Chartrd review
A mobile-ready CA practice suite spanning compliance, client workflows and billing.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Chartrd pros and cons
- 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
Chartrd fact sheet, pricing and score →
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