HisaabDesk Practice · for accountants & CA firms
All your clients' Tally books. One screen.
You keep books for many businesses – each in its own Tally company. HisaabDesk Practice shows where every client stands, enters bank statements for you, matches GSTR-2B, checks the books before the auditor does – and with HisaabPrompt you type entries in one line. Client data never leaves your office.
The accountant's month
6 jobs that eat your month – and how Practice handles them.
"Which client's books are current?"
Today: opening each company in Tally one by one.
Client Board – every client on one screen: books up to, pending bank entries, GST status, suspense, backup.
Typing bank statements
Today: hundreds of bank lines a month, by hand, for every client.
Bank to Tally – import Excel / CSV, ledgers suggested from the client's own past entries, you confirm, it posts.
GSTR-2B vs purchase register
Today: matching bills manually; ITC lost when suppliers don't file.
2B Match – matched, differs, not in 2B, not in books – with WhatsApp to suppliers.
Mistakes found only at audit
Today: negative cash, duplicate bills, missed TDS and 40A(3) payments found too late.
Health Check – 30+ checks in one click, with a score and a PDF for the client.
Due dates & chasing documents
Today: GST, TDS, ITR dates for every client, and repeated calls for statements and bills.
Compliance Calendar + one-click WhatsApp document requests and reminders.
Year-end & audit files
Today: exporting trial balance, ledgers and schedules client by client.
Audit Pack – TB, ledgers, schedules and ageing to Excel / PDF in one click.
HisaabPrompt · included in Pro & Firm
Type it like ChatGPT. Your Tally does the work.
Your non-AI Tally agent: one line instead of a voucher screen – for any client company, with TDS and GST worked out, and nothing saved until you press Confirm. Names are matched from each client's own Tally. No AI, no internet.
| Company | Patel Agro Industries · Payment voucher |
| Dr | Ramdev Transport ₹18,500 |
| Cr | TDS Payable – 194C ₹185 (1%, PAN on ledger) · HDFC Bank ₹18,315 |
| Checks | ✔ 194C yearly limit crossed · ✔ Not a cash payment (40A(3)) · ✔ Balance OK |
@patel agro → switch client companypay ramdev transport 18500 hdfc tds 194c → payment with TDSjv rent 25000 dr rent cr sharma estates → journalpurchase shree packaging 1182 20000 gst18 → purchase with GSTcontra 50000 cash to hdfc → cash depositrepeat jv rent monthly → recurring draft
⚡ Faster than voucher screens
No switching screens or hunting for ledgers. Paste 20 lines from Excel – get 20 drafts and confirm them together.
🧮 TDS & GST worked out
Checks 194C / 194J yearly limits, PAN and rate, splits CGST / SGST / IGST and warns on 40A(3) cash payments.
🔒 Safe by design
No AI and no internet. Every line becomes a draft first – nothing reaches Tally until you press Confirm.
Features
Check. Enter. Match. Deliver.
Works on your own PC with the Tally companies you already maintain.
🩺 Books Health Check
32 checks across cash, bank, GST, TDS, ledgers and vouchers – negative cash days, 40A(3) cash payments, TDS likely missed, duplicate bills, ledgers without GSTIN, old advances, wrong groups, voucher gaps. Read-only: nothing changes in Tally.
🏦 Bank to Tally
Import the bank statement (Excel / CSV). Ledgers are suggested from the client's own past entries; lines already in Tally are skipped; the closing balance is checked. You review and post in one click.
🧾 GSTR-2B Match
Load the 2B file you download from the GST portal. Exact matches first, then near matches – results grouped as matched, differs, not in 2B and not in books, with WhatsApp to suppliers.
Also in Practice
Compliance Calendar
GST, TDS, ITR and ROC due dates for every client, with status.
Document requests
One click on WhatsApp: "Please send October bank statement & purchase bills."
Audit Pack
Trial balance, ledgers, schedules and ageing to Excel / PDF.
Client MIS
A monthly one-page report for each client on your letterhead – a new paid service for you.
Backups
Automatic backup of every client company, with status on the Client Board.
Excel templates
Bulk ledgers, opening balances and journals from Excel – draft first, then confirm.
🔒 Safe for your clients' data
Runs on your PC – your duty of confidentiality stays intact.
Only Tally's documented integration; Tally files are never modified.
Nothing is saved in Tally without your Confirm.
You load the GST files you download – we never log in to the portal.
Pricing
Plans for accountants & CA firms.
Per year. A client company is one company in your Tally. Prices exclude 18% GST.
Practice Starter
Freelance accountant getting started
- Up to 10 client companies
- Client Board
- Bank to Tally
- Compliance Calendar & document requests
- Backups · updates · WhatsApp support
- HisaabPrompt add-on ₹2,999 / yr
Practice Pro
Busy freelancer or small practice
- Up to 30 client companies
- Everything in Starter
- HisaabPrompt included
- Books Health Check
- GSTR-2B Match & GSTR-1 check
- Audit Pack
- Client MIS on your letterhead
Practice Firm
CA firm with staff
- Unlimited client companies
- Everything in Pro
- 3 PCs – partner + staff
- HisaabPrompt on all 3 PCs
- Priority support & training
- Free setup
Introduce HisaabDesk to your business clients and earn partner benefits. Ask us on WhatsApp.
FAQ
Questions accountants ask
Where is my clients' data stored?
Only on your own PC, in your Tally. HisaabDesk reads it locally and does not upload any client's accounts to our servers. We only keep your licence and contact details.
What counts as a "client company"?
Each company in your Tally is one client company. Starter covers up to 10, Pro up to 30, and Firm has no limit.
Does it work with TallyPrime and Tally.ERP 9?
Yes. It works with genuine, licensed TallyPrime and Tally.ERP 9 on your PC, through Tally's own documented integration.
Does Bank to Tally or HisaabPrompt use AI?
No. Ledger suggestions come from rules and from each client's own past entries; HisaabPrompt uses fixed commands and name matching. Everything is shown as a draft, and nothing is saved until you confirm.
Do you log in to the GST portal?
No. You download the GSTR-2B / GSTR-1 files from the portal and load them in HisaabDesk. Your portal credentials are never asked for or stored.
My clients' Tally is at their office. Can I use it?
Practice works with the companies in the Tally on your PC. A connector for client-site Tally is on our roadmap – tell us if you need it, and we will include you in the early trial.
Can my staff use it?
The Firm plan includes 3 PCs – for example a partner and two staff. Need more? Ask us for a quote.
See it on your own Tally companies
Free 30-minute online demo – we show the Client Board, Health Check and HisaabPrompt.
WhatsApp Business: @tacmindsofficial