CoCloud is a versatile cloud-based platform designed specifically for hosting and running business accounting software such as Tally and Marg. This innovative solution allows users to access their accounting software from anywhere, at any time, and on any device—whether it’s a mobile phone, tablet, laptop, or desktop monitor. While users can open Tally on mobile and tablet devices, they are unable to perform operations; instead, they can only view the entire contents within their Tally and Marg accounts. This flexibility ensures that businesses can maintain seamless and efficient accounting operations regardless of location.

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User Roles in CoCloud

CoCloud supports two types of users: Admin Users and Instance Users.

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Admin User

Admin Users are the primary users with comprehensive control and management capabilities. They have the following responsibilities and permissions:

  • Instance Management: Admin Users can create and manage Instance Users.
  • File Management: They have full access to handle file management tasks.
  • Tally Version Control: Admin Users can change and update the Tally version as needed.
  • Audit and User Logs: They have access to view detailed audit logs and user activity logs.
  • Instance User Access: Admin Users can access the Tally instances of their Instance Users.
  • Force Logoff: Admin Users have the capability to force log off both Instance Users’ Tally sessions and their own sessions from anywhere and any device if needed, ensuring security and control over Tally access.

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Instance User

Instance Users are empowered secondary users who focus on their specific accounting tasks. They have the ability to login to the portal and efficiently work on their Tally, while the organization maintains full control over their instance access and permissions. The Permissions included for instance user are:-

  • Tally Access: Instance Users can run their Tally software.
  • Account Details: They can view their own account details.
  • Restricted Access: Instance Users have exclusive access to their own Tally instances and focus solely on their individual accounting tasks, ensuring a secure and personalized user experience. Moreover, organizations have complete control over their instance users, enabling them to manage permissions and access rights conveniently from anywhere and at any time.

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Key Features and Benefits

  • Anywhere, Anytime Access: Users can run Tally and Marg software from any device, with complete file management access and easy data transfer via copy-paste commands.
  • User Role Management: Clear distinction between Admin and Instance User roles ensures secure access control, complemented by a user-friendly dashboard for seamless navigation.
  • Centralized Management: Admin Users have centralized control over software versions, user activities, and file management, including tracking login history for both admin and instance users across remote or html login options.
  • Enhanced Security: Detailed audit logs provide transparency and security for all activities, backed by protection against ransomware threats and hosted on Ctrl S datacenter, a Tier 4 data center.
  • Backup Solutions: Users benefit from hourly, daily, and scheduled backups, ensuring data integrity and resilience, with options to backup data to preferred storage solutions.
  • Customizable Access Levels: Users can define access levels for different roles within the organization, ensuring granular control over data accessibility.
  • Real-Time Collaboration: CoCloud facilitates real-time collaboration among users, allowing for simultaneous editing and seamless sharing of data.
  • Integration Capabilities: The platform seamlessly integrates with other business applications, enhancing workflow efficiency and productivity.
  • Comprehensive Support System: CoCloud offers three types of support systems including chat, call, and email, ensuring users have access to assistance round-the-clock for any queries or issues.
  • 24/7 Technical Support: Users have access to round-the-clock technical support, ensuring assistance whenever needed to resolve any issues promptly.
  • Compliance and Regulations: CoCloud adheres to industry standards and regulations, ensuring compliance with data protection laws and regulations.

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Tips and Additional Information

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Tips for Admin Users:

  • Regularly Update Software: Ensure that the Tally version is always up-to-date to benefit from the latest features and security updates.
  • Monitor User Activity: Regularly review audit and user logs to monitor activities and ensure compliance with company policies.
  • Efficient File Management: Use the file management system to keep accounting files organized and easily accessible.

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Tips for Instance Users:

  • Device Compatibility: Take advantage of the ability to access Tally from any device to stay productive even when on the go.
  • Stay Informed: Regularly check your account details to stay updated with your financial information.
Features