Chartrd
Chartrd: A mobile-ready CA practice suite spanning compliance, client workflows and billing. Ranked #5 of 18 in CA Office Management Software by our editors (7.9/10); pricing: Free plan · pricing on request · 30-day trial; best for CA firms managing compliance and client workflows.
At a glance
- Editor score7.9 / 10
- PricingFree plan · pricing on request · 30-day trial
- Best forCA firms managing compliance and client workflows
- Free planYes
- Task & deadline trackingYes
- Facts checked24 Sep 2026
Where it wins
- Tracks statutory deadlines, overdue work and filing task progress
- Client portal supports document uploads and filing-status tracking
- Native iOS and Android apps plus GST-compliant invoicing
Where it doesn't
- Paid plans are contact-sales, so costs are not transparent upfront
- Email is the only listed support channel
- Feature breadth may exceed the needs of firms seeking a simple task tracker
Our verdict on Chartrd
Chartrd brings compliance and client operations together for Indian chartered-accountant and MCA firms. Its workflow covers statutory deadline and overdue tracking, filing task assignment, document collection, client communications and invoicing. Separate firm, client and partner portals support role-based access, while clients can upload documents, follow filing status and settle invoices online. Native iOS and Android apps extend staff access beyond the web service. The breadth makes it relevant to solo practices through mid-market firms that want operational work and client-facing processes in one system.
Compliance tracking is a central strength: teams can assign filing tasks, monitor progress and see statutory deadlines alongside overdue work. GST, TDS, ITR, bank and other reconciliation jobs add work-specific coverage. Scheduled WhatsApp Business and email reminders provide client communication channels, and integrations include the GST portal, MCA registry, Razorpay, SMTP/email, firm websites and advertising channels. These connections point to a fit for firms coordinating recurring statutory work and client records; they may be less valuable to a practice that wants only a lightweight task list. AI features are included, though their specific functions are not described here.
Chartrd has a free plan and a 30-day trial with no card required. The homepage says solo practices are free forever and refers to flat monthly or per-user plans, while paid pricing is handled through sales rather than published rates. That makes it harder to compare paid-tier value before contacting the vendor. The listed support channel is email. Firms wanting mobile access, client document flows, invoicing and compliance jobs should consider Chartrd; firms that need transparent subscription prices or broader listed support options may prefer to compare alternatives first.
Your product? Our editors can test Chartrd in depth and publish a review, labelled as paid · from $149/mo →
Chartrd pricing
Chartrd fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Not verified |
| Client limit | Not verified |
| Task & deadline tracking | Yes |
| Document management | Yes |
| Client portal | Yes |
| Billing & invoicing | Yes |
| Mobile app | Yes |
| Free trial | 30 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Support | |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 8 integrations: GST portal, WhatsApp Business, Razorpay, Google Ads, Meta Ads, MCA registry … |
| Pricing | Free plan · pricing on request · 30-day trial |
| Website | chartrd.in |
| Facts checked | 24 Sep 2026 |
Chartrd integrations
Chartrd lists 8 integrations on its own site.
- GST portal
- WhatsApp Business
- Razorpay
- Google Ads
- Meta Ads
- MCA registry
- SMTP/email
- Firm website
Alternatives to Chartrd
- Zoho PracticeA free-to-start, web-based suite covering client work, documents, billing and workpapers.9.2
- TaxDomeA broad practice-management hub covering client work, documents, workflows, billing, and capacity.8.8
- KarbonKarbon connects accounting-firm workflows, client work and billing in one cloud platform.7.9
See all Chartrd alternatives →
Chartrd vs the competition
- Chartrd vs Zoho Practice
- Chartrd vs TaxDome
- Chartrd vs Karbon
- Chartrd vs Financial Cents
- Chartrd vs Canopy
- Chartrd vs Practive
Compare Chartrd with any tool side by side →
Used Chartrd? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Chartrd for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Chartrd is listed in our CA Office Management Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/chartrd/"><img src="https://www.itechguides.com/best/badge/chartrd.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update