Charter AI

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What is on a client's page?

Their identifiers, contact and notes, compliance profile and every notice filed under them, with buttons for Edit, Calendar and Documents.

Updated 29 Sept 2026

What you see

  • Statutory identifiers: PAN and every GSTIN, each easy to copy.
  • Contact and Notes. Notes are only visible to your firm.
  • Compliance profile.
  • Notices: every notice filed under this client.
  • Edit, Calendar and Documents at the top.
A client page with two numbered marks: 1 the Edit, Calendar, Invoice and Documents buttons and 2 the Statutory identifiers card.
Shortcuts across the top, identifiers on the right.

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