WHAT THIS HELPS YOU DO
- Sign in and open a business you can access
- Set up legal-business identity details
- Recognise the main areas of the application
- Find help and account billing information
SHORT TRAINING
Getting started with Tally Badger
Training video coming soon
The finished video will include captions, a transcript and a non-autoplay fallback.STEP BY STEP
Follow the process
- 01
Sign in securely
Open the Tally Badger sign-in page and use the sign-in method set up for your account. Keep passwords and authentication codes private.
- 02
Open the right business
After signing in, make sure you are working in the intended business before viewing or changing its records.
- 03
Set up a UK registered company
When Companies House-assisted setup is available, you can search for the company, review the public Companies House result, select the correct record and confirm the details. Tally Badger then stores the appropriate legal-business identity details.
- 04
Use manual setup when needed
Companies House lookup is optional. Sole traders, partnerships and other applicable businesses can use manual setup. Manual setup also remains available if Companies House is unavailable.
- 05
Review later changes
Where supported, company information can later be refreshed on demand. Changes that need your review are not silently accepted.
- 06
Use the main navigation
The main navigation provides access to quotes, invoices and expenses. The exact labels and order should be confirmed during the later application walkthrough.
- 07
Find account information
Use the account area for information connected with your access. Billing availability depends on your role and the organisation's plan.
- 08
Return for help
Use this Help & Training Centre for written guidance. You can contact support when a guide does not resolve the issue.
USEFUL TIPS
A few things worth checking
- Companies House matched does not mean Tally Badger Verified and does not verify ownership or authority.
- Check the business name before adding a financial record.
- Do not share authentication codes with anyone, including support.
- Application screenshots and exact navigation labels will be added after an approved walkthrough.
COMMON QUESTIONS
Where people can get stuck
I cannot see a business
Access depends on business membership and permissions. Ask the business owner to confirm your access, or contact support without sending credentials.
Where are the exact onboarding steps?
This foundation guide stays high-level until the current application journey has been captured and approved.