Now Live in Turia

Client Portal for CA Firms

A white-labelled portal under your firm's brand, where clients see their tasks, invoices, payments, documents and compliance status, and chat with your team.

Start Free Trial Book a Demo

Last reviewed 5 October 2026

The key question: when a client needs last year's ITR acknowledgement for a home loan, who in your firm do they message, and on whose phone?

In most Indian CA firms, the honest answer is "whichever staff member they last spoke to, on that person's personal WhatsApp." That isn't a discipline problem. It's what happens when a firm has no shared place for clients to go. Every document request, every "has my GST been filed?", every "please resend the challan" lands on an individual's phone, and the firm's client history ends up scattered across a dozen personal chats.

A client portal for CA firms fixes that by giving every client one front door. Think of it like a bank's net banking. You don't call your branch manager to check your balance or download a statement; you log in and it's there. Turia's client portal does the same for a CA firm's clients: their tasks, invoices, payments, documents and compliance status, under your firm's brand, available whenever they want it.

A Real-Life Scenario: Sharma & Associates, Jaipur

Sharma & Associates is an illustrative 9-person firm in Jaipur with 220 clients: traders, a few manufacturers, doctors and salaried professionals. Like most firms its size, it ran client communication on WhatsApp, mostly from staff members' personal numbers.

Here's what a normal month looked like. Around 150 times, a client asked for something the firm had already given them: a filed GSTR-3B, last year's ITR-V, a TDS certificate, a copy of an invoice. Each request took about 6 minutes: find the client, find the file, check it's the right year, send it. That's 15 hours a month of staff time spent re-sending documents.

Then in October, Rohit, an articled assistant who handled around 60 clients, left for his CA Final exams. His WhatsApp went with him. For two weeks, the firm reconstructed which client had sent which documents, which follow-ups were pending, and what Rohit had promised whom. Two clients assumed their GSTR-1 had been filed because Rohit had said "done, Sir" in a chat no one else could see.

CA Anil Sharma, the managing partner, didn't need more staff. He needed the firm's client communication to belong to the firm.

WHERE CLIENT COMMUNICATION LIVES

Staff WhatsApp

Each client's history sits on one employee's personal phone. When that person leaves, the history leaves too.

Turia client portal

Tasks, documents, invoices and chats sit on the client's account in the firm's system, visible to whoever picks up the work next.

What Changed When the Portal Went Live

Sharma & Associates switched the portal on for 140 of its most active clients first, the GST and TDS clients who messaged most often, and left it off for the rest. The changes showed up within a month:

Document re-sends dropped. Clients downloaded their own GSTR-3B acknowledgements and ITR-Vs from the portal. Most of those 150 monthly requests stopped arriving.
Document collection became trackable. Instead of "Sir, please send purchase bills" in a chat, each request sat on the client's account with a status, so anyone in the firm could see what was pending.
The compliance dashboard answered the "is it filed?" calls. Clients could see that their return was filed without phoning the office.
Chats moved off personal phones. Clients messaged the firm inside the portal, so when a staff member was on leave or moved on, the conversation stayed with the client record.

None of this needed clients to change much. They still got a link, still opened it on their phone through the mobile app, still sent documents. The difference was where it all landed: in the firm's system, not in someone's pocket.

The Surprise: The Portal Matters Most to Your Staff

Firms usually buy a client portal for their clients. But the people who feel the difference first are your own team, because the portal is what finally lets them stop using their personal numbers for work. No more client calls on a Sunday, no more 11 p.m. "urgent" messages, no more handing over a phone's chat history when someone leaves. For a firm that struggles to retain articled assistants and juniors, that's a retention benefit in its own right.

What the Free and Paid Versions Mean in Practice

Turia's client portal has a free version, available to every firm, that stores client data for 45 days. That works well for the day-to-day exchange: a client uploads purchase bills, your team downloads them and files the return within the month.

The paid version, at ₹999 a month or ₹9,999 a year, adds a 100 GB storage pool shared across your entire client base, so documents stay available long after the filing month: last year's ITR-V, the audit report from two years ago, the GST registration certificate. For Sharma & Associates, ₹9,999 a year across 220 clients works out to about ₹45 per client per year, less than the staff time spent re-sending a single client's documents over a few months.

What's Inside

Everything Your Client Needs, in One Portal

All of this is available to your clients through Turia's client portal.

Tasks

Clients see the status of the work your firm is doing for them, without calling to ask.

Invoices

Every invoice your firm has raised, in one place the client can always find.

Payments

Clients can see what's paid and what's outstanding against their invoices.

Mobile app

The same portal on the client's phone, so they can respond on the go.

Masters

Master data, licenses and passwords the firm maintains for the client, kept in one place.

Document requests

Ask for documents and let clients upload them straight against the request.

Compliance dashboard

A clear view of the client's compliance status, so they know what's filed and what's due.

Chat with auditors

Clients message your team inside the portal, tied to their account instead of a personal phone.

