In today's fast-paced business environment, managing invoices, GST certificates, purchase orders, agreements, and supporting documents can become challenging when files are scattered across multiple folders and systems.
To solve this problem, Shivansh Infosys introduces a Cloud-Based Document Management System (DMS) for TallyPrime that allows businesses to attach, store, and access important documents directly from Ledgers, Stock Items, and Vouchers.
No separate software. No complicated setup. Just smarter document management within Tally.
📄 What is Document Management System (DMS) for Tally?
Document Management System (DMS) is a powerful Tally add-on that enables users to digitally attach and manage business documents directly within TallyPrime.
Whether it's a GST certificate, purchase order, invoice, product image, quotation, or any supporting document, DMS keeps everything organized and accessible from the related transaction or master.
☁️ Cloud-Friendly Solution
Unlike traditional DMS solutions that require additional setup files and local installations, this DMS is specially designed for cloud users.
✅ No setup file required
✅ Works smoothly on cloud environments
✅ Easy implementation
✅ User-friendly interface
📌 Attach Documents Wherever You Need
👤 Ledger Documents
Store important party-related documents such as:
✔️ GST Registration Certificate
✔️ PAN Card
✔️ KYC Documents
✔️ Agreements & Contracts
✔️ Vendor Documentation
📦 Stock Item Documents
Maintain product-related information including:
✔️ Product Images
✔️ Technical Specifications
✔️ Catalogs & Brochures
✔️ Product Certifications
🧾 Voucher Documents
Attach supporting files directly to transactions:
✔️ Purchase Orders
✔️ Sales Orders
✔️ Proforma Invoices
✔️ Delivery Challans
✔️ Supporting Transaction Documents
🚀 Key Benefits of DMS
- Save Time
- No need to search through multiple folders for important documents.
- Improve Organization
- Keep all documents linked directly to their respective Ledgers, Items, and Vouchers.
- Faster Audits
- Retrieve supporting documents instantly during internal and external audits.
- Better Compliance
- Maintain GST certificates, agreements, and statutory documents systematically.
- Reduce Paperwork
- Move towards a paperless and digitally organized business environment.
- Centralized Storage
- All attached documents are automatically stored in designated folders for easy management.
🔍 Quick Document Retrieval
Need to view an attached document later?
DMS allows users to access documents directly from:
✔️ Day Book Reports
✔️ Ledger Document Reports
✔️ Stock Item Document Reports
✔️ Voucher Details
Simply select the document and open it instantly.
🎯 Who Can Benefit?
This solution is ideal for:
✔️ Chartered Accountants
✔️ Tax Consultants
✔️ Manufacturers
✔️ Retailers & Traders
✔️ Wholesalers & Distributors
✔️ Service Providers
✔️ Educational Institutions
✔️ Restaurants & Hotels
✔️ Pharmaceutical Businesses
✔️ Tally Partners
📈 Why Businesses Choose DMS
Managing documents separately from accounting records often creates delays, confusion, and compliance challenges.
With DMS, every supporting document stays connected to the relevant accounting entry, ensuring better control, faster access, and improved business efficiency.
🏆 Why Choose Shivansh Infosys?
Shivansh Infosys specializes in developing practical Tally automation solutions that improve productivity and simplify business operations.
Our expertise includes:
✔️ TDL Development & Customization
✔️ Business Automation Solutions
✔️ TallyPrime Support & Implementation
✔️ Cloud-Based Tally Solutions
✔️ Report Customization
✔️ Data Management Solutions
✔️ Compliance Automation
With extensive experience in Tally customization, we help businesses work smarter and more efficiently.
📞 Contact Shivansh Infosys
📱 +91 84609 04467
📱 +91 8141703007
📧 [shivanshinfosys@gmail.com](mailto:shivanshinfosys@gmail.com)
🌐 [www.shivanshinfosys.in](http://www.shivanshinfosys.in)
Watch Full video: https://www.youtube.com/watch?v=TBXsnJhfaDQ
Digitize your document management process and keep every important file just a click away with Cloud-Based DMS for TallyPrime.