Industry-specific TDL
TDL for Accounting / CA Firms
Accountants and CA firms work across many client companies. Custom TDL can speed up repetitive checks, imports and reports across clients.
Common business problems
- Repetitive data entry for clients
- Checks done manually before finalisation
- Client data arriving in Excel
- Standard reports needed in firm formats
Common Tally requirements
- Excel to TallyPrime import
- Data checking reports
- Firm-format reports
- Multi-company work
Possible TDL use cases
What TDL could do in Accounting / CA Firms
01
Bank statement and Excel voucher import
02
Exception reports (missing GSTIN, wrong ledgers)
03
Firm-format financial summaries
04
Ledger scrutiny reports
05
Bulk master corrections
Useful reports
- Exception list
- Ledger scrutiny
- Client summary
- GST data checks
Automation opportunities
- Bulk imports
- Checklist reports before finalisation
- Export to firm templates
Example workflow
How it could flow in TallyPrime
- 1
Client data received
- 2
Imported into TallyPrime
- 3
Exceptions checked
- 4
Reports in firm format
An illustrative example. Your workflow is discussed and designed around your business.
Discuss TDL for Accounting / CA Firms.
Describe it in your own words. Kris Info Trade will discuss it with you and share a custom quote.
+91 96933 90035 · Bokaro, Jharkhand