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Tally DMS

Document Management System For Tally

  • Integrated with Tally ERP 9 & Tally Prime

  • Manage Accounting & Financial documents digitally

  • Go paperless and store on cloud

  • Access documents anytime, anywhere

    document management system

    Used by more than 10,000 businesses to manage their documents better

    Download and install dox2U’s Tally DMS Add-on now!

    15 days Free Trial

    No credit card needed

    Simple installation & activation

    Secure dox2U cloud DMS

    Supports Tally ERP 9, Tally Prime (Single and Multi User) and Tally on Cloud

    For Sales & Support : +91 8448857421

    Why Businesses choose dox2U’s Tally Plugin?

    dox2U provides a digital cabinet to organize all your documents easily

    Easy one-click access to documents

  • Effortlessly link and view documents related to Tally transactions and masters

  • Stop dependency on accountants or manual document searches

  • Convenience of having all important documents readily available at your fingertips

    Stop printing & filing

  • Create a digital vault for all your financial records and stop storage on paper

  • Store documents on secure cloud for as many years to meet audit compliances

  • Easily find and retrieve organized documents

    create workspace
    dox2U provides a digital cabinet to organize all your documents easily

    Anytime, anywhere information

  • Instantly access and retrieve your documents anytime, anywhere

  • Enhance collaboration and communication by easily sharing relevant documents with colleagues or clients

    Security and protection of documents

  • Experience peace of mind knowing that your documents are securely stored on cloud and backed up

  • Documents are protected against theft, physical damage, or natural disasters

    create workspace
    dox2U provides a digital cabinet to organize all your documents easily

    Go digital. Get Paperless. Work smarter

  • Increase productivity and save time by efficiently managing and organizing your documents within Tally

  • Optimize workflow and decision-making by having all necessary documents readily available for analysis and planning.

    Reduce cost

  • Effortlessly integrate cloud DMS into your existing Tally setup, without any complex configurations or installations.

  • Streamline document-related processes, minimizing errors and costly mistakes.

  • Avoid the expenses associated with physical document storage, such as printing, paper, and filing cabinets.

    create workspace

    What’s different about dox2U’s Tally DMS Add-on?

    Works seamlessly with Tally on Cloud installations without requiring any space on your Tally Server!

  • Securely store all your documents in a specialized cloud-based Document Management System

  • Reduce the risk of data loss due to hardware failures or computer crashes

  • Enjoy automatic backups and data redundancy provided by cloud storage

  • Benefit from scalable storage options, accommodating your growing document needs without worrying about physical storage limitations.


    dox2U: An intelligent document management system (DMS)

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    Become a part of dox2U’s digital revolution by joining our Channel Partner network. We offer attractive Reseller plans as well as Referral plans!

    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..