01 /
Endless follow-ups
Clients send part of the information you requested and the team spends days asking for the rest.
A clearer collection process
Practice automation for accounting & tax firms
Stop chasing clients for documents.
Collect client information, track missing documents and manage recurring accounting work from one place.
CharteredLog brings client collection, recurring work, team reviews and your practice knowledge into one clear system.
A guided walkthrough. Your questions. No obligation.
THE WORK, WITH A LITTLE HELP01 — 03
Ahmed Trading LLC
Q2 VAT Return
Client conversationWhatsApp collection
Please send the expense receipts to complete your request.
10:42Is a PDF okay?
Yes, please share the PDF here.
Bank statements.pdfDocument received
Collection progress
3 of 4 items received · 75% collected
- Bank statementsReceived
- Sales invoicesReceived
- Purchase invoicesReceived
- Expense receiptsStill needed
Your team can take over the conversation.
One request. A conversation your team can follow.
Explore an example. See the real product in your demo.
One clear path from request to completion.
Accounting & tax teamsBookkeepers & auditorsPartners & reviewersThe problem
Client work slows down
before the review even starts.
CharteredLog gives your practice a shared view of what was requested, what arrived and what happens next.
02 /
Information everywhere
Documents arrive through WhatsApp, email, drives and conversations that are difficult to follow.
A clearer collection process
03 /
No clear progress
Managers cannot easily see which clients are ready and which requirements are still outstanding.
A clearer collection process
The CharteredLog workflow
Request.
Collect. Review. Complete.
Structured collection keeps client conversations useful and the team’s work moving, without turning WhatsApp into your source of truth.
- 01
Create the work
Choose a workflow such as Tax Return, bookkeeping, audit collection or onboarding.
- 02
Request what you need
Send a structured request with clear document and information requirements.
- 03
Let WhatsApp do the chasing
Clients reply naturally through WhatsApp while CharteredLog keeps the request organized.
- 04
See what’s missing
The team can see each received item, every outstanding requirement and collection progress.
- 05
Review and complete
Verify the submission, follow internal checks and finish the work with a clear record.
Built for professional practices
Everything around the work.
Nothing that replaces professional judgement.
Use AI to make collection and internal guidance easier. Your team remains responsible for professional review and decisions.
Client data collection
WhatsApp collection, secure client links, smart forms, document uploads and progress tracking.
Workflow management
Recurring work, tasks, assignments, deadlines, reviews and clear work queues.
AI assistance
Collection, classification, verification assistance and internal guidance — with professional review remaining with your team.
Practice knowledge
SOPs, workflow guides and internal answers that help your team follow consistent processes.
Client & team management
Client records, reusable information, roles, notifications, comments and an audit trail.
WhatsApp collection
Your clients already use WhatsApp.
Let CharteredLog turn conversations into structured work.
Send clear requirements, accept documents in the channel clients know, and keep the collection state inside CharteredLog for your team to review.
- Clients can send documents and information naturally.
- Missing items stay visible until the team is ready to review.
- Your practice decides when to take over a conversation.
Ahmed Trading LLC
Q2 VAT Return
Client conversationWhatsApp collection
Please send the expense receipts to complete your request.
10:42Is a PDF okay?
Yes, please share the PDF here.
Bank statements.pdfDocument received
Collection progress
3 of 4 items received · 75% collected
- Bank statementsReceived
- Sales invoicesReceived
- Purchase invoicesReceived
- Expense receiptsStill needed
Your team can take over the conversation.
One request. A conversation your team can follow.
Workflow examples
Start from familiar work.
Make it repeatable.
These are adaptable practice templates, not government portal integrations or tax calculation tools.
Tax Return
Collect records and keep every outstanding item visible.
Monthly Bookkeeping
Keep recurring information requests moving.
Audit Document Collection
Request evidence with a clear progress view.
Client Onboarding
Start every relationship with complete records.
Payroll
Coordinate regular inputs across the team.
Corporate Services
Manage required documents and review steps.
A helping hand.
You keep the judgement.
AI helps with routine collection, process questions, and possible document mismatches. Your team stays responsible for professional decisions and final review.
- Private document storage
- Access controlled by role
- People handle the exceptions
Pricing
Plans that fit your practice.
Let’s discuss what you need.
We will share the right plan for your team, workflows and collection needs in your market.
Talk to usLet’s make it specific to your firm
Your firm.
Your daily friction.
Let’s talk it through.
Tell us what takes up too much of your team’s day. We’ll show you how CharteredLog can help, and you can decide whether it fits.
- Focus on the problem that matters most to you
- See the software, with time for your questions
- Discuss what getting started would involve
What happens next?
We’ll contact you using the details you share to arrange a convenient time for your demo.
BOOK A PERSONAL DEMO
See what a better day could look like.
A few details so we can make it relevant.
Before we talk
A few useful
answers.
Have something specific in mind?
Bring it to your demo.
What is CharteredLog?
CharteredLog is practice automation software for accounting, tax and corporate-service firms. It connects WhatsApp client document collection, SOP guidance, optional AI Verify checks, client records, task assignments, recurring schedules and reviews.
Can it help train new joiners in our firm’s procedures?
Yes. You can create process guides with your firm’s steps and reference material, then link them to tasks. The SOP agent helps new joiners answer routine questions using those guides, with references to the source. Questions outside the guide or requiring professional judgement are referred for review.
Can our clients continue using WhatsApp?
Yes. With WhatsApp collection configured, clients can answer requests and share documents in a familiar conversation. The collection agent handles routine questions and keeps received and pending items visible. Your team can take over when a person is needed.
Does AI Verify replace our document review?
No. AI Verify can flag possible mismatches in selected answers and documents. It does not certify authenticity or guarantee correctness. Your practice remains responsible for reviewing the information and making professional decisions.
Is it suitable for a small accounting practice?
CharteredLog is designed for small and growing accounting, tax and corporate-service practices that need clearer ownership and more repeatable work. You can focus the demo on the problem that matters most to your practice, then discuss the setup and features you need.
Does CharteredLog support India, the UAE and Singapore?
Yes. CharteredLog provides the same collection, coordination and review experience for practices in India, the UAE and Singapore, with familiar workflow examples and terminology. Your practice remains responsible for dates, professional review and filing on relevant government portals.
What will we see in the demo?
Choose SOP training, WhatsApp collection, AI Verify, or the complete software in the demo form. We’ll contact you to arrange a time and walk through the relevant capabilities, answer your questions, and discuss getting started.