Your CA firm.
Finally, in one system.
Clients, compliance, tasks, documents, billing and reconciliation — connected in one workspace built for Indian CA firms.
- No credit cardrequired
- Setup in15 minutes
- Free trialfor 30 days
- Cancel anytimeno lock-in
Good morning, Priya
Monday, 17 August — here's what needs your attention.
7
+2 today
9
+3 today
4
To review
₹4.2L
16 clients
₹1.21Cr
This month
Operational Pulse
Overdue Work
Team Load
Built for CA firms like yours
K Bhanu Teja and Associates
Visakhapatnam
V Srinivasulu and Co
Hyderabad
GST, TDS, ITR
Built-in compliance
Tasks & deadlines
Never miss a due date
Document workflow
Stop chasing documents
Billing & invoicing
Know what you're owed
Reconciliation engine
Auto-match & flag issues
WhatsApp + Email
Automated reminders
30-day free trial
No credit card required
Everything in your practice, connected
A client triggers the chain.
Work moves on its own.
A client isn't just a record. It's the start of a chain that runs until something needs a human — and Artha tells you exactly when that is.
Client
Onboard
Recurring task
Auto create
Document request
Sent to client
Document received
Verified
Invoice
Raise & send
Reconciliation
Auto match
Exception
Flagged by risk
Review task
Auto assigned
Resolved
Logged to activity
No re-entry. One record, every module.
No chasing. Reminders go out on their own.
No surprises. Exceptions become tasks.
One platform, not five tabs
Built around how Indian practices actually work.
GST returns
GSTR-1, 3B and 2B data organised per client, per period.
Income tax & MCA
Filings, notices and ROC work tracked to resolution.
WhatsApp follow-ups
Document requests and reminders where clients actually reply.
Email threads
Client correspondence attached to the task it belongs to.
Spreadsheet & bank imports
Bring ledgers and statements in without re-typing.
DSC & licence registers
Expiries surface weeks ahead, not on filing morning.
Why firms move
Thewholepractice,inonehonestview.
Not five tools stitched together — clients, deadlines, documents, billing and reconciliation reading from the same record, so the partner never has to ask "where does this stand?"
See Artha in action
Explore the real product, not a list of features.
01 / CLIENTS
One client. Everything connected.
Every task, invoice, document and exception for a client sits on one screen — no switching, no separate registers.
- GSTIN, PAN and contact details on the record itself
- Tasks, invoices, documents and reconciliation in tabs
- Full activity log of who did what, and when
Kavya Exports
Private Limited · Hyderabad
GSTIN
36AABCK1234M1Z9
PAN
AABCK1234M
Contact
+91 98490 •• ••
Open tasks
6
Outstanding
₹1,42,000
Documents pending
2
Invoices this year
11
Exceptions
1
Last activity
2h ago
02 / TASKS
Know what needs to happen. Before it becomes overdue.
Recurring compliance work creates itself. Everything sits on a board with owner, due date and priority.
- Kanban across To do, In progress, Review and Done
- Recurring GST, TDS and ITR work auto-created
- Workload visible per team member
GSTR-3B — Meridian Textiles
ITR — Alpha Pvt Ltd
Audit papers — Kavya Exports
Document follow-up
GST review — Kavya Exports
TDS Return — Sunrise Traders
GSTR-1 — Meridian
03 / DOCUMENTS
Stop chasing documents one client at a time.
Raise one request, let Artha remind the client on WhatsApp and email, and track what's still missing.
- Checklist-based requests per client
- Automated WhatsApp and email reminders
- Request → reminder → received → verified, tracked
Document request — Kavya Exports
3 of 5 received
04 / BILLING
From quotation to payment, without losing the thread.
Quotations convert into invoices, invoices carry their real status, and outstanding is always current.
- Statuses you already use: Draft, Sent, Paid, Overdue
- Quotation converts to invoice in one step
- Outstanding rolls up to the dashboard
The reconciliation engine
Stop checking GSTR-2B by eye.
Let Artha flag what doesn't match.
Upload GSTR-2B and your purchase register. Artha matches line by line, scores the risk, and turns every exception into an assigned task.
