Scope of this Privacy Policy

This policy applies to information collected through the Tally Experts website, lead forms, service enquiry forms, Tally Cloud contact forms, email, WhatsApp, phone calls, online meetings and support communication. It covers visitors, prospects, customers, vendors and business contacts who interact with Tally Experts.

Our services may include TallyPrime customization, Tally on Cloud, Tally Server setup, Tally API integration, data migration, report customization, invoice customization, support and related consulting services. Information shared in connection with these services is handled according to the purpose for which it is provided.

Information We May Collect

Information you provide directly

• Name, phone number, email address, company name and city or business location.
• Service interest, number of users, current Tally setup, TallyPrime version, Tally Cloud requirement, Tally Server requirement or customization requirement.
• Files, screenshots, sample formats, business process notes or Tally-related details shared voluntarily for assessment or support.
• Billing, quotation, invoice or payment-related details when a commercial engagement is started.

Website and usage information

When you visit the website, we may collect basic technical information such as IP address, browser type, device type, pages visited, date and time of visit, referring pages, approximate location and diagnostic information. This helps us understand website performance, user behaviour and security issues.

Cookies and tracking technologies

We may use cookies, pixels, tags and similar technologies to support website functionality, remember preferences, measure traffic, improve content and understand marketing performance. You can control cookies from your browser settings, though some website features may not work properly if cookies are blocked.

How We Use Information

• To respond to enquiries, consultation requests and service questions.
• To prepare quotations, proposals, setup plans and service recommendations.
• To deliver TallyPrime customization, Tally Cloud, Tally Server, integration, migration or support services.
• To communicate through email, phone, WhatsApp, SMS, RCS or other business communication channels where appropriate.
• To improve website content, usability, SEO performance, page experience and service quality.
• To detect technical issues, prevent misuse, protect the website and comply with applicable legal obligations.

Analytics, Advertising and Remarketing

We may use analytics and advertising tools such as Google Analytics, Google Ads conversion tracking or similar platforms to understand website visits, measure campaign performance, improve landing pages and show relevant ads. These platforms may use cookies or identifiers according to their own privacy policies and settings.

Communication Consent

When you submit a form, request a quote, contact us on WhatsApp, call us or share your details for a service discussion, you allow Tally Experts to contact you about your enquiry, related services, quotations, support updates and relevant business communication. You can ask us to stop promotional communication at any time.

Information Sharing

We may share limited information only when necessary with trusted service providers, hosting providers, analytics providers, communication tools, payment or accounting tools, technical consultants or legal authorities. We do not sell personal information. Third parties are expected to use shared information only for the relevant business or service purpose.

Tally Data, Credentials and Customer Files

For services such as Tally Cloud setup, data migration, report customization, invoice customization, API integration or support, customers may voluntarily share Tally-related files, sample data or access details. Customers should keep independent backups and share only what is necessary for the agreed work. Sensitive access credentials should be shared through secure and agreed channels only.

Retention and Security

We retain information for as long as needed for enquiry handling, service delivery, support, accounting, legal compliance, security and business records. We use reasonable technical and organisational measures to protect information, but no internet transmission or electronic storage method is completely risk-free.

Your Choices and Rights

You may contact us to request access, correction, update or deletion of information where legally and operationally possible. Some information may need to be retained for invoices, legal records, service history, security or compliance purposes.

Third-Party Links

Our website may link to third-party websites, tools, payment pages, Tally-related resources, cloud providers or social platforms. We are not responsible for the privacy practices, content or security of third-party websites. Please review their privacy policies before sharing information with them.

Children’s Privacy

Our website and services are intended for business users and are not directed at children. We do not knowingly collect personal information from children.

Policy Updates

We may update this Privacy Policy from time to time. The latest version will be posted on this page with an updated date.