The Problem:
Challenges Faced by Indian Chartered Accountant Firms
Juggling Multiple Compliance Deadlines: Tax, ROC, GST, audit—each with its own critical due date. A recent ICAI survey revealed that a staggering 73% of CA firms miss at least 2-3 compliance deadlines annually, leading to penalties averaging ₹85,000 per firm. Imagine the impact on your bottom line.
Voluminous Client Documentation: Thousands of files, emails, and physical documents. Lost documents, fragmented communication channels, and chaotic email threads are daily occurrences, directly impacting client satisfaction and firm profitability.
Inefficient Task Allocation: Ensuring tasks are assigned correctly, progress is tracked, and follow-ups are not overlooked can feel like an impossible feat, especially with teams spread across locations.
Revenue Leakage: Without accurate time and task tracking, firms often struggle to bill accurately for their valuable services, leading to preventable revenue loss.
These challenges don’t just create inefficiencies; they create a constant state of firefighting. Amid rising regulatory scrutiny and heightened client expectations, the traditional way of managing a CA practice is simply unsustainable. What was once seen as a luxury, practice management software for chartered accountants has now become an undeniable necessity.
The Solution: A Centralized Platform for Unprecedented Control
Imagine a world where compliance deadlines are never missed, client documents are instantly accessible, and your team operates with seamless coordination. This is the promise of practice management software for chartered accountants. It brings order to otherwise chaotic workflows.
In India’s competitive CA landscape, where firms face constant pressure to perform, this software—often referred to as CA practice management software India or chartered accountant office management software—offers the vital tools you need:
Get more done in less time
Automation: Eliminate manual errors and repetitive tasks, freeing up valuable human resources.
Intelligent Reminders: Receive timely alerts for all critical due dates, ensuring you're always ahead of the curve.
Real-time Dashboards: Gain immediate, actionable insights into your firm's performance, compliance status, and team productivity.
This means fewer missed follow-ups, no more deadline leaks, smoother teamwork, and dramatically improved client satisfaction. Practice management software for chartered accountants isn't just a tool; it's the engine that allows your CA firm to scale operations while maintaining uncompromising quality and compliance. It empowers you to shift focus from administrative burdens to delivering high-value advisory services.
Case Study: Turia Transforms NRSR & Co, Manipal
To illustrate the tangible impact of effective practice management software for chartered accountants, let's look at the success story of NRSR & Co, Chartered Accountants, Manipal.
The Challenge:
Before adopting Turia, NRSR & Co, like many other CA firms, grappled with the common inefficiencies of manual processes due to use of multiple platforms to automate their work. They faced difficulties in centralizing client information, securely managing documents, tracking tasks for their team, and ensuring timely compliance. This led to administrative overheads and potential risks of missed deadlines.
The Turia Solution - CA practice management software India
NRSR & Co implemented Turia's comprehensive CA practice management software India. They leveraged key features such as:
Task Management
NRSR was able to allocate tasks to team and track their
Attendance
Keeping track of attendance and team availability
CheckList
Creating sub-tasks and ensuring no step was missed
Document Storage
All client-related documents, ensuring easy access.
DSC Register
All client related DSCs were stored and got reminders when they expired
'%3e%3cpath%20d='M56.5%2014.25H11.5C10.5054%2014.25%209.55161%2014.6451%208.84835%2015.3483C8.14509%2016.0516%207.75%2017.0054%207.75%2018V48C7.75%2048.9946%208.14509%2049.9484%208.84835%2050.6516C9.55161%2051.3549%2010.5054%2051.75%2011.5%2051.75H56.5C57.4946%2051.75%2058.4484%2051.3549%2059.1516%2050.6516C59.8549%2049.9484%2060.25%2048.9946%2060.25%2048V18C60.25%2017.0054%2059.8549%2016.0516%2059.1516%2015.3483C58.4484%2014.6451%2057.4946%2014.25%2056.5%2014.25ZM56.5%2018V23.625H11.5V18H56.5ZM11.5%2048V27.375H56.5V48H11.5Z'%20fill='%23147FFB'/%3e%3cpath%20d='M32.125%2040.5H17.125C16.0895%2040.5%2015.25%2041.3395%2015.25%2042.375C15.25%2043.4105%2016.0895%2044.25%2017.125%2044.25H32.125C33.1605%2044.25%2034%2043.4105%2034%2042.375C34%2041.3395%2033.1605%2040.5%2032.125%2040.5Z'%20fill='%23147FFB'/%3e%3c/g%3e%3cdefs%3e%3cclipPath%20id='clip0_13863_253201'%3e%3crect%20width='60'%20height='60'%20fill='white'%20transform='translate(4%203)'/%3e%3c/clipPath%3e%3c/defs%3e%3c/svg%3e)
License Register
All client related Licenses were stored and got reminders when they expired
Password Manager
All client related Passwords were stored and got reminders when they expired
Billing
All tasks were invoiced on time and never missed any payments
The Results:
The transformation at NRSR & Co was significant
Improved Team Collaboration: Seamless coordination and communication across their team.
