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Accounting Software

Tally Prime Setup, Migration & Support

Get Tally Prime set up correctly the first time: companies, ledgers, GST and inventory configured for how your business actually works, with your old data moved across and your staff shown how to use it.

  • Vendor-neutral advice
  • Written roadmap you keep
  • Senior consultants only
Tally Prime Setup & Support

What this covers

  • Tally Prime Setup, Migration & Support

Typical timeline

Advisory sprints run 2–4 weeks; implementations are phased over 1–6 months.

Who it is for

Who this service is for

Our accounts and software teams work together on Tally jobs, so the setup is right for both the books and the system. We configure GST, e-invoicing and e-way bills, set user rights, move data from older Tally versions or other software, and stay available for support.

Discuss your requirement
  • 01

    Businesses starting Tally for the first time

  • 02

    Offices moving from Tally ERP 9 or another accounting package

  • 03

    Businesses with several users or branches on one company

  • 04

    CA firms that want Tally set up for their clients

Capabilities

What is included in Tally Prime Setup & Support

Company setup

Companies, ledger groups, cost centres and opening balances.

GST configuration

GST rates, tax ledgers, e-invoicing and e-way bill settings.

Data migration

Moving masters and transactions from Tally ERP 9 or other software.

Multi-user and remote access

User roles, security controls and access for staff at other locations.

Reports and formats

Invoice formats, MIS reports and printing set up for your business.

Integrations

Exchanging data between Tally and your website, billing or ERP software.

How we work

A clear, step-by-step delivery process

You always know what happens next, who is responsible and what you will receive at each stage.

Typical timeline

Advisory sprints run 2–4 weeks; implementations are phased over 1–6 months.

  1. 01

    Discovery

    Goals, users, workflows, integrations and success metrics are mapped in a workshop.

  2. 02

    Solution design

    Architecture, data model, security design and a milestone plan are signed off.

  3. 03

    Build sprints

    Two-week sprints with a working preview you can test at every step.

  4. 04

    Testing & launch

    Functional QA, performance checks, VAPT and user acceptance before go-live.

  5. 05

    Support & growth

    SLA-backed support, monitoring and a roadmap for the next phase.

Deliverables

What you receive

  • Configured Tally company
  • Migrated and checked data
  • User rights set up
  • Staff walkthrough
  • Support after go-live

Areas we cover

Tools we work with

Tally PrimeGST & e-invoicingE-way billsInventoryPayrollData migrationIntegrations

We recommend tools based on your scale, budget and existing systems, not on what is fashionable. Every choice is explained in the proposal.

Engagement models

Choose how we work together

Advisory sprint

A 2–4 week engagement that ends with a written assessment and costed roadmap.

Most chosen

Implementation

We execute the roadmap with you: configuration, integration, data migration and training.

Fractional leadership

An ongoing technology lead for founders and MSMEs without a full-time CTO.

How pricing works: Advisory work is a fixed fee per sprint; implementation is quoted separately once the roadmap is agreed, so you never pay for work you do not need.

Get a quote

FAQs

Frequently asked questions

Do you sell Tally licences?

No. Buy the licence from Tally Solutions or one of their partners. We set it up, move your data and support your team.

Can you move our data from Tally ERP 9?

Yes. We migrate masters and transactions, then check the balances and reports against the old data before you switch.

Can you connect Tally to our website or other software?

Often, yes. We look at both systems first and tell you what can be exchanged and how. See our API development page for custom integrations.

Do you also keep the books?

Yes, our CA team offers accounting and bookkeeping separately. This page covers the software setup and support.

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Request a proposal

Share a few details. A senior specialist reviews them and schedules a call to discuss scope, timeline and cost, with no obligation.

  • Written scope and fixed quote
  • NDA signed before you share sensitive details
  • Direct access to the people doing the work

By submitting you agree to be contacted about this enquiry. We never share your details.

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