Enterprise-grade security for India's CA firms
Your clients trust you with their most sensitive financial data. We make sure you can trust us with it.
Your clients trust you. We make that easy to keep.
Client financial data is sensitive. These are the controls in place today — no certifications we haven’t earned.
Custom roles and permissions
A permission matrix per role: partners, managers, staff and articles see exactly what they should, and clients only see their own data in the portal.
Portal logins, access-controlled
Client GST and income-tax logins live in a credentials vault that only the roles you choose can open.
Data stored in India
Client data stays in India, in line with DPDPA expectations for Indian firms.
Encrypted in transit
All traffic between your browser, your clients and Chartede is encrypted over HTTPS.
DPDPA 2023 Compliance
The Digital Personal Data Protection Act 2023 applies to all businesses handling personal data in India. Chartede is fully aligned with DPDPA requirements, including data localization (all data stored in India), clear consent frameworks, and data principal rights.
Data Residency
All client data stored in AWS Mumbai region. Never leaves India.
Consent Management
Built-in consent collection and management for all data processing.
Right to Erasure
One-click data deletion for departed clients per DPDPA requirements.
From the first client to the last filing
Tell us how many people work at your firm and we’ll show you the right next step — a trial, a demo or a conversation.