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🧾 Monthly Audit

Tally Cloud Security Audit Monthly Checklist for a Safe Server

Security on a cloud server is not a setup-day event; it is a small monthly habit. This checklist is the whole habit — eight checks, about thirty minutes, once a month — for the TSplus Tally server built in the video.

✍️ Technical Anshu🧾 Audit🔐 Server Safety
🎥 Full video — the complete Tally on cloud deployment with TSplus, step by step

Every protection in this series decays on its own: staff leave, updates wait, a backup job silently stops, a trial setting stays forever. The audit is how you catch the decay while it is still cheap. Print this page, run it on the same date every month, and keep the signed printouts — they are your proof of diligence if anything is ever questioned.

The Monthly Eight — Tick Them in Order
☐  Windows and TSplus fully updated
☐  User list reviewed — every login has a living owner
☐  Failed-login and brute-force reports read
☐  One off-server backup restored and opened
☐  Admin and TallyVault passwords — custody confirmed
☐  Disk space, expiry dates and renewals checked
Six lines shown of the eight checks — the full list is below. If you only have ten minutes, do the restore test and the user list.
1

The Eight Checks

  1. Updates: Windows Update fully applied and TSplus on its current version — an unpatched internet-facing server is a countdown, not a risk
  2. User list: read every TSplus/Windows user and every Tally user. Each must belong to a person who works with you today. Disable first, ask questions after
  3. Login attempts: review failed-login and brute-force reports. Constant knocking is normal; a successful login from an odd place or hour is an incident
  4. Restore test: restore the latest off-server backup on a spare machine and open the books. This is the single most valuable check on this page
  5. Password custody: confirm the sealed TallyVault password and server admin password are still where the owner put them — and still only there
  6. The door: confirm HTTPS is forced, 2FA is still on, and the RDP port 3389 is still closed to the internet — settings drift, verify rather than remember
  7. Disk and data: free disk space healthy, Tally data folder size sane, no strange new folders or software on the server
  8. Dates: server renewal, TSplus licence, Tally TSS and domain/certificate expiries — nothing should expire as a surprise
2

Quarterly, Add Two More

  1. Restore a month-end backup, not just the latest — month-ends are the copies an accountant will actually beg for
  2. Review the provider bill against the three real costs — server, TSplus, Tally — and confirm the licences are still registered in your name
3

If You Find Something Wrong

The audit will eventually find something — that is its job. The order of response matters more than the finding: disable or close first, investigate second. An unknown user account gets disabled before anyone debates whose it might be. A failed restore test means backups are treated as broken until a restore passes. A successful strange login means passwords change the same day and the Tally data gets reviewed for entries nobody recognises. Calm, fast, in that order.

🔴 The two checks that must never be skipped: the restore test and the user list. Updates can slip a week; a backup that does not restore and a login that belongs to a former employee are the two findings that turn into losses. Ten minutes covers both.

🎥 Watch the Setup This Audit Protects

The video builds the server this checklist maintains — install once, audit monthly, and the guarded shape stays guarded.

▶️ Watch Full Video
❓ Common Questions (FAQ)

Who should perform this monthly audit?

The owner or the most senior trusted person — not the cloud provider alone and not a junior staffer. The audit touches user accounts, passwords and the books themselves, so it belongs with whoever is accountable for the data. Thirty minutes of the owner's time is the real price of 'secure' in Tally on cloud.

What is the single most important check if I have almost no time?

Restore the latest off-server backup and open the company. More cloud Tally disasters end at 'the backup did not work' than at any hacker. Second place goes to the user list — both together take about ten minutes.

I found a user account I do not recognise. What now?

Disable it immediately — before investigating. Then change the server admin password, review recent logins and recent Tally entries, and only re-enable anything once you know exactly whose it was. An account you cannot explain is treated as an intruder until proven otherwise.

This guide is based on the Technical Anshu video above • Product plans and security settings change over time, so confirm current details on the official TSplus and Tally Solutions pages before you change a live server 🙏