# Tally — Forms & Surveys

Tally by Tally BV holds a panel rating of 3/5 from 6 AI judges (category median 3/5), as of 2026-10-29. Provenance: EU-Made; sovereignty: not determined.

- Vendor: Tally BV (https://tally.so)
- Category: [Forms & Surveys](https://whats-best.ai/software/forms-and-surveys.md)
- Provenance (editorial classification): EU-Made
- Canonical page: https://whats-best.ai/software/forms-and-surveys/tally
- Alternatives: https://whats-best.ai/software/forms-and-surveys/tally/alternatives ([markdown](https://whats-best.ai/software/forms-and-surveys/tally/alternatives.md))
- Data as of: 2026-11-04 · evaluated 2026-10-29 · oldest source captured 2026-10-28

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Tally BV
- Headquarters: Not stated on the vendor’s pages as of 28 Oct 2026
- Data hosting: Default not stated; pages mention the EU [S15]
- Free plan: Yes, per the vendor’s own page [S3]

## The panel's verdict

Tally is a form and survey builder from Tally BV of Ghent, Belgium. It is strongest on form building and sovereignty, both scoring 7: conditional logic with no condition limits, nested condition groups, calculated fields, answer piping and multi-language support are documented as free, and the data processing agreement names Tally BV under Belgian law, with hosting stated as Google Cloud in a Belgian region and a published subprocessor table. Analysis and reporting is the clear weak point at 4: the documented analysis is live NPS scoring, drop-off metrics, an analytics API and PDF export, and we found no public information on cross-tabulation, filters, segments or exports to SPSS and R. Spreads elsewhere are modest — collection and workflows plus consent and data protection range 6 to 7, with automatic retention gated to the Business plan, while hosting and administration sits at 5 to 6 — and pricing transparency shows the widest spread at 6 to 8, as the captured pages give different figures for the paid plans and the free tier's fair usage limits are not quantified.

**Speaks for it:**
- Conditional logic with no condition limits, calculated fields, answer piping and hidden fields are documented as free.
- A free tier of unlimited forms and submissions within fair usage guidelines, with no Tally fee added on top of Stripe's.
- The data processing agreement names Tally BV under Belgian law in Ghent, with hosting stated as Google Cloud in a Belgian region and a published subprocessor table.
- Per-respondent export and deletion plus per-form automatic retention from minutes to years support access and erasure requests.
- Documented webhooks with event retries and a REST API covering forms and submissions give a route in and out.

**Held against it:**
- Analysis and reporting scores sit at 4, and we found no public information on cross-tabulation, filters, segments or exports to SPSS and R.
- Automatic retention control requires the Business plan.
- The captured pages give different figures for the paid plans — US dollar figures on the features page, euro figures on the pricing page — and the free tier's fair usage boundaries are not quantified.
- Folder access follows workspace membership with no separate permissions per folder.
- The US providers SendGrid and Stripe may process form submissions through opt-in notifications and payment features.

**Best for:**
- You build branching surveys, quizzes or pricing calculators on a tight budget — form building scored 7, with logic, calculations and piping documented as free.
- Your compliance review wants a published data processing agreement, standard contractual clauses and EU hosting on named infrastructure — sovereignty scored 7.
- You collect responses by link or embed and route them onward via webhooks, Zapier, Make, Pipedream or the API.
- You want a free tier that does not bill by submission — unlimited forms and submissions are stated within fair usage guidelines.

**Avoid if:**
- You need to run cross-tabs, filters or SPSS and R analysis inside the tool — the documented analysis covers NPS scoring, drop-off metrics, an analytics API and PDF export.
- You must automate submission deletion on a lower plan — the retention control requires the Business plan.
- Your team administration needs folder-level permissions — the pages state that folder access follows workspace membership with no separate permissions per folder.
- You need one unambiguous published price — the captured pages give different figures for Pro and Business, and the fair usage limits are not quantified.

