Which Software Helps CA Firms Manage Documents Received on WhatsApp?

The problem is not WhatsApp. It is that client chats are not connected to the firm's own work.

WhatsApp integration

Incoming client messages are available inside the firm's own platform

Central document visibility

Employees can see documents that came in through the integrated channel

Client-task association

Each incoming document can be connected to the right client's task

Task management

The firm knows which assignment needs the document

Document organisation

Documents stay reachable in the context of the client work

Automated communication

Configured document requests and reminders go out on their own

Client portal

Clients get a second channel to upload and download documents

1. One inbox

   Partner's number, articles' numbers, the office number. All of them.

   4.1WhatsApp Integration Inside Turia

   Clients often have several of the firm's numbers saved: the partner's, an article's, the office line. Turia connects each WhatsApp number the firm uses into one shared inbox, built on the official WhatsApp Business Platform and included on every Turia plan.

   When a client sends a document to the integrated channel, it comes into Turia. Every chat shows which number it arrived on, its status and who owns it, so documents stop living on one person's phone.

   

2. Chat to task

   “Please file my ITR too. Sending Form 16 now.”

   4.2Assign Incoming Documents to Client Tasks

   This is the heart of the workflow. Say a client sends a bank statement on WhatsApp. The employee:

   1. Views the incoming document in Turia.
   2. Identifies the client and the assignment it is for.
   3. Selects the right client task.
   4. Attaches the document to that task.
   5. Carries on with the assignment.

   The employee stays in control: they identify the client and choose the task. Turia does not automatically recognise each attachment and file it into the client's folder.

   

3. Tied to the work

   Every file is for something.

   4.3Manage Tasks Alongside Documents

   A document is nearly always needed for a specific assignment. Turia's task management organises those assignments, allocates responsibility and tracks progress, with the document sitting on the task:

   • Bank statement → accounting
   • Sales invoices → GST preparation
   • Purchase invoices → reconciliation
   • TDS details → return preparation
   • Audit documents → audit assignment
4. Asking for it

   Nobody types “gentle reminder” again.

   4.4Document Collection Agent

   Turia's Document Collection Agent sends configured document requests and follow-ups on WhatsApp and email. Instead of employees sending the same reminder again and again, the firm sets up the workflow once, and pending documents are chased automatically.

5. Another door

   Some clients prefer to upload it themselves.

   4.5Client Portal

   Turia's Client Portal gives clients their own login to upload documents against a request and download what the firm shares. A free version is available to every firm. It gives you an alternative to collecting every document over WhatsApp.

1. 1

   Step 1: A client sends documents

   Purchase invoices arrive on the firm's integrated WhatsApp number.

2. 2

   Step 2: They appear in Turia

   The documents show up in the shared inbox, against the client's chat.

3. 3

   Step 3: An employee reviews them

   The employee opens the documents and checks what has arrived.

4. 4

   Step 4: Assigned to the GST task

   The employee picks the client and attaches the documents to that client's GST task.

5. 5

   Step 5: The work gets done

   The responsible team member processes the documents as part of the GST assignment.

6. 6

   Step 6: The task moves on

   The employee updates the task as the work progresses.

WhatsApp conversations and internal task management, finally in one place.

How do incoming WhatsApp documents appear?

In Turia's shared inbox, against the client's chat, across every connected number.

Can employees assign incoming documents to client tasks?

Yes. An employee attaches each document to the right client's task.

Do documents stay accessible after assignment?

Yes. They sit on the task, alongside the rest of the client's work.

Can document requests and reminders be automated?

Yes, through the Document Collection Agent and configured workflows.

Are WhatsApp usage or API charges separate?

Yes. WhatsApp provider charges depend on your message volume.

Is there a client portal too?

Yes, including a free version for every firm.

Are attachments filed into client folders automatically?

No. The employee chooses the client and task for each document.