How CA Siva Raj Manages
6,000+ Clients with Turia

About Turia: CA Practice Management Software

Turia is a cloud-based practice management platform built exclusively for Indian Chartered Accountant and Company Secretary firms. Unlike generic project management tools or accounting software that CA firms often try to adapt to their work, Turia is designed from the ground up around how CA practices actually operate — the compliance calendar, the client relationship, the document flow, the team structure, and the billing cycle unique to professional service firms in India.

The platform brings together everything a CA firm needs to run its practice into a single connected system:

Turia is used by 500+ CA and CS firms across India. Plans are available from teams of 5 to 60+ users, with a 7-day free trial available — no credit card required.

The Challenge

Managing 6,000+ clients is not just a volume problem — it is a relationship management problem. Every client at Chennai Audit has a unique profile: their entity type, their PAN, GSTIN, directors, the services they subscribe to, the compliance deadlines that apply to them, the documents the firm holds on their behalf, the assignments currently in progress, and the full history of every interaction the firm has had with them.

As the practice grew rapidly — expanding from a single proprietorship into a 25-member multi-disciplinary team — the tools the firm relied on could not keep pace. The core operational problems were clear:

• ✕

  Client information was scattered across systems

  PAN details in one spreadsheet, GSTIN in another, contact numbers in WhatsApp, documents in a shared folder — there was no single record the whole team could trust and rely on.

• ✕

  Documents were hard to find under pressure

  A client's ITR from the prior year, their GST registration certificate, a Board resolution — with 6,000+ clients, finding the right document for the right client at the right moment was genuinely time-consuming and error-prone.

• ✕

  Assignment ownership and status were unclear

  With 25 team members serving thousands of clients across multiple service lines, knowing who was working on what — and where each assignment stood — required constant verbal check-ins that slowed everyone down.

• ✕

  Client communication was invisible to the team

  Reminders, document requests and status updates sent over personal WhatsApp were messages on one person's phone — not connected to the client record and not visible to the rest of the team.

• ✕

  Billing required manual reconciliation

  Invoices were generated separately and then manually entered into Zoho Books — a recurring overhead that grew more expensive as billing volume increased.

The firm needed a CA client management software that could hold every piece of client information — every document, every assignment, every communication — in one structured, searchable platform, and keep that information synchronized with billing without any manual intervention.

How Turia Solved It

CA Siva Raj chose Turia as Chennai Audit's practice management software for CA firms. The core requirement was a single centralized platform where every client record lived — accessible to all 25 team members, fully searchable, and connected to assignments, documents and communication without requiring manual linking across separate tools.

Turia's client management for CA firms module addressed each operational problem directly:

Turia Features Used by Chennai Audit

Chennai Audit uses six core capabilities in Turia's practice management platform on a daily basis:

Results

With Turia as the practice management foundation, Chennai Audit's team of 25 now operates from a single source of truth across all 6,000+ client relationships.

The most visible change at Chennai Audit has been the elimination of "where is this?" — the time lost searching for a client's document, a past assignment's status, or the last message sent to a particular client. With every piece of information linked to the client record in Turia, the team spends less time looking and more time doing.

Client onboarding now happens within Turia — a new client is added once, and their compliance workflows, document vault and communication channel are ready immediately. The Zoho Books integration means billing follows service delivery without any extra step from the team.

For a practice of Chennai Audit's scale — 6,000+ clients, 25 team members, multiple service lines, all of Tamil Nadu as their target market — the value of a single, connected platform isn't marginal. It is what makes continued growth possible without a proportional increase in administrative overhead.