Chartrd unifies GST filings, ITR tracking, client compliance, billing, staff and WhatsApp alerts — in one purpose-built platform trusted by CA firms across India.
Your team, your clients and your referral partners each get their own sign-in — reading and writing to the same records, with permissions that match their role.
The practice command centre — clients, compliance calendar, tasks, billing, staff, attendance and reports in a single sidebar.
Each client signs in to upload documents, watch their filings move from pending to filed, and settle invoices online.
Partners who introduce firms to Chartrd track their referrals, commission tiers and payouts without emailing anyone.
Not a list of screens — the four moments in a working day where a practice usually loses time.
The dashboard opens on the week ahead: every statutory deadline across every client, overdue items first, colour-coded by status. No spreadsheet reconciliation to find out where you stand.
Filings become tasks against named staff. Progress, attendance and the activity log make ownership obvious, so nothing sits in someone’s head or a WhatsApp thread.
Reminders go out on schedule from your own WhatsApp Business number and your firm’s email. Clients upload straight into the portal, filed against the right client and period.
Raise GST-compliant invoices in a click, let the Razorpay webhook mark them paid on receipt, and read receivables and staff throughput straight off the reports screen.
Chartrd talks to the portals, payment rails and channels your practice runs on — under your own credentials, not ours.
“Before Chartrd, I was managing 80+ clients across WhatsApp, Excel, and Tally. Now everything is in one place and my team actually knows what to work on. The compliance calendar alone paid for itself in the first month.”
“We haven’t missed a single deadline since switching. The automated WhatsApp reminders from our own number have cut my follow-up time by 70%. My clients think we’ve become far more professional.”
“The client portal changed how we work completely. Clients upload documents directly, we file, they track status. No more hunting documents in WhatsApp threads. The AI assistant is a genuine time-saver.”