The problem every growing firm hits
A CA practice's Tally setup usually evolves the same way: one office PC holds every client's books, then a second computer appears with copies, then someone emails a data file home during filing season. Soon there are three versions of one client's books and nobody is sure which is current. The audit trail suffers, and the firm's biggest operational risk is a single hard disk.
How the cloud setup works for a practice
- One Windows cloud server holds the firm's Tally installation and every client's company data files in one place, always current
- Each article, accountant, and partner gets their own Remote Desktop login from office, home, or a client's premises
- Up to 15 people work in parallel on the Firm plan (unlimited on Enterprise), including in different client companies at the same time
- Your existing Tally Prime multi-user license works as is; TDL add-ons install normally
- Hourly automated backups with offsite disaster recovery copies protect every client's books
- Data stays in a Mumbai data center, in India, which matters for client confidentiality conversations
Tax season without the panic
Filing season is the stress test. With a cloud setup, the firm upgrades to a bigger plan for the season, temporary staff get logins on day one, and everyone works simultaneously without the server slowing to a crawl. When the season ends, downgrade and pay less. No hardware was bought for a two-month peak.
Answering the client-confidentiality question
Clients ask where their books live. The honest answer with this setup: on a dedicated server in a Mumbai data center, encrypted in transit, backed up hourly with copies in a geographically separate location, and accessible only to named firm logins that can be revoked in one click. That answer is stronger than "on the office computer", and firms use it as a selling point in proposals.
Which plan fits a CA firm
Most firms start on the Firm plan (Rs 1,899/mo billed annually): up to 15 users, 4 vCPU, 8 GB RAM, 160 GB NVMe, hourly backups. Practices with 15+ staff or very large client counts go Enterprise. The complete numbers are in the pricing breakdown.
Questions CA firms ask us
How many client companies can a CA firm run on one cloud Tally setup?
Tally itself supports multiple company data files on one installation, so a firm can maintain books for dozens or hundreds of clients on the same cloud server. The practical limit is storage, which is why the Firm plan includes 160 GB NVMe and the Enterprise plan 320 GB.
Can multiple staff work in Tally at the same time?
Yes. Each staff member gets their own Remote Desktop session on the cloud server. On the Firm plan up to 15 users work in parallel; Enterprise removes the user cap entirely. Two people can even work in different client companies simultaneously.
Is client data safe when staff access it from home?
Safer than laptops carrying local copies. With cloud Tally, the data never leaves the server; staff only see a remote screen. Access can be revoked instantly when someone leaves the firm, and hourly backups with offsite copies protect against every failure mode.
What happens during tax season when we hire temporary staff?
Upgrade the plan for the season and downgrade after. Plan changes take effect in minutes without moving data, so a firm can run 15 users in July and 5 users in September while paying only for what it uses.
Does this work with Tally add-ons CA firms use?
Yes. TDL add-ons and customizations install on the cloud server exactly as they would on a local machine. Tell the team what add-ons you use and they are set up during migration.