Video in production2:00
Your workspace and the setup checklist
Chapters
- Create your workspace
- The email code
- The eight-step checklist
Help centre
Guides in the order you set things up, then fixes named by what you see.
31 articles in 8 groups
1Start here
4 articlesWhat it is, and how a workspace gets set up.
2Connect Tally
5 articlesInstall the program on the Tally PC, pair it, and load your companies.
3Daily use
6 articlesThe dashboard, reports and registers.
4Collections and payments
4 articlesWho owes you, what you owe, and the follow-up.
5GST
1 articleChecks before you file.
6Team and settings
3 articlesPeople, roles and your invoices.
7Account, plan and data
3 articlesWhat we keep, plans, and taking your data out.
Fix a problem
5 articlesNamed by what you see.
No article matches that. Try "sync", "GST" or "reminders", or write to care@chartford.in.
Short videos
Silent, with captions on screen, so you can watch them anywhere. More are being made for each setup step.
Video in production2:30
Install Chartford Sync on the Tally PC
Chapters
- Check the file
- Install it on the Tally PC
- Switch on Tally's XML server
- Check it starts with Windows
Video in production1:30
Pair the PC
Chapters
- Generate a pairing code
- Enter it in Chartford Sync
- See the PC listed
Questions before you start
Does Chartford change anything in my Tally?
Chartford Sync reads your books through TallyPrime's XML interface and never opens Tally's data files. Writing entries back into Tally is switched off for customers. You keep entering vouchers in TallyPrime as usual.
Does my data leave my computer?
Yes, a copy does. It goes to our server in Mumbai so that you and your team can open it in a browser. TallyPrime, its data folder and your Tally login stay on your PC. The security page lists exactly what is sent.
Does the office PC need to stay on?
For updates, yes: the PC must be on, with TallyPrime open and the company loaded. When it is off, reports still open, showing the books as of the last sync.
Is there a phone app?
Android and iPhone apps are in private testing. The web portal works in any phone browser today.
Do reminders go on WhatsApp or SMS?
No. Automatic reminders are sent by email only. The WhatsApp button on each customer row opens your own WhatsApp with a ready message, which you send yourself.
Can my sales team see everything?
No. A Sales login sees only its own customers, everywhere in the portal. It cannot open payables or the financial statements.
I'm a CA. How do I use it with a client?
Your client adds you to their workspace and picks your role. The page for accountants and CAs explains what each role lets you do.
How quickly do you reply?
We reply by email within 10 days. Write to care@chartford.in; a screenshot helps when the question is about sync.
How much does it cost?
Prices are being confirmed. The plans page shows what each plan includes.
Contact support
Write to us, or ask in the WhatsApp community. If your question is about sync, a screenshot of the Chartford Sync window helps us answer.
For setup, sync, plans and data questions. We reply by email within 10 days.
WhatsApp community
News and answers from our team and other users. Please don't post figures from your books there.