For chartered accountants and tax practitioners
Your clients bill on the phone. You keep Tally.
Clients make GST bills, collect payments and keep stock in the app. You get your own login to each client's books, one screen for every client's returns, and a Tally export of masters and vouchers whenever you want it.
What you get
Your own login, on the client's say
The business adds you in Settings → Staff & Roles as "CA (external)" or "CA (view only)", and can remove you any time. You sign in with your own login. A CA login is not counted in the client's number of people on the plan.
Every client on one screen
For each business you are part of: last month's GSTR-1 and GSTR-3B (filed, prepared, due or late), 2B lines not matched, open questions and document requests, bank lines not reconciled and the last locked month.
Questions on the entry itself
Ask about a bill, a receipt or a journal entry right on it. The client answers there and either of you marks it settled. Comments never change the books.
Ask for documents
Ask for "purchase bills for October" or a bank statement. The client sees it on Home, sends photos, PDFs or Excel from the phone, and you download them.
Tally stays your books of record
Export Tally XML: masters (ledgers under Tally's own groups with GSTIN, state and opening balances; stock items with HSN and GST rate) and vouchers (every posted entry of the period as Sales, Purchase, Receipt, Payment, Credit Note, Debit Note, Contra or Journal). Import through Gateway of Tally → Import. Each voucher carries a fixed ID, so importing the same file again updates instead of duplicating.
Returns prepared from the bills
GSTR-1 and GSTR-3B are prepared from the client's bills — JSON for the GST portal and Excel — and purchases are matched with GSTR-2B. You or the client file on the portal; the app never files by itself.
Moving a client off Tally?
Bring in Tally masters and the Day Book. Every ledger and stock item is matched first; then vouchers are booked with a preview, a test run and undo, and the same voucher is never booked twice.
Partner programme
Refer clients, or set their business up yourself from the partner area, and earn a commission on what they pay us. Apply from the partner area; the rates, when they are paid and the rules are in the Partner Agreement.
Questions
Does my client pay extra for my login?
No. A CA login ("CA (external)" or "CA (view only)") is not counted in the number of people the client's plan allows.
Can I post entries?
With "CA (external)" you can post journal entries and work on GST; with "CA (view only)" you can see and export but not change anything. Either way you cannot lock or unlock a month — that stays with the business.
Which Tally versions?
The export and import use Tally's XML format, read by Tally.ERP 9 and TallyPrime.
Bring one client and see it work.
Your client signs up with a mobile number and adds you from Settings → Staff & Roles.