Auditing is one of the most detail-oriented and compliance-sensitive services offered by Chartered Accountants. Whether statutory audits, internal audits, tax audits, or forensic reviews accuracy, documentation, and timely execution are non-negotiable.

However, managing audit tasks using spreadsheets, WhatsApp messages, and scattered documentation tools leads to inefficiencies, missed deadlines, and increased risk during regulatory reviews.

That’s where a purpose-built audit tasks management software can change the game bringing automation, clarity, and control to audit workflows. And one platform leading this change is Turia, an all-in-one practice management software trusted by over 500+ Indian CA firms.

The Complexity of Audit Workflows Today

Audit engagements often involve:

1. Assigning audit areas to team members
2. Managing PBC (Prepared by Client) document requests
3. Tracking client responses and follow-ups
4. Performing walkthroughs and testings
5. Preparing working papers and audit checklists
6. Completing reviews and issuing reports

When done manually, these tasks are prone to duplication, delays, and gaps in documentation.

For firms offering concurrent audits, branch audits, or group company audits, this complexity multiplies. That’s why firms are investing in audit tasks management software to bring structure, efficiency, and accountability into the process.

👉 Discover Turia's document automation features

What Is Audit Tasks Management Software?

An audit tasks management software is a digital solution that allows CA firms to:

1. Create and assign audit checklists
2. Track audit task status in real-time
3. Attach documents to each audit area
4. Set deadlines, priorities, and follow-up reminders
5. Collaborate with team members and clients from one dashboard
6. Maintain a complete audit trail and compliance logs

Turia’s CA Practice Management Software includes these features and more—specifically designed for Indian accounting and audit standards.

1. Structured Audit Planning & Execution

Turia enables firms to set up audit templates that include:

1. Task groups for each audit area (Revenue, Purchases, Fixed Assets, etc.)
2. Milestones (Planning, Fieldwork, Review, Reporting)
3. Team roles (Auditor, Reviewer, Partner)
4. Due dates and escalation protocols

This ensures that no part of the audit process is missed and everything is documented as per ICAI guidelines.

👉 For more on auditing standards and compliance requirements, explore the ICAI’s official auditing standards portal.

2. Centralized Document Management for Audit Evidence

Audit documentation is critical for defending audit findings during peer reviews or inspections. Turia allows teams to:

1. Attach working papers, Excel files, client replies, and ledgers to each task
2. Store supporting documents in client-wise folders
3. Auto-log changes made to any audit document
4. Restrict access to confidential audit notes using role-based permissions

This creates a complete, searchable digital audit file ready for review and compliant with ICAI documentation standards.

3. Automated Review Mechanism

Audit teams often struggle with task reviews due to unclear visibility. With Turia:

1. Reviewers can comment directly on audit tasks
2. Files can be locked for editing post-review
3. Partners get a dashboard summary of pending and overdue reviews

No more chasing emails or creating manual review logs—every review is timestamped and tracked.

4. Improved Client Coordination for PBC Lists

Requesting client data is one of the biggest bottlenecks in audit workflows. Turia offers a client portal where firms can:

1. Share PBC lists with clients
2. Track which documents are uploaded and pending
3. Send auto-reminders to clients
4. Allow clients to comment or clarify document queries

This significantly reduces back-and-forth and speeds up audit preparation.

Explore how this improves client accountability in this blog about productivity challenges.

5. Time Tracking & Audit Budget Control

For firms that bill audits based on time spent, tracking effort is essential. Turia includes built-in timesheets where team members can log:

1. Time spent per audit task
2. Billable vs. non-billable hours
3. Workload distribution by employee or department

These insights help optimize resource planning and improve audit profitability.

6. Integrated Attendance, Leave & Task Visibility

Imagine this: Your audit team is halfway through a statutory audit, and the lead associate suddenly goes on unplanned leave. Without an audit tasks management software, this leads to confusion.

Turia connects attendance and task status, so managers can:

1. Reassign pending audit areas
2. Monitor who is available to cover the gap
3. Ensure no delays in report issuance

This is a huge improvement over disconnected HR and task tools.

Why Turia is the Best Audit Tasks Management Software for CA Firms

🇮🇳 Built for Indian Firms: From GST audits to MCA compliance, it’s tailored to Indian workflows.

🧩 Modular & Affordable: Plans start at ₹99/month. You only pay for what you use.

🔒 Secure & Compliant: Role-based access, audit trails, and encrypted document storage.

🤝 Client-Centric: Integrated client portal and communication tools.

🧠 Smart Automation: Auto-reminders, recurring audit templates, and predictive alerts.

Read what Turia users are saying on Product Hunt and see why it's gaining popularity among tech-savvy CA firms.

Real Stories from Audit Teams Using Turia

SS & Co, Bengaluru:

"I was hesitant to use any office management software initially, as trying something new would mean changing to a new process and a new online platform. However, after trying it for a week, I realized it was very easy to allocate work to my team even if they were working from home."

TrueMinds, Consultant, Bengaluru

"Software looks beautiful and simple to work on my tasks and helps me complete on time. I specifically love the calendar feature which allows me to get a Birds-eye-view. I need not follow up with my team, the bot does. Updates and reminders help to keep things moving as per my schedule. I do recommend the product to any tax practitioners."

Ajjarapu & Associates, Vizag

"Turia is so easy to use and with a few clicks, I am able to track, measure, and improve my firm’s productivity. I would definitely recommend Turia to other Audit firms."

Want to read more success stories? Visit our press release on India Storyline to learn how Turia is redefining practice management.

👉 Explore plans and pricing

Final Thoughts: It’s Time to Automate Audit Management

The audit process is too critical to be managed manually or through generic project management tools. With increasing complexity in compliance, documentation, and reviews, firms need a dedicated audit tasks management software to streamline operations and mitigate risk.

If your firm is still handling audits with spreadsheets and shared drives, you’re missing out on automation that could:

1. Cut down review cycles
2. Improve documentation compliance
3. Reduce turnaround time
4. Boost client experience

Turia gives you a complete audit management system integrated into your practice software—so you don’t need to juggle multiple tools or upgrade to expensive audit platforms.

Get Started with Turia Today

Whether you’re handling one audit a month or managing 50+ concurrent engagements, Turia helps you simplify and scale your audit practice with confidence.

👉 See user reviews on Product Hunt

👉 Stay compliant with ICAI standards

👉 Read Turia’s transformation story

Turia is more than audit software. It’s the foundation of a modern, efficient, and audit-ready CA firm.