One workspace.
All your clients.

Stop logging into seven Tally instances. Stop emailing GST reconciliations. Run every client’s books from one login with proper RBAC so your team can post but not approve.

Talk to us about CA-firm pricing →See the migration flow
7 tally logins → 1 workspace
0 → 1
tally logins
one workspace, every client
0
tally importer tests
parse → validate → import
0
GST reports
GSTR-1 · GSTR-3B · GSTR-2, from the books
0%
of Trex actions
need a human approval
what changes for your practice

What you stop doing.

Each ✕ is a ritual you run today. Each ✓ is what replaces it.

stop · client switching

Seven logins, retired

Logging into a separate Tally instance for every client.

Every client’s books from one login. Switch context with a dropdown, not a re-login.

stop · hand-rolled audit trails

The audit trail writes itself

Reconstructing who-changed-what for the auditor.

The audit trail records who changed what, and when. Article posts; you approve; the auditor reads the trail.

stop · re-keying tally files

XML in, ledger out

Re-typing vouchers out of client Tally files.

Common Tally groups auto-map. Custom ledgers you map once, and the mapping is saved.

stop · re-keying gst figures

GST reports from the books

Re-keying each client’s GST figures into spreadsheets every month.

GSTR-1, GSTR-3B and GSTR-2 reports computed from each client’s books. Gaps like missing HSN codes show up before you file on the portal.

stop · statutory calendar in a spreadsheet

Due dates that chase you

A statutory close calendar maintained by hand.

Per-client soft close and GST due-date reminders, so ‘what’s due this week’ isn’t a spreadsheet.

stop · permissions on trust

RBAC, the real kind

Access controlled by goodwill rather than roles.

Articles can post journals but not change COA or approve payments. Audit log shows everything.

the part CAs ask about first

Migrating a client, step by step.

Auto-mapping for common Tally groups, manual for custom ledgers. If it doesn’t land cleanly, we’ll walk through it with you.

See the migration flow
  1. 01

    Export Tally XML

    your side

    One XML export per client — masters and vouchers, straight out of Tally.

  2. 02

    COA mapping

    you review

    Auto for common groups, manual for custom. Your mapping is saved for re-runs.

  3. 03

    Preview the import

    you approve

    See counts per voucher type and spot-check against the source before anything is committed.

  4. 04

    Migrate

    you confirm

    The client’s books go live in Triam — double-entry intact, audit trail from day one.

book.demo --persona=ca

$ run practice --clients=all

Run your practice from one screen.

Talk to us about pricing for CA firms — we’ll walk you through it on one of your clients’ books so you can see it with real data.

$ talk to us about CA-firm pricing →see the migration flow