Reduced Administrative Time: A remarkable 60% reduction in time spent on administrative tasks.
Enhanced Security: A secure environment for all client information, boosting client confidence.
This case study clearly demonstrates how Turia, a leading chartered accountant office management software, directly addresses the core pain points of CA firms, delivering measurable improvements in efficiency and security.
100s of Audit firms use Turia Practice every day!
How Turia Elevates Your CA Practice
Turia stands out as the premier practice management software for chartered accountants specifically built for the unique demands of Indian firms. Unlike generic business tools, Turia is meticulously designed to address every aspect of your CA practice, from compliance to collaboration
How Turia Elevates Your CA Practice
Set up recurring tasks, create detailed checklists and smart subtasks. Automated assignments and notifications keep your team on track, with tasks synced to calendars – ideal for efficient CA task management software.
Time & Billing
Track time per engagement with precision, link tasks directly to billing, and automate invoice generation with reconciliation alerts. Optimize revenue and cash flow.
File Manager
Secure, encrypted storage with robust version control. Centralized access for your entire team and seamless sharing with clients.
Client Master & Portal
A centralized hub for all client information, including password storage, DSC register, and a secure client portal for effortless document exchange.
Team Collaboration
Foster a productive environment with integrated chat, shared dashboards, attendance tracking, geo-location, and leave management – all within one powerful productivity suite.
Analytics
Gain critical insights through custom dashboards showing compliance status, time utilization, team productivity, and revenue tracking – essential for data-driven decisions.
Compliance Tracking & Reminders
Real-time monitoring of tax, ROC, and audit deadlines with automated alerts and comprehensive filing history logs. Never miss a critical due date again.
Turia is consistently recognized among the best software for CA firms, offering CA office management software that is perfectly tailored to India’s regulatory environment and price-point.
Data Drive Insights
Run your CA firm like a startup with Data driven insights
Sign up for free
Free 14 days trial
Exclusive Support
No Fees
₹100 per user per month
Turia's practice management software for chartered accountants is priced affordably at just ₹100 per user per month
Pay as you grow
Turia offers exceptional value without compromising on features, with a pay as you grow model. If you have 5 users, you only pay Rs 500 per month (Rs 100 x 5). As your team grows, you pay accordingly; if your team size reduces, your monthly billing reduces too. This cost-effective approach ensures that even small and growing firms can leverage the power of advanced practice management.
14–day free trial!
Experience the difference for yourself with our 14-day free trial! Turia’s automation boosts cash flow and profitability by freeing up valuable billable hours, while integrated billing ensures accurate invoicing and faster collections. With onboarding support and a dedicated relationship manager, you’ll see why Turia stands out as the best CA practice management software India has to offer.
Turia - Everything in One Place
Turia is designed with precision to meet the comprehensive needs of modern CA practices. Here's a detailed look at the robust features that make it the leading practice management software for chartered accountants:
Compliance Automation Engine
Turia offers automated deadline tracking for Tax, GST, ROC, and Audit, ensuring you never miss a filing. Configurable alerts and reminders, both via email and in-app notifications, keep you on track. Detailed filing history logs are maintained for each client and compliance type, and an integrated compliance calendar provides a clear view of all upcoming due dates.
