Stop hunting for files during audits. Attach them in Tally instead.
dox2U's Plugin makes your Tally smarter, letting you link bills and receipts to your vouchers, back up your Tally data to the cloud, and never scramble for documents during an audit again.
No change to how you work in Tally. Just better control, faster access, and peace of mind.
Document management and data backup — right inside your Tally.
The dox2U Plugin adds a smart layer on top of Tally so your documents, vouchers, and data are always in sync — and never lost.
Link documents to vouchers within Tally
Attach bills, receipts, and invoices to the exact entry they belong to — directly from your Tally screen.
Upload using WhatsApp or browser
Just scan or forward the document. Whether it's from your phone or your team's inbox, dox2U captures it.
Back up your Tally data to the cloud
Your company data is automatically backed up offsite — giving you security, continuity, and peace of mind.
Instant search across all documents
Find any document in seconds using the powerful search functionality built right into Tally.
Fast performance and compatibility
Works seamlessly with all Tally versions without slowing down your accounting workflow.
Advanced document organization
Auto-organize your documents based on voucher type, date, and other Tally parameters.
No more scattered folders, missing attachments, or risky local-only backups. Just smooth, searchable, audit-ready Tally.
Watch how dox2U makes your Tally smarter.
From WhatsApp uploads to voucher-linked documents and secure data backups — see how it all works together.
Works with Tally ERP 9 & Tally Prime. No extra software. No complexity.
Because saving time, avoiding rework, and passing audits shouldn't be this hard.
Designed for the way real businesses use Tally — not some theoretical workflow.
Document Management
No more scattered folders. Documents are tagged and linked — right from your Tally screen
WhatsApp Integration
WhatsApp becomes your upload tool. Clients and teams just forward files — you link them instantly
Automatic Backups
Tally data is backed up automatically. Offsite backups protect your business against crashes and loss
Fast Document Search
Find any document in seconds. Filters, tags, and Dockets make audit prep faster than ever
Compatible with Your Tally
Works with the Tally you already use. ERP 9 & Tally Prime supported — no change to how you work
Whether you run a business, manage the books, or support your clients — dox2U makes it easier.
For Business Owners
"Now I don't have to call my accountant for past invoices. I can open any document I need — myself."
- ✓Access your documents securely, anytime
- ✓Never scramble during an audit
- ✓Your records, finally organized
For Accountants & Admins
"No more chasing documents or dealing with mismatched files. Everything's linked and ready inside Tally."
- ✓Upload and tag from browser or WhatsApp
- ✓View, verify, and share instantly
- ✓Faster audits, less back and forth
For CAs & Bookkeeping Firms
"We manage 50+ clients. Now they just forward documents via WhatsApp. My team handles the rest."
- ✓Let clients upload important docs easily
- ✓Tag and post directly into Tally
- ✓Reduce document follow-ups and delays
Are you a CA handling multiple businesses?
You can even onboard clients directly with their own workspace.
Set it up once. Start saving time every day.
Whether you use Tally, manage operations, or deliver ERP solutions — dox2U fits right into your day.
Create Your Workspace
Start with a free trial — no credit card, no setup stress. Choose a plan or begin with our free trial. Invite your team if you need to. Your secure workspace is ready instantly.
Get Started →Your workspace is ready to go
Upload from any device or connect Tally
Upload or Connect
Bring in your documents from wherever they live now. Upload files through browser or WhatsApp. Using Tally? Install the plugin and start linking. Sort and tag documents as they come in.
Stay in Control
Find what you need. Share what you must. Pass every audit. Use smart filters and tags to retrieve documents instantly. Track activity and control access across users.
Find and share documents instantly
Ready to streamline your document management?
Works with Tally ERP 9 and Prime
Setup in under 5 minutes
Free workspace included
Real users. Real relief. Real results.
From Tally-using accountants to business owners and finance teams — dox2U is helping teams across industries work smarter with documents.
We handle 50+ clients. With dox2U, they just send us files via WhatsApp — my team doesn't chase documents anymore.
Rahul Arora
CA – Bookkeeping Services
Audit prep used to mean hours in file rooms. Now we retrieve documents right inside Tally. It's a game changer.
Ramesh Shah
Business Owner – Auto Parts Distributor
All our purchase and expense bills are now properly tagged and backed up. It just works — and I don't need to explain folders to my boss anymore.
Pooja Rathi
Accountant – FMCG Trading Firm
Affordable, per-user pricing — built to grow with your business.
Start with a free plan or jump into a trial. Volume discounts apply automatically as your team scales.
Try the Free Plan
Start your journey today
Are you a Tally Partner or Bookkeeping Firm?
Help your clients go paperless, stay audit-ready, and unlock recurring value — without offering discounts or managing support.
Still have questions? We've got you covered.
No pressure. Just better document control — starting today.
Join thousands of businesses who've simplified their document management with dox2U.