Ajith Chartered Accountants Transforms Operations with Turia – The Leading CA Task Manager for Indian Firms

For Chartered Accountants (CAs), managing compliance calendars, client assignments, and recurring tasks can quickly spiral into operational chaos. Without a structured CA Task Manager, firms risk missed deadlines, billing inaccuracies, and team inefficiencies. Ajith Chartered Accountants, a respected Kochi-based firm, faced these exact challenges—until they discovered Turia.

This in-depth case study showcases how Turia's feature-rich Task Management Software helped Ajith Chartered Accountants achieve significant gains in productivity, task visibility, and financial accuracy.

The Problem: Manual Task Handling Was Slowing Them Down

Ajith Chartered Accountants was growing fast but struggling with outdated operational methods. Their workflow was riddled with inefficiencies:

🔴 Common Operational Bottlenecks

1. No centralized task system: Task tracking across departments was done via spreadsheets and emails.
2. Recurring tasks often missed: Regular compliance work (like GST returns and TDS filings) lacked automated reminders.
3. Task-billing mismatch: Billable hours weren’t always accounted for, causing revenue leakage.
4. Onboarding new staff was difficult: Training team members without a defined workflow was time-consuming.

They needed a modern task manager for CA offices that would solve these operational challenges, support recurring assignment tracking, and ensure tasks aligned directly with invoicing.

The Solution: Turia – India’s Smartest CA Task Manager

Ajith Chartered Accountants turned to Turia, a powerful and affordable CA Task Management Software tailor-made for Indian accounting firms. Turia’s cloud-based, user-friendly platform offered exactly what they needed:

✅ Compare Turia vs Zoho Practice

Key Features That Made Turia the Ideal CA Task Manager

1. Centralized Task Dashboard for CA Firms

Turia’s task manager module brought visibility and structure to their work:

1. Color-coded statuses (New, In Progress, Under Review, Completed)
2. Role-based access, ensuring accountability at every level
3. Filters and Search, making it easy to locate pending or overdue tasks

How it helped:

The firm replaced cluttered Excel sheets with a clean dashboard that gave partners and team members instant insight into progress, priorities, and ownership.

2. Automated Recurring Task Scheduling

Turia allows firms to automate recurring compliance-related tasks like:

1. GST Returns
2. TDS Filings
3. ROC Annual Filings
4. Income Tax Return Filing
5. Audit Assignments

Tasks were scheduled once and then auto-generated at intervals (monthly, quarterly, yearly) with alerts.

How it helped:

Ajith Chartered Accountants never missed a deadline again. They saved time and avoided penalties, thanks to proactive alerts and recurring reminders.

3. Seamless Task-Billing Reconciliation

Turia’s intelligent task-billing integration ensured every billable task generated revenue:

1. Auto-link completed tasks to invoices
2. Track hours spent per client or assignment
3. Real-time overview of unbilled completed work

How it helped:

The firm plugged revenue leaks and improved cash flow accuracy—every task got billed, no effort went unpaid.

4. Easy Onboarding for New Team Members

Unlike other legacy systems, Turia’s UI is intuitive, mobile-friendly, and built for fast adoption.

1. Step-by-step guided tours
2. In-app documentation
3. Hands-on onboarding by Turia’s support team

How it helped:

The firm drastically reduced training time. New employees were up and running within hours instead of weeks.

5. World-Class Customer Support

With Turia, support is not an afterthought. It’s a core product promise:

1. Live chat and ticketing support
2. Phone access to account managers
3. Regular product updates driven by user feedback

How it helped:

Ajith Chartered Accountants experienced zero downtime and personalized support, boosting their confidence in the software’s reliability.

Real Results: What Ajith Chartered Accountants Achieved with Turia

“We are happy to share our exceptional experience with TURIA Task Management Software for our CA Office. The simplicity of its design made the onboarding process smooth, and we were able to start organizing our tasks within minutes. Also, we must commend the exceptional customer support provided by the team. Their prompt responses and willingness to assist with any queries have demonstrated their dedication to customer satisfaction.”

— Ajith Chartered Accountants, Kochi

Why Turia is the Best CA Task Manager in India

Here’s how Turia stands out in the crowded CA software market:

✅ View Turia's Pricing

How Turia Compares to Other CA Task Managers

Firms often compare Turia vs Zoho Practice when evaluating their options. While Zoho offers a suite of tools for general businesses, Turia is tailored for the CA ecosystem in India—with compliance task templates, MCA filing trackers, and billable task insights built-in.

🔍 Zoho Practice vs Turia – A Full Comparison

How Turia Aligns with ICAI’s Vision of Digital Transformation

The Institute of Chartered Accountants of India (ICAI) has been encouraging the adoption of digital tools through initiatives like the CMP Benefits Portal, which lists top tools for digitizing practice workflows.

Turia is recognized as a leading solution that aligns with ICAI’s call for technology-driven, future-ready CA firms.

The Future of Task Management for Chartered Accountants

Turia isn’t just a CA Task Manager. It’s an operating system for modern CA firms. With AI-based nudges (coming soon), real-time analytics, and tighter integration with billing modules, Turia is positioned to redefine how firms manage their workflows.

Whether you're a solo practitioner or managing a 50-member team, it’s time to move beyond Excel sheets and fragmented tools.

Ready to Streamline Your CA Firm? Try Turia Today!

If your firm still relies on manual lists, WhatsApp groups, or generic project tools, it’s time to experience the difference a dedicated CA Task Manager can make.

✅ Book a free walkthrough at turia.in

🚀 Automate your recurring tasks

💼 Improve team accountability

💸 Ensure every task is billed

🧾 Meet every compliance deadline on time

Join hundreds of forward-thinking CA firms who are transforming their practice operations with Turia.

📈 Take the next step in your firm’s growth journey — start with the smartest task manager for CA offices in India.