Built for Indian CA firms
The AI workspace for your entire CA firm.
- Draft notices, replies, opinions and tax work, with every fact and figure backed by its source.
- Research with sources you can check and read yourself across 3 Crore+ judgments.
- Unlimited bookkeeping, Tally export and reconciliation, all in one place.
Numbers by rules. Words by AI, with sources.
14 days free · No card required
Playing muted. for the one minute walkthrough.
Every line checked before a word is written.
Upload the notice with the returns and registers behind it, however long they run, and Charter goes through every line and shows you each difference with its reason. Matching that took days in a spreadsheet is ready in minutes, and the reply is drafted from it in the prescribed form.
Upload everything
The notice, the returns, the e-way bill and sales registers, in one go and at full length.
Every line checked
Rules match each line and give every difference a reason you can read and change.
A reply you can verify
Each paragraph points to its line in the annexure. Check it, then file.
14 days free · No card required
Don’t take our word for it. See the work.
These are Charter’s real screens, played as short loops. Take them in order, or jump to the part you came for.
1Notice drafting
See how it works: notice draftingThe draft editor writes a reply paragraph citing Annexure A, line 14, opens that line in the Workings tab beside the amount the notice alleges and the amount found, and is ready to verify and file.
A GST ASMT-10 reply cites Annexure A, line 14, and one click opens that working line beside the amount alleged and the amount found.
2Legal research
See how it works: legal researchA research question returns an official CBIC notification and a Supreme Court judgment, each marked Official source, then a dated timeline flags the ruling that changed after the decision and ends with the position today.
A question on input tax credit returns the official notification and the judgment, then a dated timeline flags what changed after the ruling.
3Bookkeeping
See how it works: bookkeepingA bank statement import finishes, its rows land in the review queue with suggested ledgers, rule-matched rows post on their own, one waiting row is approved by a click and the Tally export count rises to five.
A bank statement lands in review with suggested ledgers; rule-matched rows post on their own and one is approved by hand, ready for Tally.
4Compliance calendar
See how it works: compliance calendarThe compliance calendar shows GSTR-3B for two clients on the 20th and TDS on the 7th, marks one done with an undo, sets a client's registration type to add its GST dates, and lists the dates in the daily digest.
Each client's GST and TDS dates in one month: a GSTR-3B is marked done, a missing registration type is set, and the daily digest lists what is due.
14 days free · No card required
One AI. Two sides of your practice.
Charter AI helps with both.
The partner gets help with the work that requires expertise. Your team gets help with the repetitive work that fills the day. Everyone works from the same client workspace.
For the partner
Draft. Research. Review.
Charter prepares notice replies, opinions, appeals and other tax work, while showing the legal sources behind the work.
- Tax drafting
- Notice replies
- Opinions
- Appeals
- Representations
- Legal research
- Source-linked authorities
- Fact verification from the source PDF
For the team
Books. GST. Tally. Done faster.
Charter reads financial documents, prepares vouchers, helps reconcile GST and moves approved work toward Tally, all unlimited.
- Bank statements
- Invoices
- Bookkeeping
- TallyPrime
- Reconciliation
- Client documents
- Compliance calendar
14 days free · No card required
But I already use a general AI chatbot.
- A general AI chatbot is made for everyone. Charter is made for CAs.
- Numbers are worked out by rules, never by AI.
- Set up for Indian tax drafting and research, with every claim linked to a source you can read yourself.
- Every figure or fact is shown on the page of the PDF it was read from, however long the file.
- The same model and the same depth on every draft. Free chatbots drop to a smaller model once a usage cap is hit.
