Artha helps Chartered Accountant firms in India manage clients, deadlines, documents and staff without juggling spreadsheets, WhatsApp threads, and reminders scattered across five apps.
✓ No credit card required for trial · Built for Indian CA firms
From client onboarding to filing confirmation — set it up once, let it run.
Add clients individually or import in bulk. Compliance calendars and recurring tasks are configured automatically based on client type.
GST, TDS and ITR tasks are created on schedule and assigned to the right staff member. Clients get WhatsApp and email nudges for documents and dues.
See filing status, DSC and registration expiry alerts, and staff workload from one dashboard.
Replace the mix of Excel sheets, WhatsApp groups, and reminder apps with a single system built around how Indian CA firms actually work.
Visualize work across Todo, In Progress, Review and Done, grouped by client or return type.
Set up once — GST, TDS, ITR and custom tasks auto-generate on schedule and assign to the right staff.
Every client deadline in one unified calendar with alerts ahead of due dates.
Assign work with priority, due dates and sub-tasks. Know exactly who owns what.
Standardize recurring work with reusable templates and document checklists.
Creator-reviewer pipeline so work is checked before it's marked done.
Securely store GST, income tax portal and MCA login details, encrypted at rest.
Track each client's contacts, entity type, PAN/GSTIN, and full task history in one place.
Upload and organize client documents by category, versioned and access-controlled per firm.
Track Digital Signature Certificate custody and expiry with automated reminders.
Automatic due-date nudges to clients over WhatsApp Business API and email.
Track prospects from first contact to won client on a simple visual board.
Control exactly what partners, managers and staff can view, edit or access.
Track staff check-in/check-out and manage leave requests and approvals.
See workload and pending tasks per staff member at a glance.
One secure workspace per firm, with Partner/Manager/Staff roles from day one.
Annual plans by team size, billed via Razorpay, managed from your dashboard.
Firm-wide view of every upcoming deadline across every client.
All plans include every feature. Pick the size that fits your firm. 30-day free trial, no card required.
Reach out for a walkthrough — no commitment required.
Email arthaprofessional@gmail.com