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Getting Started with TallyPrime Cloud Access

TallyPrime Cloud Access (TPCA) allows you to run TallyPrime from anywhere, anytime, without the need for a local setup. With a secure Virtual Computer on the cloud, you can easily access your data, collaborate with users, and continue working just like on your desktop.

Follow the steps below to start using TallyPrime Cloud Access.

If you are an existing TallyPrime on AWS user, you will continue with your current features until you are migrated to TPCA. Once migrated, you can enjoy all the benefits of TPCA with the same simplicity you are used to. Stay tuned for updates. 

Before You Begin

Ensure the following are in place before you get started:

• You are using TallyPrime Release 6.0 or above.

• Your VM subscription is active with at least 3 months remaining.

• The TallyPrime Cloud Access Client (TPCA Client) is installed on your system.

• The Remote Desktop Connection (RDP) is available on your computer.

• Ensure that your Tally.NET ID, Tally.NET Password, and Secure PIN (shared on your registered email after purchase) are readily available.

System Requirements

• Browser: Latest version of Google Chrome (Windows and Mac)

• Operating System: Windows 7 or later

• Client Access: Available on Windows OS

• Internet: Stable connection, minimum 10 Mbps recommended for best performance

• Processor: Dual-core, 1 GHz or higher

• Memory (RAM): At least 4 GB

• Disk Space: 103 MB for TPCA client and 4.5 GB for .NET Framework

Step 1: Purchase TallyPrime Cloud Access

1. Contact your Tally Partner to purchase a subscription.
   Your subscription includes:

   • A Virtual Computer on the cloud

   • Cloud storage for your data

   • Access for multiple users

2. Check Your e-mail for VM Details. 
   Once your virtual environment is provisioned, you will receive an-email with the following details:

   • Subscription plan details

   • Tally.NET ID, Tally.NET Password, and Secure PIN

   • Self-Service Portal (SSP) link

   • Client application download link

   Keep these credentials handy for logging in.

Step 2: Access Your Virtual Office

You can connect to your Virtual Computer in two ways:

a. Via Browser (Web-Client)

1. Log in to TallyPrime Cloud Access.
   

2. Enter your login credentials: Tally.NET ID, Tally.NET Password and Secure PIN.

   For first login, a temporary Secure PIN will be generated. You must set a new PIN.

   
   After logging in successfully, the Self Service Portal will appear, displaying your virtual machine (s).
   

3. Click Connect to start your virtual office. 
   This opens your Virtual Computer. 
   
   
   The collapsible Control Panel in your Virtual Computer gives you quick access to features like Disconnect, Full Screen, Notifications, File Manager, Permissions Manager, Resolution and more.
   

4. Start using TallyPrime as you normally would on your desktop.

Disconnect your computer from the browser or close the Virtual Computer window, when you are away.

• Open the Control Panel > click Disconnect.
  

If your Virtual Computer is idle for 45 minutes due to inactivity, it will automatically disconnect. You can connect back and continue with your work when required.

b. Via TPCA Client

1. Download and install the TPCA Client.
   The TPCA Client uses the Remote Desktop Connection (RDP) application to establish a secure connection with your Virtual Computer, ensuring an enhanced experience.

2. Ensure RDP is available:

   • Press Windows + R, type RDP, and press Enter.
     

   • If not, download and install the RDP application on your computer.

3. Open the TPCA Client and log in with your Tally.NET ID, Tally.NET Password, and Secure PIN.
   After logging in successfully, the Self Service Portal will appear, displaying your virtual machine (s).
   

4. Click Connect to start the virtual office.
   The Remote Desktop Connection security warning screen appears.
   

5. Click Connect to establish a connection.
   This will open your Virtual Computer. 
   

6. Start using TallyPrime as you normally would on your desktop.

Disconnect your computer using the client or close the Virtual Computer window, when you are away.

• Under Action > click Disconnect. 
  
  
  
• Click the cross (X) on the connection bar in the Remote Desktop Connection. 

Step 3: Update TallyPrime Release

To start using TallyPrime on Cloud, you will need to surrender your license on the local computer and reactive the same on the Virtual Computer. 

1. In the Self Service Portal (SSP) > Action > Settings > Update TallyPrime.
   
   The Update TallyPrime Releases screen appears. 
   

2. Click the dropdown in Updates Available to select the required release to upload. 

3. Click Update. 
   The Virtual Computer will restart to apply the selected release.

4. Open TallyPrime on the Virtual Computer from the Desktop or My_Applications folder.

5. Select Reactivate Existing License and provide your license details.
   When prompted, surrender your active TallyPrime license from your local computer.

Step 4: Share and Manage Data

• Place your Tally data in the Shared_Data folder for access by all authorized users.

• You can upload or copy-paste your data:

  • Via Browser: Open the Control Panel > File Manager.
    

    • Use copy-paste, drag-drop, or browse to upload, or click the Download button to retrieve files locally.
      

  • Via TPCA Client: Copy-paste directly into the Virtual Computer.

Once you have configured your license and uploaded your company data, you can start working on TallyPrime in your Virtual Office — anytime, anywhere.

With TallyPrime Cloud Access, you get the freedom of remote work without compromising on security, performance, or familiarity.

Continuing with TallyPrime on AWS (Until Migration)

If you are still on TallyPrime on AWS, you can continue to:

• Access Your Virtual Office
  You can access your cloud environment in two ways:

  • Via Browser

    • Open the Self-Service Portal.

    • Log in with your credentials.

    • Start working on TallyPrime in your browser.

  • Via Client Application

    • Log in with your credentials for a desktop-like experience.

• Upload Data to VM
  You can upload your existing Tally data files (such as .900, .tsf, .xml) using the File Transfer option.

• Back Up and Restore Data
  Create daily backups of your Virtual Computer, keeping your data secure and up to date. In addition, Admins and Owners can take manual backups anytime and download them for local use.

• Schedule Automatic Shutdown for Your Virtual Office
  Use the Virtual Office as per your plan and control your costs effectively. To avoid extra charges, track your usage and ensure the Virtual Office is shut down properly after use.

• Sync TallyPrime with Local Applications
  Connect third-party local applications seamlessly with TallyPrime on AWS. Simply enable Synchronisation from the Self Service Portal and install VCC Client v1.2 (or later) to start smooth data exchange.

• Manage User Access and Account Settings
  Control access to your Virtual Computers by adding, removing, or toggling users as active or inactive. Even if your plan supports four users at a time, you can add more users and decide who stays active as per your business needs.

• Troubleshoot Issues 
  Handle common issues such as corrupted data, application crashes, or basic system tweaks with the built-in troubleshooting tools available in Virtual Computer. Quick fixes and adjustments are always within reach.