Everything your CA firm needs, nothing you don't
Chartede packs an entire practice management stack into one elegant, fast, and secure platform — built exclusively for Indian accounting professionals.
Task & Deadline Tracking
Assign tasks, set deadlines, add subtasks, and track progress in real-time. Gantt-style quarterly view, overdue escalations, and team workload balancing.
- Subtask management
- Team assignment & workload view
- Automated overdue escalations
- Recurring task templates
Billing & Invoicing
Generate GST-compliant invoices in seconds. Automated payment reminders. Real-time AR dashboard with outstanding tracking and collection analytics.
- GST-compliant invoice generation
- UPI, NEFT, and card payments
- Automated payment reminders
- Revenue analytics by client
Document Management
Secure, encrypted document vault with version control. Clients can upload documents directly through a self-service portal. AI-powered search.
- AES-256 encrypted storage
- Version control & audit trail
- Client self-upload portal
- OCR-powered search
Compliance Calendar
Pre-loaded with every GST, ITR, TDS, ROC, MCA, FEMA, and SEBI deadline. Auto-populates based on client entity type. Smart multi-channel reminders.
- Pre-loaded 200+ compliance events
- 30/7/1-day smart reminders
- WhatsApp + email + push alerts
- Penalty calculator
Reports & Analytics
Revenue by client, team productivity metrics, compliance completion rates, and custom reports. Exportable to PDF and Excel with scheduled delivery.
- Revenue & billing analytics
- Team productivity reports
- Compliance completion rates
- Scheduled report delivery
Security & Access Control
Role-based permissions for partners, managers, and staff. Complete immutable audit logs. 2FA, SSO support, and DPDPA-compliant data residency.
- Role-based access control
- Immutable audit logs
- Two-factor authentication
- DPDPA compliance
Mobile Apps
Full-featured iOS and Android apps. Approve invoices, check deadlines, review documents, and respond to clients from anywhere.
- iOS and Android apps
- Offline mode for key features
- Biometric authentication
- Push notifications
Time Tracking
Track billable hours per client and matter. Link time entries directly to invoices. Identify high-value vs. low-margin work with time analytics.
- Per-client time tracking
- Billable hours by matter
- Time-to-invoice automation
- Profitability analytics
Integrations
Native integrations with Tally, Zoho Books, GST Portal, Income Tax Portal, MCA21, TRACES, and Google Workspace. REST API for custom integrations.
- Tally & Zoho Books sync
- Government portal integration
- Google Workspace
- REST API access
Plus everything else you need
We've thought of all the small details so you don't have to.
Client Management
360° client profiles with PAN, GSTIN, bank details, engagement history, documents, and task tracking. Custom fields, client segmentation, and risk scoring.
Smart Notifications
Multi-channel notification system that keeps your team and clients informed. WhatsApp, email, push, and in-app alerts with customizable preferences.
Team Collaboration
Built-in team chat, document comments, and @mentions. Task discussions linked to clients. Know exactly what your team is working on in real-time.
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.