Build a Service Catalog for Your CA Firm
Every CA firm sells the same handful of services on repeat, GST returns, ITR filing, audits, ROC compliance, yet most still price, assign, and bill each one from memory or a scattered spreadsheet.
Last reviewed 25 August 2026
Quick Answer
Turia's Services feature is a reusable service catalog where a CA firm defines every service it offers, name, description, category, and standard pricing, once, and reuses it whenever assigning a task, setting a client-specific rate, or raising an invoice. It's included on every Turia plan alongside client management, task management, and billing, not a separate add-on.
Your Firm's Services Live in Someone's Head, Not in Your System
Ask a partner at a mid-sized CA firm to list every service the firm offers, GST returns, TDS filing, statutory audit, ROC compliance, ITR filing, bookkeeping, and they'll rattle it off in seconds. Ask what each one is priced at for a specific client, who's assigned to it this month, and how much revenue it generated last quarter, and the answer usually involves opening three different spreadsheets, or worse, calling the article clerk who handled it.
Defining and Using a Service
1. Log in and open the Services tab
From Turia's main menu bar.
2. Create a service entry
Name it ("GST Return Filing," "Statutory Audit," "ROC Annual Filing"), add a description, and set a standard price.
3. Categorize it
So related services group together and stay easy to find as your catalog grows past a dozen or two entries.
4. Reuse it
Anywhere Turia asks "which service is this for?", when assigning a task, setting a client-specific rate, or raising an invoice.
What the Services Feature Actually Does
A single, searchable service catalog
Every service your firm offers, compliance filings, audits, advisory work, one-off engagements, lives in one searchable list instead of scattered across memory, WhatsApp chats, and old email threads.
Client-specific rate cards
A long-standing client might get a negotiated rate, while a new client is billed at your standard price. Rate cards let you set client-specific pricing on top of your base catalog.
Services linked to tasks
When your team creates a task, it can be tied directly to the relevant service in the catalog, so the work being tracked and the service being billed are the same record.
Services linked to invoicing
Pricing can be pulled straight into a pro forma invoice from the same service/invoice workflow, rather than someone re-typing line items from scratch.
Revenue-by-service reporting
A top revenue-generating services view tells you where to focus business development, and which low-margin services might be worth re-pricing or dropping.
A Realistic Use Case: Onboarding a New Client
Picture a mid-sized firm bringing on a new client that needs GST filing, TDS returns, and an annual statutory audit. Without a service catalog, that means a partner verbally quoting three prices, an article clerk creating three tasks with manually typed descriptions, and an admin person building an invoice from scratch at month-end, three separate points where pricing or scope can drift from what was actually agreed.
With the Services feature already set up, the same onboarding looks different: the team searches the catalog for GST Filing, TDS Returns, and Statutory Audit, attaches them to the client with a client-specific rate if one was negotiated, and each service is ready to be turned into a recurring task on its own schedule. When the work is done, a pro forma invoice can be raised straight from those same service records instead of anyone re-typing amounts, and the team converts it to a final invoice before sending it out.
How Services Fits With the Rest of Turia
The Services feature isn't a standalone tool bolted onto the platform, it's the connective layer between three modules firms use every day.
Task management
Tasks reference a service, so "what work is this" and "what are we charging for it" stay in sync instead of being tracked separately.
Billing & invoicing
A pro forma invoice can be raised from completed, service-linked tasks, then reviewed and converted to a final invoice, cutting out manual line-item re-entry.
Client management
Client-specific rate cards sit on top of the base catalog, so each client's actual pricing is recorded against their profile, not remembered by whoever handled the original quote.
Compliance management
Recurring compliance services (monthly GST, quarterly TDS) can be scheduled against the same service definitions, keeping filing cycles and billing cycles aligned.
100s of CA firms use Turia Practice every day
Independently reviewed by CA firms using Turia:
Related Feature
A service catalog is only half the workflow. See how pricing flows straight into a proforma invoice with Turia's invoicing and billing feature.
Final Thoughts
Most CA firms don't need a more complicated system, they need their existing service list to actually be usable across tasks and invoices instead of re-typed every time. That's the specific gap Turia's Services feature closes: define what you sell once, and let it flow into task assignment, client-specific billing, and revenue reporting automatically.
Frequently Asked Questions
What is the Services feature in Turia?
It's a reusable service catalog inside Turia's CA practice management software where you define every service your firm offers, name, description, category, and standard pricing, once, and reuse it whenever you assign a task, set a client-specific rate, or raise an invoice.
Is the Services feature included in every Turia plan?
Yes. Service management is included on every Turia plan, priced as a flat annual fee based on firm size, alongside client management, task management, invoice and billing, and the DSC register, it isn't a separate paid add-on.
Can I set different prices for the same service across different clients?
Yes, through client-specific rate cards. You can define a standard price for a service in your catalog and then override it per client where a negotiated or different rate applies, so billing reflects the actual agreement rather than a flat rate.
How does the Services feature connect to billing and invoicing?
Services carry their own pricing, so when a service-linked task is completed, that record can feed directly into a pro forma invoice instead of someone manually re-typing line items. The firm adds any billable time or expenses and then converts the pro forma into a final invoice.
Can I see which services generate the most revenue for my firm?
Yes. Once services are used consistently across tasks and invoices, Turia's reporting surfaces a top revenue-generating services view, giving partners visibility into which services are worth focusing on and which may need re-pricing.
Do I need to set up every service before I can start using Turia?
No. Most firms start with their five or six highest-volume services, GST, TDS, ITR, ROC compliance, audit, and add the rest of their catalog over time as needed.
Does the Services feature work with recurring compliance tasks?
Yes. Recurring services like monthly GST filing or quarterly TDS returns can be scheduled against the same service definitions used elsewhere in Turia, keeping your compliance calendar and your billing catalog aligned.
Is my firm's service and pricing data secure in Turia?
Turia is a cloud-based platform built for CA and CS firms handling sensitive client and financial data, with role-based access control so only authorized team members can view or edit service pricing and client rate cards.
How is the Services feature different from just tracking services in a spreadsheet?
A spreadsheet stores service names and prices, but it doesn't connect to your actual task assignments or invoices, someone still has to manually keep both in sync. Turia's Services feature is the same catalog, but linked directly into tasks and billing.
Can I try the Services feature before committing to a paid plan?
Yes. Turia offers a 7-day free trial with no credit card required, which includes full access to the Services feature so you can set up your catalog and test the task-to-invoice flow with your own service list before deciding.
Stop Re-Quoting the Same Service From Memory
Set up your catalog and test the task-to-invoice flow during a 7-day free trial.