White-Labelled

What Does White-Labelled Mean?

A white-labelled product is built by one company and presented under another company's brand. Turia's client portal works the same way: your clients see your firm's name and branding, not Turia's.

To your client, it's simply your firm's portal. Every time they check a task, pay an invoice or upload a document, the experience reinforces your brand. Turia stays in the background as the software that runs it.

Your Choice

Turn the Portal On for Some Clients, Off for Others

Not every client wants a portal. Your firm decides who gets access: enable it for clients who will use it, and keep it disabled for the ones who prefer to work the old way. You can change it per client at any time.

Sharma Holdings Pvt LtdPortal on

Iyer & SonsPortal on

Mehta TradersPortal off

Kapoor Textiles LLPPortal on

Illustrative example

Why It Matters

Benefits of a Client Portal for CA Firms

Improved brand visibility

Every login, notification and document request carries your firm's name and logo, not a software vendor's.

Higher customer retention

Once a client's tasks, invoices, documents and history live in your portal, your firm becomes part of how they run their business.

Centralized workflows

Tasks, billing, documents and conversations sit in one system instead of being spread across WhatsApp, email and spreadsheets.

Easy, tracked, transparent collection

Document collection and communication are easy for the client, tracked for the firm, and transparent to both.

No staff personal numbers

Clients reach the firm through the portal, so your team doesn't have to hand out personal mobile numbers.

Better processes, better operations

With requests and responses inside one system, the firm can set up repeatable processes and run operations more smoothly.

Plans

Free to Start, ₹999/Month for 100 GB

Free

₹0

Data stored for 45 days

Start using the portal at no cost. Client data is retained for 45 days.

Paid

₹999/month

100 GB storage pool

Or ₹9,999/year. One 100 GB pool shared across your entire client base.

The 100 GB is one pool for your entire client base, not a per-client limit.

Who Should Get Portal Access First?

Because portal access is switched on per client, you don't have to roll it out to everyone on day one. A sensible order:

Monthly GST and TDS clients, who exchange documents with you every month and benefit most from tracked document requests.
Clients with several entities or directors, who need a single place to see invoices, payments and compliance status.
Clients who ask for old documents often, such as those applying for loans, visas or tenders.

Clients who file one return a year and prefer a phone call can stay off the portal until they're ready. That flexibility is what makes the rollout manageable for a small firm.

Easy Rules to Remember

Safe: start with the free version and your 20 to 50 most active monthly clients, and move all document requests for them into the portal.

Risky: launching the portal but letting staff keep taking documents on their personal WhatsApp. Clients will use whichever channel your team answers.

Safer still: move to the paid 100 GB plan once clients start relying on the portal for older documents, so their filing history is always there when they need it.

Where This Connects

The portal shows clients the same records your team manages in Turia's client management, task management and compliance management. Document requests and updates can also go out automatically through AI agents for CA firms. Read what CA firms say about Turia, or see Turia's pricing.

100s of CA firms use Turia Practice every day

Where This Connects

The portal shows clients the same tasks, invoices and compliance data your team works on in Turia.

Client Management

The client records that power each portal account.

Learn more

Task Management

The tasks clients see in the portal.

Learn more

Compliance Management

The filings behind the client's compliance dashboard.

Learn more

Client Grouping

Group related companies and bill the primary company.

Learn more

UDIN Tracking

Every UDIN tied to the client, task and invoice.

Learn more

Pricing

See current Turia plans.

Learn more

Frequently Asked Questions

What is a client portal for CA firms?

A client portal is a secure, client-facing space where a CA firm's clients can see their tasks, invoices, payments, documents and compliance status, respond to document requests, and message the firm, instead of doing all of this over WhatsApp, email and phone calls.

What can clients see in Turia's client portal?

Tasks, invoices, payments, master data, licenses and passwords, document requests, a compliance dashboard, and chat with the firm's team. The portal is also available on mobile.

What does white-labelled mean?

White-labelled means the portal carries your firm's name and branding, not Turia's. Your clients see your firm when they log in, so every interaction reinforces your brand rather than a software vendor's.

Can I give portal access to some clients and not others?

Yes. Portal access is controlled per client. You can enable it for the clients who will use it and keep it disabled for others.

Is the client portal free?

Yes, there is a free version. On the free version, data is stored for 45 days. The paid version, at ₹999/month or ₹9,999/year, gives your firm a 100 GB storage pool shared across your entire client base.

Is the 100 GB storage per client?

No. The 100 GB is a single storage pool shared across all of your firm's clients on the portal, not a per-client allowance.

Do my staff still need to share personal phone numbers with clients?

No. Clients can chat with your team inside the portal, so conversations stay tied to the client account and the firm, not to an individual staff member's personal number.

Give Clients Your Own Branded Portal

Tasks, invoices, payments, documents, compliance and chat, under your firm's name. Start free, upgrade to 100 GB when you need it.

Start Free Trial Book a Demo