Product / Clients
One client. Everything connected.
Bring your client list in once, keep each client's registrations and contacts on one record, and see where every client stands from one screen.
Onboard your practice
- 1
Bring your clients in
Import up to 2,000 clients from Excel or CSV — a list exported from Tally works. Clients already in Artha (same PAN or GSTIN) are skipped.
- 2
Keep the record complete
GSTINs, PAN, contacts and the client's portal logins (encrypted) live on the client record itself.
- 3
Work from one screen
Tasks, documents, invoices, payments and reconciliations sit in the client's tabs, with the full activity history.
Outcome: Anyone in the firm can open a client and see what's due, what's missing and what's owed — without asking around.
Coastal Seafoods Exports
Proprietorship · Visakhapatnam
GSTIN
37AFQPC9012H1ZQ
PAN
AFQPC9012H
Contact
+91 98490 •• ••
Open tasks
6
Outstanding
₹1,42,000
Documents pending
2
Invoices this year
11
Exceptions
1
Last activity
Today
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