In today’s fast-paced regulatory and compliance environment, Chartered Accountants (CAs) are expected to manage much more than just accounting. From client acquisition to statutory filings, document management to team coordination the workload has become increasingly complex. The solution? A powerful, all-in-one software for CA firms that not only simplifies operations but also ensures nothing slips through the cracks.
Enter Turia, a modern CA office management software tailored for Indian chartered accountancy firms. Whether you're a solo practitioner or a mid-sized firm with 30+ clients, Turia gives you the tools you need to streamline operations, ensure compliance, and focus on high-value client work.
What Makes Turia the Ideal Software for CA Firms?
Turia is a robust CA practice management software that brings together task tracking, client handling, billing, team management, and compliance monitoring — all under one roof. It’s built by professionals who understand the daily challenges faced by CAs.
Let’s explore the key modules and why hundreds of firms across India are switching to Turia.
1. Lead Module – Streamline Client Acquisition
Turia’s integrated CRM (Customer Relationship Management) is perfect for CAs looking to grow their client base. With lead capture, follow-up reminders, and status tracking, firms can ensure that no lead goes cold.
✅ Automatically assign leads to team members
✅ Track conversion rates and optimize follow-up strategies
✅ Use AI-based lead scoring for prioritization (Coming Soon)
For more on AI features, check out our blog on cadashboard and AI-powered CA tools.
2. Client Module – Organized & Centralized Data
The client master in Turia allows you to manage:
- Group entities under one client profile
- Fee structure
- SLA commitments
- Compliance responsibilities
This module acts as your firm’s client management software for chartered accountants, ensuring every team member has access to accurate, updated information.
🔗 Read what our clients say about this
3. Task Module – Smart Work Allocation & Tracking
Turia is a full-fledged task management software for CA firms. You can:
- Assign tasks by service or client
- Attach checklists, deadlines, and priority levels
- Track progress, delays, and billing against tasks
Tasks can also be auto-generated from recurring templates — GST filing, payroll, ROC compliance, and more.
📝 For additional task automation, see Turia’s AI agent feature set.
4. SOPs & Checklists – Maintain Standards Across Services
Standardize operations and reduce dependency on memory or manual processes.
- Add SOPs for ITR, GST, or TDS filings
- Attach checklists to tasks
- Improve consistency across teams
CAs using Turia have seen a dramatic drop in missed steps and errors due to its checklist-based workflow.
5. DSC & Password Register – Secure, Centralized Access
Managing Digital Signature Certificates (DSCs) and sensitive login credentials is often a pain point for CA firms.
Turia solves this with:
- Encrypted storage of DSCs
- Expiry alerts
- Audit trails of access
It serves as your credential vault, ensuring your clients’ data is never at risk due to expired or missing authorizations.
6. Billing & Invoicing – Get Paid On Time
Turia doubles up as a powerful billing and invoicing software for CAs, helping you:
- Create proforma and final invoices
- Track payments
- Link invoices to tasks for accurate billing
You can even auto-generate invoices for recurring services and set follow-up reminders for unpaid bills.
🔗 Explore Turia pricing to see how you can scale affordably.
7. File Manager – Document Organization Made Easy
Turia includes a secure file management system that allows your team to upload, store, and retrieve documents for every client.
Features include:
- Folder structure by client and service type
- Searchable document tags
- Permissions and access control
Forget Dropbox and Google Drive — Turia is purpose-built for CA firms.
8. Audit Trail – Ensure Transparency & Accountability
With Turia’s audit trail, you can:
- Track who did what and when
- Maintain logs of all edits and activity
- Ensure internal compliance and reduce disputes
This is a critical feature for any firm that values data integrity and accountability.
9. Attendance & Leave Management – Team HR Made Easy
Managing your team’s time is crucial in deadline-driven work. Turia’s HR module offers:
- Attendance tracking
- Leave requests and approval workflows
- Reporting on leave trends and capacity planning
This makes it one of the few office management tools for CA firms in India with integrated HR management.
10. Built-in Chat & To-Do Lists – Seamless Internal Communication
No need for WhatsApp or Slack. Turia’s in-app chat lets your team:
- Discuss tasks
- Collaborate on deadlines
- Maintain an internal communication log
You can also create personal and team-wide to-do lists to stay on track.
What Clients Say About Turia
Ajith Sreenivas & Associates – Cochin
“Turia has significantly streamlined our workflow and saved us valuable time. It’s the most affordable and feature-rich software for CA firms available.”
Ajith Chartered Accountants – Kochi
“The user-friendly interface and outstanding customer support make Turia our go-to solution. We were able to set up and start managing our tasks within minutes.”
NRSR & Co, Chartered Accountants – Manipal
“Turia has been a game-changer for our firm. The exceptional support, combined with powerful features like document storage and compliance tracking, has helped us scale efficiently.”
Why Turia Stands Out from Other Software for CA Firms
Here’s what sets Turia apart:
✅ Built specifically for Indian CA workflows
✅ Modular design – use what you need, scale when ready
✅ Affordable plans starting from ₹1000/month
✅ Seamless onboarding and 24/7 support
✅ Trusted by 100+ firms across India
Turia in the Spotlight
Turia has been featured by leading platforms like:
📰 The Hindustan Express – for revolutionizing CA software with AI
🌐 SpotSaaS – for its innovative design and growth potential
Ready to Scale Your CA Firm with the Best Software?
If you're searching for:
- The best software for CA professionals
- An office management platform that grows with you
- A single dashboard to handle everything from leads to leaves
Then it's time to explore Turia.
Conclusion
In a world where compliance is non-negotiable and efficiency is king, Turia offers a future-ready software for CA firms in India. From task management and billing to audit trails and document storage, everything is designed with the Chartered Accountant in mind.
Stop juggling spreadsheets, email threads, and generic tools. Choose a solution built for your practice. Choose Turia.