Onboard a client from their GSTIN — details prefilled from the GST portal.
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GST filing
Add client
Invoice
Compliance reminder
Tally integration
Getting Started
Setting up your Chartede account
Adding your first clients
Inviting team members
Configuring compliance calendar
Setting up billing preferences
Client Management
Adding and editing client profiles
Bulk importing clients from Excel
Client categories and tags
Client self-service portal setup
Managing client documents
Compliance Calendar
Understanding the compliance dashboard
Adding custom compliance events
Configuring reminder schedules
Bulk compliance actions
Compliance status reports
Billing & Invoicing
Creating your first invoice
GST settings for invoices
Automated payment reminders
Recording payments received
Revenue reports and analytics
Task Management
Creating and assigning tasks
Task templates for common filings
Setting task priorities
Bulk task operations
Team workload view
Integrations
Connecting to Tally Prime
GST Portal integration setup
Income Tax Portal sync
Razorpay payments
WhatsApp reminders