Compliance, clients, billing, documents and your team — managed from a single system built for Indian CA and MCA firms.
Every module is designed around the Indian compliance calendar — not retrofitted from a generic CRM.
Clients upload documents, track filing status, and pay invoices — without calling you. Secure, branded, mobile-ready.
Pre-loaded with every statutory deadline — GSTR-1, GSTR-3B, ITR types, TDS, ROC, MCA. Color-coded status per client.
Generate GST-compliant invoices in one click. Track payments, send automated reminders, see outstanding at a glance.
Assign tasks to team members, set role-based permissions, track progress. Full accountability, zero micromanagement.
Automated deadline reminders sent from your own WhatsApp Business number — clients recognize your firm instantly.
Ask about any client, compliance status, or billing in plain language. Intelligent answers in seconds, not minutes.
Every client document in one encrypted, searchable place — organised by client, filing type and financial year.
See revenue, outstanding receivables, staff workload and filing throughput without exporting a single spreadsheet.
Native iOS and Android apps for your team, plus a mobile-responsive portal your clients can use from any phone.
Due dates are maintained centrally and updated as the government notifies changes — so your calendar is never out of date.
Deterministic checks you run when you need them, billed from a prepaid credit wallet rather than bundled into your subscription.
Excess ITC claims, shortfalls and supplier-level mismatches for a period.
Books against 26AS credits, party-wise and section-wise.
Filing status, due dates, tax-audit applicability and advance-tax sanity.
GSTR-9 / 9C, e-invoice and e-way thresholds verified item by item.
MCA and GST data aggregated into a flagged report for a company or GSTIN.
Scores a batch of vendor GSTINs for the ITC risk they carry.
Statement against books, matched on amount, date and narration.
AOC-4, MGT-7 and DIR-3 KYC dates flow into the compliance calendar.
No consultant, no migration project, no IT department.
Add firm details, GST number, and team members in under 10 minutes. No IT help required.
Import via CSV or add manually. PAN, GSTIN, filing types — everything in one place.
Chartrd populates deadlines for every client automatically and sends reminders on schedule.