About Nikhil Dhadd & Co
Nikhil Dhadd & Co is a Chartered Accountant firm based in Maharashtra. The firm serves more than 1,100 clients across a comprehensive range of professional services — income tax, GST, audit, corporate law, business advisory and compliance — from a team of 20 professionals.
Like most CA firms in India, Nikhil Dhadd & Co operates in a client environment that runs almost entirely on WhatsApp. Clients send documents, ask questions, make service requests and expect status updates — all on WhatsApp. For a firm of this scale, with 1,100+ clients and 20 team members, this creates a real operational problem: how do you make sure every WhatsApp message from every client becomes trackable work, gets assigned to the right person, and gets closed out properly?
In 2025, Nikhil Dhadd approached Turia specifically for automation — and the Turia team set up the WhatsApp automation workflows that the firm now runs on.
Nikhil Dhadd & Co
CA Firm · Maharashtra · 1,100+ Clients · 20 Team Members
About Turia's WhatsApp Automation for CA Firms
Turia is a cloud-based CA practice management software built for Indian Chartered Accountant and Company Secretary firms. One of its most-used capabilities is WhatsApp automation for CA firms — a set of features that connect a firm's WhatsApp Business number directly to its practice management workflows.
For Indian CA firms, WhatsApp is not optional — it is the primary channel through which clients communicate. Every request, every document, every question comes through WhatsApp. The problem is that WhatsApp messages in a personal or shared chat are invisible to the rest of the team, impossible to track as tasks, and easily forgotten under the volume of daily messages.
Turia's WhatsApp automation bridges the gap between where client communication happens and where work gets managed. The key capabilities relevant to Nikhil Dhadd & Co:
WhatsApp-to-Task
Client WhatsApp messages are automatically converted into tasks inside Turia — captured, logged and assigned without anyone manually creating a task
Automated Reminders
Compliance deadline reminders are sent to clients automatically over WhatsApp — no manual sending, no remembering who to notify
Document Requests
Request documents from clients over WhatsApp from within Turia — the request is logged against the client and the task
Status Updates
When work progresses, clients receive automated WhatsApp updates — documents received, filing in progress, work completed
Final Document Delivery
Completed deliverables are sent to clients over WhatsApp directly from Turia — closing the task and notifying the client in one step
Connected to Client Records
Every WhatsApp message, request and response stays linked to the client record — visible to the whole team, not buried in a personal chat
The Challenge
Nikhil Dhadd & Co's clients, like most Indian business owners, conduct everything on WhatsApp. They send documents, raise service requests, ask questions, and follow up — all on WhatsApp. For the firm, this means the primary source of incoming client work arrived on a platform that had no connection to the firm's internal workflow.
With 1,100+ clients sending messages across 20 team members, the operational gaps were significant:
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Client requests arrived as WhatsApp messages with no tracking
A client would send a message requesting their ITR filing, a GST registration or a document. That message sat in a personal WhatsApp chat — no task was created, no one was formally assigned, no deadline was set.
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Messages were invisible to the rest of the team
When a client message came in on one team member's phone, the rest of the team had no visibility. If that person was unavailable, the request was delayed or lost. Partners had no way to see the volume or status of inbound requests.
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Reminders and follow-ups required manual effort
Every compliance deadline reminder sent to a client required someone to manually send a WhatsApp message. With 1,100+ clients across multiple compliance types — GST, ITR, TDS — the volume of reminders alone consumed significant team time.
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Document requests and follow-ups were untraceable
When a team member asked a client for a document over WhatsApp, that request was a personal message. No one else could see it, and there was no record of whether the client had been reminded once, twice, or ten times.
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Final deliverables were sent from personal phones
When work was completed, the team member would send the final document — an acknowledgement, a filed return — from their personal WhatsApp. There was no log of what was sent, to whom, and when. The firm had no record of completion beyond a chat message.
The core problem: WhatsApp was the firm's primary client communication channel, but it had no connection to the firm's practice management system. Every message was a gap — a potential task not created, a potential client not followed up, a potential record not kept.
How Turia Solved It
Nikhil Dhadd approached Turia in 2025 specifically to solve this problem. The Turia team set up the WhatsApp automation for CA firms configuration that the firm now runs on — connecting the firm's WhatsApp Business number directly to Turia's practice management system.
The approach was to make WhatsApp a structured input channel, not just a messaging tool. Every message that comes in from a client goes through a defined workflow — it becomes a task, gets assigned, gets tracked and gets closed. The client experience stays on WhatsApp; the firm's operational experience moves into Turia.
