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Accosync by OneBi Logo
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FOR CHARTERED ACCOUNTANTS

Stop acting as a database lookup for your clients.

Every hour spent pulling simple ledgers or outstanding reports for a client is an hour lost. Manage all client Tally companies from your mobile, and let them self-serve their own data.

Accosync connects to each client's Tally company separately, so their data stays segregated โ€” you get one app for your whole client roster, and each client gets their own scoped login, without ever seeing another client's books.

CA managing multiple client companies in Accosync
KEY WORKFLOWS

Why CAs love the tally mobile app

Multi-Company Toggle

Instantly switch between GST filings, audit clients, and distinct entities with a single tap. Tally mobile app multi company support makes auditing seamless.

WhatsApp Report Sharing

Client asks for an outstanding statement? Fetch the ledger on your mobile and share it instantly as a PDF via WhatsApp in 3 seconds.

Client Self-Service

Offer the Accosync app to your client. They check their own daily sales numbers, wiping out 60% of their ad-hoc queries to you.

SEGREGATED CLIENT ACCESS

Built for a multi-client practice, not a single company

Most Tally mobile tools are built around one company, one login. That breaks down the moment you're managing 15, 30, or 50 client companies as a CA. Accosync's multi-company toggle is designed around how a practice actually works: each client is a separate connection, so switching context takes one tap, and there's no risk of one client's ledger bleeding into another's view.

When a client wants to self-serve their own daily sales or outstanding report, you invite them with a login scoped to only their company โ€” they never see your other clients, and you're not sharing a shared master password to give them access.

For billing and GST cycles, that means the reports you already pull manually โ€” outstanding ageing, sales registers, stock summaries โ€” are available live on your phone across your whole client list, instead of waiting on each client to export and email you a report. Running a mixed client base? See how Accosync also works for business owners and traders who want the same live access.

FAQ

Questions from chartered accountants.

Yes. Each client company is set up as its own entity in Accosync, with its own connector and login. There is no shared data pool โ€” a client only ever sees their own company's reports, and switching between clients is a single tap on your end.
Yes. Each client gets their own login scoped to their own company data, so they can self-serve daily sales, outstanding, and stock without you sharing your CA-level credentials or seeing other clients' companies.
Accosync gives you live access to the ledgers and reports you already pull for GST reconciliation and client billing โ€” outstanding, sales registers, and stock summaries โ€” from your phone, without waiting for a client to email you an export.
There's no hard cap built into the app โ€” the multi-company toggle is designed for CAs managing a full client roster, from a handful of audit clients to dozens of GST filings.

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