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price, or the judge found no public information on that criterion.

| Criterion | The Market Researcher | The Operations Manager | The HR Lead | The Academic Researcher | The Data Protection Officer | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Form & survey building | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 |
| Distribution, response collection & workflows | 3/5 | 3.5/5 | 3.5/5 | 3/5 | 3.5/5 | 3/5 |
| Survey analysis & reporting | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 |
| Consent, GDPR & respondent data | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3/5 |
| Hosting choice, teams & portability | 3/5 | 2.5/5 | 3/5 | 2.5/5 | 3/5 | 2.5/5 |
| European sovereignty | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 | 3.5/5 |
| Pricing transparency | 3.5/5 | 4/5 | 3.5/5 | 3/5 | 3.5/5 | 3.5/5 |
| **Weighted verdict** | **3/5** | **3.5/5** | **3/5** | **3/5** | **3.5/5** | **3/5** |

### The judges

- **The Market Researcher** (v1.0): Runs customer and brand studies for a mid-sized consumer-goods company, three waves a year in four languages. Wants logic and quotas that keep the sample clean, invitations with reminders, cross-tabs and NPS without exporting to a spreadsheet first, and open answers grouped into themes before the board meeting.
- **The Operations Manager** (v1.0): Replaces paper and PDF forms at a service company: event registrations, supplier onboarding, damage reports with photos, order requests with a payment. Wants forms a colleague can build without IT, file uploads, a submission that lands in the right inbox and the CRM or spreadsheet without copy and paste, and a price that does not jump when the response count does.
- **The HR Lead** (v1.0): Runs the yearly engagement survey and pulse checks for a German company of six hundred, with the works council reading every question. Wants anonymity that is real and stated, results hidden below a minimum group size, reports per department that managers can read, and answers that are deleted when the agreement with the works council says so.
- **The Academic Researcher** (v1.0): Runs questionnaire studies at a European university and has to satisfy the ethics board before the first respondent sees a question. Wants complex branching, randomisation and validated scales, an informed-consent page that is part of the instrument, exports to SPSS and R with labels intact, and a licence the faculty can host or at least keep in the EU.
- **The Data Protection Officer** (v1.0): Signs off every form tool a department wants to use and has found health data in a feedback form before. Wants a data processing agreement and a subprocessor list on the vendor's own pages, consent fields and an anonymous mode that drops IP addresses, retention periods that delete on their own, EU hosting the customer can choose, and roles that keep responses away from people who do not need them.
- **The Skeptic** (v1.0): Has seen a "free form builder" put its logo on every customer survey and charge per response the month the campaign worked. Reads "GDPR compliant" with no data processing agreement behind it, "anonymous" surveys that still log IP addresses, "EU hosting" on the enterprise plan only, and AI analysis features with no word on where the answers go — and asks whether the responses can leave with the customer.

## European sovereignty — proven facts

Built only from facts on the vendor's own pages; a dimension we could not prove is left open, never scored as zero. Headline: not determined.

| Dimension | Finding | Points | Source |
|---|---|---|---|
| Legal entity | Not determined | — | — |
| Hosting location | Not determined | — | — |
| Hosting options | Not determined | — | — |
| Open source | Not determined | — | — |
| Data processing agreement | Not determined | — | — |
| Transfer impact assessment | Not determined | — | — |

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- Audit independent: 2 · yes · yes [S5]
- Breach notification: without undue delay · yes [S5]
- Customer audit conditions: yes · yes [S5]
- DPA: yes [S4]
- DPA: yes · automatic via Terms and Conditions · no [S6]
- DPA available: yes · 2024-09-09 [S5]
- Dpia assistance: yes · yes [S5]
- Encryption: yes · Europe · yes [S6]
- GDPR: yes [S1]
- GDPR: yes [S4]
- GDPR compliant: Belgium (EU) · yes [S6]
- GDPR regulation: EU 2016/679 · yes [S5]
- GDPR scope: yes [S14]
- GDPR statement: tally help center · yes [S14]
- International transfer general rule: yes · yes [S5]
- Liability cap: fees paid in the 12 months prior to the cause of damage [S5]
- Record of processing: yes [S5]
- Sccs: Standard Contractual Clauses (EU 2021/914) [S5]
- Tom certifications referenced: referenced for third parties, not asserted for Tally itself · ISO 27001 · ISO 27701 · SOC 2 Type II [S5]
- Tom encryption: higher risk situations · yes [S5]
- Tom MFA: yes [S5]

