Reports feature Interval Recording feature Generate Report docs

June 2026

Jun 22, 2026 v2.24.1

Records, signatures, and signed PDFs

Review appointment history in Records on all plans. On Solo and Teams, request caregiver acknowledgement, use review steps, and export eligible signed PDFs.

Records Signatures Reports
What changed
  • Document appointments in Records, even when no session data was collected.
  • On Solo and Teams, request caregiver acknowledgement and provider signatures on eligible service records.
  • On Solo and Teams, use review steps so finalized records have clearer accountability.
  • Export eligible signed PDFs with a Signatures appendix.
Service Records feature Records docs Signed Service Records docs
Jun 8, 2026 v2.23.1

ABC entries and ABC Patterns

ABC data is easier to review, summarize, and share with clearer entries, pattern views, smoother entry, and selected-entry exports.

ABC Data Patterns Exports
What changed
  • Save setting, antecedent, behavior, consequence, severity, setting events, and notes in each ABC entry.
  • Review ABC Patterns for Settings, Antecedents, Behaviors, and Consequences.
  • Select a pattern row to filter back to the exact entries behind it.
  • Export selected ABC entries as PDF, Excel, or CSV on paid plans.
ABC Data feature ABC Data docs
Jun 1, 2026 v2.22.1

Observation Settings and a cleaner app design

Observation Settings make session context part of the workflow, and the refreshed design makes day-to-day collection easier to scan.

Settings Design Reports
What changed
  • Set shared observation settings for an account or team.
  • Choose a setting at session start so staff see the relevant behaviors and skills.
  • Use setting context in graphs and reports when comparing data across sessions.
  • Work in a cleaner visual design across the app.
Observation Settings feature Observation Settings docs

May 2026

May 19, 2026 v2.20.3

Scatterplots, onboarding, and team access

Review behavior-pattern views faster, move new users into their first useful workflow sooner, and manage team client access more clearly.

Scatterplots Onboarding Teams
What changed
  • Review time-of-day and activity-block patterns in Scatterplot Analysis.
  • Start new users with a clearer first-session path.
  • Manage a team member's client access from a focused team member view.
  • Review sharper interval summaries, reports, and exports.
Scatterplot Analysis docs Team access docs
May 6, 2026 v2.19.1

More complete offline session workflow

Collect session data wherever therapy happens: start sessions, record data, add notes, stop sessions, and correct records before reconnecting.

Offline Sessions Sync
What changed
  • Start and continue sessions when the connection is unreliable.
  • Record data and add notes offline.
  • Stop sessions and make corrections before reconnecting.
  • Sync data and notes automatically when the device is back online.
Offline feature Start Session docs

April 2026

Apr 23, 2026 v2.18.1

Manual entries for paper notes and missed data

Bring paper notes, late entries, and out-of-session observations into TallyFlex without starting a full session.

Manual Entry Data Collection Records
What changed
  • Use Record observation to transcribe one day across every tracker.
  • Use Add data for one behavior across one day or many days.
  • Review manual entries beside session data in the client record history.
  • See recent data appear faster in summaries after changes are made.
Manual Data Entry docs
Apr 1, 2026 v2.17.1

Programs, templates, and cross-client copy

On Solo and Teams, organize and reuse tracker and program setup with Programs, phases, templates, and copying tools.

Programs Templates Setup
What changed
  • Organize targets into Programs and optional phases on Solo and Teams.
  • Start from 100+ curated templates, then review and individualize them before use.
  • On Solo and Teams, copy behaviors, skills, and Programs between clients or duplicate them for the same client.
  • On Solo and Teams, browse, publish, and rate templates in the Community Library.
Programs feature Template Library feature Program docs

February 2026

Feb 14, 2026 v2.15.2

Demo Client for exploring TallyFlex safely

Explore charts, sessions, and recording methods with realistic data before setting up a real client.

Demo Client Training Getting Started
What changed
  • Open a demo training client with realistic ABA data already in place.
  • Try charts, sessions, notes, and recording methods without setup.
  • Explore premium workflows safely before using them with a real client.
Explore Demo Client docs
Feb 6, 2026 v2.14.0

Momentary Time Sampling and up to 10 active clients

TallyFlex added Momentary Time Sampling and expanded multi-client sessions for group therapy, supervision, and classroom use.

MTS Multi-Client Sessions
What changed
  • Use Momentary Time Sampling as a recording method.
  • Manage up to 10 clients in one active session workflow.
  • Switch between clients quickly while keeping session context.
Recording Methods docs Multi-Client Sessions docs
Feb 5, 2026 v2.13.3

Weekly notes and in-session definition previews

Session notes became easier to review, and staff can check operational definitions without leaving active collection.

