Email Automation for CA Practice Firms
A client email asking for last year's ITR copy shouldn't need to be re-typed into a separate task tool. Connect your inbox to Turia and let the email become the task.
Gmail, Outlook, Workspace, Zoho, Custom
Connect whichever email your firm already uses — no forced migration to a new provider.
Email to Task
Turn a client's email straight into an assigned task, with the original message kept as context.
Files, Status, and Inbox Together
Read email, share files, and show task status without switching between your mailbox and Turia.
Most CA firms run email the same way they've always run it: one person's inbox, client requests scattered across threads, and a separate task tool that only gets updated if someone remembers to copy the request over.
Email automation for CA practice firms closes that gap by connecting the inbox itself to the practice management system — so an email isn't a message that sits apart from the work, it's the starting point of the work.
Connect Whatever Email You Already Use
Nothing has to change about your firm's existing email setup. Turia connects to the providers CA firms actually run on:
Supported Email Providers
Example: A Document Request Buried in an Inbox
A client emails asking for a copy of last year's ITR acknowledgment and a reminder on their advance tax due date. In a personal inbox, that email sits until whoever owns the mailbox happens to read it, then has to manually create a task, re-type the request, and remember to reply once it's done.
With Turia, that same email is converted into a task in one step — assigned to whoever handles that client — with the original email kept as context, no retyping required. Once the document is ready, the reply, including the attached file, can go straight back out through the same connected inbox.
From Inbox to Assigned Task, in One Motion
Email-to-Task Flow
Personal Inbox vs Turia Email Hub
| Personal Inbox | Turia Email Hub |
|---|---|
| Only the inbox owner sees the client's email | Whoever's assigned to the client can access it inside Turia |
| Requests manually re-typed into a separate task tool | Email converted into a task in one click, original message kept as context |
| Client asks "what's the status?" as a separate email | Task status shared with the client directly by email |
| Files attached and sent manually, separate from any task record | Files shared and linked to the task they belong to |
| Inbox access lost if the staff member leaves | Email history and task links stay with the firm |
100s of CA firms use Turia Practice every day
Where This Connects
Email is one half of client communication — the full setup lives on the email automation product page, and pairs naturally with WhatsApp automation for CA practice firms for instant client updates, and with notice management for CA practice firms when a GST or IT notice arrives by email. See how converted emails flow through task management, and check Turia's pricing for per-user plans.
Turia's independent company profile is listed on Tracxn. Practice standards for the profession are set by the ICAI.
Frequently Asked Questions
Which email providers can I connect to Turia?
Gmail, Outlook, Google Workspace email, Zoho Mail, and custom/IMAP email addresses can all be connected — so firms don't have to migrate off whatever email setup they already use.
Do I still need to open Gmail or Outlook separately?
No. Once connected, emails are readable and sendable from inside Turia, next to the client's tasks, documents, and WhatsApp thread — so a team member checking a client's status doesn't have to also log into a separate mailbox. See how this pairs with WhatsApp automation for CA firms.
How does converting an email into a task actually work?
When a client email needs action — a document request, a query, a filing follow-up — you convert that email into a task in one step, instead of manually re-typing the request into a separate task tool. The original email stays linked to the task as context.
Can I share files and task status over email from Turia?
Yes. You can share files and give clients visibility into task status directly through email sent from Turia, so status updates don't require a separate message on the task management side and a duplicate email explaining it.
Does this replace my existing email account?
No — it connects to your existing Gmail, Outlook, Google Workspace, Zoho, or custom email account rather than replacing it. Your address and existing inbox stay exactly as they are; Turia adds a shared, task-linked view on top.
Can more than one team member work from the same connected inbox?
Yes. That's the main gap this closes — a personal inbox has one owner, but client emails often need a specific team member to act on them. Once connected, the relevant person can see the email, convert it to a task, and handle it without forwarding or CC'ing it around manually.
Is this secure for sensitive client financial information?
Yes. Email access in Turia sits behind the same access control as the rest of the platform, so connected inboxes aren't opened up to the whole firm by default — only to the people assigned to that client or task.
How do I get started connecting my email?
Email automation is part of Turia's practice management platform — see Turia's pricing for current plans, or start a free trial and connect your inbox directly.
Stop Copy-Pasting Emails Into Tasks
Connect Gmail, Outlook, Google Workspace, Zoho, or custom email to Turia, and turn every client email into an assigned, trackable task in one click.
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