The future of Chartered Accountancy is no longer just about crunching numbers — it’s about leveraging smart technology to manage clients, deadlines, documents, tasks, and compliance with ease. As firms face growing complexity in managing GST, TDS, ROC filings, audits, and client communication, the need for a centralized solution has never been greater.
Enter the AI-powered cadashboard — a game-changing innovation for CA firms across India.
What is a CA Dashboard?
A cadashboard is a centralized interface that brings together every critical aspect of a CA’s workflow — task tracking, invoicing, document management, client interaction, and compliance reminders. Think of it as the cockpit of a practice: one screen, full control.
But what happens when you supercharge this dashboard with Artificial Intelligence?
The answer: Turia.
Meet Turia – India’s AI-Driven CA Dashboard
Turia is India’s leading CA practice management software, designed to modernize how audit firms operate. What makes Turia unique is its deep integration of AI-powered features, enabling firms to:
- Save 15+ hours a week
- Eliminate compliance errors
- Improve client turnaround times
- Automate billing, reminders, and document workflows
With over 30+ CA firms already benefitting from its intelligent dashboard, Turia is quickly becoming the go-to solution for ambitious Chartered Accountants across the country.
But what exactly makes this cadashboard so powerful?
AI-Powered Features That Make Turia the Ultimate CA Dashboard
1️⃣ Smarter Lead Management
Turia’s AI modules help firms prioritize and convert leads more effectively:
- AI Lead Scoring ranks prospects based on engagement and readiness to convert.
- Personalized Follow-Up Suggestions keep conversations warm without manual tracking.
- AI Chatbot handles 24/7 inquiries, schedules meetings, and captures client data autonomously.
This isn’t just CRM — it’s intelligent relationship-building for CA firms.
2️⃣ Intelligent Client Management
The cadashboard uses AI to improve how clients are onboarded and managed:
- Auto Data Extraction: Upload a client’s GST certificate, and Turia auto-fills the key details.
- Predictive Fee Suggestions: Based on past projects and effort levels.
- SLA Alerts: Turia’s AI flags when deadlines are at risk, keeping your team accountable.
See what our clients are saying about this intelligent automation.
3️⃣ Smart Task Management
Manual task planning? That’s a thing of the past.
- AI Task Prioritization: Tasks are auto-ranked based on urgency, client importance, and deadlines.
- Auto Assignment: Team workload is balanced using AI-driven expertise mapping.
- NLP-Powered Task Creation: Simply forward an email or client message — Turia converts it into a trackable task.
The result? Less chaos, more control.
4️⃣ AI in Compliance & SOPs
Regulatory requirements change often — Turia keeps you ahead.
- AI-Generated SOPs: Based on prior filings and checklists, so you never miss a step.
- Compliance Deviation Alerts: AI scans workflows and flags if filings deviate from standard procedure.
This cadashboard feature can be a lifesaver during tax season.
5️⃣ Smarter DSC and Password Management
Turia’s dashboard also acts as a secure vault with AI monitoring:
- Expiry Alerts for DSCs, passwords, and filing credentials.
- Risk Detection Algorithms: Catch suspicious login attempts and notify admins instantly.
No more expired DSCs or missed filings due to access issues.
6️⃣ AI-Optimized Billing & Invoicing
Let your cadashboard handle your finances too:
- Invoice Predictions based on effort hours, service type, and client category.
- Anomaly Detection for over/under-billing cases.
- Cash Flow Forecasting helps firms plan ahead using historical data.
With one click, convert a completed task into an invoice. Easy, smart, and efficient.
7️⃣ Document Intelligence with OCR
Tired of searching for files?
- AI-Powered OCR lets you search scanned PDFs with ease.
- Auto Categorization based on document type, client, or filing period.
This smart cadashboard makes your document management as simple as typing a keyword.
8️⃣ Intelligent Audit Trail Monitoring
Every action, tracked — with insights.
- AI-based Anomaly Detection in audit logs.
- One-click Compliance Reports with explanations and red flags auto-highlighted.
Perfect for internal audits and client transparency.
9️⃣ Workforce & Attendance Automation
Whether your team is in-office or remote:
- AI Shift Suggestions based on capacity and deadlines.
- Leave Pattern Analysis to predict seasonal team shortages.
- Facial Recognition ensures secure and seamless attendance tracking.
All visible right from your cadashboard.
🔟 AI Assistant & Smart Collaboration Tools
Your team’s virtual assistant is built right into Turia:
- Compliance & Tax Query Bot: Ask anything — from GST due dates to ITR formats.
- Smart To-Dos based on task history and approaching deadlines.
- Email Thread Summaries to declutter long conversations.
Turia ensures that every CA firm runs like a well-oiled machine.
Why CAs are Switching to AI-Powered Dashboards
Here’s what CAs are experiencing with Turia’s cadashboard:
✅ 15+ Hours Saved Weekly
✅ 80% Fewer Compliance Errors
✅ Better Cash Flow Planning
✅ Zero Missed Deadlines
✅ Improved Team Productivity & Client Response Time
Want to try Turia? Request a demo here
Backed by Innovation: An IIM-Lucknow Incubated Startup
Turia’s mission to simplify CA operations with AI has already received recognition from The Hindustan Express. It has been featured for its innovation, design, and industry impact.
It’s also listed on SpotSaaS as one of India’s most promising SaaS startups for the CA ecosystem.
Pricing and Plans
Turia offers flexible plans for firms of all sizes. Whether you're a solo practitioner or a team of 25+ CAs, there’s a plan for you.
Final Thoughts
Artificial Intelligence isn’t just a trend — it’s a transformative force for CA firms. As compliance requirements increase, client expectations grow, and talent becomes more expensive, using an AI-powered cadashboard like Turia gives you the edge to stay ahead.
It’s more than just software — it’s your firm’s growth partner.