Comprehensive Client Master
Turia provides centralized client profiles with contact details, engagement history, and communication logs, along with secure storage for sensitive credentials like IDs and passwords. It also features a dedicated DSC register for easy management and a secure client portal for document sharing and communication.
Time Sheet & Billing
Turia offers intuitive time logs that accurately record time spent on client engagements and tasks, linking billable hours directly to client invoices. Automated invoice generation based on tracked time or fixed fees makes billing seamless. Reconciliation alerts keep you informed about pending payments and outstanding invoices
Task & Workflow Automation
Turia helps streamline workflows with reusable task templates for recurring activities like monthly GST filings and annual audits. Complex tasks can be broken into smart subtasks with individual assignments, while automated task assignment ensures the right person is always working on the right job. Real-time progress tracking and visual dashboards make it easy to monitor task status at a glance
Team Productivity Suite
Turia enables seamless team communication through in-app chat, while shared dashboards and activity feeds provide real-time visibility. It also includes integrated attendance management with geo-location for field staff, along with a leave management system to streamline HR processes.
Powerful Analytics & Reporting
Turia’s customizable dashboards track KPIs and generate insightful reports on compliance, team productivity, time, and revenue. This helps you identify bottlenecks and optimize resource allocation effectively.
Questions & Answers
Browse through these FAQs to find answers to commonly asked questions.
1.What exactly is practice management software for chartered accountants?
It's a centralized, integrated software tool designed to help CA firms efficiently manage all aspects of their practice, including compliance deadlines, client records, task allocation, time tracking, billing, and secure document management, all from a single platform.
2. Is Turia specifically designed for Indian CA firms?
Absolutely! Turia is proudly India-based and meticulously engineered to support the unique workflows and regulatory requirements of Indian CA firms, including GST, ROC, Income Tax, and audit compliance.
3.How secure is my data on Turia?
Data security is our utmost priority. Turia secure cloud storage in Amazon Web Server (AWS).
AWS uses industry-standard AES-256 encryption and holds certifications like ISO 27001, SOC 1/2/3, and PCI DSS, ensuring adherence to global security standards.
4. Does Turia align with ICAI's recommendations for technology adoption?
ICAI has taken numerous initiatives in the past towards digital transformation. ICAI CMP benefits also recommends software that is contributing to ICAI digital transformation initiatives.
5. Can Turia truly help me avoid missing compliance deadlines?
Yes, definitively! Turia's core strength lies in its compliance management features, which include proactive deadline reminders, intuitive compliance dashboards, detailed filing histories, and a comprehensive compliance calendar to ensure you're always on top of your due dates.
6. What integrations does Turia support to make my workflows smoother?
Turia is designed for seamless integration with key tools you already use. It supports integrations with Gmail, Outlook, Zoho Books, Tally, various calendar applications, and popular payment gateways to ensure your workflows are connected and efficient.
7. Is Turia affordable for small and new CA firms?
Yes, Turia is built to be highly cost-effective. At just ₹100 per user per month (billed annually), it stands out as the most budget-friendly yet comprehensive solution among CA practice management software India offerings, making it accessible for firms of all sizes.
Have any more questions? Get in Touch
Practice Management Software Reviews
The trust measure of any software lies in the success of its users. Here's what other leading CA firms across India are saying about Turia:
Turia has revolutionized our CA firm’s operations. Its user-friendly platform simplifies work allocation, team coordination, and timesheets, while also managing DSCs, licenses, and documents. The support team is responsive and proactive, ensuring our needs are met. Turia is an indispensable, evolving tool that I highly recommend.
Turia has truly transformed our practice management. It’s affordable, user-friendly, and has significantly streamlined our workflow, saving us valuable time. I highly recommend Turia to all Chartered Accountants and professionals seeking an efficient and affordable solution.
Turia has made our practice management seamless. It’s affordable, easy to use, and packed with features like time tracking and document management. The one-to-one customer support is outstanding. We highly recommend Turia for CA firms looking for a comprehensive, affordable solution.
Turia is an excellent office management software for CAs and CSs. It stands out with features like staff attendance and DSC management, coupled with an intuitive interface. The straightforward pricing of ₹100 per user per month makes it incredibly cost-effective. Looking forward to more features and seamless performance.