GSTR-2B
Kavya Exports
Total purchases
₹12,84,250
Records
1,842
Artha match engine
0%
Matched
6% exceptions · ₹32,850
High riskPurchase register
Kavya Exports
Total purchases
₹12,51,400
Records
1,826
Exception detected
GSTIN mismatch
Risk scored
Task created
Assigned to Priya
Review
Resolved
Idle
Figures shown are illustrative example values, not real customer data.
Search everything
One keystroke to any client, task, invoice or exception.
Artha indexes the whole practice. Hit Ctrl K and jump straight to the record — no menu hunting, no tab archaeology.
6 results
Run the month, not the fire drill
Every statutory date already knows who owns it.
Hover a due date to see what Artha does before it lands — then price what the chasing is costing your firm today.
Summary return and tax payment
Artha creates the task, assigns the preparer and reviewer, and chases the client for missing documents before the date arrives.
Hours / year
1,920
Billable value at stake
₹11,52,000
An estimate from the inputs above — not a guarantee. Artha's job is to move that coordination time back into billable work.
Chasing
Reminders go out on WhatsApp and email automatically.
Status
Every task shows owner, stage and due date without asking.
Review
The partner opens one screen instead of five threads.
How firms run today
The tools weren't built for a practice.
Spreadsheets don't know a due date. Generic project tools don't know a GSTIN. Artha does both, because it was written around Indian compliance work.
| Capability | Spreadsheets + WhatsApp | Generic PM tools | Artha |
|---|---|---|---|
| Client 360 with GSTIN, PAN, DSC | |||
| Statutory due-date calendar (GST, TDS, ITR) | |||
| Recurring compliance tasks auto-created | |||
| Document requests with reminders | |||
| GST reconciliation with mismatch flags | |||
| Invoice pipeline: Draft → Sent → Paid → Overdue | |||
| Exceptions become assigned tasks | |||
| One record shared across every module |
Before & after
Same filings. Less chaos. More control.
The old way
Excel deadline tracker
WhatsApp chasing
Notebooks and registers
Manual reconciliation
“What is pending?”
DSC expiry surprises
With Artha
Clients in one record
Auto-created recurring tasks
Document requests with reminders
Auto-matched reconciliation
Workload you can see
Expiry alerts before they hurt
What CA partners say
Built for CA firms. Used by CA firms.
“Artha brought our compliance, documents and billing into one place. Our mornings are finally calm.”
CA Ramesh Babu
Partner, V Srinivasulu and Co
“The reconciliation engine is the part we lean on. Exceptions reach the right person the same day.”
CA K. Bhanu Teja
Partner, K Bhanu Teja and Associates — Visakhapatnam
What changes in week one
Nothing sits in someone's head anymore.
Every client, deadline, document request and invoice has an owner, a state and a trail. The partner review becomes a screen, not a meeting.
0
workspace for the whole firm
0
connected modules
0-day
free trial, no card
Security
Your clients trust you with sensitive data. We take that seriously.
No inflated claims — only what Artha actually enforces today.
Encrypted credentials
Client credentials stored encrypted at rest.
Role-based access
Staff see only the clients and modules you allow.
Isolated firm workspaces
Your firm's data is scoped to your firm alone.
Secure sessions
Session handling with enforced expiry and sign-out.
Protected client data
Important client and workflow activity is recorded in the firm's activity history.
Simple pricing
Choose the plan that fits your firm.
Solo
For individual CAs
₹1,000 / year
- 1 user
- 2 GB storage
- Unlimited clients
- All features included
Starter
For small teams
₹7,500 / year
- 10 users
- 5 GB storage
- Unlimited clients
- All features included
Growth
For growing firms
₹12,500 / year
- 20 users
- 5 GB storage
- Unlimited clients
- All features included
Scale
For larger practices
₹17,000 / year
- 40 users
- 10 GB storage
- Unlimited clients
- All features included
Enterprise
For large teams
₹27,000 / year
- 60 users
- 20 GB storage
- Unlimited clients
- All features included
All plans billed annually, plus GST. Full pricing page with a seat calculator →
FAQ
Questions CA firms ask us.
Run your firm from one place.
Give Artha 30 days. See what changes when your practice stops living across spreadsheets, messages and separate tools.