CharteredLog Copilot

ExtensionWorkflow & Planning5 users

Overview

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.**

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Details

Version
0.1.0
Updated
August 18, 2026
Flag concern
Offered by
charteredlog
Size
1.04MiB
Languages
English
Developer
Email
jimmy.jose96@gmail.com
Non-trader
This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Manage extensions and learn how they're being used in your organization

CharteredLog Copilot has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.