**Data**
- Block destruction capability: yes [S5]
- Bot protection retention: data.retention_category1 · Your Personal Data contained in Category 1 will be retained for 90 days after the deletion of your user profile (which indicates the end of our contractual relationship). · {"days_after_profile_deletion": 90, "da… [S15]
- Card storage: no [S10]
- Categories: (Electronic) identification data · Form data [S5]
- Categories collected: identification and account information · payment information · tool usage information [S4]
- Collected categories: identification and account info · payment information · usage of the tool [S15]
- Controller roles: data processor · data controller [S6]
- Deletion backups: 90 [S6]
- Deletion backups: 90 [S14]
- Deletion return: yes · yes · yes [S5]
- DPA with processors: yes [S15]
- Export deletion: yes · yes [S6]
- No selling: no · no · no [S6]
- No selling: no [S15]
- Response deletion: yes · yes [S14]
- Retention category1: identification/account · 90 [S4]
- Retention category2: payment information · 7 [S4]
- Retention category3: tool usage · 2 [S4]
- Retention disable behavior: retain indefinitely [S7]
- Retention feature: yes · Automatically delete form submissions after a set period [S7]
- Retention per form: yes · yes [S7]
- Retention period range: years · minutes [S7]
- Retention plan requirement: Business · yes [S7]
- Retention time units: minutes · hours · days · weeks · months · years [S7]
- Rights: access · copy · rectification · erasure · restriction · objection · portability · withdraw consent · object to automated decisions [S4]
- Subjects: form creators · form respondents · people whose personal data is included in forms [S5]
- Third party disclosure: third parties may include IT-support, hosting, computer security providers [S15]
- Trash retention days: 90 [S7]
- Turnstile retention: rejected sign-up attempts · 90 [S4]

**Hosting**
- Data residency: EU [S15]
- EU: EU · no · yes · yes [S1]
- EU: EU · Tally BV [S2]
- EU servers: EU [S4]
- Provider: Belgium · Hosting and storage · Google Cloud · yes [S6]
- Residency: yes [S3]
- Third party transfer prohibition: yes [S5]

**Integrations**
- AI chatgpt: connect to Claude or ChatGPT for response analysis [S12]
- Airtable: Airtable [S2]
- Analytics: Google Analytics · Meta Pixel [S1]
- API: yes [S2]
- API docs: yes · yes [S1]
- API docs: API docs available [S3]
- Auth: Bearer token [S13]
- Automation: Zapier · Make · Pipedream [S1]
- Chatgpt plugin: ChatGPT plugin [S2]
- Claude connector: Claude Connector [S2]
- Code injection examples: tracking codes · Intercom · Hotjar · custom scripts or styles [S17]
- Developer resources: yes [S11]
- Electronic signatures: yes [S10]
- Embed guides: Lovable · Notion · Webflow · WordPress · Ghost · Framer · Next.js [S11]
- Form API: listing · creating · fetching · updating · deleting [S13]
- Google sheets: Google Sheets [S2]
- List: Notion · Google Sheets · Airtable · Webhooks · Slack · Coda [S1]
- Mcp server: yes [S2]
- Mcp server: MCP server available [S3]
- Mcp server claude: MCP server for Claude integration [S12]
- Native and automation: CRM, data warehouse, spreadsheet via native integrations, Zapier, or Make [S12]
- Notion: Notion [S2]
- Slack: Slack [S2]
- Slack: Slack integration notifies on new responses [S12]
- Stripe requirement: Stripe account · free · Tally Pro [S10]
- Submissions API: listing · fetching · deleting [S13]
- Templates: template gallery with pre-made payment form templates, e.g. 14 free order form templates [S10]
- Webhooks: yes [S2]
- Webhooks API: listing · creating · updating · deleting · listing webhook events · retrying webhook events [S13]
- Zapier: 2000+ [S2]

**Legal**
- Amendment terms: yes · 30 [S5]
- Applicable law: Belgian law · courts of Ghent [S15]
- Controller: Controller · Tally BV · Sint-Pietersnieuwstraat 11, 9000 Gent, Belgium · 0776.979.007 [S4]
- Disclaimer: yes [S14]
- Entity: Tally BV · EU [S1]
- Entity: Tally BV [S3]
- Entity: Tally · Sint-Pietersnieuwstraat 11, 9000 Gent, Belgium · Besloten Vennootschap · Belgium · 0776.979.007 [S5]
- GDPR basis: GDPR 2016/679 [S15]
- Jurisdiction: Belgian law · courts of Ghent [S4]
- Jurisdiction ghent: Ghent, Belgium · yes [S5]
- Privacy notice version: 2024-09-09 · 1.0 [S15]

