30 Reasons to Use Turia CA Practice Management Software

Capture and track prospective clients from first enquiry through to conversion with Turia's lead management module, so new business doesn't sit forgotten in someone's inbox.

Maintain complete client management records in one place, including group companies, engagement details, and service history, on every plan.

Turn a qualified lead straight into a formal, sendable proposal without leaving Turia, closing the gap between a lead saying yes and an actual signed engagement letter.

Give clients live visibility into their engagement status and let them upload or download documents directly, on every plan, cutting down the "where are we on my GST filing" phone calls.

Manage CA billing software workflows end-to-end: create pro forma invoices, manually add billable time and expenses from your service or task records, and convert a pro forma into a final invoice when the client approves it.

Assign, track, and prioritize work with dedicated CA task management software instead of chasing status updates over email.

Set up monthly and quarterly compliance work (GST, TDS, ROC) once, and Turia recreates the task on schedule instead of you rebuilding it every cycle.

Build a reusable service catalog with standard operating procedures, checklists, and document request lists, so every staff member follows the same process for a given engagement.

Get visibility into task completion, staff workload, and firm performance through built-in reporting, without exporting data to a separate BI tool.

Control what each team member and partner can see and edit, which matters once a firm has articled staff, associates, and multiple partners on the same system.

A single dashboard view of what's due today, what's overdue, and what's assigned to whom, so partners don't need to ask for a status update in a team meeting.

Track digital signature certificate expiry dates for every client so you're not discovering an expired DSC mid-filing.

Track statutory licenses and registrations — GST, professional tax, shops & establishments — per client with Turia's License Register, kept separate from the DSC Register so renewals of either kind never slip through.

Store client and government portal credentials in an encrypted, access-controlled register instead of a shared spreadsheet or sticky notes.

Know exactly which physical or digital document is with which client or staff member at any point, using Turia's Document Movement Tracker, useful for firms still handling original paperwork.

Build your recurring tasks around GST return tracking, ROC filing requirements per the Ministry of Corporate Affairs portal, and TDS due dates, cross-checked manually against the GST Portal and Income Tax e-filing portal as filing rules change.

A shared internal board for firm-wide announcements, staff recognition, birthdays, and policy updates — separate from statutory notice tracking, and included on every plan.

Log client and visitor entries at your office, useful for firms that want a digital front-desk record rather than a paper register.

Track time tracking for CA work at the staff level, so you know where billable hours are actually going before you invoice a client.

Handle staff expense claims inside the same system as tasks and clients, instead of a separate approvals thread.

Built-in team chat keeps internal coordination tied to the task or client it's about, included on every plan rather than gated to a top tier.

Convert client WhatsApp messages directly into tracked tasks through WhatsApp-to-task automation, included on every plan.

Convert incoming client emails into tasks through email-to-task automation, also included on every plan.

Track staff attendance and leave with geo-tagged check-ins, useful for firms with audit staff or field visits who need a verifiable record of where the team actually was, not just a self-reported timestamp.

Set up rule-based workflow automation for repetitive multi-step processes, on every plan rather than a top-tier add-on.

Manage billing across multiple firm entities or branches from one account, useful for multi-partner or multi-branch practices, included on every plan.

Configure custom reminder rules across clients and tasks beyond the default recurring-task alerts, included on every plan.

Plan work in short sprints for teams that want to batch compliance work into focused cycles, included on every plan.

Turia is priced as a flat annual fee by firm size, from ₹6,999/year for up to 5 users to ₹34,999/year for up to 60 users, with the exact same full feature set on every plan. Prices are exclusive of GST.

Every plan includes free onboarding, training, and migration support, with most firms going live in a few days to about a week — not the multi-week rollout some legacy tools require.