New Client Information

Client Assessment & Solutions

Business Name *

Nature of Business *TradingServiceManufacturing

Business Profile *Business ProfileHospitality & Healthcare (Hotel, restaurant, clinic, hospital)Transport & Logistics (Fleet owners, goods transport, warehouse)Professional & Consultant (CA, Advocate, Doctor, Architect, IT, Consultancy)Wholesaler / Distributor (B2B supply, FMCG stockist, pharma distribution, trading)Educational & Institutional (School, college, coaching, NGO, trust)Manufacturer / Fabricator (Factory, processing unit, packaging, production)Retailer / Shopkeeper (Retail counter, grocery, electronics, garments, FMCG)Contractor / Builder (Construction, civil work, Govt. tenders, EPC)Other (Agar inme se koi fit na ho)

GSTIN Number

Address

Contact Name *

Designation *ProprietorAccountantStaffAdvocateChartered Accountant

Whatsapp Mobile Number *

Email Address

Accounting Behavior *Tally Old VersionTally Latest VersionManualOutsourcingBusyMargOtherVyapaar

Tally Serial Number *

Tally TSS Expiry Date *

Outsourcing Details

Mobile Number

Discuss Topics *TallyPrime (New License / Upgrade)Tally Software Services (TSS Renewal)Tally WhatsApp IntegrationAuto e-Invoice & Auto e-Way BillTally Connected BankingTally Bharat ConnectTallyAuto BackupTally CapitalTally ServerPrevious Balance on InvoiceDigital Signature on InvoiceAuto e-Way Bill QR Code on InvoiceInvoice TempletTallyDrive (AutoBackup)Tally Cloud (Multi Location Access)Tally Connected GSTTallyIRAPayment QR on Invoice

Tally Sales Executive *

This is Meeting *First MeetingSecond MeetingThird MeetingFourth MeetingFifth MeetingSixth Meeting

Meeting Duration in Minute

Till Today They Have Attend any Tally MeetingOnlineBy Tally PartnerHotel MeetingNo