Problem Overview

Tally ERP 9 and TallyPrime offer powerful remote access capabilities, allowing businesses to manage their accounts from anywhere. However, setting up this feature often presents a maze of technical challenges. Users frequently encounter issues such as inability to connect, slow data access, or outright connection failures. These problems typically stem from incorrect network configurations, firewall restrictions, Tally Gateway service malfunctions, or even internet service provider limitations, making remote work frustratingly difficult.

Solution

To resolve Tally remote access setup problems, follow these systematic steps:

  1. Verify Internet Connectivity: Ensure both the server (where Tally is running) and the client (remote computer) have stable internet connections.
  2. Check Tally Gateway Service: On the server machine, confirm that the "Tally Gateway Server" service (or Tally.Server 9 service) is running. If not, start it.
  3. Firewall Configuration:
    • Server Firewall: Add an exception for Tally.exe and TallyGatewayServer.exe (or Tally.Server 9.exe) in Windows Firewall or any third-party antivirus/firewall software. Ensure the default Tally port (usually 9000 or 9005) is allowed for incoming connections.
    • Client Firewall: Less common, but ensure your remote computer's firewall isn't blocking outgoing Tally connections.
  4. Router Port Forwarding (if applicable): If your Tally server is behind a router, you might need to configure port forwarding to direct incoming Tally traffic (e.g., port 9000) from your public IP address to the internal IP address of the Tally server.
  5. Tally.NET ID and Serial Number Status: Ensure your Tally license is active and the Tally.NET subscription is valid. Verify that the Tally.NET ID used for remote access is correctly linked to the Tally serial number.
  6. Network Latency and Bandwidth: High latency or low bandwidth can cause slow performance, even if connected. Consider optimizing network conditions or using Tally's data synchronization features.
  7. Tally Application Version: Ensure both client and server Tally applications are updated to compatible versions.

Conclusion

Setting up Tally remote access requires careful attention to network, firewall, and Tally-specific configurations. By methodically troubleshooting these areas, most connectivity issues can be resolved, enabling seamless remote operation. For businesses looking to further simplify complex IT infrastructure management and ensure optimal performance across their systems, automation tools like Behold offer a powerful solution, streamlining processes and proactively addressing potential issues before they impact productivity.