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Description
Access CharteredLog client information and documents while working in your browser. CharteredLog Copilot helps Chartered Accountants and CA firm employees access client information while working on tax and compliance portals. Instead of repeatedly switching between CharteredLog and filing websites, users can open the Copilot in a convenient browser side panel, select a client, and quickly access relevant data requests, submitted information, and documents. With CharteredLog Copilot, users can: * Access client information without leaving the page they are working on * View submitted Data Request responses * Quickly copy client information when needed * Access and download relevant client documents * Reduce repetitive searching and tab switching during filing and compliance work CharteredLog Copilot is designed for existing CharteredLog users and works with the CharteredLog platform’s authentication and organization permissions. **Less busywork. Better practice.**