Reading paths for each kind of team, and PDF guides you can share with clients.
Set up a CA firm workspace, invite clients to the portal, review their documents, and post to Tally.
Keep one set of books in-house: upload, review, build the trial balance, and connect Tally.
Everything from turning on Tally's XML server to your first green serial number.
English
For businesses that send documents to their accountant
How to accept the invite, set a password, upload files, and what the portal shows.
PDF, 3 pages, 112 KB
Kiswahili
Kwa biashara zinazotuma nyaraka kwa mhasibu wao
Jinsi ya kukubali mwaliko, kuweka nenosiri, kupakia faili, na kile lango linaonyesha.
PDF, 3 pages, 114 KBStaff guides for accounting firms and companies are inside AutoBooks, under Help and Resources.