Notes Sessions Task Analysis
What changed
  • Review session notes from the week in one place.
  • Long-press a behavior or skill during a session to view its operational definition.
  • On Solo and Teams, use heat maps and prompt distribution charts when reviewing Task Analysis data.
Session review docs Task Analysis docs

January 2026

Jan 25, 2026 v2.12.2

Prompt code and goal-support improvements

On Solo and Teams, prompt levels became more flexible across percent-correct and Task Analysis workflows so recorded support levels are easier to review.

Prompt Levels Task Analysis Reports
What changed
  • Use prompt levels with percent-correct trackers on Solo and Teams.
  • Review recorded prompt-level patterns with heat maps and distribution charts.
  • See support-level language more clearly in goal labels and summaries.
Prompt Level Tracking feature Percent Correct with Prompts docs
Jan 20, 2026 v2.11.2

Multi-client session support

Run one workflow across multiple clients with fast switching for group therapy, supervision, or classroom settings.

Multi-Client Sessions Sessions
What changed
  • Start a session with multiple clients.
  • Switch between clients without leaving the active-session flow.
  • Keep each client's data separated while moving through the same session block.
Multi-Client Sessions docs
Jan 15, 2026 v2.10.1

Task Analysis with prompt levels

On Solo and Teams, track multi-step skills with prompt levels so recorded independence and support levels are easier to review.

Task Analysis Prompt Levels Graphs
What changed
  • Create Task Analysis trackers for step-by-step skills on Solo and Teams.
  • Capture prompt levels across each step during a session.
  • Use heat maps and prompt distribution charts to review where higher prompt levels were recorded.
Task Analysis feature Task Analysis docs

December 2025

Dec 21, 2025 v2.9.2

Help Center, faster sign out, and appointment backdating

TallyFlex added in-app help resources and made a few everyday account and appointment actions faster.

Help Center Schedule
What changed
  • Access documentation, video tutorials, and FAQs from the Help page.
  • Sign out faster when switching accounts or devices.
  • Backdate appointments up to one year when adding records later.
Docs Schedule docs

November 2025

Nov 26, 2025 v2.9.0

Smaller Teams, remembered schedule views, and full history

Teams became easier to start, schedule views stayed where each user left them, and older data became easier to review and export.

Teams Schedule Exports
What changed
  • Start a Teams account with 3 clients.
  • Keep day, week, or month schedule view preferences between visits.
  • Review and export data across longer date ranges.
Pricing Schedule docs Basic Export docs

October 2025

Oct 22, 2025 v2.7.0

Session Timeline and richer session exports

Session Timeline made it easier to see when behaviors happened during a session and include that context in exports.

Timeline Sessions Exports
What changed
  • View behaviors across the session timeline.
  • Review timing patterns without rebuilding the session after the fact.
  • Export session reports with timeline context and notes.
Session review docs Session Export docs
Oct 11, 2025 v2.6.1

Recurring appointments and appointment reminders

On Solo and Teams, schedule repeating services faster and choose appointment reminders that fit the way your day runs.

Schedule Reminders
What changed
  • Create daily, weekly, or monthly recurring appointments on Solo and Teams.
  • Update one appointment or the whole series.
  • Choose optional reminders before appointments.
Schedule docs

September 2025

Sep 29, 2025 v2.5.2

Team-wide schedules and shared session work

Teams gained clearer shared appointment views, better schedule filtering, and smoother collaboration during sessions.

Teams Schedule Sessions
What changed
  • View and manage team-wide appointments.
  • Filter schedules by team member.
  • Collaborate across staff during supported session workflows.
Roles and permissions docs Schedule docs
Sep 20, 2025 v2.4.1

Client or student terminology and clearer graphs

TallyFlex added terminology choices for different settings and improved graph review for clinical and school teams.

Terminology Graphs
What changed
  • Choose whether the app refers to the people you support as clients or students.
  • Review cleaner graph views when looking across behavior and skill data.
  • Use clearer visual context when comparing data across sessions.
Working with Graphs docs Client Overview docs
Sep 6, 2025 v2.2.2

Reports and graph exports

On Solo and Teams, reporting became more useful with stronger graph and export options for reviewing session and client progress.

Reports Graphs Exports
What changed
  • Generate richer reports from collected data on Solo and Teams.
  • Include graphs and notes when preparing review materials.
  • Export information in formats that are easier to file or provide through approved workflows.
Generate Report docs Working with Graphs docs

August 2025

Aug 25, 2025 v2.0

TallyFlex 2.0

TallyFlex 2.0 focused on the new school year with faster chart review, clearer objective setup tools, and cleaner team access.

Charts Objectives Teams
What changed
  • Review charts more quickly during planning and follow-up.
  • Use clearer objective setup support when creating goals.
  • Manage team access with a cleaner account structure.
Working with Graphs docs Roles and permissions docs