Understand documents
- A general AI chatbot
- You provide the context
- Charter AI
- Reads your files
Tax research
- A general AI chatbot
- General AI answer
- Charter AI
- Tax-focused research workflow
Numbers and dates
- A general AI chatbot
- Written by the AI, you recheck them
- Charter AI
- Rules you can check, with source and review date
Facts and amounts
- A general AI chatbot
- You trace them yourself
- Charter AI
- Click to see them in the source PDF
Legal references
- A general AI chatbot
- You verify them
- Charter AI
- Sources are shown
Drafting
- A general AI chatbot
- Starts in a chat
- Charter AI
- Structured drafting workspace
Client history
- A general AI chatbot
- Starts fresh
- Charter AI
- Client work stays together
Books
- A general AI chatbot
- Not built for the workflow
- Charter AI
- Built into the workspace
GST
- A general AI chatbot
- Separate tools
- Charter AI
- Unlimited reconciliation
Tally
- A general AI chatbot
- Separate workflow
- Charter AI
- Unlimited export, connected to the bookkeeping flow
Review
- A general AI chatbot
- Manual
- Charter AI
- Built into the workflow
Your firm still makes the decision. Charter does more of the work before it.
14 days free · No card required
Rules do the numbers. AI does the words.
You can sign off on a rule. You cannot sign off on a guess. So AI stays out of the arithmetic, and every limit, rate and due date shows its source and the date we last reviewed it.
Rules do the numbers
- Statutory due dates and the compliance calendar
- GSTIN and PAN checks
- Voucher balance checks and the auto-post rule
- GST 2A/2B matching
- Tax audit checks: cash, TDS, 43B, PF/ESI, related parties, ratios
- All nine free tools and every Excel export
Because you cannot sign off on a guess.
AI does the words
- Drafting the words of a notice reply or opinion
- Legal research, with sources you can open
- Reading scanned notices, bank statements and invoices into text
- Suggesting which ledger a bank line belongs to
- Drafting the remark text for each tax audit clause
- Sending a typed request to the right feature
Every legal reference cites a source you can open. A reference with no source is flagged.
In bookkeeping, AI reads the document and rules do the sums. Nothing posts on its own unless every check passes. A confidence score is only a hint for the reviewer, never a gate.
14 days free · No card required
What Charter replaces.
What a firm pays each month today for the tools and the hands Charter covers, at the top list price.
A general AI chatbot1
Top individual plan, for drafts and questions
₹18,000
Taxmann Premium2
Income Tax and GST research, practice and learning
₹4,250GST extra
Manupatra Premium3
Case law and legal research
₹4,622plus taxes
A junior4
Workings, vouchers and reconciliations by hand
₹20,000
Together
about ₹46,900
Charter AI5
Drafting, research, books, GST, Tally and the calendar, in one workspace
₹1,250a month, billed yearlySee pricing
Sources
- 1A general AI chatbot's top individual plan: ₹18,000 a month, our figure as of 17 Oct 2026. The leading chatbot's top plan is listed at US$200 a month.
- 2Taxmann Premium, Income Tax + GST combo (Research, Practice and Learning): ₹51,000 a year, GST at 18 percent extra, per Taxmann's own subscription brochure, order form page, checked 17 Oct 2026. Shown as ₹4,250 a month. cdn.taxmann.com
/BookshopFiles /catalogues /subscription-brochure-2025.pdf - 3Manupatra Premium plan: Rs. 55,460 + taxes a year, per Manupatra's own plan sheet, checked 17 Oct 2026. Shown as ₹4,622 a month. manupatra.ai
/subscription-plans /premium-plan.pdf - 4A junior's salary: ₹20,000 a month. This is our assumption for a typical firm, not a quoted price.
- 5Charter's annual plan: ₹14,999 + GST a year, shown as ₹1,250 a month.
The time Charter gives back.
The hours a CA spends on each piece of work that Charter prepares for review.
Notice reply
16 hoursper reply, two working days
about ₹16,000of your time
Research memo
8 hoursper question
about ₹8,000of your time
GST reconciliationGSTR-2B against the purchase register
4 hoursper return
about ₹4,000of your time
Bank statement to vouchers
3 hoursper statement
about ₹3,000of your time
Tally export
1 hourper client a month
about ₹1,000of your time
Compliance calendar
2 hoursa month for the firm
about ₹2,000of your time
14 days free · No card required
When a notice arrives, Charter gets you past the blank page.
