Question 1

Is Chartrd the best CA practice management software in India?

Accepted Answer

Chartrd is built exclusively for Indian CA and MCA firms. It comes pre-loaded with every statutory compliance deadline (GST, ITR, TDS, ROC, MCA), a client portal, automated WhatsApp reminders, and team management. Hundreds of CA firms across India use Chartrd as their primary practice management software.

Question 2

Does Chartrd support GST filing software features for CA firms?

Accepted Answer

Yes. Chartrd tracks GSTR-1, GSTR-3B, GSTR-9, GSTR-4, and all other GST return statuses across your entire client base. You can see which returns are filed, in progress, or overdue — and assign GST filings to specific staff members.

Question 3

Can Chartrd be used as MCA firm software?

Accepted Answer

Yes. Chartrd has first-class MCA and ROC compliance support. You can track MCA Form 11, AOC-4, MGT-7, and all ROC annual filings for every company client. Due dates auto-populate and can be assigned to staff.

Question 4

What is the client portal for CA firms in Chartrd?

Accepted Answer

Chartrd's client portal lets your clients log in securely to upload documents, track filing status in real time, and pay invoices online — eliminating the WhatsApp document collection chaos most CA firms deal with.

Question 5

Is my firm's data secure on Chartrd?

Accepted Answer

Yes. All data is encrypted at rest and in transit. Each CA firm's data is completely isolated — no firm can ever see another's data. Hosted on enterprise-grade infrastructure with 99.9% uptime.

Question 6

What compliance deadlines does Chartrd cover for Indian CA firms?

Accepted Answer

Chartrd covers every statutory deadline for Indian CA and MCA firms — GSTR-1, GSTR-3B, GSTR-9, ITR-1 through ITR-7, TDS Q1–Q4 returns, ROC annual filings, MCA Form 11, AOC-4, MGT-7, PF returns, PT returns, and more — all pre-loaded with accurate due dates.

Question 7

Can I use my own WhatsApp account to send compliance reminders?

Accepted Answer

Yes. Chartrd uses your own WhatsApp Business API credentials. Your clients receive automated deadline reminders directly from your firm's WhatsApp number — not from Chartrd.

Question 8

Is there a free trial for Chartrd CA practice management software?

Accepted Answer

Yes. Chartrd offers a 30-day free trial with no credit card required. You get access to all features during the trial — compliance calendar, client portal, billing, and team management.

Question 9

What is the pricing for Chartrd in India?

Accepted Answer

Chartrd offers flexible monthly and yearly subscription plans for Indian CA firms. Yearly billing saves 17%. There is no setup fee or hidden charges. All prices are exclusive of 18% GST.

Question 10

Can I import existing clients into Chartrd from Excel or CSV?

Accepted Answer

Yes. You can import clients via CSV in seconds. Chartrd supports any CSV format — just map your columns and it handles the rest. PAN, GST number, filing types, and contact information all import cleanly.