Run your CA firm with clarity.
Clario brings clients, compliance work, documents, follow-ups and your team into one intelligent workspace — so nothing important gets lost in spreadsheets, WhatsApp chats or scattered folders.
14-day full suite trial · No credit card required · Setup in 2 minutes
3 Filings
Overdue > 2 days7 Tasks
Missing documents42 Filings
Scheduled for period"3 clients have GSTR-3B filings due in 48 hours. GHI Enterprises is waiting for GSTR-2B purchase input file. ₹36,000 pending fee collection."
Your work shouldn't live across ten different places.
When client requests, return files, and task assignments are fragmented, partners lose visibility and deadlines turn into last-minute chaos.
Lost client attachments, scattered voice notes & unorganized follow-ups
Manual status updates, stale versions & missing due date alerts
Unencrypted Google Drive folders with no client attribution
Deadlines missed because individual staff tracked them privately
No visibility into what work is blocked or which client is waiting
Unbilled out-of-scope work and forgotten collection reminders
Clario brings the entire workflow together.
Client → Compliance → Documents → Follow-Up → Review → Filing → Billing → Payment → History
Engineered for how Chartered Accountants actually work.
Every feature in Clario answers a real CA firm operational requirement: preventing missed deadlines, unblocking staff, and giving partners full visibility.
See what needs attention before it becomes a problem.
Clario continuously evaluates your entire firm portfolio. Instantly see overdue filings, tasks blocked by missing client documents, and unassigned obligations in one consolidated operational health radar.
- Due Today & Imminent Deadlines
- Overdue Ratios & Bottlenecks
- Contextual Blocker Explanations
Know whether a filing is actually ready.
Move away from binary "done/not done" checklists. Clario tracks 7 progressive readiness stages from document receipt and calculation to manager review and partner sign-off.
- Documents Received vs Missing
- Checklist Item Assignment
- Partner Sign-off Workflows
Understand which clients need attention.
Clario aggregates multi-signal health scores across overdue work, unanswered document requests, and unpaid fee invoices so you know exactly which client relationships are at risk.
- Overdue Work Signals
- Unanswered Request Aging
- Collections & Outstanding Fees
Everything important about a client in one place.
No more asking around the office for client details. Open a single unified hub with active GSTINs, PANs, recurring compliance cycles, past filings, document folders, and assigned staff.
- GST, TDS, ITR & Audit Tabs
- Contact & Entity Metadata
- Prescribed Next Action Section
Stop losing client requests in WhatsApp.
Generate secure tokenized upload links with one click. Send branded WhatsApp or email reminders. Clients upload statements directly into their folder without needing to create an account.
- One-Click WhatsApp Templates
- No Client Password Friction
- Persistent Mark-Resolved Status
Ask your firm what needs attention.
Ask Clario operational questions grounded strictly in your live practice data: "Which clients have overdue GST work?", "Which filings are blocked because documents are missing?", or "Who has the highest workload this week?"
- Live Firm Context Grounding
- Zero Fabrication & Strictly Read-Only
- Tax & Statutory Explanations
One workspace. Your entire CA practice.
Explore how partners, managers, and staff accountants collaborate across every workflow module in Clario.
Compliance Radar & Health Engine
Real-time firm health calculation across deadlines, missing documents, and staff capacity.
GSTR-3B for 2 clients and 1 TDS Form 26Q return require immediate filing.
Bank statements and sales registers requested via Client Portal awaiting upload.
Senior Accountant Rahul is handling 18 tasks; 4 tasks recommend reassignment.
Up and running in minutes.
Your team spends less time searching, chasing and checking — and more time doing the work.
Add your clients
Enter your client entities with their GSTIN, PAN, and active service registrations (GST, TDS, ITR, Audit).
Assign compliance cycles
Clario automatically generates standard filing tasks, checklists, and statutory deadlines across calendar periods.
Surface what needs attention
Compliance Radar alerts you to missing documents, overdue obligations, and unassigned work before deadlines hit.
Simple pricing that scales with your firm.
Choose the plan that fits your team. Clients are unlimited on every plan.
Starter
For small CA practices getting organized.
- Unlimited active client entities
- Up to 5 firm staff seats (Owner is Seat 0)
- 2,000 monthly AI credits
- GST, TDS & Core Income Tax workflows
- Tasks & obligation scheduling
- Document repository & Client Portal
- Follow-Ups & reminder logs
- My Day personal daily planner
- Basic client billing & collections
- Email & in-app notifications
- Standard encryption & RBAC
14-day full suite trial · No credit card required
Professional
For growing CA firms that want operational intelligence.
- Unlimited active client entities
- Up to 15 firm staff seats (Owner is Seat 0)
- 10,000 monthly AI credits
- Everything in Starter, plus:
- Compliance Radar & blocker explanations
- 7-stage Filing Readiness tracking
- Client Health scoring & signals
- Client 360 comprehensive single-hub
- Advanced Follow-Ups with auto-templates
- Team workload & capacity overview
- Statutory & Tax Audit workflows
- Advanced client billing & collections
14-day full suite trial · No credit card required
Firm
For established firms running a larger team.
- Unlimited active client entities
- Up to 35 firm staff seats (Owner is Seat 0)
- 30,000 monthly AI credits
- Everything in Professional, plus:
- Firm-wide operations analytics
- Advanced workload rebalancing
- Highest AI credit allowance
- 100 GB encrypted document storage
- Priority feature onboarding
- Multi-partner governance visibility
14-day full suite trial · No credit card required
Everything your firm needs. Nothing hidden.
Compare features, workflows, and capacities across Clario tiers.
| Capability | Starter | Professional | Firm |
|---|---|---|---|
| Capacity & Entities | |||
| Active Client Entities | Unlimited | Unlimited | Unlimited |
| Staff Seats Included | 5 staff | 15 staff | 35 staff |
| Firm Owner Seat | Seat 0 (Free) | Seat 0 (Free) | Seat 0 (Free) |
| Monthly AI Credits | 2,000 | 10,000 | 30,000 |
| Encrypted Document Storage | 5 GB | 25 GB | 100 GB |
| Compliance & Filing Pipelines | |||
| GST Regular & Composition Workflows | |||
| TDS Quarterly Returns & Challans | |||
| Income Tax (ITR) Filing Runs | |||
| Statutory & Tax Audit Working Papers | |||
| Automatic Due Date Generator | |||
| Filing Readiness Progressive Badges | |||
| Operational Intelligence & Hub | |||
| Compliance Radar & Health Scoring | |||
| Client 360 Single-Source Hub | |||
| Client Health Multi-Signal Analysis | |||
| Follow-Ups & Tokenized Document Portal | |||
| My Day Personal Planner for Staff | |||
| CA Operations AI Assistant (live grounded) | |||
| Partner Daily Operational Brief | |||
| Firm Team Workload & Overload Warning | |||
| Billing, Governance & Security | |||
| Client Invoicing & Payment Tracking | |||
| Role-Based Access Control (RBAC) | |||
| Owner-Exclusive Client Deletion Protection | |||
| Multi-Tenant Encrypted Isolation | |||
Frequently Asked Questions
Have questions about Clario subscriptions and firm capabilities?
Ready to run your CA firm with clarity?
Join modern CA practices managing their compliance pipelines, documents, and teams in one unified operating system.
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