Built for CAs, tax consultants & accounting firms

Your practice,
every relationship,
one clear ledger.

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.

  • 14-day free trial
  • No credit card
  • Data import included

Designed around the way Indian practices work

GSTIncome TaxTDS / TCSROC / MCAAuditPF & ESI
0%

less time chasing documents

0

missed due dates with auto-reminders

0x

faster client onboarding

0%

of your clients in one view

Everything in one place

Run your firm like the best-organised practice in town

Stop juggling spreadsheets, WhatsApp groups and sticky notes. Arth Rishta gives every partner, article and client a shared source of truth.

360° Client Profiles

PAN, GSTIN, TAN, directors, bank & DSC details, past filings and conversations — one searchable profile per client.

Compliance Calendar

Auto-generated due dates for GST, TDS, ITR, ROC and more, mapped to each client's entity type and registrations.

Tasks & Review Workflow

Assign work, set maker–checker reviews, track status and see exactly who's holding up which filing.

Billing & Invoices

GST-ready invoices, proposals, quotations and payment tracking with automatic reminders for overdue fees.

Secure Document Vault

Request, receive and store documents with an audit trail. Encrypted at rest, with role-based access for your team.

Reports & Insights

Realisation, team productivity, pending filings and revenue by service — decisions backed by numbers, not hunches.

Compliance, covered

One platform for every return you file

Pick a service line to see how Arth Rishta keeps it on track.

GST, without the month-end scramble

  • GSTR-1, 3B, 9 & 9C schedules per client, per GSTIN
  • Bulk B2B sales data import and batch status updates
  • Nil-filing and QRMP tracking with one-click reminders
  • Notices & demand register with response deadlines
GSTR-1 · 11th
GSTR-3B · 20th
GSTR-9 · 31 Dec
GSTR-9C · 31 Dec

ITR season, under control

  • Individual, HUF, firm and company return pipelines
  • Document checklist per client — Form 16, 26AS, AIS, proofs
  • Advance-tax computation reminders every quarter
  • Reviewer sign-off before every e-filing
ITR-1 · 31 Jul
ITR-3 · 31 Aug
Tax Audit · 30 Sep
Advance Tax · 15 Dec

TDS & TCS, quarter after quarter

  • 24Q / 26Q / 27Q / 27EQ schedules by TAN
  • Challan and payment tracking against due dates
  • Default and short-deduction alerts before they cost you
  • Issue and share Form 16 / 16A with clients securely
Q1 · 31 Jul
Q2 · 31 Oct
Q3 · 31 Jan
Q4 · 31 May

Company law compliance, never forgotten

  • AOC-4, MGT-7, DIR-3 KYC and ADT-1 on a rolling calendar
  • Director, shareholder and DSC expiry registers
  • Board & AGM minutes templates and tracking
  • Incorporation checklists for Pvt Ltd, LLP and OPC
DIR-3 KYC · 30 Sep
AOC-4 · 30 Oct
MGT-7 · 29 Nov
DSC renewals
Up and running in a day

From spreadsheet chaos to calm in four steps

  1. 01

    Import your clients

    Upload your Excel or Tally list. We map PAN, GSTIN and services for you.

  2. 02

    Auto-build the calendar

    Compliance due dates generate from each client's entity type and registrations.

  3. 03

    Assign & collaborate

    Tasks flow to your team with checklists, reviews and client document requests.

  4. 04

    File, bill & relax

    Close the filing, raise the invoice, and let reminders handle the follow-up.

Loved by practitioners

Firms that stopped firefighting

“We used to lose a full week every GST cycle chasing data. Now the reminders do it and the team just reviews.”
RK
CA R. KrishnanPartner, 12-member firm
“The maker–checker flow alone changed our error rate. Partners finally see what is pending without asking.”
SM
CA Sneha MehtaFounder, Mehta & Associates
“Clients love the document portal. Fewer calls, faster filings, and our invoices actually get paid on time.”
AV
Arun VarmaTax consultant

Sample testimonials shown for design purposes.

Simple pricing

Pay for the team you have

Every plan includes unlimited clients and our Indian compliance calendar.

Monthly Annual Save 20%

Solo

For independent professionals

₹639/mo
  • 1 user
  • Client & compliance management
  • Invoices & reminders
  • 5 GB document vault
Get started

Enterprise

For multi-branch firms

Let's talk
  • Unlimited users & branches
  • Custom roles & approvals
  • API & Tally integration
  • Dedicated onboarding
Contact sales

Your clients' data, treated like a vault

Role-based access, activity logs, encrypted storage and daily backups — because trust is the whole profession.

  • 🔒 Encryption at rest & in transit
  • 🧾 Full audit trail
  • 👥 Granular team permissions
  • ☁️ Daily automated backups
Questions

Good to know

Can I import my existing client list?

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.

Does it support the latest Indian due dates?

The compliance library is maintained centrally and updated whenever the government extends or changes a deadline, so your calendar stays current.

Can my clients log in?

Clients get a simple portal to upload documents, view invoices, approve quotes and track the status of their filings.

Is there a free trial?

Every plan starts with a 14-day free trial. No credit card required.

Can I control what each team member sees?

Yes. Define roles for partners, managers, articles and admin staff, and restrict access by client, module or action.

Ready to build stronger client rishtas?

See Arth Rishta live with your own workflows. We'll set up a demo tailored to your practice in under 30 minutes.

  • Personalised walkthrough
  • Free data migration help
  • No obligation

Book a free demo