Migration Guide
Tally on Cloud Migration Checklist for SMB Teams
Use this checklist before moving your accounting workflows to cloud infrastructure. It helps you avoid avoidable downtime and improves rollout confidence.
Step-by-Step Checklist
- Audit current Tally usage: number of users, peak login hours, and reporting load.
- Define access policy: who gets access, from where, and with what permission level.
- Prepare backup baseline before migration and verify restore flow.
- Confirm target cloud sizing based on concurrent sessions and data volume.
- Plan rollout windows to minimize accounting downtime.
- Validate remote access performance and user sign-in experience.
- Train team on secure access and daily best practices.
- Set post-migration monitoring for uptime, speed, and support response.
Helpful Internal Links
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