Every inbound WhatsApp message becomes a tracked task
Turia's WhatsApp-to-task automation converts client messages into tasks the moment they arrive. The task is linked to the client, captures the original message, and enters the firm's standard workflow — visible to the whole team, not buried in one person's phone.
Tasks are assigned to the right team member immediately
The created task is assigned to the specific team member responsible for that client or service type. Partners have a real-time view of all inbound WhatsApp requests across the firm — who is handling what, and what is pending.
Compliance reminders go out automatically — no manual sends
Turia sends compliance deadline reminders to clients over WhatsApp automatically, based on the compliance calendar. ITR deadlines, GST due dates, TDS reminders — configured once, sent to all relevant clients on schedule, without any team member having to remember or manually send them.
Document requests and status updates are sent and logged from Turia
When the team needs documents from a client, the request goes out as a WhatsApp message from within Turia — logged against the client and the task. Follow-up reminders can be automated. The team knows what was requested, when, and whether it has been received.
Final documents are delivered to the client over WhatsApp — from within Turia
When work is completed, the final deliverable — an acknowledgement, a filed return, a certificate — is sent to the client over WhatsApp directly from Turia. The delivery is logged against the task and the client record. The task closes, the client is notified, and the record is complete.
The End-to-End WhatsApp Workflow
Here is the exact workflow that Nikhil Dhadd & Co runs with Turia's WhatsApp automation:
Client sends a WhatsApp message
A client sends a WhatsApp message to the firm — a request to file a return, a document, a question, a follow-up. The message arrives on the firm's WhatsApp Business number.
Message is automatically converted to a task
Turia's WhatsApp-to-task automation converts the inbound message into a task inside the platform. The client, the request, and the message are all captured and logged automatically.
Task is assigned to an employee
The task is assigned to the relevant team member — the person responsible for that client or that type of work — with a clear deadline and the original message for context.
Work is completed and tracked
The team member completes the work inside Turia — filing, document preparation, advisory — with the full task history visible to partners. No email, no chat thread needed to check status.
Client receives final documents via WhatsApp
When the task is complete, the final deliverable is sent to the client over WhatsApp — from within Turia, logged against the client record. The loop is closed, the client is notified, and the record is complete.
Turia Features Used by Nikhil Dhadd & Co
Six WhatsApp and practice management capabilities in active use:
WhatsApp-to-Task
When a client sends a WhatsApp message — a request, a question, a document — it is automatically converted into a task inside Turia, assigned to the right team member, and tracked to completion. No message falls through the cracks of a personal chat.
Automated WhatsApp Reminders
Turia sends compliance deadline reminders directly to clients over WhatsApp — ITR reminders, GST due date alerts, document submission deadlines — automatically, without anyone on the team having to remember to send them.
WhatsApp Document Requests
When the team needs documents from a client, the request is sent as a WhatsApp message from within Turia. The request is logged against the client and the task, so the team knows exactly what was asked and when.
WhatsApp Status Updates
When an assignment moves forward — documents received, work in progress, filing submitted — clients receive an automatic WhatsApp status update. Clients stay informed without the team needing to send individual messages.
Final Document Delivery via WhatsApp
When a task is completed, the final deliverable — an acknowledgement, a filed return, a certificate — is sent to the client over WhatsApp directly from within Turia, closing the loop on every engagement.
Task Assignment and Tracking
Every inbound WhatsApp request that becomes a task is assigned to a specific team member with a deadline. Partners can see all tasks linked to WhatsApp requests, their status, and who is responsible — across all 1,100+ clients.
Results
With Turia's WhatsApp automation running across 1,100+ clients and a 20-member team, Nikhil Dhadd & Co now operates every client engagement through a single, accountable system — while the client experience stays entirely on WhatsApp.
The key change is operational visibility. Before Turia, a WhatsApp message from a client was one person's private responsibility. After Turia, every inbound message is a tracked task with an owner, a deadline and a history — visible to partners and accessible to the whole team.
Reminder volume — the daily overhead of manually messaging 1,100+ clients about compliance deadlines — is now automated. The team member hours that went into crafting and sending individual WhatsApp reminders across multiple compliance types are now reclaimed.
The client experience has not changed — they still send a WhatsApp message and get their work done. What has changed is what happens on the firm's side: every message is captured, every request is acted on, every delivery is logged. For a 20-member team serving 1,100+ clients, that is the difference between a practice that can scale and one that is limited by the capacity of individual WhatsApp conversations.
Want to turn your clients' WhatsApp messages into trackable tasks?
Turia's WhatsApp automation for CA firms connects your WhatsApp Business number to your practice management system — every message becomes a task, every reminder goes out automatically, every delivery is logged.
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