Practice Management Simplified
Chartede brings client management, task tracking, billing, compliance, and team collaboration into one elegant platform.
Practice Overview
Real-time metrics
Practice Management Simplified
Client management, billing, compliance, and team collaboration — in one elegant platform.
Practice Overview
Real-time metrics
Your practice has grown.
Your tools haven't.
Most CA firms run on a patchwork of WhatsApp, Excel, and email. Chartede replaces all of it with one unified platform built for the way Indian accounting firms actually work.
Automated Compliance Calendar
Every ITR, GST, TDS, and ROC deadline tracked automatically. Your team gets notified. Your clients never experience a late filing.
Encrypted Document Management
All client documents — Balance Sheets, ITR, Bank Statements, Agreements — organized, searchable, and version-controlled in one secure hub.
Task and Team Management
Know exactly who is working on what. Assign tasks, set priorities, track progress, and ensure even workload distribution across your firm.
Automated Professional Invoicing
Generate GST-compliant invoices in seconds, track payments, send automated reminders, and get paid faster with integrated payment links.
Reports & Analytics
Revenue by client, team productivity metrics, compliance completion rates, and custom reports. Exportable to PDF and Excel.
Security & Access Control
Role-based permissions for partners, managers, and staff. Complete immutable audit logs, 2FA, and DPDPA-compliant data residency.
See 
in action
Six powerful modules, one unified platform. Switch between features and see exactly what your team will experience.
Every client. Every detail. One place.
Maintain a 360° view of each client — PAN, GSTIN, bank details, engagement history, documents, and billing — all accessible in seconds.
| Client Code | Client | Type | GSTIN | Primary Manager | Group | Priority | Status | |
|---|---|---|---|---|---|---|---|---|
| CLT0004 | Nikhil Khandelwal Nikhil new-client | Individual | — | vivek+1@dbhcat.in | Dusad Family | High | Active | |
| CLT0003 | Deepanshu Khandelwal d&co | Pvt Ltd | — | Prod Test Owner | Dusad Family | High | Active |
Everything your practice needs
Chartede isn't just software — it's the operating system for modern CA firms.
Save 15+ Hours Per Week
Automate repetitive tasks like reminder emails, status updates, and report generation. Focus on high-value advisory work.
Bank-Grade Security
AES-256 encryption, role-based access control, and daily encrypted backups. Your client data is safer than ever.
Instant Compliance Alerts
Never miss a GST, TDS, ITR, or MCA deadline. Smart alerts go to your team and optionally to your clients too.
Built for Teams
Assign work, track team productivity, balance workloads, and collaborate seamlessly — whether 2 or 200 people.
Grow Your Revenue
Professional invoicing, automated reminders, and payment tracking help you collect what you've earned, faster.
Client Delight Portal
Give clients a branded self-service portal to upload documents, view invoices, and track their compliance status.
Mobile-First Design
Full-featured iOS and Android apps. Approve invoices, check deadlines, and respond to clients on the go.
Seamless Integrations
Connect with Tally, Zoho Books, GST Portal, Income Tax Portal, MCA, and Google Workspace out of the box.
Built for real CA workflows
Every feature was designed with practicing CAs, not software engineers. The result: a platform that feels natural from day one.
A 360° view of every client relationship
Maintain complete client profiles with PAN, GSTIN, bank details, engagement history, documents, and active tasks — all in one place. Segment clients by type, fee structure, and compliance requirements.
- Unlimited client records with custom fields
- Auto-populated compliance obligations based on entity type
- Integrated communication history and notes
- Client health score and risk indicators
Sharma & Associates
Apr 2019
Client Since
₹2.4L
Annual Fee
3
Open Tasks
Professional invoices that get paid, faster
Create GST-compliant invoices in seconds, tied directly to completed work. Automated payment reminders reduce follow-up time by 80%. Real-time AR dashboard shows you exactly what's outstanding.
- GST-compliant invoice generation in < 30 seconds
- Automated WhatsApp & email payment reminders
- UPI, NEFT, and card payment collection
- Revenue analytics by client, partner, and period
INVOICE #INV-2401
₹45,000.00
₹12.4L
Billed
₹9.8L
Paid
₹2.6L
Due
India's most comprehensive compliance calendar
Pre-loaded with every GST, Income Tax, TDS, ROC, MCA, FEMA, and SEBI deadline. Auto-populates based on your client's entity type. Sends reminders at 30, 7, and 1 day before each due date.
- Pre-loaded GST, ITR, TDS, ROC, MCA deadlines
- Smart reminders via WhatsApp, email & app push
- Bulk action on client groups
- Penalty calculator for late filings
Compliance Calendar — Nov 2024
View all3
days
12
days
22
days
37
days
53
days
Loved by CA professionals
Hear from CA firms who have transformed their practice using Chartede.
Chartede has completely transformed how we run our practice. We used to spend 2 days every month just chasing clients for documents. Now the platform does it automatically. We've grown billing by 35% in one year.
... Read moreAs a solo practitioner managing 180+ clients, I was drowning before Chartede. Now I handle the same workload in 60% of the time. The compliance calendar alone is worth the subscription.
... Read moreWe evaluated 6 software options before choosing Chartede. Nothing else was built specifically for CA firms in India. The GST portal integration and the ROC deadline tracking are outstanding.
... Read moreThe billing module alone paid for the subscription in month one. Every task is linked to a billable amount, invoicing is literally one click. Our collection rate went from 72% to 94% in three months.
... Read moreChartede has completely transformed how we run our practice. We used to spend 2 days every month just chasing clients for documents. Now the platform does it automatically. We've grown billing by 35% in one year.
