Widget Image
Tally Plugin for Document Management

Turbocharge Tally with dox2U!

Easy cloud based document management within Tally transactions. Link, control, and access your documents seamlessly.

document management system

Trusted by 10,000+ businesses to manage their documents

Radiohead brand private limited

Salon Basics

Full Throttle media LLC

Stride Ventures

Hummel India Private Limited

Radicura Pharmaceuticals Private Limited

KMC Aluminium Pvt Ltd

DOWNLOAD PLUGIN

Get dox2U’s Tally Plugin Now!

Getting started with dox2U’s Tally Plugin is a simple two-step process. You can DIY or schedule a call with one of our experts.

Step 1

Create a dox2U workspace

A dox2U workspace is a private secured space on dox2U’s cloud where all your documents are organized and stored for your team’s access only.

15 days Free Trial

No credit card needed

Multiple plans to choose from

Step 2

Download Tally plugin

Our Plugin supports Tally ERP 9, Tally Prime and Tally on Cloud

VALUES OFFERED

Why Businesses choose dox2U’s Tally Plugin?

Cost Reduction:

No Printing & Filing:

Slash operational costs with document storage in Tally.

Error Prevention:

Minimize expenses by streamlining document processes.


Time Savings:

Effortless Access:

Retrieve documents instantly within Tally, eliminating time-consuming searches.

Faster Compliances:

Ensure quicker audits and compliance within set timelines.


Enhanced Efficiency:

Integrated Workflow:

Seamlessly integrate documents into Tally for enhanced work processes.

Anytime, Anywhere Access:

Boost flexibility and productivity with access to documents anywhere, anytime.

Exciting Updates!

Discover Our Latest Features and Enhancements

TRANSFORM TALLY INTO A CLOUD DMS

What’s different about dox2U’s Tally DMS Plugin?

Unique solution for effortless document management within Tally. Seamless integration, cloud vault security, user management, and guest sharing.

Integration

Seamlessly integrate document management within Tally for a unified user experience.

Automatically link documents to Tally vouchers or masters, reducing manual effort.

Sync documents from unlimited companies to a single dox2U Workspace.

A familiar & user-friendly interface for a smooth and intuitive user experience.

Document Management

Upload files associated with Vouchers & Masters directly from your system. Choose from a wide list of supported formats.

Add documents directly to dox2U’s cloud using Web-App or Sync-App and find them in Tally for easy linking.

Effortless access to linked documents directly within Tally, eliminating the need for extensive searches.

Find documents, even scanned images, with ICR-based full-text search.

Digitally archive Tally vouchers for future reference.

Cloud Vault

Ensure data safety with robust encryption in your secure cloud vault

Access documents anytime, anywhere, promoting flexibility in workflow.

Organize and store documents efficiently in a secure cloud digital repository.

Protect against system crashes and lost file with automated cloud vault backups.

User Management

Manage user rights and permissions for comprehensive data security and controls

Grant view-only users access to view Tally-linked documents.

Facilitate seamless collaboration with Chartered Accountants through free access.

Sharing with Guests

Easily share documents with guests via WhatsApp or email for quick collaboration.

Securely share documents using duration control, with access automatically revoked upon expiry.

Manage guest download and print permissions for heightened security.

Enhance security during document sharing with One-Time Password protection.

TRANSFORM TALLY INTO A CLOUD DMS

What’s different about dox2U’s Tally DMS Plugin?

Unique solution for effortless document management within Tally. Seamless integration, cloud vault security, user management, and guest sharing.

  1. Seamlessly integrate document management within Tally for a unified user experience.

    Automatically link documents to Tally vouchers or masters, reducing manual effort.

    Sync documents from unlimited companies to a single dox2U Workspace.

    A familiar & user-friendly interface for a smooth and intuitive user experience.

    Integration

  2. Upload files associated with Vouchers & Masters directly from your system. Choose from a wide list of supported formats.

    Add documents directly to dox2U’s cloud using Web-App or Sync-App and find them in Tally for easy linking.

    Effortless access to linked documents directly within Tally, eliminating the need for extensive searches.

    Find documents, even scanned images, with ICR-based full-text search.

    Digitally archive Tally vouchers for future reference.

    Document Management

  3. Ensure data safety with robust encryption in your secure cloud vault

    Access documents anytime, anywhere, promoting flexibility in workflow.

    Organize and store documents efficiently in a secure cloud digital repository.

    Protect against system crashes and lost file with automated cloud vault backups.

    Cloud Vault

  4. Manage user rights and permissions for comprehensive data security and controls

    Grant view-only users access to view Tally-linked documents.

    Facilitate seamless collaboration with Chartered Accountants through free access.

    User Management

  5. Easily share documents with guests via WhatsApp or email for quick collaboration.

    Securely share documents using duration control, with access automatically revoked upon expiry.

    Manage guest download and print permissions for heightened security.

    Enhance security during document sharing with One-Time Password protection.

    Sharing with Guests

GET IN TOUCH

Ready to get started or have a question?

For Sales & Support : +91 8448857421

Fort Knox for Your Data

Your Data is 100% Secure

Advanced Encryption (both in transit and at rest)

Individual Customer Encryption Keys

Hosting on Microsoft Azure compliant with SOC II standards

Real-time backups across multiple zones

Frequently asked questions

A document management system (DMS) is a software solution that enables organizations to store, organize, manage, and track their digital documents and files in a centralized and secure manner. It provides a structured approach to document management, allowing users to create, capture, store, retrieve, and collaborate on documents efficiently.

dox2U’s Tally Plugin is designed to enhance the functionality of Tally accounting software by providing additional features for Document Management and integrates Tally with our award-winning cloud based Document Management System.

dox2U’s Tally Plugin integrates seamlessly with Tally accounting software through a simple installation process. Once installed, it adds features and functionalities to directly attach & view documents within the Tally interface..

dox2U’s Tally Plugin offers a range of features, such as attaching documents from vouchers & masters, one-click viewing of documents from Tally, sharing & collaborating on documents, etc.. It streamlines document processes, improves efficiency, and provides valuable insights for better decision-making.

Yes, dox2U’s Tally Plugin is regularly updated to ensure compatibility with the latest version of Tally accounting software and supports Tally ERP 9, Tally Prime (Release 3 as well) and also can be deployed with Tally on Cloud. It is designed to work seamlessly with Tally's most up-to-date features and functionalities.

Does dox2U’s Tally Plugin support both Tally's desktop and online versions?

Yes, dox2U’s Tally Plugin supports both Tally's desktop (Silver & Gold) and online versions. It can be used with Tally installed on a local system or accessed through the cloud-based Tally.

The installation and configuration process of dox2U’s Tally Plugin is user-friendly and straightforward. It typically involves downloading and installing the plugin, followed by a simple setup and activation process within Tally accounting software.

No, all you need is to install the Plugin and subscribe to one of our subscription plans depending on your use case.

dox2U typically provides comprehensive documentation, including installation guides, user manuals, FAQs, and troubleshooting resources. Additionally, support may be available through email, online chat, or a dedicated support portal for any queries or technical assistance needed.

Tally is a trademark of its respective owner and is not affiliated, endorsed, connected or sponsored in any way to this website, mobile application or any of our affiliate sites. The same is used in accordance with honest practices and not used with any intention to misguide customers to take unfair advantage of the trademark's distinct character or harm the holder's reputation..