85,000+ clients managed by 500+ accounting firms
Agentic Practice Management Software for CA firms
- Saves up to 7,200 mins every month
- 7-day free trial · no card
500+
CA & CS Firms
3,500+
Users
85,000+
Clients Managed
4.5/5
Rating from 500+ reviews
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Get more done without doing more.Agentic Practice Management Software for CA Firms
Turia is India's first agentic CA practice management software. Our AI agents for CA firms automate the repetitive work across clients, compliance, invoices and your team: they collect client documents, send reminders on WhatsApp and email, deliver completed filings, and follow up on payments, so Chartered Accountants can spend their time on advisory and growth.
All-in-one platform
Everything your CA firm
needs. One platform.
Turia is CA practice management software in India that helps Chartered Accountants manage clients, leads, tasks, compliance, documents, billing, team operations, client portals, and AI-powered workflow automation in one platform.
Clients
- Clients
- Leads
- Proposals
- Groups
Practice Ops
- Tasks & Reminders
- Attendance & Leave
- Timesheets
- Team Chat
Billing
- Invoices
- Payments
- Reimbursements
- Expense Tracking
Compliance Tracking
- GST
- Income Tax
- TDS
- ROC, PF, ESI
Communication
- Reminders
- Broadcasts
More Tools
- Document Manager
- DSC Register
- Licenses & Renewals
- Integrations
|Core PlatformSingle Workspace · Single Source of Truth · Total Visibility
Integrations
Zoho BooksComing Soon
TallyComing SoonWhat Is Turia? Who Is It For? What Does It Do?
Turia is a cloud-based CA practice management software built specifically for Indian Chartered Accountant and Company Secretary firms. It brings tasks, compliance, notices, clients, communication and workflows into one platform.
What is Turia?
Turia is a cloud-based CA practice management software built specifically for Indian Chartered Accountants and Company Secretary firms. It is an all-in-one practice management platform that helps CA firms manage clients, tasks, compliance, notices, team workflows, communication and billing from a single system.
Practice Management Software for CA Firms
Manage clients, tasks, deadlines, team workflows and day-to-day operations in one platform.
Built for Indian CA & CS Workflows
Designed around the way Chartered Accountant and Company Secretary firms manage clients, assignments and recurring work.
Compliance & Notice Management
Track GST, TDS, Income Tax and MCA compliance along with notices, deadlines, follow-ups and responsibilities.
Cloud-Based CA Office Management
Give your team access to client information, work status and practice operations from anywhere, without relying on disconnected spreadsheets and tools.
Team
Users
Attendance
Leave
Reimburse
Action Center
Mentions
Task
Leave
DSC
Quick Access
Leads
Clients
Services
Tasks
Invoices
DSC
Licence
Passwords
Chat
Home
Calendar
To Do
Also available on mobile
Who is Turia for?
Turia is practice management software for CA and CS firms of all sizes, from small practices with growing teams to large, multi-partner firms. Manage clients, tasks, compliance, notices and team workflows in one place as your practice grows.
01
Small CA Firms
For CA firms with growing teams that need one platform to manage clients, tasks, compliance, follow-ups and day-to-day operations.
02
Growing CA Firms
For expanding practices that need centralized task management, compliance tracking, team collaboration and automated client workflows.
03
Large & Multi-Partner Firms
For larger CA firms that need firm-wide visibility, accountability, workflow automation, analytics and centralized client management.
04
CA & CS Firms
Built for Chartered Accountant and Company Secretary firms managing recurring compliance, clients, assignments and team operations.
What does Turia do?
Turia helps CA firms manage clients, tasks and team workflows, stay on top of compliance and notices, automate client communication, and gain real-time visibility into their practice, all from one CA practice management platform.
01
Task Management
Assign, prioritize and track work across your team, clients and recurring assignments, with clear ownership and deadlines.
02
Compliance Tracking
Track recurring GST, TDS, Income Tax and other compliance deadlines, with reminders and visibility into what is pending, completed or overdue.
03
Notice Management
Manage GST, Income Tax and other notices from receipt through assignment, follow-up and resolution, so important notices don't get lost.
04
Client Management
Keep client information, assignments, communication, tasks and compliance work connected in one place.
05
Billing & Invoicing
Create invoices, track client payments and manage billing alongside the work and services delivered by your firm.
06
WhatsApp & Email Automation
Automate client reminders, updates and follow-ups through WhatsApp and email, reducing repetitive communication for your team.
07
Team Collaboration
Assign responsibilities, share updates and coordinate work across your CA team with visibility into who is handling what.
08
Use intelligent agents and automated workflows to reduce repetitive work and help your team move tasks and client processes forward.