- 1
Upload the notice
Section, assessment year, amount, DIN/RFN, issue and deadline, extracted automatically. If the notice alleges a mismatch or a miscalculation, upload the registers and returns behind it too: GSTR-2B, GSTR-1, GSTR-3B, 26AS, e-way bills, purchase and sales registers.
- 2
Research the issue
Sections, circulars, notifications and case law relevant to the notice, researched before a word is drafted.
- 3
Prepare the reply
Facts, legal position, grounds, arguments and prayer, drafted as a structured reply, not a blank page. Where the notice turns on a difference, Charter goes through every file you uploaded, finds each difference with its reason, and puts the working into the reply as an annexure.
- 4
Check and approve
Click any figure to open the source PDF at the exact spot, open every legal source, edit the draft, then export to Word or PDF when your firm is ready to file.
14 days free · No card required
Research the law. Then check it yourself.
Ask your question in plain English. Charter researches the relevant provisions, circulars and case law and shows the sources behind the answer.
A research question is typed into Charter, the sources appear one by one with a Landmark case, a section and a circular, the short answer streams in with numbered footnotes, and clicking footnote 1 opens the judgment with the cited sentence highlighted.
14 days free · No card required
AI shouldn’t ask your firm to trust it.
It should make the work easier to check.
When Charter researches a tax issue or prepares a draft, every fact, figure and legal reference is traceable to its source. Open the referenced PDF, see exactly where it came from, read cited legal judgments and verify it yourself. Then make the final call.
A reply's citation chip opens the notice with the cited line highlighted beside the matching sentence, an un-cited reference blocks Export until it is acknowledged, and the finished draft has every citation verified with Export enabled.
Charter does the preparation. Your firm keeps the judgment.
AI can make mistakes. Charter is built to make professional review faster, not to remove it.
14 days free · No card required
Your team shouldn’t spend the day copying numbers.
Upload unlimited bank statements, invoices, sales registers or purchase registers. Charter reads them, suggests the appropriate ledger and prepares vouchers for review.
AI reads the document. Rules do the sums and the checks. Nothing posts on its own unless every check passes.
PDF · SCANNED PDF · JPG · PNG · XLSX · CSV
A bank statement PDF is dropped in, its rows are read into the table one by one, each gets a suggested ledger and a status, the five auto-post checks tick, five rows post by rule while one waits for review, and the Export to Tally button appears.
Less data entry. More time for work that needs people.
14 days free · No card required
Keep Tally. Remove the work before it.
Charter prepares the vouchers. Your team reviews them. Approved entries can be sent to TallyPrime, with unlimited Tally export.
- 1Prepared
- 2Reviewed & approved
- 3TallyPrime
Tally remains your books. Charter removes the retyping.
14 days free · No card required
See the mismatches. Not another spreadsheet.
Unlimited GSTR-2A/2B reconciliation: match returns against the books and work through only the entries that need attention.
Matching runs on rules, not AI, so the same returns always give the same result.
- 1GSTR-2A/2B
- 2Matched to books
- 3Mismatches
- Matched
- Missing in books
- Missing in 2B
- Amount mismatch
Find the exceptions before they become another problem.
14 days free · No card required
One client. One place for everything.
Keep the client’s work together in an unlimited client and document vault instead of searching across emails, folders and WhatsApp conversations.
Client
Ridgeview Textiles Pvt Ltd
- PAN
- AAECR1234F
- GSTIN
- 27AAECR1234F1Z5
- Documents
- Vault
- Books
- Bookkeeping
- GST
- Reconciliation
- Notices
- Open matters
- Drafts
- In review
- Research
- Saved queries
- Deadlines
- Upcoming
The more your firm uses Charter, the more useful the client workspace becomes.
14 days free · No card required
Know what is due before it becomes urgent.
Keep important GST, TDS, ITR and client deadlines visible alongside the work they relate to, with an unlimited compliance calendar for every client.
Due dates come from statutory rules, not AI. Each shows its source and the date we last reviewed it.
