Charter AI

For the next 21 CAs and firms: price locked forever and 7 days money back. Price increase after 31 December 2026. 21 of 21 left. See pricing

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.

Updated 29 Sept 2026

A good first half hour

  1. Step 1: Open Clients and choose Add a client. Fill in the name, PAN and GSTIN, then Create client.
  2. Step 2: Open Drafting and choose Upload notice or past replies to draft a reply to a real notice.
  3. Step 3: Open Research and ask a question you are working on this week.
  4. Step 4: Open Settings, then Notifications, and choose when deadline reminders reach you.
The sidebar with four numbered marks: 1 Clients, 2 Drafting, 3 Research and 4 Settings.
The four places to visit first, in order.

The Get started with Charter AI card on your Dashboard ticks each step off as you do it. You can dismiss it and bring it back from Settings.

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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.

  1. Upload
  2. Check
  3. Approve
  4. Decide
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