Everything firms ask us before switching — setup, compliance coverage, client communication, billing and security.
Most firms are live within a day. Adding your firm profile and team takes about 10 minutes; importing clients from a CSV takes another 15. Deadlines populate automatically once clients are in.
Yes. Upload a CSV with any column structure — we'll walk you through field mapping. Most firms are fully imported in under 15 minutes.
No. Chartrd runs in the browser and requires no installation. Native iOS and Android apps are available for your team if you prefer working from a phone.
Yes — 30 days on every paid plan, with no credit card required. The Starter plan is free forever for solo practices.
Chartrd covers GSTR-1, GSTR-3B, GSTR-4, GSTR-9, all ITR types (1–7), TDS quarterly returns, ROC annual filings, MCA forms, PF, PT, and more. New filings are added as notified by the government.
Yes. Statutory due dates are maintained centrally by us. When a deadline is extended or a new form is notified, the change flows through to every firm on Chartrd.
Yes. Every deadline can be assigned to a team member, with status tracked from pending through in-progress to filed, including the acknowledgement number.
Yes. The client portal is fully mobile-responsive. Clients can upload documents, view filing status, and pay invoices from any smartphone or tablet.
Yes. Chartrd integrates with your own WhatsApp Business API credentials. Messages are sent from your firm's number — clients see your name, not ours.
On the Pro plan and above you can apply your firm’s name, logo and colours to the client portal so it looks like an extension of your practice.
Yes. All data is encrypted at rest (AES-256) and in transit (TLS). Each CA firm's data is completely isolated — no firm can ever see another's. We're hosted on enterprise-grade infrastructure with daily backups.
Yes. Invoices are generated with your GSTIN, HSN/SAC codes and the correct tax split, and can be exported for your own filings.
You keep access until the end of your billing period and can export your clients, documents and invoices at any time before that.
Monthly or yearly, on flat or per-user pricing. All prices are exclusive of 18% GST, and you can change or cancel your plan at any time from account settings.