Task & File Management Made Easy with Turia
TrueMinds, a Bengaluru consulting firm, used Turia's Chat, task management, reminders, and Document Movement Tracker to replace scattered emails, calendars, and shared drives with one connected system.
Last reviewed 25 August 2026
Quick Answer
TrueMinds, a Bengaluru-based consulting firm, was juggling scattered emails and calls, unstructured to-do tracking, missed tax filing deadlines, and manual document handling. After adopting Turia, the firm got built-in Chat linked directly to tasks, structured task management with automated follow-ups, due dates and reminders in one place instead of a separate calendar, and a Document Movement Tracker for centralized, traceable file handling.
Managing Tasks, Files & Team Coordination Manually
Tax consultants and accounting professionals juggle multiple clients, deadlines, and compliance requirements. Without the right tools, staying organized can be overwhelming.
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 tracking deadlines
With multiple client projects, remembering tax filing dates and meetings was a challenge.
Manual document handling
Finding and organizing client files took time the team didn't have.
How Turia Simplified Task & File Management
1. Built-in Chat: real-time team communication
A single thread for team conversations, right alongside the tasks those conversations were actually about, with messages staying attached to the specific task they concerned.
The result: Fewer miscommunications, faster response times, and a team that spent less time chasing status updates.
2. Structured task management
Client-specific and internal tasks listed separately, urgent tasks surfaced for immediate attention, and automated follow-ups that nudge team members about pending work instead of relying on a manager to chase people down.
The result: Tasks were organized, prioritized, and far more likely to close on time.
3. A clear view of deadlines
Due dates visible directly against each task, with Turia's Reminders Manager sending alerts before deadlines arrive, so the due date and the task live in one place instead of a separate calendar app.
The result: Team members had a clear schedule without needing constant reminders or follow-ups from a manager.
4. Document Movement Tracker
Centralized, organized file storage instead of scattering documents across drives and inboxes, with traceable movement so the team can see where a document is in its journey, and access control for who can view or hand off files.
The result: Fewer lost files, fewer duplicate versions, and far less risk of a document going missing between desks.
"Software looks beautiful and simple to work on my tasks and helps me complete on time. I specifically love the calendar feature which allows me to get a Birds-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
Read more firsthand accounts on our testimonials page.
One Connected System, Not Four Separate Tools
TrueMinds' story is really about a firm replacing scattered tools with one connected system. Instead of a chat app for messages, a separate calendar for deadlines, a shared drive for files, and a notebook for client details, the firm consolidated all four into a single practice management workflow. That consolidation is often the bigger win in these stories, not any single feature in isolation, but the fact that a task, its due date, its related documents, and the conversation around it all live in the same place.
Firms in a similar position often extend the same approach to email-to-task automation, so client emails don't get lost either, or to compliance management, so statutory deadlines get the same automated-reminder treatment as internal tasks.
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If your firm still struggles with scattered communication, missed deadlines, or manual file handling, it may be worth seeing what a connected system looks like for your own workflow.
Frequently Asked Questions
What problems was TrueMinds facing before using Turia?
TrueMinds, a Bengaluru-based consulting firm, was dealing with scattered communication across emails and calls, unstructured to-do tracking, difficulty keeping up with tax filing deadlines, and manual, time-consuming document handling.
How did Turia's Chat feature help TrueMinds?
Turia's built-in Chat linked conversations directly to tasks, so updates and approvals happened in context instead of through separate emails or calls, cutting down on miscommunication and back-and-forth.
Does Turia replace the need for a separate calendar app?
Turia shows due dates directly against each task and uses its Reminders Manager to alert the team ahead of deadlines, so firms like TrueMinds get a clear view of what's coming up without maintaining a separate calendar tool.
How does Turia help with document handling for CA firms?
Turia's Document Movement Tracker keeps client files centralized and traceable, so teams can see where a document is in its journey and control who has access, instead of hunting across folders and inboxes.
Is Turia suitable for small consulting or tax practice firms like TrueMinds?
Yes. Turia is priced as a flat annual fee based on firm size, with a 7-day free trial and no credit card required, and every plan includes task management, client management, and document tracking.
What did TrueMinds say about using Turia?
TrueMinds described the software as beautiful and simple to work with, specifically calling out the calendar feature for giving a bird's-eye view of tasks and reminders that removed the need to personally follow up with the team.
How does Turia connect chat, tasks, and documents together?
Instead of a chat app for messages, a separate calendar for deadlines, a shared drive for files, and a notebook for client details, Turia keeps a task, its due date, its related documents, and the conversation around it all in the same place.
Can Turia handle recurring compliance deadlines as well as one-off tasks?
Yes. Turia's task management supports recurring tasks that repeat monthly or quarterly for standing compliance work, alongside one-off client requests and internal tasks, all tracked in the same structured view.
Bring Chat, Tasks, and Files Into One Place
Explore Turia's full feature set, or get in touch to see how the same tools that worked for TrueMinds could fit your team.