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Case StudyBilling & Practice OperationsPractice Management Software for CA

Practice Management Software for CA: How NRSR & Co Runs 2,000+ Clients, Billing and Operations With Turia

NRSR & Co · Practice Management Software for CA

NRSR & Co, Manipal has been on Turia since February 2022 — Turia's first-ever customer. With 2,000+ clients, a 40-member team and offices in Manipal and Bengaluru, the firm runs every function of its CA practice on Turia: from client onboarding through task assignment, recurring compliance work, billing and payment — in one connected practice management software for CA.

NRSR & Co × TuriaPublished September 20269 min read
2,000+Clientsmanaged on one platform
40Team membersManipal + Bengaluru
Feb 2022Turia customer sinceTuria's first-ever firm
9Modules in daily usefrom client master to payment
01

About NRSR & Co

NRSR & Co is a partnership firm of Chartered Accountants established in July 2019 in Karkala, Karnataka, and now headquartered in Manipal, Udupi District. The firm extended its reach with a branch office in Bengaluru (Laggere), serving clients across Karnataka and beyond. Today NRSR & Co manages 2,000+ clients with a 40-member team led by Managing Partner CA Shrinidhi Rao (B.Com, ACA) and Partner CA Swetha SV (B.Com, M.Com, ACA, DISA-ICAI, RV-SFA from IBBI).

The firm's service range is broad: Income Tax (returns, TDS, appeals, assessments, Form 15CA/15CB), GST (registrations, filings, refunds, appeals, closures), Corporate (company incorporation, audits, company law certifications), Partnerships & LLPs, Internal Control and Risk Assessment, Financial Accounting (provisional and projected statements, project reports), Audits (statutory, tax, internal, society and trust audits) and Certifications across RERA, turnover, net worth and compliance.

NRSR & Co serves clients across manufacturing, education, IT, service industry, retail and wholesale, and non-governmental organisations — with a stated specialisation in online consultation and service delivery. Their own website describes their operating model: "We regulate our workflow through a Practice Management Software wherein the whole process of assignment will be monitored. From the point of creation of client profile in the PMS till the final deliverables are handed over to the client."

That practice management software is Turia — and NRSR & Co has been on it sinceFebruary 2022, making them Turia's first-ever customer.

NRSR & Co at a Glance

2,000+

Clients

40

Team

Manipal + Bengaluru

Offices

July 2019

Est.

Partnership CA Firm · Manipal, Udupi District, Karnatakanrsrandco.com
02

What Is Practice Management Software for CA?

Most CA firms are built on a patchwork of tools: Tally or similar software for billing, WhatsApp for client communication, spreadsheets for task tracking, a shared drive for documents, and email for everything in between. Each tool does one thing. None of them talk to each other.

The result is that the business of running a CA firm — getting work done, billing for it, collecting payment, and communicating with clients throughout — is spread across systems that were never designed to work together.

Definition

Practice management software for CA is a platform that brings together client management, task tracking, compliance work, billing and client communication in one connected system — so chartered accountants run their firm's operations from a single place instead of across spreadsheets, WhatsApp, and disconnected tools. The full workflow — client onboarded, service scoped, work assigned, task completed, invoice raised, payment collected — runs inside one platform.

Turia is practice management software for CA built specifically for Indian CA firms. It covers client master, task management, recurring compliance work, billing and invoicing, WhatsApp and email integration, internal chat, calendar, document management and visitor management — in one connected platform. The move from "Turia manages tasks" to "Turia manages the business of the CA firm" is exactly what NRSR & Co represents.

03

The Challenge: Running the Business of a CA Firm, Not Just the Work

A CA firm's operations have two layers. The first layer is the work itself — filing returns, completing audits, drafting responses, advising clients. The second layer is running the business around that work: managing clients, assigning tasks, tracking completion, billing for services rendered and collecting payment.

Most practice management tools only address the first layer. Tasks are tracked. Compliance deadlines are logged. But the business layer — where a completed task turns into an invoice, where a payment is tracked against a client, where the firm's receivables are visible in one place — remains scattered across separate tools or left unmanaged entirely.

For a firm growing to 2,000+ clients with a 40-member team across two offices, this gap becomes costly:

Work completed, billing missed

No link between completed tasks and invoice generation means billable work falls through.