**Pricing**
- Billing options: monthly · yearly · 2 months off on yearly billing [S3]
- Business: 890 · 89 · yes [S2]
- Business price: 65 · month · EUR [S3]
- Custom code injection pro: yes [S11]
- Custom domains plan: Pro · yes [S17]
- Embed free: yes [S11]
- Free tier: yes · unlimited forms and submissions within fair usage guidelines [S3]
- Free unlimited: yes · fair use policy · yes · yes [S1]
- Pro: 290 · 29 [S2]
- Pro price: 20 · month · EUR [S3]
- Remove branding pro: yes [S11]
- Stripe fees: standard Stripe fees apply · Stripe Connect · no [S10]

**Product**
- AI: yes [S2]
- AI conditional logic: yes · yes [S8]
- AI conditional logic: yes [S9]
- Analytics: yes [S2]
- Analytics endpoints: Metrics · Visits · Submissions · Dimensions · Drop-off [S13]
- Analytics metrics endpoint: API endpoint GET /forms/{formId}/analytics/metrics returns aggregate form metrics [S13]
- Analytics metrics fields: visits · visitDuration · submissions · uniqueRespondents · totalViews · starts · completions · completionDuration · completionRate [S13]
- Analytics metrics periods: today · yesterday · 24h · 7d · 30d · 3m · 6m · 12m · all [S13]
- Anonymization on end: yes [S5]
- Answer piping: yes [S1]
- Answer piping: yes [S2]
- Auto delete submissions: Tally Business · yes [S6]
- Business data retention: Business [S2]
- Business data retention: automatic deletion of submissions after set period [S3]
- Business email verification: email verification [S3]
- Business verify emails: Business [S2]
- Business version history: 90 · Business [S2]
- Business version history: 90 [S3]
- Calculated fields: yes [S8]
- Calculated fields available: yes · yes [S9]
- Calculated fields capabilities: automatic calculations in forms for pricing calculators, quiz score totals, lead scoring [S9]
- Calculated price: yes [S10]
- Calculated use cases: discounts, shopping basket, shipping cost calculation, automatic price updates [S10]
- Calculator: yes [S1]
- Calculator: yes [S2]
- Close forms: yes [S2]
- Cname target: cname.tally.so [S17]
- Code injection: yes [S17]
- Condition groups all any: When any match · When all match [S8]
- Conditional logic: yes [S1]
- Conditional logic: yes [S2]
- Conditional logic: conditional logic to show follow-up based on score [S12]
- Conditional logic free: none · yes · no [S8]
- Conditional logic free all users: yes · yes [S8]
- Conditional redirects: yes [S9]
- Consent collection: yes · yes · yes [S14]
- Consent template: free form template · yes [S14]
- Content table long forms: 12 [S8]
- Custom css: yes [S1]
- Custom design: yes · yes · 50+ · yes · yes · yes [S1]
- Custom domain requirements: no · yes [S17]
- Custom domains: yes [S1]

**Subprocessors**
- Categories: Hosting service providers · Payment service providers · Communication service providers [S5]
- Cello: Cello · yes · DE · Referral program · no [S6]
- Cloudflare: Cloudflare · file uploads · EU · Storage · yes [S6]
- Cloudflare bot protection: Cloudflare · US · Bot protection · no [S6]
- Cloudflare dns: Cloudflare · US · DNS · no [S6]
- Cloudflare turnstile: IP address · browser characteristics · Cloudflare, Inc. · United States · bot protection on sign-up form [S4]
- Cloudflare turnstile: Cloudflare, Inc. · United States · bot protection on sign-up form [S15]
- Google AI studio: Google AI Studio · yes · BE · Abuse detection & AI assistant · no [S6]
- Missive: Missive · CA · Customer support · no [S6]
- Mixpanel: Mixpanel · US · Analytics · no [S6]
- Plausible: Plausible · DE · Privacy-friendly analytics · no [S6]
- Sendgrid: SendGrid · form email notifications · US · Email · yes [S6]
- Sentry: Sentry · US · Error monitoring · no [S6]
- Stripe: Stripe · payment forms · US · Payments · yes [S6]
- Substantial change notice: yes · yes [S5]
- Tinybird: Tinybird · GB · Analytics · no [S6]
- Turbopuffer: turbopuffer · BE · Search · no [S6]
- Userjot: UserJot · US · Customer feedback management · no [S6]

