Tally Prime Remote Access Setup Guide
Tally Prime Remote Access Setup Guide
For modern businesses and CA firms, local server hosting represents a constraint. Here is the complete setup guide for Tally Prime remote access.
Who is this for: Tally Setup Docs
Tally Prime is traditionally an on-premise accounting application, storing data folders locally on desktop computers or local server drives. However, decentralized operations, remote bookkeeping, and CA auditing require accountants to log in from different geographic locations. Tally provides several remote access architectures to facilitate this.
Method 1: Setup Tally.NET Remote Access (Built-in Feature)
If you have a valid Tally Software Services (TSS) subscription, you can use Tally's native secure remote login system. This creates a link between your server computer and remote client installations.
Step A: Enable Tally.NET Services on the Server
- Open Tally Prime on the computer containing the company data folders.
- Press F11 (Features) and set Enable Tally.NET Services for Remote Access to Yes.
- Press Alt+K (Company) > User Roles. Define a security role (such as Tally.NET Auditor or Tally.NET Owner).
- Go to Users and Passwords. Add the user email ID linked to the remote user's Tally.NET account. Set Allow Remote Access to Yes.
Step B: Configure the Server for Port Listening
- Press F12 (Configure) > Connectivity.
- Set Tally Prime acts as to Server.
- Configure the port (default is `9000`). Confirm that port connectivity is open on your firewall.
Step C: Connecting Remotely from a Client PC
- Open Tally Prime on the remote client laptop.
- On the startup screen, select Select Remote Company.
- Log in using your registered Tally.NET email ID and password.
- The active companies hosted on your office server will appear in the remote list.
Method 2: Virtual Office & Cloud Hosting (Tally on Cloud)
If you do not want to keep your office server computer running constantly, you can host your entire Tally application and database folder on virtual servers (such as Amazon Web Services - AWS, Microsoft Azure, or dedicated Tally cloud providers in India).
How it works: Tally is installed on a virtual Windows Server. Users connect to the server via Remote Desktop Protocol (RDP) or through specialized browser clients.
- Pros: 24/7 availability, no physical server maintenance, automatic backup routines.
- Cons: Monthly server cost per user, dependency on high-speed internet, security risks if the RDP ports are left exposed to the web.
Method 3: TrulyInvoice Secure Remote Synchronization
For Chartered Accountants and enterprises that need to push daily transaction vouchers, bank reconciliations, and sales ledgers to a remote Tally company, you do not need complex cloud migrations or expensive RDP setups.
TrulyInvoice lets you upload invoice images, PDF files, or bank statement PDFs remotely from any web browser. Our cloud validator parses the data, checks for duplicates, and auto-matches ledger categories.
The Sync Client: The TrulyInvoice sync client runs in the background on the local PC where Tally Prime is installed. It connects to Tally via port 9000, downloads the parsed vouchers from our cloud, and posts them directly. This gives you the speed of cloud automation while maintaining the safety of your offline database.
Comparison: Remote Access Methods
| Feature | Tally.NET Services | Tally on Cloud (RDP) | TrulyInvoice Sync |
|---|---|---|---|
| Initial Setup complexity | Medium (Requires TSS & User settings) | High (Requires Virtual Server configuration) | Low (One-click sync client installation) |
| Server requirements | Server PC must remain active on LAN | None (Hosted virtual server) | Local PC runs sync background utility |
| Operational Cost | Included in annual TSS renewal | ₹800 to ₹1,500 per user per month | Flat plans starting at ₹399/month (Unlimited Sync) |
| Ideal for | Auditors checking ledger data | Multi-branch concurrent operations | Bulk data entry & bank reconciliations |
Frequently Asked Questions
Q: Can I edit vouchers under remote access in Tally.NET?
A: Yes, if your security profile role is configured with Alter rights. However, printing invoices or bulk exporting reports is restricted under native remote access to save bandwidth.
Q: How do I fix the "ODBC Server not running" warning on remote Tally?
A: Confirm that your local Tally database client is configured to act as server in F12. For details on port mapping, read our ODBC Port Fix Guide.
Q: What internet speed is required for remote sync?
A: TrulyInvoice uses background batch uploads, so it works reliably even on standard mobile internet connections without lag, unlike remote desktop RDP screens.
Sync Invoices and Statements Directly to Tally Prime
Eliminate complex RDP hosting server management. Upload statements and invoices remotely from any device and sync them with your offline Tally Prime client. Get started at just plans starting at ₹399/month for unlimited sync.
Start Free TrialFounder & Chief Architect of TrulyInvoice