09
Attendance & Leave Management
Manage employee attendance, leave requests, working hours and team availability from one place, giving partners and managers better visibility into their team's workload.
10
Analytics & Insights
Get real-time visibility into tasks, compliance, team workload, client activity and practice performance with actionable dashboards and reports.
11
Proposal Management
Create and send professional proposals to prospects and clients, helping your firm manage the proposal process from one place.
12
Give clients a dedicated portal to communicate with your firm, share information and stay connected with ongoing work and requests.
Everything Your CA Firm Needs. In One Place.
Save time, reduce manual work, stay compliant and keep every client happy.
How Turia Compares to Other CA Practice Management Software
Choosing the right practice management software can make a significant difference to how your CA firm manages clients, compliance and team workflows. Compare the capabilities that matter most to CA firms.
| Feature | Turia | Jamku | MyTask | Atom | Finexo | Practive | QwikCA |
|---|---|---|---|---|---|---|---|
| Client Management | Unlimited | Unlimited | Unlimited | Unlimited | Tiered GST-client limits | Unlimited | Unlimited |
| Client Grouping | Advanced | — | — | — | — | ||
| Task Management | |||||||
| Billing Management | |||||||
| Accounting | Only Billing | — | — | — | Yes (Finexo Books) | Only Billing | Only Billing |
| Expense | Only Reimbursement | — | — | Yes (Finexo Books) | |||
| Document Management | |||||||
| Multi-firm | — | — | — | — | |||
| Lead & CRM | — | — | — | — | — | ||
| WhatsApp Integration | — | ||||||
| Email Integration | — | ||||||
| UDIN Tracking | — | — | — | — | |||
| Communication | |||||||
| Calendar | |||||||
| Live Activity | |||||||
| Timesheet | |||||||
| Reports | |||||||
| Document Inward/Outward | |||||||
| Geo Location Based Attendance | |||||||
| GST Return Tracker | |||||||
| IT Return Tracker | — | — | — | ||||
| TDS Return Tracker | — | — | — | — | |||
| Notice Management | Jamku Portal | — | — | — | |||
| Android App | — | — | |||||
| iOS App | — | — | — | — | |||
| Agentic Workflows | — | — | — | — | — | — | |
| Advanced Analytics | — | — | — | — | — | ||
| Sprint Planner | — | — | — | — | — | — | |
| 256-bit Encryption | — | — | — | ||||
| Client Portal | White-labelled | Yes via WhatsApp | |||||
| Proposal Management | — | — | — | — | — | — | |
| Role-Based Permissions | |||||||
| Free Trial | 7 Days | 7 Days | 7 Days | 14 Days | 7 Days |
Competitor feature details were gathered from each vendor's public website and may change without notice. This is a feature comparison only, not a complete evaluation or an endorsement of any product. Please visit each vendor's own website to confirm current features before deciding which software suits your firm.
Want a deeper comparison?
What CA Firms Say About Turia
See how Chartered Accountants and Company Secretaries use Turia to manage tasks, compliance, clients and day-to-day practice operations.
★★★★★
“Best overall software for CA and excellent customer support team”
★★★★★
“We are not from CA background but for our day to day operations we are using TURIA as CRM software it helps to do follow-ups with clients and their queries. Which is driving efficiency for business. All the best Team Turia”
★★★★★
“We have been using Turia for around two years to manage our clients and practice activities. The Client Master helps us keep client information organised and accessible to the team. It is much easier to find client-related information now instead of searching through different folders and Excel files.”
★★★★★
“Turia has become an essential part of our firm's daily operations. Features like task assignment, compliance reminders, document management, and client tracking have saved us a lot of time. The software is intuitive, and the support team is quick to resolve queries and continuously enhances the product based on feedback. A great investment for accounting and tax professionals.”
★★★★★
“Our Firm began using Turia as a task and client manager, and we have been very satisfied with its use. I like the convenience of being able to see tasks that are due, instead of having to ask each person what their task is. The compliance and notice management system also makes it easy to keep track of all notices, deadlines, and client matters.Overall, Turia has made our practice more organized and efficient.”
★★★★★
“Parth Bhatt from Mumbai, we provide CA and CS services. I have used many practice management software earlier and settled with Turia. 3 best things about Turia 1. Easy to use and they explain it well in demo 2. Listen to our need and make changes/ add new feature at no extra Cost (yes, I have suggested changes and they have implemented it) 3. Has all the feature which we require. Using it since 3 months and loving it. Highly recommended.”
★★★★★
“The software is really good and the person behind the team have a quick response in case of any query.Theya are also adding new features.”
