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Key things every business must take care for Data Security in Tally

‘Tally Data’ is an integral part of the business. Nothing can move ahead without data, as it gives us new insights, provides answers to problems and helps us make better decisions. Thus data security is very crucial. With a growing business, it is very important to protect the security and privacy of Tally data from unauthorized access as it will lead to much more risk of leaking or stealing of confidential data.

Strategy towards protection of Tally Data
  • Identify the types of information or data that needs to be protected and find out where it is open or visible
  • Test the security of Tally to find the areas of the data or information that is vulnerable to external attacks
  • Understand the limitations of the data security features if any in the Tally application
  • Proactively create data protection policies and procedures in Tally to secure access to sensitive data

Security Measures you must take to protect your Tally Data Tally has provided a complete security management system from where the authorized person i.e. Tally Data Administrator can control, assign and provide rights or permissions to the Tally users based on the requirement of the company. Given below are some of the Tally Security


Features which are widely used to secure the data in Tally:

  • Create a Strong Password Policy

    Setting a strong Password policy for the Tally data shall help secure and safeguard the financial information of the company from unauthorized changes. In Tally.ERP 9, the Administrator can set a password policy for all the Tally users while creating and managing passwords for their company.

  • Voucher Type Security

    The administrator in Tally can provide the department and role-based permissions of masters, voucher type and reports to different users based on the business requirement. Assigning Voucher Type level security shall help to control and restrict access of individual Voucher Type and report from different users.

    In case you need more enhanced security to prevent your Tally data like more type of access, providing Backdate or cutoff date for each voucher types etc. you can check out Voucher Type Level Security Module.

  • Secure Data access

    Confidentiality of the data is a major concern of every business owners today, thus every business must take steps towards preventing the visibility of data location from its users which is possible only by centrally managing all the data center activities i.e. through data server and hiding the actual location of data files. Centralized data server management helps to monitor and keep track of User activities or patterns on a daily basis which is possible only through Tally.Server 9 a Tally Solution product which acts as a data server who manages the data files and helps access and operate Tally only by providing the Data server name. The location of the data file is not required.

  • Install virus/malware protection software

    Antiviruses help safeguard the data from malware and viruses attacks which if not taken care of leads to paying of a huge amount for release of data.

  • Take a regular backup of your data

    One of the best methods which every business must use on a day to day basis is taking backup of data on daily basis. Backup acts as a recovery system during unwanted situations and helps towards smooth business continuity. If you are in hurdle of manually taking backup every day then you should use Smart backup++, the module which automatically takes backup of the Tally data and stores the copy in multiple locations on a scheduled time.

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