Practice management software for Indian CA firms

Bring your CA firm's client work into one clear system.

Assign work, collect documents, track every follow-up, and keep client information ready for the next task—without stitching your process together across email, spreadsheets, and portals.

Book a Demo See how it works

Tasks from assignment to reviewClient information in contextClear team ownership

CharteredLogToday

Your firm

Good morning

Dashboard

Tasks

Clients

Data Requests

Overview

Work that needs attention

Open tasks

For review

Requests

Today's tasks

View all

Review client submissionFor review

Follow up on documentsOpen

Prepare GST checklistDue today

The work around the work

Your team should not have to manage the process from memory.

When client details live in different places and follow-ups depend on one person remembering, small gaps become lost time. CharteredLog gives the team one shared view of what is needed, who owns it, and what happens next.

Information is scattered

Client answers, documents, and updates are spread across inboxes, chats, and spreadsheets.

Ownership is unclear

Work waits when nobody can see who has the next action or what is blocking it.

Repeat work starts from zero

The same requests and processes are rebuilt every month instead of being reused.

One connected way of working

The tools your CA firm needs to keep client work moving.

CharteredLog brings tasks, client records, data requests, documents, and repeatable workflows into one practice management system—so less time is lost to searching, chasing, and re-entering information.

Task management

Assign work, set deadlines, send items for review, and see what needs attention across the firm.

Client records

Keep important client details together so the right team member can find them when work starts.

Recurring work

Turn repeating compliance work into dependable schedules instead of reminders in someone’s head.

Reusable forms

Create consistent forms for the information your firm collects again and again.

Client data requests

Request structured answers and documents without chasing updates across disconnected chats.

Workflow library

Capture the way your firm works so handovers are clearer and good processes are easier to repeat.

Team permissions

Give each team member appropriate access while keeping responsibilities and ownership clear.

Browser Copilot

Keep client answers and documents close to the portals where your team completes its work.

See how it could fit your firm

Browser Copilot

Keep client answers and documents beside the portal you're using.

Open CharteredLog Copilot in Chrome, choose a client, and keep the information you need close while your team works in a third-party portal.

Find the selected client’s submitted answers
Copy supported values into the work you are completing
Open or download relevant client documents
Drag supported files without leaving the portal

Copilot helps your team access information in context. It does not autofill forms, file returns, or automate third-party portals.

Talk to us about Copilot

CCharteredLog Copilot

Connected

Selected client

Asha Trading Co.

Change

Business name

Asha Trading Co.

Copy

Submitted request

Annual ITR Details

Open

Supporting document

bank-statement.pdf

Download

Available actions

Copy valuesOpen documentDrag file

How it works

From client request to completed work, everyone knows the next step.

Set up the process once, make the work visible, and give your team a dependable path from request to review.

Collect client information once

01Define the request onceAsk for the exact answers and documents your process needs.
02Send a clear requestGive your client one straightforward place to respond.
03Collect the detailsBring answers and documents together instead of rebuilding the file.
04Review what came backSee what is complete and what still needs attention.
05Use the information againFind it later in CharteredLog or beside the portal in Copilot.

Make recurring work visible

Replace scattered spreadsheets and chat reminders with a clear handoff from assignment to completion.

1Assign work

2Set deadlines

3Track status

4Send for review

5Complete work

A clearer day for the whole team

Everyone can see what is theirs, what is waiting, and what needs a review.

The outcome

A calmer way to run a busy CA practice.

The goal is not another place to check. It is a clearer way for your team to know what matters, what is next, and where client information belongs.

Less time searching through messages and spreadsheets

Fewer manual follow-ups with clients and colleagues

A clearer handoff from assignment to review

Reusable requests for information your firm collects often

Better visibility for partners, managers, and team members

A consistent way to run work as your practice grows

Built for sensitive client work

Designed around the responsibility your firm already carries.

Keep client work scoped to the right organisation, give people appropriate access, and handle documents with care.

Organisation-level isolation

Client records and work stay scoped to the organisation that owns them.

Role-based access

Team permissions help keep responsibilities and access appropriate.

Private documents

Documents use private storage and short-lived access links.

Audit trails

Important actions can be reviewed when accountability matters.

Who it is for

Built for firms where good work depends on follow-through.

Whether your firm is growing its team or simply trying to make recurring work less dependent on memory,CharteredLog gives you a practical place to start.

Small and growing CA practices

Teams managing recurring compliance work

Firms collecting the same documents from clients repeatedly

Partners and managers who need a clearer view of work in progress

Frequently asked questions

A few useful answers before you book a demo.

Still deciding whether a practice management system is right for your firm? Start here, then bring your specific questions to the conversation.

What does CharteredLog help a CA firm manage?

CharteredLog brings together task management, client records, recurring work, reusable forms, client data requests, documents, and team workflows in one place.

Can we collect client answers and documents through CharteredLog?

Yes. You can create reusable forms, send a secure data request, and review the answers and documents your client submits in one organised view.

Does CharteredLog replace government or third-party portals?

No. CharteredLog helps organise the work around those portals. Browser Copilot keeps supported client information and documents close by, while your team remains in control of the work it completes there.

Is CharteredLog suitable for a small accounting practice?

It is designed for small and growing CA firms that want clearer ownership, more repeatable processes, and less time spent chasing information.

How can I see whether CharteredLog fits our current process?

Book a demo and tell us how your firm assigns work, requests documents, and follows up with clients. We will walk you through the parts of CharteredLog that match your day-to-day work.

See CharteredLog in your firm

See what a more organised client workflow could look like.

In a short demo, we'll walk through the work your team repeats—tasks, client requests, documents, workflows, and Copilot—and show you where CharteredLogcan help.

A practical look at your current process

A clear view of what the team can manage in one place

No payment details needed to request a conversation

Book a demo

Tell us where your firm wants to save time.

Share a few details and we'll follow up to arrange a walkthrough around your work.