★★★★★
“Turia - CA Practice Management Software streamlined our operations from client management, task management and team collaboration. It's really handy tool for CA/Accounting firm. They also have a fast responsive support team.”
★★★★★
“Being a CA, I have been making use of Turia Software to keep a check on all our team activities and follow-up with our clients. The software has a user-friendly interface that allows us to keep track of everything in one single space. This has helped our team avoid a lot of manual work, and coordination has become better.”
★★★★★
“Many times, when I am about to file a form, after inserting the token we realize that the DSC is expired. After I started using Practice Management Software, I get an alert of all expired Digital Signatures. I get them renewed immediately. Earlier I used to send emails to clients to remind them about filings and due dates. Now, Turia sends compliance reminders to clients every month.”
★★★★★
“We've been using the Turia app for a while now and honestly it's been pretty good actually. Whether it's customer support or simple add-ons we wanted here and there, the team is ready to serve and accomplish. To be fair it's still in its initial phase so there are some small small issues here and there but they're getting through everything on a pretty quick rate. Respectable what Milton and his team are doing with Turia.”
★★★★★
“Turia Practice Management App has streamlined client management, compliance monitoring, and task allocation in our CA practice. Its intuitive interface, affordability, and timely reminders enhance overall efficiency. The billing and document management features are reliable, and customer support is responsive. With further improvements in integrations and analytics, Turia holds strong potential as a comprehensive practice management solution.”
★★★★★
“Turia is so easy to use and with a few clicks, I am able to track, measure, and improve my firm's productivity. I would definitely recommend Turia to other Audit firms.”
★★★★★
“I was hesitant to use any office management software initially, as trying something new would mean changing to a new process and a new online platform. However, after trying it for a week, I realized it was very easy to allocate work to my team even if they were working from home.”
★★★★★
“Software looks beautiful and simple to work on my tasks and helps me complete on time. I specifically love the calendar feature which allows me to get a Birds-eye-view. I need not follow up with my team, the bot does. Updates and reminders help to keep things moving as per my schedule. I do recommend the product to any tax practitioners.”
★★★★★
“We've been using Turia Practice for the past 2 months, and it has made our work much easier. It's simple to use and features like time tracking, client modules, task management and invoicing are all in one place. It saves us a lot of time every day and keep a track of tasks. The support team is also quick and helpful whenever we have questions. Overall, it's a great tool for any Company Secretaries/ CS firm.”
★★★★★
“We've been using the Turia app for a while now and honestly it's been pretty good actually. Whether it's customer support or simple add-ons we wanted here and there, the team is ready to serve and accomplish. To be fair it's still in its initial phase so there are some small small issues here and there but they're getting through everything on a pretty quick rate. Respectable what Milton and his team are doing with Turia.”
★★★★★
“I am Ajith Sreenivas, Proprietor of Ajith Sreenivas & Associates Chartered Accountants, Cochin, Kerala, and I have been using Turia practice management software for the past two years. I am extremely happy with the software and would highly recommend it to other Chartered Accountants and Professionals. Turia has helped me to streamline my workflow and save a significant amount of time. The software is also very affordable, especially when compared to other practice management software on the market.”
Independently reviewed by CA firms using Turia:
CA Practice Management Software Pricing
Choose a plan that fits your CA firm's team size. Every Turia plan includes the full set of features, so the only decision is how many users your firm needs.
Basic Plan - ₹6,999/year
Up to 5 Users- ✓7-day free trial
- ✓No credit card required
- ✓All features included
- ✓Unlimited clients
Starter Plan - ₹9,999/year
- ✓7-day free trial
- ✓All features included
- ✓WhatsApp Business & email automation
- ✓Unlimited clients
5 plans available, from Basic (up to 5 users) to Enterprise (up to 60 users). Compare all plans.
Need help choosing a plan?
Compare all features and pricingCase Studies
How CA Firms Run Better with Turia
Real results from CA and CS firms that switched to Turia for practice management.
01 · CLIENT MANAGEMENT · PRACTICE MANAGEMENT SOFTWARE
How CA Siva Raj manages 6,000+ clients with Turia
Chennai Audit manages more than 6,000 clients across tax, audit, GST, corporate law and business advisory. As the practice grew, the firm needed a better way to manage client information, documents, assignments, compliance work and communication in one place.
Turia's CA practice management software gives the firm a centralized platform to manage clients and the work associated with them.
6,000+
All clients managed in Turia Practice Management Software
Clients
6,000+
City
Chennai
Since
2009
Ready to Get Started
Ready to Manage Your CA Practice in One Place?
Join 500+ CA & CS firms using Turia to manage tasks, compliance, clients, notices and team workflows from one CA practice management platform.