October fills with GST, TDS and income tax due dates for several clients, a hover on the 20th opens its list, nine days on the GSTR-3B for Mehta Traders LLP moves from due in 9 days to today and is marked done, and the reminders line shows.
14 days free · No card required
Just say what you need.
Type it once, or drop in a file. Charter opens the right tool with your details filled in. No menus to learn.
For example:
- With ASMT-10.pdf attached, type “Draft a reply to this ASMT-10”. Drafting: Opens with the notice attached.
- Type “When is the REG-17 reply due if served on 1 Oct?”. Notice reply deadline: Reply by 12 Oct 2026.
- Type “Which 2025 section replaced 194J?”. Section finder: 194J is now 393 and 402.
- With HDFC statement.csv attached, type “Reconcile my HDFC statement with Tally”. Bank reconciliation: Opens with the statement loaded.
- Dates and figures come from rules, not guesses.
- Every draft cites a source you can open.
- Simple asks get answered right there.
And there’s more built into Charter.
- Tax drafting
- Legal research
- Notice workspace
- Unlimited bookkeeping automation
- Unlimited TallyPrime export
- Unlimited reconciliation
- Unlimited client document vault
- Unlimited compliance calendar
- TM-A drafting
- Examination-report replies
- Word & PDF export
14 days free · No card required
Nine quick tools. Free, no sign-up, no AI.
Paste a ledger or type a section number. Rules, not AI, give the answer, with its source and the date we last reviewed it. Save runs under a client when you sign in.
Section finder, 1961 to 2025
Know a 1961 section? See its number under the 2025 Act, or the other way round.
Try it freeNotice reply deadline
Pick the notice and its dates. See the last day to reply.
REG-17 served 1 Oct. Reply by 12 Oct 2026
Try it freeMSME 45-day payment checker
Which small supplier bills were paid after 45 days, and what that costs.
Try it freeBank reconciliation
Match the bank statement with Tally and get a BRS that ties.
Try it freeDepreciation schedule
Paste the asset register. Get the books and tax depreciation side by side.
Try it freeTax audit applicability
Answer six questions. See if a tax audit applies.
Try it freeCash payment limit checker
Is this cash payment allowed? Find payments to one person above ₹10,000 in a day.
Try it freeTrial balance to balance sheet
Paste a trial balance. See a draft balance sheet and P&L that ties.
Try it freeIncome tax calculator
Enter income and deductions. See the 2026-27 tax with the slab working.
Try it free
14 days free · No card required
Your clients trusted you with their data. We take that seriously.
- Encrypted at rest and in transit.
- Client data is never sold, and never used to train models for other customers.
- Client documents stay inside your firm's account, access is controlled, nothing is public.
- Your data is never shared with another firm on Charter.
- Retention and deletion controls, set out in the privacy policy.
14 days free · No card required
Every plan includes everything.
Pick annual, 6-month or monthly. Same features, same unlimited bookkeeping, only the term changes.
Annual plan
21 of 21 left
Billed yearly as ₹14,999 + GST
Full annual AI allowance.
Replaces about ₹46,900 a month of software and junior time.
For the next 21 CAs and firms
Price locked forever. No increase at renewal. Every update included.
- We import your client list from Tally or Excel
- One extra team seat, free, forever
No credit card required · Cancel anytime
7 days money back
Price increase after 31 December 2026.
6-month plan
Billed every 6 months at ₹8,599 + GST
Half the annual AI allowance.
Replaces about ₹46,900 a month of software and junior time.
No credit card required · Cancel anytime
7-day money-back guarantee
Price increase after 31 December 2026.
Monthly plan
Billed monthly at ₹1,999 + GST
2.5 lakh AI tokens a month.
Replaces about ₹46,900 a month of software and junior time.
No credit card required · Cancel anytime
7-day money-back guarantee
Price increase after 31 December 2026.
Everything in every plan
No feature tiers. No per-document pricing.