Invoices sent, payments untracked

Without a billing dashboard, chasing payment means manually checking across clients.

Communication siloed

Client WhatsApp and email threads live on personal phones, not attached to the client record.

Recurring work re-entered manually

Monthly and quarterly compliance tasks have to be created fresh each cycle.

NRSR & Co recognized this when the firm was founded. They chose Turia in February 2022 — becoming Turia's first customer — not as a task tracker but as a full practice management platform for a CA firm. The goal was to manage the whole business, not just the work.

04

How NRSR & Co Uses Turia: The Full-Stack CA Firm

NRSR & Co is not a partial Turia user. Every operational function of the firm — from the front desk to the billing ledger — runs through Turia. This is what makes their story different from a case study about one feature.

NRSR & Co's Turia Platform Usage

Client MasterAll 2,000+ clients onboarded with full records, documents and history
Task ManagementEvery piece of client work assigned, tracked and completed in Turia
Recurring TasksMonthly and quarterly compliance work automated — GST, TDS, ITR
Billing & InvoicingTask completion → invoice generation → payment tracking, all in platform
WhatsApp AutomationClient messages, document requests and follow-ups from one business number
Email IntegrationClient and prospect emails sent and tracked against client records
ChatInternal team communication — not WhatsApp groups, but Turia chat
CalendarCompliance deadlines, client meetings and firm events in one view
Visitor ManagementOffice visitors logged at both Manipal and Bengaluru offices

When every module is connected, the business of the CA firm becomes visible: which clients are being served, what work is in progress, what's been completed, what's been billed, what's been paid and what's overdue — in one dashboard, in real time, across all 2,000+ clients.

05

The Client-to-Payment Workflow at NRSR & Co

The most important shift that Turia enables at NRSR & Co is connecting the business layer of the firm — not just the work layer. Here is how a client engagement moves from first contact to final payment inside Turia, without leaving the platform.

01

Client Onboarded in Client Master

A new client is created in Turia's Client Master — contact details, entity type, service agreements, documents, tax credentials and any other relevant records stored in one profile. This becomes the single source of truth for everything the firm does for that client: every task, every invoice, every communication, every document. There is no separate client register, no shared spreadsheet, no folder on a drive.

02

Services Scoped and Recurring Work Automated

The services NRSR & Co will deliver are defined against the client. For compliance work — GST returns (monthly GSTR-1, GSTR-3B), TDS (quarterly), income tax returns (annual), company audits — recurring tasks are set up in Turia once. The tasks recur automatically at the right frequency, are pre-assigned to the right team member and arrive in the task pipeline without anyone re-entering them. At 2,000+ clients, this removes hundreds of manual task creations per month.

03

Task Created and Assigned to Team Member

Each piece of work — recurring or ad hoc — is a task in Turia with an owner, a deadline and a status. CA Shrinidhi Rao and the management team see the firm's full workload in the Turia dashboard: who is handling what, what's overdue, what's waiting for the client and what's ready for review. Across a 40-member team in two offices, this visibility eliminates the need to ask for status updates.

04

Work Tracked to Completion

The team member updates the task as work progresses — in progress, under review, pending client input, completed. The task's history stays with the task. If a team member is on leave, any colleague can pick up context immediately from the task record in Turia, without asking anyone.

05

Invoice Generated from Completed Work

When a task is completed, an invoice is generated in Turia. Professional fees, disbursements, reimbursements and any additional charges are added, reviewed and sent to the client. The invoice is linked to the completed task and to the client record. There is no separate billing tool, no re-entering of client details, no risk of sending the wrong fee to the wrong client.

06

Payment Collected and Recorded

When the client pays, the payment is recorded against the invoice in Turia. The billing dashboard shows all outstanding receivables — by client, by amount, by age. When a payment is overdue, the team follows up directly from Turia over WhatsApp or email, with the client's full invoice history attached. The payment history, once settled, stays permanently in the client record.

Client → Service → Work → Completion → Invoice → Payment. The full business lifecycle of a CA firm engagement, in one connected platform.

06

Features Used

NRSR & Co uses Turia's complete platform across every function of the firm.

Client Master

Every client at NRSR & Co starts with a Client Master record in Turia — contact details, service agreements, documents and the full history of work done for that client. When a new task is raised, a new invoice is sent, or a message needs to go out, the client record is the single source of truth the whole team works from.

