Tally on Mobile: TallyPrime 7.2 Browser Access Setup (2026)

A client's partner calls from an airport lounge. He wants the outstanding receivables before he meets a buyer, and your office computer is the only place the data lives. Most CAs reach for a sync app at this point. TallyPrime 7.2 already has a native way to put those reports on his phone, and the setup takes one company alteration, one user and one Connect.

What is Tally on Mobile through Browser Access?

Browser Access is TallyPrime's own feature for viewing reports outside the office. You switch it on, create a user with an email ID, and connect the company. That user then logs in from Chrome or Safari on any phone and sees the Balance Sheet, Profit & Loss, Day Book, ledgers and outstandings. There is no separate copy of the data. The phone simply shows what the office computer is holding right now.

How to Set Up Tally on Mobile in TallyPrime 7.2 — Step by Step

1. Check the licence and release first. Press F1 (Help) > About and confirm the release is 7.2 and the licence shows as active, not Educational Mode. If TSS has lapsed, the Online Access options appear but the connection fails. Renew TSS before you spend time on anything else.
2. Secure the company. Open it, press Alt+K (Company) > Alter, and set Control User Access to Company Data to Yes. Create the administrator username and password when prompted. Tally tip: store the admin password with your engagement records. A forgotten admin password locks you out of altering users later.
3. Turn on the feature. Press F11 (Features), scroll to Online Access, and set Enable Browser Access for Reports to Yes. Save with Ctrl+A. This is a company-level setting. If you look after five companies, you repeat this in each one.
4. Decide what the mobile user may see. Go to Alt+K (Company) > User Roles and create a role such as Partner View. Disallow voucher creation and alteration, and restrict any reports the person should not open. Tally tip: name roles by purpose, not by person. People change, but the purpose stays the same.
5. Create the browser user. Go to Alt+K (Company) > Users and Passwords, enter the person's email ID as the username, assign the role, and allow browser access for that user. A plain name like "rajesh" will not work here. The username must be a valid email address the person can open, because login details reach them there.
6. Connect the company. Press Alt+K (Company) > Online Access > Connect. The company status in the Gateway of Tally now shows it as connected. Tally tip: the same menu has Disconnect. Use it the moment an engagement ends or a staff member leaves.
7. Test from a phone yourself before you hand it over. Open the browser login page linked from the official TallyPrime website, sign in with the email user, and drill down from Balance Sheet into a ledger. If the company list is empty, go back to the office computer and check that TallyPrime is open and the company is still connected.

Mistakes That Cost Indian CAs Hours

• Letting the office computer sleep. Windows goes to sleep, TallyPrime drops the connection, and the client sees nothing. Fix: Control Panel > Power Options > set Sleep to Never on the machine that hosts Tally, and keep TallyPrime open with the company loaded.
• Skipping User Access control. Without Control User Access to Company Data set to Yes, the user and role screens do not offer what you need, and browser access cannot be granted. Fix: Alt+K > Alter > set it to Yes first, then come back to users.
• Giving the client the admin login. One login shared with the client means anyone holding that phone can see and alter everything. Fix: create a separate email user with a view-only role for every person who needs mobile access.
• Expecting to enter vouchers from the phone. Browser Access is built for reports. Clients who want to raise an invoice on WhatsApp at 9 pm will be disappointed. Fix: set that expectation on day one. Data entry still happens in TallyPrime on the desktop.
• Connecting only one company of a group. The partner logs in and finds the trading entity but not the LLP. Fix: run F11 > Online Access and Alt+K > Online Access > Connect separately in every company that person must see.

Pro Tips for 2026

Before the 15 December advance tax instalment, connect the company a week early and send the partner a short checklist: Profit & Loss, then Duties & Taxes, then the cash and bank balances. He reviews the estimate on his phone and you get questions in writing, not on a late call. Second, keep a register of every browser user per client, with the date added and the date removed. When an accountant resigns in March, you will know which email to delete under Users and Passwords. Third, if a client is still on Tally ERP 9, do not promise browser access. ERP 9 offered remote access through a Tally.NET ID and its remote client, which is a different and older setup. This alone is a fair reason to plan the move to TallyPrime.