360° Client Profiles
PAN, GSTIN, TAN, directors, bank & DSC details, past filings and conversations — one searchable profile per client.
Arth Rishta brings clients, GST/ITR/TDS compliance, due dates, tasks, invoices and documents into a single CRM — so your team files on time and your clients feel looked after.
Designed around the way Indian practices work
less time chasing documents
missed due dates with auto-reminders
faster client onboarding
of your clients in one view
Stop juggling spreadsheets, WhatsApp groups and sticky notes. Arth Rishta gives every partner, article and client a shared source of truth.
PAN, GSTIN, TAN, directors, bank & DSC details, past filings and conversations — one searchable profile per client.
Auto-generated due dates for GST, TDS, ITR, ROC and more, mapped to each client's entity type and registrations.
Assign work, set maker–checker reviews, track status and see exactly who's holding up which filing.
GST-ready invoices, proposals, quotations and payment tracking with automatic reminders for overdue fees.
Request, receive and store documents with an audit trail. Encrypted at rest, with role-based access for your team.
Realisation, team productivity, pending filings and revenue by service — decisions backed by numbers, not hunches.
Pick a service line to see how Arth Rishta keeps it on track.
Upload your Excel or Tally list. We map PAN, GSTIN and services for you.
Compliance due dates generate from each client's entity type and registrations.
Tasks flow to your team with checklists, reviews and client document requests.
Close the filing, raise the invoice, and let reminders handle the follow-up.
“We used to lose a full week every GST cycle chasing data. Now the reminders do it and the team just reviews.”
“The maker–checker flow alone changed our error rate. Partners finally see what is pending without asking.”
“Clients love the document portal. Fewer calls, faster filings, and our invoices actually get paid on time.”
Sample testimonials shown for design purposes.
Every plan includes unlimited clients and our Indian compliance calendar.
For independent professionals
For growing practices
For multi-branch firms
Role-based access, activity logs, encrypted storage and daily backups — because trust is the whole profession.
Yes. Upload an Excel/CSV and we map fields like PAN, GSTIN, TAN and services. Our team can help with the first import at no cost.
The compliance library is maintained centrally and updated whenever the government extends or changes a deadline, so your calendar stays current.
Clients get a simple portal to upload documents, view invoices, approve quotes and track the status of their filings.
Every plan starts with a 14-day free trial. No credit card required.
Yes. Define roles for partners, managers, articles and admin staff, and restrict access by client, module or action.
See Arth Rishta live with your own workflows. We'll set up a demo tailored to your practice in under 30 minutes.