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Client Grouping for CA Firms

Group related companies under one name, pick the holding company as the primary company, and invoice it for the work your firm does across the whole group.

Last reviewed 5 October 2026

The key question: if your biggest business group asked today for one bill covering everything your firm did for all its companies last quarter, how long would it take to put together?

For most firms, it's an afternoon in Excel. The group's companies sit in the practice software as separate, unrelated clients. Someone pulls the GST work from one, the TDS work from another, the ROC filings from a third, adds it up, and hopes nothing was missed. Usually something was.

Client grouping for CA firms solves this at the source. Think of it like a family's health insurance floater policy: each family member has their own treatment and their own records, but the policy, and the bill, sits with one policyholder. Turia's advanced client grouping works the same way. Each company keeps its own tasks and filings, and the group, through its primary company, gets one invoice.

A Real-Life Scenario: The Mehta Group, Surat

Kapoor & Desai is an illustrative 14-person firm in Surat. One of its largest relationships is the Mehta Group, a textile business run by two brothers. The group has six entities:

  • Mehta Holdings Pvt Ltd, the holding company
  • Mehta Silk Mills Pvt Ltd, the main manufacturing company
  • Mehta Exports LLP, for export orders
  • Mehta Realty Pvt Ltd, which owns the factory premises
  • and two partnership firms that run retail outlets

Between them, the firm handles monthly GST returns for four entities, TDS for three, statutory audits for the three companies, ROC filings, the LLP's annual filings, and income tax returns for the family. Every quarter, the group's finance head asked for one consolidated bill addressed to Mehta Holdings, because that's how the brothers manage costs across the group.

Before client grouping, an accounts executive spent most of a day each quarter pulling work from six separate client records into a spreadsheet. Twice in one year, work for the LLP, which sat in the system under a different name format, was left off the bill entirely: about ₹8,000 of ROC and annual filing work, simply never invoiced.

SIX ENTITIES, ONE BILL

Mehta Silk Mills
Mehta Exports LLP
Mehta Realty
2 partnership firms
➜
Invoice to Mehta Holdings (primary)

What Changed With Client Grouping

The firm created a client group called "Mehta Group", added all six entities, and marked Mehta Holdings as the primary company. Nothing else about the day-to-day work changed. GST returns were still filed for each company, audits were still done entity by entity, and every task stayed on the right client record.

What changed was billing. At the end of the quarter, the firm raised one invoice to Mehta Holdings for the tasks done across the group. The LLP's filings couldn't be forgotten, because they were part of the group. The finance head got the single bill he'd been asking for, and the accounts executive got most of a day back every quarter.

The Surprise: Group Billing Is a Retention Tool

Most firms see consolidated billing as an admin convenience. It's more than that. When a promoter sees one bill covering everything your firm does for the whole group, they see the full value of the relationship, often for the first time. Six small invoices invite a promoter to shop each entity's work around to a cheaper practitioner. One consolidated invoice makes the firm look like what it is: the group's accountant.

A Practical Note on Who Gets the Invoice

Which entity receives the invoice is a commercial decision the group and the firm should agree up front, ideally in the engagement letter. It matters for the group's own accounts and for GST, since the entity that receives the invoice is the one that records the expense and claims the input tax credit. That's exactly why Turia lets you choose any company in the group as the primary company, rather than assuming it's always the holding company.

Why It Matters

The Work Is Done for Many Companies. The Bill Goes to One.

Business groups usually have a holding company sitting above a set of operating companies, LLPs and subsidiaries. A CA firm may handle GST, TDS, income tax, audit and ROC work for every one of them, but the group expects to be invoiced through the main company.

In most practice software, each of those companies is just another client record. Nothing tells the system they belong together, so at billing time someone pulls the work from four or five clients, totals it by hand and raises the invoice to the holding company. Small tasks for a subsidiary are easy to miss, and the firm quietly under-bills.

What's New

Advanced Client Grouping in Turia

Group clients under one name

Add related companies to a named client group, so the firm sees the whole family of entities together instead of as unrelated records.

Choose a primary company

Mark any one company in the group as the primary company, usually the holding company that the group's billing runs through.

Invoice the primary company

Raise one invoice to the primary company for the tasks done across every company in the group.

An Example

What a Client Group Looks Like

An illustrative group: four companies, one bill.

