Turia Chat: Keep Every Client Conversation Tied to the Task (2026 Guide)

This guide was last reviewed in July 2026 based on Turia's publicly available features and pricing pages.

The problem: your firm's real conversations aren't in your practice management software

Walk into most CA offices during a filing deadline and the actual coordination is happening somewhere your task list can't see. A partner messages an associate on personal WhatsApp about a client query. A senior asks a junior for a document over a phone call. Someone forwards a screenshot into a group chat that has forty other unrelated messages in it. By the time anyone tries to reconstruct what was agreed, the thread is gone, buried, or split across three different apps.

This is the gap Turia's Chat feature is built to close. Instead of asking your team to have work conversations somewhere else and hope someone remembers to update the task, Chat keeps discussion attached to the task, client, or engagement it's actually about — inside the same practice management software your firm already uses for tasks, compliance tracking, and client records.

What Turia's Chat feature actually is

Turia describes Chat as a way to "keep every conversation tied to the task at hand," giving your team a place to collaborate inside Turia instead of across fragmented platforms like WhatsApp or personal email. It's not a separate messaging app bolted onto your practice management software — it's built into the same workspace where tasks, clients, and compliance deadlines already live, so a conversation about a GST notice sits next to the task for that GST notice, not three scrolls up in an unrelated group chat.

That distinction matters more than it sounds. A generic chat app has no idea what task, client, or deadline a message relates to. Turia's Chat does, because it's part of the same system that already knows which task is overdue, which client it belongs to, and who's assigned to it.

Key capabilities

Chat isn't meant to replace how you talk to clients on WhatsApp — that's a separate, deliberately built module. On the Growth plan, Turia also includes WhatsApp Business integration, so client-side WhatsApp messages can be converted into tasks too. Chat, by contrast, is where your internal team conversation happens, tied to the work itself rather than living in someone's personal phone.

A realistic use case

Consider a mid-sized firm handling a client's GST reconciliation ahead of a filing deadline. The client emails a query about a mismatched invoice. Instead of that email sitting in one partner's inbox, someone converts it into a task in Turia with one click. The associate assigned to the task has a question for the senior handling the client relationship — instead of a WhatsApp message that will scroll out of view within the hour, they post it in the task's Chat thread. The senior replies there, the answer is now permanently attached to that task, and when the associate hands the file to a colleague for review, the entire conversation — not just the final numbers — goes with it.

If the same client raises a similar query eight months later and a different team member picks up the task, the earlier discussion is still there to reference. That's the practical value: conversations become part of the firm's institutional memory instead of evaporating the moment someone's phone changes hands.

How Chat fits with the rest of Turia

Chat is deliberately not a standalone feature — it's one part of how Turia turns scattered communication into tracked work. A few of the modules it connects to directly:

• Task management: every chat thread is anchored to a task, so discussion and work status live in the same view instead of two disconnected systems.
• Email-to-task: client emails become tracked tasks with one click, and you can read and reply to those emails without leaving Turia, keeping the conversation and the task history together.
• WhatsApp Business integration (Growth plan): where Chat handles internal team discussion, Turia's WhatsApp integration handles the client-facing side — converting client WhatsApp messages into assigned tasks.
• Notice board: for firm-wide announcements and policy updates that need to reach everyone rather than a specific task thread, the notice board is the better tool — Chat is for conversations tied to a specific piece of work.
• Password vault: because client credentials live in an encrypted vault rather than being pasted into chat threads, teams aren't tempted to share sensitive logins over a messaging tool that wasn't built for it.

The underlying idea across all of these: work should generate its own record automatically, instead of your team having to remember to go back and document what happened somewhere else.

Getting started with Turia Chat

Chat is included as part of Turia's Growth plan, alongside WhatsApp Business integration, email integration, automations, and the other Growth-only modules:

Both plans come with a 7-day free trial, no credit card required, and annual billing gives you 14 months of access for the price of 12. Onboarding is handled by Turia's team, so getting your firm's existing tasks and client records into the system — and your team talking inside Chat instead of scattered WhatsApp threads — doesn't fall entirely on you. Full, current details are on the pricing page.

Final thoughts

Most CA firms don't lack communication tools — they have too many, none of which know what task or client a message is actually about. Turia's Chat feature isn't trying to be a better WhatsApp; it's trying to make sure that when your team talks about work, that conversation stays attached to the work itself. Paired with task management, email-to-task, and the notice board, it's one piece of a broader shift from "we'll remember to update the system later" to work that documents itself as it happens.

Explore the rest of what's included on the full features page, compare plans on pricing, or see how other firms use Turia in our task management guide and guide on cutting down status-update meetings with Chat. When you're ready, start your 7-day free trial — no credit card required.