Here is the whole journey: what you do, what we do and what to expect, from the day you sign up to the moment you save your first voucher on a Mac, PC, iPad or phone. There are four steps. You install nothing except a free Remote Desktop app, and your Tally licence stays under your control.
Updated 2026-10-06
How to use Tally on Cloud: choose a plan or free trial; we build a private Windows server in India with TallyPrime 7.1; you upload a backup of your companies and move your licence on a screen-share; then you log in with Microsoft's free Windows App (Mac, iPhone, iPad, Android) or Remote Desktop Connection (Windows).
Most setups are ready within one business day. Nothing else is installed on your computer or phone.
Two steps are yours, one is ours and one we do together. Click any step to jump to the detail.
Pick a plan, or start the free 7-day trial, and complete a short verified sign-up.
Step 1A private Windows server with TallyPrime 7.1, two-factor login, printing and backups set up.
Step 2You upload a backup. We restore it. You reactivate your licence on a screen-share.
Step 3Open Windows App or Remote Desktop Connection, sign in, and post your first voucher.
Step 4| Step | What you do | What TallyoCloud does | Have ready |
|---|---|---|---|
| 1. Plan or trial | Pick a plan, verify your mobile and e-mail, give business details | Confirm users, companies, add-ons and devices with you by call or WhatsApp | Business name and address, number of Tally users |
| 2. Server build | Nothing. Keep working on your PC as usual | Build a private Windows server, install TallyPrime 7.1, set up the gateway, two-factor login, printing and backups | — |
| 3. Data and licence | Take a backup, upload it, type your own Tally.NET login on the screen-share | Restore companies, reload TDLs, migrate Tally.ERP 9 data, match balances with you | Backup file, Tally.NET admin ID, TallyVault password if used |
| 4. Connect | Install Windows App (or open Remote Desktop Connection) and sign in | Help with the first login, printers and export folder | Your device and an internet connection |
Pick a plan on our Tally on Cloud pricing page (a private server for one user starts at ₹799/month + GST), or start the free 7-day trial with no card. Either way, sign-up is a short, verified form. You confirm your mobile number and e-mail, then give your business name, type, address and the reason you need the server.
We ask because India's CERT-In Directions of 28 April 2022 require data centres, VPS and cloud providers to record validated customer details and keep them for five years after the service ends. We collect only what those rules need.
Keep these handy for the setup call:
While you carry on working in the office, we build a Windows Server virtual machine that only your business uses, in our Mumbai data centre. We install TallyPrime 7.1, the current release, and lock the server down:
Most servers are ready within one business day. You then get a Windows username for each person, and a connection file or the server details for each device.
This is the step people worry about, so we do it with you. The full walkthrough is in our guide to moving Tally data to the cloud. Here is the short version.
Tally's TallyPrime FAQ says reactivating on a new computer surrenders the licence from the old one automatically. You can also surrender it first via F1 › Settings › License › Manage License › Ctrl+F7.
On Windows you install nothing. On every other device you install one free app:
Open the connection, enter your Windows username and password, and approve the two-factor prompt. TallyPrime opens. Then open your company with your usual TallyPrime user, exactly as before. Choose your device below for exact steps.
The server and the data are the same on every device. Only the app you open it with changes. Minimum versions come from the App Store and Google Play listings for Microsoft's apps, checked October 2026.
Stuck at sign-in? Our support guides cover connection errors, printing and restores.
Four things to set once on your first day. After that, Tally on Cloud feels like the TallyPrime you already know.
On Windows and Mac, your own printers appear inside the session through Remote Desktop printer redirection, so the server needs no printer drivers. Press Ctrl+P in TallyPrime and pick your printer, marked "redirected". A Mac uses a generic driver, which suits laser and inkjet printers. Test dot-matrix or pre-printed stationery during your trial.
How to print from Tally on CloudIn TallyPrime, press Alt+E › Configuration once and set the export folder to your computer's own drive, which shows up in the session as a redirected drive (for example \\tsclient\Downloads). From then on, Ctrl+E saves Excel or PDF files straight to your Mac or PC (Tally's export guide). On a phone, Ctrl+M e-mails the document to you instead.