... Read moreAs a solo practitioner managing 180+ clients, I was drowning before Chartede. Now I handle the same workload in 60% of the time. The compliance calendar alone is worth the subscription.
... Read moreWe evaluated 6 software options before choosing Chartede. Nothing else was built specifically for CA firms in India. The GST portal integration and the ROC deadline tracking are outstanding.
... Read moreThe billing module alone paid for the subscription in month one. Every task is linked to a billable amount, invoicing is literally one click. Our collection rate went from 72% to 94% in three months.
... Read moreChartede has completely transformed how we run our practice. We used to spend 2 days every month just chasing clients for documents. Now the platform does it automatically. We've grown billing by 35% in one year.
... Read moreAs a solo practitioner managing 180+ clients, I was drowning before Chartede. Now I handle the same workload in 60% of the time. The compliance calendar alone is worth the subscription.
... Read moreWe evaluated 6 software options before choosing Chartede. Nothing else was built specifically for CA firms in India. The GST portal integration and the ROC deadline tracking are outstanding.
... Read moreThe billing module alone paid for the subscription in month one. Every task is linked to a billable amount, invoicing is literally one click. Our collection rate went from 72% to 94% in three months.
... Read moreChartede has completely transformed how we run our practice. We used to spend 2 days every month just chasing clients for documents. Now the platform does it automatically. We've grown billing by 35% in one year.
... Read moreAs a solo practitioner managing 180+ clients, I was drowning before Chartede. Now I handle the same workload in 60% of the time. The compliance calendar alone is worth the subscription.
... Read moreWe evaluated 6 software options before choosing Chartede. Nothing else was built specifically for CA firms in India. The GST portal integration and the ROC deadline tracking are outstanding.
... Read moreThe billing module alone paid for the subscription in month one. Every task is linked to a billable amount, invoicing is literally one click. Our collection rate went from 72% to 94% in three months.
... Read moreThe automated WhatsApp reminders have been a game changer for my firm. Clients actually send their documents on time now without my staff having to follow up manually. Highly recommended.
... Read moreThe team collaboration features are outstanding. My 15-person team now has complete visibility into each other's workload. Task assignments, document sharing, and client notes are all in one place.
... Read moreMigrating our data from Tally and Excel was seamless. The onboarding team at Chartede got us up and running in less than 48 hours. I wish we had switched to this platform years ago.
... Read moreThe automated WhatsApp reminders have been a game changer for my firm. Clients actually send their documents on time now without my staff having to follow up manually. Highly recommended.
... Read moreThe team collaboration features are outstanding. My 15-person team now has complete visibility into each other's workload. Task assignments, document sharing, and client notes are all in one place.
... Read moreMigrating our data from Tally and Excel was seamless. The onboarding team at Chartede got us up and running in less than 48 hours. I wish we had switched to this platform years ago.
... Read moreThe automated WhatsApp reminders have been a game changer for my firm. Clients actually send their documents on time now without my staff having to follow up manually. Highly recommended.
... Read moreThe team collaboration features are outstanding. My 15-person team now has complete visibility into each other's workload. Task assignments, document sharing, and client notes are all in one place.
... Read moreMigrating our data from Tally and Excel was seamless. The onboarding team at Chartede got us up and running in less than 48 hours. I wish we had switched to this platform years ago.
... Read moreThe automated WhatsApp reminders have been a game changer for my firm. Clients actually send their documents on time now without my staff having to follow up manually. Highly recommended.
... Read moreThe team collaboration features are outstanding. My 15-person team now has complete visibility into each other's workload. Task assignments, document sharing, and client notes are all in one place.
... Read moreMigrating our data from Tally and Excel was seamless. The onboarding team at Chartede got us up and running in less than 48 hours. I wish we had switched to this platform years ago.
... Read moreConnect Everything.
Work From One Place.
Seamlessly integrate your favorite business tools and manage everything through a unified workspace.
Numbers that speak for themselves
Real outcomes from real CA firms across India.
CA Firms Trust Chartede
Clients Managed on Platform
Average Hours Saved Monthly
Compliance Rate
Reduction in Billing Time
Platform Uptime SLA
Your clients trust you.
We make sure you can trust us.
Client financial data is sacred. We’ve built Chartede with security as the foundation, not an afterthought.
AES-256 Encryption
All data encrypted in transit and at rest using bank-grade AES-256 encryption. Your client data is always protected.
SOC 2 Roadmap
Currently pursuing SOC 2 Type II certification. Following industry-leading security controls and practices.
Daily Encrypted Backups
Automatic daily backups stored in geographically redundant data centers. 30-day point-in-time recovery.
DPDPA Ready
Compliant with India's Digital Personal Data Protection Act (2023). Full data residency in Indian data centers.
Audit Logs
Complete immutable audit trail of every action. Know who accessed what data and when, down to the second.
99.9% Uptime SLA
Hosted on AWS Mumbai region with multi-AZ redundancy. Built for the reliability your practice demands.
Role-Based Access
Granular permissions for partners, managers, and staff. Control exactly what each team member can see and do.
Two-Factor Auth
Mandatory 2FA for all accounts. Supports authenticator apps, SMS, and hardware security keys.
Frequently asked questions
Everything you need to know before getting started.
Chartede offers three plans: Starter (₹2,999/month for up to 50 clients), Growth (₹6,999/month for up to 200 clients), and Enterprise (custom pricing for 200+ clients). All plans include a 14-day free trial. Annual billing saves you 20%.
Still have questions? Talk to our team →
Ready to transform your CA practice?
Join 1,200+ CA firms who’ve moved from WhatsApp chaos to a professional practice management platform. Get started today — free.