Tax consultants and accounting professionals juggle multiple clients, deadlines, and compliance requirements. Without the right tools, staying organized can be overwhelming. TrueMinds, a Bengaluru-based consulting firm, faced similar challenges until they discovered Turia’s Practice Management Software.

The Challenge: Managing Tasks, Files & Team Coordination Manually

Before adopting Turia’s Office Management Software, TrueMinds encountered several pain points:

🔹 Lack of centralized communication – Task updates were scattered across emails, messages, and calls.

🔹 No structured task tracking – Managing daily to-dos required constant follow-ups.

🔹 Difficulty in tracking deadlines – With multiple client projects, remembering filing dates and meetings was challenging.

🔹 Manual document management – Finding and organizing client files took time.

To improve efficiency, TrueMinds needed a Practice Management Tool for Tax Consultants that offered:

✔ A built-in Chat feature for instant team collaboration

✔ A To-Do List to organize daily tasks

✔ A Calendar with automated reminders

✔ A File Manager to store and retrieve documents easily

The Solution: How Turia Transformed Task & File Management

1. Built-in Chat: Real-Time Team Communication

Emails are slow. Calls take up time. Turia’s in-app Chat simplified communication for TrueMinds.

✅ Instant team collaboration – No more back-and-forth emails for simple updates.

✅ Task-based conversations – Messages were linked to specific tasks, reducing confusion.

✅ Faster approvals – Managers could quickly approve or reject work within the chat.

💡 The result? Fewer miscommunications, faster response times, and improved team efficiency.

2. To-Do List: Organized Task Management

TrueMinds struggled with keeping track of multiple deadlines, client requests, and tax filings. Turia’s To-Do List provided a structured approach to managing daily work.

📌 Categorized tasks – Client-specific and internal tasks were separately listed.

📌 Priority-based sorting – Urgent tasks were highlighted for immediate action.

📌 Auto-follow-ups – The system notified team members about pending work.

💡 The result? Tasks were organized, prioritized, and completed on time.

3. Smart Calendar: A Bird’s-Eye View of Deadlines

One of TrueMinds' favorite features was Turia’s Calendar, which provided a visual overview of all upcoming tasks and deadlines.

✔ Color-coded events – Differentiated between client meetings, tax deadlines, and internal tasks.

✔ Automated reminders – Sent alerts before deadlines, eliminating last-minute rushes.

✔ Sync with To-Do List – Tasks were automatically added to the calendar.

💡 The result? Team members had a clear schedule without the need for constant reminders or follow-ups.

"I specifically love the calendar feature, which allows me to get a bird’s-eye view. I need not follow up with my team; the bot does!"

– TrueMinds, Consultant, Bengaluru

4. File Manager: Secure & Organized Document Storage

Tax consultants handle tons of client documents—financial reports, tax returns, compliance filings. Managing them manually was time-consuming and risky.

✅ Centralized document storage – All files were stored securely in one place.

✅ Quick retrieval – Advanced search made finding documents effortless.

✅ Access control – Only authorized users could view or edit files.

💡 The result? No more lost files, duplicate versions, or security risks.

Why TrueMinds Recommends Turia

TrueMinds saw immediate improvements in task management, team collaboration, and document organization after implementing Turia.

"Software looks beautiful and simple to work on my tasks and helps me complete them on time. I specifically love the calendar feature, which allows me to get a bird’s-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."

– TrueMinds, Consultant, Bengaluru

Why Turia is the Best Task & File Management Software for Tax Consultants

🔹 Built-in Chat for instant communication

🔹 To-Do List for structured task management

🔹 Smart Calendar for deadline tracking

🔹 Secure File Manager for organized document storage

🔹 Automated reminders & notifications for seamless workflow

The Future of Tax Practice Management with Turia

💡 If your firm still struggles with scattered communication, missed deadlines, and manual file handling, it’s time to switch to Turia!

📌 Boost productivity with automated workflows

📌 Improve accuracy with structured task management

📌 Save time by reducing manual tracking

Ready to Upgrade Your Tax Practice? Try Turia Today!

Join hundreds of Tax Consultants & CA firms who have simplified their workflow with Turia’s smart automation tools.

👉 Visit Turia.in to book a free demo today!

🚀 Stay organized, collaborate better, and manage deadlines effortlessly!