7-day free trial · No credit card required · Plans for teams of 5 to 60+ users
Frequently Asked Questions About Turia
Find answers about Turia's CA practice management software, pricing, features, security, integrations, free trial and support for CA and CS firms.
01 — What is Turia practice management software for CA firms?
Turia is a cloud-based CA practice management software built for Indian Chartered Accountant and Company Secretary firms. It brings client management, task management, compliance tracking, notice management, billing, team workflows and client communication into one platform.
02 — Who is Turia designed for?
Turia is designed for team-based CA and CS firms, from small practices up to large multi-partner firms with 60+ users. It helps firms manage clients, recurring work, compliance, team operations and day-to-day practice workflows from one system.
03 — What features does Turia include?
Turia includes task management, compliance tracking, notice management, client management, billing and invoicing, WhatsApp and email automation, team collaboration, agentic workflows, attendance and leave management, analytics and insights, proposal management and a client portal.
04 — What is agentic practice management software?
Agentic practice management software doesn't just record the firm's work, it acts on it. AI agents watch for events in the firm's work, such as a task being created, a status changing or a due date approaching, and then take the next step on their own, like messaging the client on WhatsApp or alerting a manager. Turia is India's first agentic CA practice management software. See how it saves a 300-client firm about 205 working days a year.
05 — What do Turia's AI agents do for a CA firm?
Turia's AI agents take over the follow-ups a team usually does by hand. The Document Collection Agent requests documents from the client as soon as a task is created and follows up until they arrive. The Final Document Agent delivers completed work. The Invoice & Collection Agent sends the invoice and follows up until payment. The Payment Acknowledgement Agent confirms every payment. Other agents notify reviewers, flag overdue work and keep the team updated.
06 — Do Turia's AI agents work outside office hours?
Yes. Once an agent is published in Turia's Agent Center, it runs whenever its event happens, including evenings, weekends and holidays, so client reminders and updates don't wait for a team member to come in.
07 — Do I need technical skills to set up an AI agent in Turia?
No. Setting up an agent means choosing four things: the event that triggers it, who gets notified, the channel and the action. There is no code or scripting involved, and firms can start with one agent and add more as they see which messages clients act on.
08 — Which channels do Turia's AI agents use to reach clients?
Turia's agents send messages over the channels connected to the firm's Turia account, including WhatsApp and email. Internal alerts, such as review requests and comment mentions, can be sent to the team only.
09 — How much does Turia cost?
Turia offers five plans priced by firm size, from Basic at ₹6,999/year for up to 5 users to Enterprise at ₹34,999/year for up to 60 users, exclusive of GST. Every plan includes the full feature set and a 7-day free trial with no credit card required.
10 — Is there a free trial?
Yes. Turia offers a 7-day free trial with no credit card required. You can use the trial to explore the platform and evaluate how it fits your firm's workflows before choosing a plan.
11 — Does Turia include compliance and notice management?
Yes. Turia provides compliance tracking for recurring work and offers Notice Management for GST, TDS and Income Tax notices. Notice Management is available as an optional add-on on every plan and uses Sync Credits for portal-based notice fetching and status synchronization.
12 — Does Turia automate WhatsApp and email communication?
Yes. Turia supports WhatsApp Business and email integrations, along with automation and workflows that help CA firms send client reminders, updates and follow-ups while reducing repetitive manual communication.
13 — Does Turia have a client portal?
Yes. A free version of the Turia Client Portal is available to every firm, from Basic to Enterprise, with client data stored for 45 days. The paid version (₹999/month or ₹9,999/year) adds a 100 GB storage pool shared across your entire client base. It gives clients a dedicated, white-labelled place to communicate with your firm, upload documents and track the status of requests and ongoing work.
14 — Is my firm's data secure on Turia?
Turia uses AWS-hosted infrastructure and security measures designed to protect firm and client data. Turia's published security practices include compliance with the Digital Personal Data Protection Act, 2023, automated backups and T-OTP-based two-factor login.
15 — Can Turia integrate with other software?
Turia supports integrations and connected workflows designed to reduce manual work for CA firms. Available integrations vary by plan and feature. See the features page for the current list of supported connections.
16 — Can Turia replace Excel and separate tools used to manage a CA firm?
Yes. Turia is designed to bring the work commonly managed across spreadsheets, email, WhatsApp and separate task or client trackers into one CA practice management platform. Firms can manage clients, tasks, recurring work, compliance, billing, communication and team workflows from one system.
17 — Can I cancel my Turia subscription?
Yes. You can cancel your Turia subscription according to the terms of your plan. If you decide Turia isn't the right fit for your firm, you can stop future billing after cancellation.