Client group

Mehta Group

Mehta Holdings Pvt Ltd

Receives the invoice for the whole group

Primary

Mehta Silk Mills Pvt Ltd

GST returns, statutory audit

Mehta Exports LLP

TDS returns, LLP filings

Mehta Realty Pvt Ltd

Income tax, ROC filings

Tasks are tracked against each company. When it's time to bill, the firm raises one invoice to Mehta Holdings Pvt Ltd for the work done across all four.

How It Works

From Group Setup to Group Invoice

01

Create the group

Give the group a name and add each related company to it.

02

Pick the primary company

Choose the company that should receive the invoice, typically the holding company.

03

Work as usual

Your team keeps doing and tracking tasks against each individual company.

04

Bill the group

Invoice the primary company for the tasks done across the group.

Before and After

What Changes for Your Firm

CapabilitySeparate Client RecordsTuriaTuria Client Groups
Seeing the groupRelated companies sit as unrelated client recordsEvery company in the group sits under one group name
Tracking the workWork per company, with no group viewTasks stay per company, rolled up under the group
InvoicingTotals compiled by hand across several clientsOne invoice to the primary company for the group's tasks
Missed billingSmall tasks for subsidiaries get left off the invoiceGroup tasks come together when billing the primary company
Client relationshipThe group's promoter sees fragmented billsThe holding company gets a single, consolidated bill

Which Clients Should You Group?

Grouping is useful wherever several of your clients are effectively one relationship:

  • Business groups with a holding company and operating subsidiaries.
  • Promoter families, where the companies, LLPs, partnership firms and family members' returns are all handled by your firm.
  • Franchise or multi-location businesses run as separate entities but managed by one owner.

For a small firm, even two or three groups can be worth setting up, because those are usually the firm's largest and most valuable relationships. For a larger firm with dozens of groups, grouping is what keeps quarterly billing from turning into a week of spreadsheet work.

Three Mistakes Firms Make With Group Clients

1. Setting up the group but billing each company anyway. A group that exists only for reporting doesn't fix the quarterly spreadsheet. The value comes from raising the invoice to the primary company for the group's tasks.

2. Forgetting the smaller entities. The partnership firm that files one return a year, or the LLP with a single annual filing, is exactly the work that gets missed. If it belongs to the promoter's family of businesses, it belongs in the group.

3. Choosing the primary company by habit. The holding company is the usual choice, but not always the right one. Some groups prefer to route professional fees through the operating company that has the GST registration and the largest expense base. Ask, agree it in writing, and set the primary company to match.

Avoid those three, and client grouping does what it's meant to: keeps the work accurate at the entity level and the billing simple at the group level, which is how the promoter thinks about the relationship anyway.

Easy Rules to Remember

Safe: group related companies as soon as you take on the second entity from the same promoter, and agree the primary company in the engagement letter.

Risky: keeping group companies as unrelated clients and building consolidated bills by hand. Sooner or later, one entity's work gets left off.

Safer still: review each group's membership whenever the promoter sets up a new entity, so new work is billed with the rest of the group from day one.

Where This Connects

Client groups sit on top of Turia's client management and task management. Certificates issued for group companies can be tracked with UDIN tracking, and the group's documents and invoices can be shared through the client portal. Read what CA firms say about Turia, or see Turia's pricing.

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Frequently Asked Questions

What is client grouping in Turia?

Client grouping lets a CA firm add related companies to one named group, mark any one of them as the primary company, and raise an invoice to the primary company for the tasks done across the whole group.

Why do CA firms need client grouping?

Business groups usually have a holding company. A CA firm may do GST, TDS, audit and ROC work for every company in the group, but the group expects to be invoiced through the main company. Without grouping, the firm has to compile those charges by hand across separate client records.

Can any company in the group be the primary company?

Yes. You can choose any one company in the group as the primary company. In most groups this is the holding company, but it can be whichever entity the group wants its invoices addressed to.

Are tasks still tracked separately for each company?

Yes. Your team continues to track tasks against each individual company, so filings, deadlines and history stay with the right entity. Grouping adds a layer on top for viewing and billing the group together.

Can I invoice the primary company for work done on the other group companies?

Yes. That is the core of the feature: you can raise an invoice to the primary client for the tasks done for the group, instead of invoicing each company separately.

How is this different from basic client grouping?

Basic grouping only puts clients together for organisation and reporting. Turia's advanced client grouping adds a primary company and group billing, so the group structure carries through to how the firm invoices.

Bill the Group, Not Each Company

Group related companies, set the holding company as primary, and raise one invoice for the work done across the group.

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