Getting started
Your first steps and finding your way around.
- What can Charter AI do for my firm?Charter AI drafts cited notice replies, answers research questions with sources, reconciles GSTR-2B, turns statements into vouchers for Tally and keeps every client's due dates on one calendar.
- What should I do first after signing up?Add a client, then start a draft or ask a research question. The Get started with Charter AI checklist on your Dashboard walks you through the rest.
- How do I find my way around?Everything is in the sidebar on the left: Dashboard, Clients, Drafting, Notices, Trademarks, Research, Calendar, Bookkeeping, Reconciliation, Tally export, Documents and Settings.
- How do I see the onboarding cards again?Choose Learn how to use at the bottom of your Dashboard. For help with one screen, choose How to use next to its heading.
Still stuck? Write to support and we will get back to you. Contact support
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
Start free 14-day trial
No card required.