Each person gets their own Windows login. Don't share logins, because every open TallyPrime window uses a Tally Virtual User. Inside TallyPrime, the owner adds company users under Alt+K (Company) › Users and Passwords and gives each one a user role. That way an operator can post vouchers without seeing everything.
Teams and branches on one serverTallyPrime's keyboard shortcuts work over Remote Desktop as they do on a PC. On a Mac a few keys map differently (Command acts as the Windows key), and our shortcut guide covers them. Connected GST, e-invoicing, e-way bills and Connected Banking work from the server once you log in to each service again, as long as your TSS is active.
Tally cloud shortcut keysThree habits that keep things smooth. At the end of the day, sign out of Windows instead of just closing the window, as Tally's performance checklist recommends. Open TallyPrime only once per person, since each extra window uses another Tally Virtual User. And keep a normal broadband or 4G connection: our internet speed guide explains what is enough.
You see TallyPrime in a window. Underneath, your device sends only keystrokes and clicks and receives screen updates. Your company data files stay on the server; only the reports you export come to your device. New to the idea? Start with what Tally on Cloud is, and its limits.
Want to host TallyPrime yourself? You would need a Windows Server, a Microsoft Remote Desktop licence for each user, a gateway, backups and patching. Our comparison of Tally on AWS, Azure and Oracle walks through what that involves.
Remote Desktop is new to many accountants, so you don't have to work it out alone. Reach us whichever way suits you.
Send a screenshot or a voice note for quick questions: a printer that won't show, an export folder, adding a user.
Chat on WhatsAppCall +91 97168 56953 when you'd rather talk it through, for example before a GST deadline or when a login won't go through.
Call usFor the licence move, the first login and printer setup, we join a screen-share so you see every click.
Book a sessionSelf-help first? Browse our support guides for connecting, printing, backup and restore.
Choose a plan or start the free 7-day trial and complete a short verified sign-up. We build a private Windows server in India with TallyPrime 7.1. You upload a backup of your companies, we restore them, and on go-live day you reactivate your licence yourself over a screen-share. Then install Microsoft's free Windows App, or use Remote Desktop Connection on Windows, and log in.
Open Windows App on a Mac, iPhone, iPad, Android phone or Chromebook, or Remote Desktop Connection on Windows, and select the connection we set up for you. Enter your Windows username and password, approve the two-factor prompt, and TallyPrime opens on your server. Then open your company with your usual TallyPrime user. On Linux, use Remmina with the same details.
Most servers are ready within one business day once your sign-up is verified. Moving live data can take longer, depending on the number and size of your companies, any TDL add-ons, and whether Tally.ERP 9 data must first be migrated to TallyPrime. We can schedule the final cut-over and licence move outside your working hours, so nobody loses a working day.
No. We install TallyPrime 7.1 on your cloud server, so the only thing on your device is a free Remote Desktop app: Windows App on Mac, iPhone, iPad, Android and Chromebook, Remote Desktop Connection (already built into Windows), or Remmina on Linux. That is why a MacBook, which cannot run TallyPrime itself, opens the same company data as a Windows PC.
No. Your licence belongs to your business, so we never ask for, type or store your Tally.NET login. On go-live day we join a screen-share and you type it yourself into TallyPrime's Reactivate License screen on your new server. Tally's FAQ says that reactivating on a new computer automatically surrenders the licence from the old one.
Pehle TallyPrime mein Alt+Y (Data) se apni sabhi companies ka backup lijiye aur hamare encrypted upload link par bhejiye. Hum aapke private Windows server par data restore karke check karte hain. Go-live ke din screen-share par aap khud apna licence reactivate karte hain. Phir Mac, mobile ya Chromebook par Microsoft ka free Windows App, ya Windows PC par Remote Desktop Connection kholiye aur login kijiye.
Hindi mein padhna hai? Read Tally Cloud kya hai, aasaan bhasha mein, or see all questions.
The meaning, the benefits and the honest limits, before you decide.
Read the explainerBackups, TDLs, Tally.ERP 9 data and the licence move, in full detail.
Migration guideMac, Windows, iPad and Android, plus dot-matrix and pre-printed stationery.
Printing guideBuy your Tally RDP server and we migrate your company data, set up your users and walk everyone through their first login. Want to test first? Try it free for 7 days.