Give selected clients read-only visibility into their Tally numbers.
Stop being the helpdesk for routine client lookups. Selected clients can ask their own questions on WhatsApp — read-only, audit-logged — while you stay in control. CA firm setups are configured case by case.
CA and multi-client setups are custom. The launch Owner Plan uses Live Tally Mode and requires each configured Tally system to be online for answers. Always-on multi-client analytics is part of a future Always-On Analytics Mode.
You're a chartered accountant. Not a report-dispensing machine.
Every CA practice in India hits the same wall: clients don't want to learn Tally, and you don't want to be their helpdesk. Talk2Tally breaks the wall.
The same three questions, 20 times a week
"Uncle, bank balance kya hai?" "Beta, GST kitna bharna hai?" "Sir, last month ka profit?" You spend hours answering questions your clients could answer themselves — if only they could access their Tally.
Switching between 20+ clients' Tally files
Open Tally. Load Gupta Electronics. Run P&L. Close. Load Sharma Traders. Run GSTR-3B summary. Close. Load the next one. A simple four-client review takes 90 minutes before you even touch the numbers.
Clients expect WhatsApp-speed answers
Your clients run their businesses on WhatsApp. They don't want to email you and wait. They want to ask and get. Talk2Tally lets them self-serve — and stops them from interrupting your focus hours.
Standard CA queries for configured client companies
For each configured client company, Talk2Tally can answer standard read-only questions such as P&L, GST summary, trial balance, and debtors aging — when that client's Tally system and edge agent are online.
Client P&L
"Gupta Ent ka is mahine ka P&L"
GST summary
"Sharma Traders Q4 GST liability"
Trial balance
"Kumar Ent ka trial balance bhejo"
TDS summary
"Patel Corp TDS deductions this quarter"
Debtors aging
"Mehta Ltd debtors > 90 days"
Ratio analysis
"Singh Corp ka current ratio aur working capital"
Bank reconciliation
"Raj Traders ka HDFC bank reconciliation status"
Month-end close
"Jain Corp ka closing stock aur depreciation"
Three patterns CA firms use Talk2Tally for
Client self-service
Add your client's WhatsApp number to their Tally company. They ask their own questions — "pending bills?", "is mahine ki liability?" — without calling you. You see the same questions logged in the audit trail.
On-demand client review
Need to check a client's bank balance, TDS entries, or GST liability before a call? Ask on WhatsApp — Talk2Tally pulls the answer from that client's Tally without you opening the file. One question per client, in seconds.
Month-end close, client by client
For configured clients whose Tally systems are online, ask company-wise questions — trial balance, closing stock, depreciation — without manually opening each file. Always-on, multi-client cross-summaries are part of the future Always-On Analytics Mode.
Custom setup for multi-client practices
CA firm needs — multiple client Tally files, partner-level access, segregated audit trails — are configured per practice. Book a CA demo and we'll quote based on your client count and team structure.
Get your firm hours back every week
Book a guided demo. We'll understand your client mix, show how Talk2Tally answers CA-relevant questions, and explain how a CA-firm setup is configured.