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🔐 Tally Security Setup

Tally Two Factor Authentication Setup Complete Guide

Your entire business - sales, purchases, GST and bank entries - lives inside Tally. If that Tally opens over the internet with only a password, one leaked password is the whole story. This guide adds the second lock: a verification code only the right person can produce.

✍️ Technical Anshu🧾 TallyPrime + TSplus⏱️ One-time setup
🎥 The complete setup on video - 2 step verification for Tally on TSplus, shown step by step

Be clear about one thing first: local TallyPrime has no built-in authenticator-code step of its own. Its own tools are user passwords, security levels and TallyVault. So the second factor is added where your team actually walks in - the remote access portal. In this video that portal is TSplus, the software many offices use to open Tally from home or another branch. TSplus has a dedicated two factor authentication add-on: after the password, the portal asks for a 6-digit code from an app on the user's own phone. A stolen password alone then opens nothing.

TSplus Web Application Portal - sign in
Sign in to continue

Username  : rajesh
Password  : ••••••••••
Verification code : 4 8 2 9 1 6

The code comes from the authenticator app on the user's phone and changes every 30 seconds.

👆 The portal login with the extra verification code field - the second lock this guide sets up (panel recreated with the real sign-in wording)
1

What the Second Factor Actually Adds

A password is something you know. A two factor code is something you have - the phone that generates it. The codes are time-based one-time passwords: a fresh 6-digit code roughly every 30 seconds, and each code works once. So even if someone copies the Tally portal password from a notebook, a chat or a phishing page, they still cannot sign in - they do not hold the phone. That single fact is the entire value of this setup.

2

Before You Start - What You Need

Keep these ready before touching any setting:

  1. TSplus Remote Access, Mobile Web or Enterprise Edition - TSplus states this edition is mandatory for the 2FA add-on
  2. The TSplus two factor authentication add-on - it is a separate paid add-on for TSplus, not a free default feature
  3. An authenticator app on every user's phone - Google Authenticator, Microsoft Authenticator or Authy all work
  4. SMS is the fallback - codes by SMS need a Twilio account; e-mail delivery can also be set per user. The app is the recommended default because it works even without network signal
3

Switch the Add-on On in the AdminTool

On the server, open the TSplus AdminTool and enable the two factor authentication add-on. TSplus then provides a separate two factor authentication administration application (the program file is TwoFactor.Admin.exe) where every 2FA user is managed. From this point on, sign-ins to the Web Application Portal can demand a code - but only for users you add in the next step. Nobody is locked out yet, so do this calmly in office hours, not at midnight.

4

Add the Users and Groups

In the 2FA administration application:

  1. Open the Manage Users tab
  2. Click Add and pick the Windows users - or whole groups - who must sign in with a code
  3. Click OK. They are now enabled for two factor authentication

Add people one team at a time, starting with a single test user (ideally yourself). A group is handy for switching 2FA on, but enrolment and resets always happen per person, as the later steps show.

5

Choose How Each User Receives the Code

Select a user and click Edit to choose the delivery method. The default is the authenticator app. You can instead select SMS (and enter the mobile number) or EMAIL (and enter the e-mail address). Our honest advice: keep the app as the standard. App codes are generated on the phone itself, work offline, and do not depend on a SIM card that can be swapped or a mailbox that may itself be weakly protected.

6

First Login - the QR Code Enrolment

The user does the enrolment personally, once:

  1. Sign in to the TSplus Web Portal with the normal username and password
  2. An activation message appears with a QR code on the screen
  3. Open the authenticator app on the phone and scan the QR code - a TSplus entry appears in the app
  4. Enter the code the app shows to finish the activation

From the next login onwards it is always two pieces of information: credentials + the fresh code. If this enrolment is done on the wrong phone, you have protected the wrong person - which is why the admin never scans a staff member's QR code for them.

7

Test Like an Attacker, Then Go Live

Before announcing the change, test the whole path with your test user: portal login with password only must fail without the code, and succeed with it. One behaviour surprises people: for 2FA-enabled users, TSplus denies direct RDP connections - only portal connections remain. Do not try to "fix" that; it is the protection working as designed, closing the side door that would bypass the code. Once the test passes, add the remaining users in small batches.

8

Do Not Skip the Tally Side of the Lock ⭐

Portal 2FA guards the road in; Tally's own user security guards the data inside. Both are needed. In TallyPrime, press Alt+K (Company) and set Control User Access to Company Data to Yes, create an Administrator (Owner), then give every person their own user name and password under Users and Passwords with the right security level. A portal code in front of a Tally that opens with no login at all is a strong gate in front of an open house.

🔴 One person, one phone, one enrolment. Never take a screenshot of a user's enrolment QR code "for the records", and never keep the whole office's codes in one phone. The day that phone is lost, every account is open - and nobody can prove who walked in.

🎥 Watch the Full Setup in the Video

The video shows the complete TSplus 2FA setup live - enabling the add-on, adding users and the first QR enrolment, exactly as you will do it on your server.

▶️ Watch Full Video
❓ Common Questions (FAQ)

Does TallyPrime itself have built-in two factor authentication?

Local TallyPrime does not ask for an authenticator code when a company opens. Its built-in tools are user passwords, security levels, a password policy and TallyVault encryption. The code step is added at the access layer - for example the TSplus 2FA add-on on a TSplus-hosted Tally, or Tally's own cloud access (TallyPrime powered by AWS), which uses a Secure PIN as the second factor next to the Tally.NET login.

App code, SMS or e-mail - which delivery should we choose?

The authenticator app is the recommended default: codes are generated on the phone, work without any network, and are not tied to a SIM card. SMS needs a Twilio account and depends on mobile signal; e-mail depends on the mailbox staying safe. TSplus lets you set the method per user, so keep the app standard and use SMS or e-mail only for someone who genuinely has no smartphone.

What happens if a user loses or changes their phone?

The administrator opens the two factor administration application, selects the user under Manage Users and clicks Reset. At the next portal login that user is shown a fresh QR code and enrols the new phone. Verify the person properly before resetting - the reset hands the next login a brand-new enrolment.

This guide is based on the Technical Anshu video linked above. If a screen on your system looks different, ask in the video comments - that is where answers come fastest 🙏