Managing Digital Signature Certificates (DSCs), licenses, and daily workflow efficiently is a key challenge for Chartered Accountants (CAs) and Company Secretaries (CSs). Missing a DSC renewal or license expiry can lead to compliance issues, delays, and unnecessary penalties. Parth Bhatt, a Mumbai-based CA and CS professional, had used multiple Practice Management Software before finally choosing Turia. The reason? Turia’s robust DSC Register, License Expiry Alerts, and Daily Digest Email, which help professionals stay ahead of deadlines without extra effort.
Let’s explore how Turia’s automation features helped Parth Bhatt streamline his practice, improve compliance management, and simplify daily operations.
The Challenge: Staying on Top of DSC Renewals & Compliance Deadlines
Before adopting Turia’s CA Practice Management Software, Parth Bhatt faced several operational hurdles:
🔹 Tracking DSC Expiry Dates: With multiple clients, keeping track of expiring Digital Signature Certificates (DSCs) was a hassle.
🔹 Managing License Renewals: Important firm registrations, professional licenses, and client certificates required regular monitoring.
🔹 Keeping Up with Daily Tasks: A structured daily task summary was needed to avoid missing critical deadlines.
Parth needed an Office Management Software for CAs and CSs that could provide:
✅ Automated DSC tracking and renewal reminders
✅ License expiry alerts to avoid last-minute rush
✅ Daily digest emails summarizing all pending tasks
The Solution: Turia’s Smart Alerts & DSC Register
After implementing Turia’s Practice Management Software, Parth Bhatt’s firm saw immediate improvements in compliance tracking and task management.
1. DSC Register – A Smarter Way to Manage Digital Signatures
For CA and CS professionals, managing multiple DSCs across various clients is a complex task. Turia’s DSC Register provided a centralized, automated solution.
🔹 Track DSC Validity Period: Maintain a structured log of issued DSCs, expiry dates, and renewal status.
🔹 Set Automatic Reminders: Get renewal alerts before a DSC expires, ensuring timely action.
🔹 Quick Retrieval: Find DSC details instantly using advanced search filters.
How It Helped:
Instead of manually tracking DSC renewals, Turia automated the entire process, reducing compliance risks and eliminating last-minute renewals.
2. License Expiry Alerts – Never Miss a Renewal Again
CAs and CSs deal with multiple licenses and registrations, including:
🔹 GST Registration Renewals
🔹 Professional Licenses
🔹 Firm Registration Validity
🔹 Other Client-Specific Certifications
Turia’s License Expiry Alert System ensured that:
✅ Upcoming expirations were tracked in one place
✅ Automated notifications were sent well before deadlines
✅ Renewals could be scheduled directly within the platform
How It Helped:
By eliminating manual tracking of multiple licenses, Turia helped Parth Bhatt’s firm stay compliant without last-minute stress.
3. Daily Digest Email – A Snapshot of Key Tasks
A busy CA or CS professional juggles multiple clients, tasks, and deadlines daily. Turia’s Daily Digest Email became a game-changer for Parth’s workflow.
🔹 Evening Summary: An email at the start of the day with all pending tasks, upcoming DSC renewals, and license expirations.
🔹 Task Prioritization: The most urgent tasks were highlighted, helping the team focus on what matters.
🔹 Seamless Team Collaboration: The team could coordinate better by knowing what was due each day.
How It Helped:
With a structured daily summary, Parth and his team never missed a crucial deadline, improving efficiency and time management.
Client Testimonial: Parth Bhatt’s Experience with Turia
"I have used many practice management software earlier and settled with Turia.
Three best things about Turia:
1. Easy to use and they explain it well in the demo.
2. They listen to our needs and make changes/add new features at no extra cost (yes, I have suggested changes, and they have implemented them!).
3. It has all the features we require. Using it for 3 months and loving it. Highly recommended."
– Parth Bhatt, Mumbai
Why Turia is the Best CA Practice Management Software for Compliance Tracking
Turia provides a comprehensive solution for CA and CS professionals looking to streamline compliance and task management.
🔹 DSC Register with Auto-Reminders – Track, renew, and manage all DSCs effortlessly.
🔹 License Expiry Alerts – Never miss an important renewal deadline.
🔹 Daily Digest Email – Get a clear picture of daily priorities.
🔹 Custom Feature Development – Turia adapts to your firm’s needs with continuous feature enhancements.
🔹 User-Friendly Interface – Simple to use, with excellent training and onboarding.
The Future of Compliance & Task Management for CA & CS Firms
As the regulatory environment becomes more complex, CAs and CSs cannot afford to miss compliance deadlines. With Turia’s automation tools, firms can:
🔹 Improve accuracy in DSC and license tracking.
🔹 Save time with automated alerts and reports.
🔹 Focus on high-value tasks instead of manual tracking.
If you are a CA or CS professional looking for an all-in-one practice management software, Turia is your ideal choice!
Ready to Automate Your Compliance Workflow? Try Turia Today!
Join hundreds of Chartered Accountants and Company Secretaries who have simplified their practice with Turia’s advanced compliance tracking features.
👉 Visit Turia.in to book a free demo today!
🚀 Stay ahead of compliance, automate renewals, and optimize your practice with Turia!