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Tally sales & setup

Choose it well. Put it to work.

Get help choosing a suitable Tally product, arranging licensing, setting up your company and training your accounts team.

A clear route forwardTally sales & setup
01Discuss your requirements
02Confirm the quotation
03Install and configure

Understand. Agree. Deliver.

The whole picture

Built around the work you do every day.

Designed for

  • Small and growing businesses
  • Accounts and inventory teams
  • Businesses purchasing or renewing Tally

Tally is a familiar choice for businesses managing accounts and inventory. SmartCode Systems provides sales assistance and practical setup guidance so the selected product and license match your users and daily work.

We discuss your accounting, billing, inventory and reporting requirements, explain suitable options and confirm the current vendor licensing terms before supplying a quote. Setup can include the company, relevant features, approved opening data and user guidance.

Software licenses, subscriptions, renewals and any additional services are itemized in the proposal. Accounting decisions and tax treatment remain with your business and its professional advisers.

Clear scope

Know the deliverables, responsibilities and acceptance steps before delivery starts.

Practical handover

Put the agreed configuration, documentation and guidance into the hands of your team.

Room to grow

Plan follow-up improvements around your priorities and the systems you already use.

Hands at a laptop on a bright desk with notebooks and office supplies.
Illustrative stock photography. Photo: Luna Lovegood / Pexels.

What we can help with

Explore the details.
See what connects.

These are the areas we can cover. Your proposal confirms the deliverables, responsibilities and services included in your engagement.

01

Product and license guidance

Review the edition and access requirements before purchase.

  • Users and single-location or shared usage
  • Current vendor license and renewal options
  • A clear software and service quotation
02

Company setup

Prepare the agreed company settings and operating features.

  • Company details and accounting periods
  • Relevant accounts and inventory features
  • Approved user and access settings
03

Opening data assistance

Help prepare agreed master records and opening information.

  • Ledger and stock master preparation
  • Opening data entry or agreed import work
  • Review with your accounts owner
04

Training and follow-up

Help the accounts team work through its agreed daily tasks.

  • Billing and transaction entry
  • Relevant reporting and review routines
  • Support options for the installed product

Service areas at a glance

  • Product and license guidance
  • Company setup
  • Opening data assistance
  • Training and follow-up

From conversation to delivery

From the first step to the final handoff.

Work through the agreed stages, review points and handover together.

  1. 01

    Discuss your requirements

    Review users, accounting workflows, inventory and the current installation.

  2. 02

    Confirm the quotation

    Agree the product, vendor licensing terms and separately listed setup services.

  3. 03

    Install and configure

    Complete the agreed setup with approved company and opening information.

  4. 04

    Practice and hand over

    Guide the team through representative tasks and explain support and renewal options.

Before we begin

Start with the right foundations.

Bring these details to the implementation discussion so the setup reflects your actual operation.

  • Company and billing information for the quotation
  • User count and the intended installation arrangement
  • Approved accounting masters and opening data
  • An accounts owner to confirm configuration and balances

Optional additions

Room to extend.

These additions are scoped separately. We’ll confirm the fit, configuration and delivery requirements with you.

  • Historical data migration
  • Additional training sessions
  • Ongoing support and custom integration work

A few useful answers

Before you
get started.

More specific questions?
Talk to our team ↗

Which Tally edition should we buy?

We review your user count and usage arrangement and explain the suitable current options. The edition and license terms are confirmed in the quote.

Are licenses included in implementation fees?

The quotation separates vendor licenses from setup, migration, training and support so you can see what is included.

Can you assist with an existing Tally installation?

Yes, subject to a review of the version, license, data and customization. We then confirm the setup or support work that is appropriate.

Does setup replace our accountant's advice?

No. Your accounts owner or adviser should approve opening figures, accounting decisions and tax treatment. Our work covers the agreed software setup.

See it in your world

Let’s walk through your workflow.

Tell us your priority, current software and intended outcome. We’ll discuss the fit and prepare a clear scope.