**Support**
- Custom currency: contact support for currencies not listed [S10]
- Help center: help center · contact support · hire an expert [S1]
- Privacy contact: hello@tally.so · Tally BV, Sint-Pietersnieuwstraat 11, 9000 Ghent Belgium [S4]

121 more facts on the canonical page: https://whats-best.ai/software/forms-and-surveys/tally

## Questions

### Is Tally European?

Yes. whats-best.ai classifies Tally as EU-Made.

### Where does Tally store data?

The default storage location for customer data is not stated on the vendor’s pages as of 28 Oct 2026. The vendor’s pages mention the EU as hosting location, per [the vendor’s page captured 28 Oct 2026](https://whats-best.ai/evidence/11798).

### Does Tally have a free plan?

Yes. Tally has a free plan, per [the vendor’s page captured 28 Oct 2026](https://whats-best.ai/evidence/11786).

### What are the best alternatives to Tally?

As of 3 Nov 2026, the panel rates [Formbricks (4/5)](https://whats-best.ai/software/forms-and-surveys/formbricks), [easyfeedback (3.5/5)](https://whats-best.ai/software/forms-and-surveys/easyfeedback) and [Netigate (3.5/5)](https://whats-best.ai/software/forms-and-surveys/netigate) highest among the other 19 Forms & Surveys products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [Formbricks](https://whats-best.ai/software/forms-and-surveys/formbricks) (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Tally alternatives](https://whats-best.ai/software/forms-and-surveys/tally/alternatives).

## Head-to-head

- [Tally vs Typeform](https://whats-best.ai/compare/tally-vs-typeform.md)

## What this page leaves out

- 11 hosting facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 9 legal facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 3 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 compliance fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 1 product fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 3 sovereignty dimensions could not be confirmed on the vendor’s own pages and are shown as unknown.
- 6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement.

## Sources

- [S1] Vendor homepage: https://tally.so/ (checked 2026-10-28)
- [S2] Features page: https://tally.so/features (checked 2026-10-28)
- [S3] Pricing page: https://tally.so/pricing (checked 2026-10-28)
- [S4] Privacy policy: https://tally.so/help/privacy-policy (checked 2026-10-28)
- [S5] Data processing agreement: https://tally.so/help/data-processing-agreement (checked 2026-10-28)
- [S6] GDPR page with subprocessor list: https://tally.so/help/gdpr (checked 2026-10-28)
- [S7] Data retention documentation: https://tally.so/help/submissions-data-retention (checked 2026-10-28)
- [S8] Form & survey building — found from sitemap: https://tally.so/help/conditional-form-logic (checked 2026-10-28)
- [S9] Form & survey building — found from sitemap: https://tally.so/help/form-calculator (checked 2026-10-28)
- [S10] Distribution, response collection & workflows — found from sitemap: https://tally.so/help/payment-forms (checked 2026-10-28)
- [S11] Distribution, response collection & workflows — found from sitemap: https://tally.so/help/embed-your-form (checked 2026-10-28)
- [S12] Survey analysis & reporting — found from sitemap: https://tally.so/help/how-to-measure-nps (checked 2026-10-28)
- [S13] Survey analysis & reporting — found from sitemap: https://developers.tally.so/api-reference/endpoint/forms/analytics/metrics (checked 2026-10-28)
- [S14] Consent, GDPR & respondent data — found from sitemap: https://tally.so/help/how-to-create-a-gdpr-compliant-form (checked 2026-10-28)
- [S15] Consent, GDPR & respondent data — found from sitemap: https://tally.so/privacy (checked 2026-10-28)
- [S16] Hosting choice, teams & portability — found from sitemap: https://tally.so/help/workspaces (checked 2026-10-28)
- [S17] Hosting choice, teams & portability — found from sitemap: https://tally.so/help/custom-domains (checked 2026-10-28)

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Cite as: whats-best.ai, "Tally — Forms & Surveys", AI panel analysis, as of 2026-11-04. https://whats-best.ai/software/forms-and-surveys/tally

Corrections: https://whats-best.ai/correct/1103?target=page