AI drafting and research
Near-unlimited AI drafting, legal and tax research
Unlimited bookkeeping
Bank statements, invoices and registers to vouchers
Unlimited reconciliation
GSTR-2B, e-invoices and e-way bills
Unlimited Tally export
Vouchers straight into Tally
Every research mode
Legal and tax research across all research modes
Source checks
Verify facts, amounts and citations against the original documents
Unlimited clients and calendar
Compliance calendar auto-populated from each client's registration type
Unlimited document vault
Client documents, encrypted and searchable
Trademarks and Word export
TM-A filings and examination-report replies, with Word (.docx) export on every draft
Enterprise
For firms with more than 5 membersGet a special deal for your whole team.
- Discounted per-seat pricing
- Priority support
- More AI usage per seat
- Onboarding help for your team
We reply by the next business day.
Try it on your real work.
Don’t watch a demo. Upload a real notice, ask a real research question, try a client’s books or run a reconciliation.
- Upload
- Check
- Approve
- Decide
No card required.
Frequently asked questions
What can Charter AI do?
Charter drafts tax and legal work, notice replies, opinions, appeals and representations, and researches the law across 3 Crore+ judgments with sources you can check. It also reads bank statements and invoices, prepares bookkeeping vouchers and helps reconcile GST with no caps on usage, and keeps every client’s documents, drafts, research and deadlines in one workspace.
Is Charter just an AI drafting tool?
No. Drafting and research are one side of it. The other is the work your team does every day, bank statement entry, invoice processing, Tally vouchers, reconciliation and deadline tracking, all unlimited. Both sides share the same client workspace.
How is Charter different from a general AI chatbot?
A general AI chatbot starts fresh every time, gives you an answer you have to verify yourself, and has no idea about your client’s books, Tally or GST filings. Charter reads your documents, shows the sources behind its research, keeps a client’s work together and is built around the unlimited bookkeeping, Tally and GST workflow your team already runs.
Can I check the facts and legal references?
Yes. When Charter researches an issue or prepares a draft, every fact, figure and legal reference is traceable to its source. Click a figure in the draft to open the uploaded PDF at the exact spot it was read from; open the section, read the circular, check the judgment, then make the final call.
Do you use AI for my clients’ numbers?
AI does not do the arithmetic or the checks. Due dates, GSTIN and PAN checks, voucher balance checks, GST 2A/2B matching, tax audit checks and the free tools all run on fixed rules, and every limit, rate and due date shows its source and the date we last reviewed it.
AI reads scanned documents into text, suggests which ledger a bank line belongs to, and drafts the words of replies and opinions, with every legal reference cited to a source you can open. So in bookkeeping, AI reads the document and rules do the sums, nothing posts on its own unless every check passes, and a confidence score is only a hint for the reviewer, never a gate.
What can Charter draft?
Notice replies, tax opinions, appeals and representations, and other tax drafting such as objections, plus TM-A trademark applications and examination-report replies.
Can Charter prepare notice replies?
Yes, upload the notice and Charter extracts the facts, researches the issue and prepares a structured reply with source-linked references for your firm to check and approve.
Does Charter replace Tally?
No. Tally remains your books. Charter prepares the vouchers and removes the retyping, your team reviews them, and approved entries can be sent to TallyPrime. Tally export is unlimited.
Does Charter reconcile GST?
Yes, and it is unlimited. Charter matches GSTR-2A/2B against your books and surfaces only the entries that need attention, matched, missing in books, missing in 2B, or an amount mismatch.
Can I use my firm's previous work?
Yes, tax drafting and other tax work can draw on the facts, the law and your firm’s own approved previous work, instead of starting from a blank document each time.
Is client data private?
Yes. Client data is never sold and never used to train models for other customers. Read the full privacy policy.
What happens after the trial?
The 14-day trial needs no card and includes 1 draft, 2 research questions and about 4 other AI-assisted tasks. A paid plan replaces those trial limits with the allowance described on pricing.
14 days free · No card required
Your firm does the thinking. Let Charter do more of the work.
Draft. Research. Reconcile. Automate. Check. Approve.
14 days free · No card required · Built for Indian CA firms