Task Management

Each piece of client work is a tracked task in Turia — assigned to a team member, with a deadline, a priority and a status. CA Shrinidhi Rao and the management team see the firm's full task pipeline in real time: what's open, what's overdue, who's working on what, and what's waiting for a client.

Recurring Tasks

GST returns, TDS filings, income tax returns, company audits — compliance work is cyclical. NRSR & Co sets recurring tasks in Turia once: the tasks recur automatically at the right frequency (monthly, quarterly, annual), are assigned to the right team member, and never need to be re-entered from scratch.

Billing and Invoicing

When client work is completed, it flows directly into an invoice in Turia. Professional fees, reimbursements and any additional charges are added, reviewed and sent to the client — all from within the same platform. Invoices are linked to the client record and the task they came from, so billing is always traceable.

WhatsApp and Email Integration

Client communication at NRSR & Co runs through Turia. WhatsApp messages, email threads, document requests and follow-up reminders are sent and tracked from within the platform — and stored against the client record. The team follows up on unpaid invoices, pending documents and compliance approvals without switching to separate tools.

Chat, Calendar and Visitor Management

The team communicates internally over Turia's chat — not WhatsApp group chats. Deadlines and client meetings are tracked on the Turia calendar. Office visitors are logged through Turia's visitor management module. Across the whole firm, Turia's practice management software is the single operational platform.

07

Results: Practice Management Software for CA in Action — 2,000+ Clients, One Platform

Over four years on Turia, NRSR & Co runs the full business of a growing CA firm — client management, work delivery, billing, team communication and office operations — from one connected platform. The results show across every function.

2,000+

Clients

All client records, documents, work history, invoices and communication stored in Turia's Client Master. One record per client. One platform for the whole team.

40

Team members

A 40-member team across Manipal and Bengaluru operates from the same task dashboard, billing system and communication platform — without needing separate tools for each office.

Feb 2022

Turia customer since

As Turia's first-ever customer since February 2022, NRSR & Co has the longest track record on the platform. Over four years of daily full-stack usage across every function of the firm.

Zero

Separate billing tools

Invoicing, payment tracking and receivables visibility all run inside Turia. No separate billing software. No manual re-entry of completed work into a billing system.

From NRSR & Co's website

"We regulate our workflow through a Practice Management Software wherein the whole process of assignment will be monitored. From the point of creation of client profile in the PMS till the final deliverables are handed over to the client."

— NRSR & Co, nrsrandco.com

08

Frequently Asked Questions

What is practice management software for CA?

Practice management software for CA is a platform that brings together client management, task tracking, compliance work, billing and client communication in one connected system — so chartered accountants run their firm's operations from a single place instead of across spreadsheets, WhatsApp, and disconnected tools. Turia's practice management software for CA connects the full workflow: from client onboarding through task assignment, recurring compliance work, invoice generation and payment collection.

How does Turia connect client work and billing in one workflow?

In Turia, client work and billing are part of the same connected workflow. When a task is completed, it flows directly into an invoice — no re-entry, no separate billing tool. The invoice is linked to the client record and the task it came from. Payment is tracked against the invoice. The full lifecycle — client → task → completion → invoice → payment — runs inside one platform.

What features does NRSR & Co use in Turia's practice management software?

NRSR & Co uses Turia's full platform: Client Master, Task Management, Recurring Tasks (compliance automation), Billing and Invoicing, WhatsApp automation, Email Integration, Chat (internal team communication), Calendar (deadline management), and Visitor Management. As Turia's first-ever customer since February 2022, NRSR & Co uses every module across both their Manipal and Bengaluru offices.

How does Turia handle recurring compliance work for CA firms?

Turia's recurring task system lets CA firms set up compliance work — GST returns, TDS filings, income tax returns, company audits — once, and have the tasks appear automatically at the right frequency (monthly, quarterly, annual). Each recurrence is assigned to the right team member, has a due date, and appears in the task pipeline like any other task. For NRSR & Co managing 2,000+ clients across Income Tax, GST, audit and company law, this means no compliance work is forgotten and no task needs to be created from scratch each cycle.

Related Reading

Practice Management Software for CA

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