ChanakyaX brings CRM, Tasks, Finance, MCA filings, DPR/CMA reports and a fully branded Client Portal into one connected system — built specifically for CA, CS and compliance firms.
WhatsApp for client updates. Excel for task tracking. Tally for accounting. Email for documents. A notebook for renewals. Somewhere in that sprawl, deadlines get missed and clients get frustrated.
ChanakyaX replaces the sprawl with one connected system — built around how a compliance practice actually works, not a generic project tracker adapted after the fact.
See how it fits together ↓Each one built specifically around Indian compliance work — not bolted on from a generic template.
Capture leads, track follow-ups, and convert enquiries into clients without losing a single thread.
Every client, company group and their full compliance history — organized, searchable, always up to date.
Assign, checklist, escalate and approve every task — with automatic reminders before anything slips.
GST-ready invoices, receipts and running ledgers — with automated billing on task completion.
Incorporation, annual filings, event-based filings and board/AGM resolutions — fully guided, always current.
Bank-ready project reports and CMA data, generated in minutes for loan and subsidy applications.
DIN KYC, licenses, statutory due dates — tracked automatically so nothing is ever missed.
Attendance, holidays, roles and permissions — manage your whole team from one dashboard.
Real-time billing and collection analytics, plus automated referral-partner commission tracking.
Each client signs in with the Gmail address you already have on file. No passwords to manage, no app to install — just their tasks, documents, ledger and invoices, under your own firm's branded link.
Sign in with your registered Google account to access your tasks, documents and ledger.
🔒 Secured via AES-256 Encryption & TLS 1.3
Not an afterthought — built into the architecture from day one.
GST, MCA, ROC, DIN KYC — the actual compliance workflows Indian firms run every day.
No more switching between five different apps to get one client's work done.
Clients experience your firm's identity — not a third-party product.
From a solo practice to a multi-partner, multi-branch operation.
Tell us a little about your firm and we'll walk you through exactly how ChanakyaX fits — no generic demo, just your actual use case.