CA Practice Management Software Features
Everything your CA firm needs to manage clients, leads, tasks, compliance, communication, billing and team operations, connected in one practice management platform.
Built for Chartered Accountant firms and professional practices in India.
Built for CA & CS Firms With Growing Teams, From 5-Person Practices to Firms Managing Hundreds of Clients
One Platform for Your Entire CA Practice
Client Management
Keep client information, services, documents, credentials and work history in one place.
Lead & CRM Management
Track leads, follow-ups, quotations, proposals and conversions from one pipeline.
Task Management
Create, assign and track tasks, recurring work, checklists and document requests.
Compliance Management
Organize recurring GST, TDS, Income Tax and MCA/ROC work.
Notice Management
Track GST, Income Tax and TRACES notices from receipt to resolution in one place.
WhatsApp Integration
Turn client WhatsApp messages into assigned, deadline-tracked tasks automatically.
Email Integration
Turn Gmail and Outlook emails into tasks with the original message attached.
Agentic Workflows
Automate reminders and follow-ups around a trigger, recipient, channel and action.
Communication
Connect email, WhatsApp, tasks and client communication.
Calendar
See every deadline, meeting and recurring compliance date in one shared view.
Billing & Invoicing
Manage proforma invoices, billable work, expenses, invoices and payments.
Team Management
Manage workload, attendance, leave, timesheets and employee reimbursements.
Sprint Planner
Plan work in short, coordinated cycles tied to a broader practice goal.
Visitor Management
Log visitor check-ins and purpose of visit at your office front desk.
DSC Register
Track DSC expiry, custodian and renewal status for every client token.
Document Inward & Outward
Log every physical document handed to or received from a client.
Licence Tracker
Track license renewals and expiry dates across every client and registration.
Encrypted Password Manager
Store client portal credentials in an encrypted vault, never in plain text.
Attendance & Leave
Track staff attendance, leave balances and approvals in one dashboard.
Analytics
See revenue, workload and status trends from your own operational data.
Practice Reporting
Understand workload, deadlines, billing, collections, clients and team performance.
Document Management
Keep client documents, service files and correspondence organized in one place.
Checklist & SOPs
Attach step-by-step checklists to recurring tasks so nothing gets skipped.
Timesheet Tracking
Log time against clients and tasks to see where your team's hours go.
Everything you need to know about every client
CA firms often have client information spread across Excel files, folders, emails and individual employee records.
Turia creates a centralized client record so your team can access the information they need while working for the client.
Less searching. More context. Faster client service.
All client information in one place, always at your fingertips.
Manage every client with complete context
Client master data
Store PAN, GSTIN, entity type and contact details in one place.
Service history
View the complete service and engagement history for a client.
Client documents
Organize and access all client documents instantly.
Client-related tasks
Track every task and piece of work linked to the client.
Client Portal
Share documents and updates securely with your clients.
License Register
Track client licenses and renewal dates.
DSC Register
Track DSC details and expiry dates.
Password Manager
Securely store and manage client credentials.
Client grouping
Group clients for smarter segmentation and reporting.
Client-specific information
Store custom information relevant to your client.
360° Client View
See all client information in one unified view.
More Accuracy
Reduce manual errors and keep data up to date.
Save Time
Find what you need faster and serve clients better.
Stronger Relationships
Better visibility leads to better client experience.
Turn more enquiries into clients
Manage your CA firm's sales pipeline from the first enquiry to client onboarding.
Give every lead a clear next step.
Every partner gets visibility into where each lead stands in the pipeline.
Everything you need to convert more leads
Lead tracking
Capture and track every enquiry from a single pipeline.
Lead scoring
Prioritize leads based on how likely they are to convert.
Custom stages
Configure pipeline stages that match how your firm sells.
Lead assignment
Assign leads to the right partner or team member.
Follow-up management
Stay on top of every follow-up that's due.
Call logs
Keep a record of every call made to a lead.
Quotations
Create and send quotations directly from the pipeline.
Proposal management
Move qualified leads into a formal proposal.
Proposal follow-ups
Get reminded when a sent proposal goes quiet.
Lead-to-client conversion
Convert a won lead into a client record instantly.
Full Pipeline View
See every lead's stage in one place.
Faster Follow-Ups
Never let a lead go cold from a missed follow-up.
Higher Conversion
Give every lead a clear next step to close.
Team Alignment
Partners see exactly who owns each lead.
Send proposals. Follow up. Win new clients.
Turia helps CA firms manage the proposal stage between lead generation and client onboarding.
From enquiry to engagement.
Move a proposal forward without losing the thread.
Move proposals from sent to signed
Create proposals
Put together a proposal for a lead in minutes.
Send proposals to leads
Send proposals directly to a prospect from Turia.
Track proposal activity
See when a proposal has been viewed or actioned.
Follow up with prospects
Send a reminder when a proposal goes unanswered.
Manage proposal stages
Track a proposal from draft through to decision.
Convert successful leads into clients
Turn a won proposal into a client record.
Faster Turnaround
Send proposals without leaving your pipeline.
Full Visibility
See exactly where every proposal stands.
Fewer Drop-Offs
Automatic follow-ups keep prospects engaged.
Smooth Conversion
Won proposals become clients instantly.
Know what needs to be done, who owns it and when it's due
Turia provides task management software designed around the recurring and deadline-driven work of CA firms.
Replace scattered task lists.
One live view of your firm's work, instead of a dozen separate lists.
Stay on top of every task and deadline
Create and assign tasks
Assign work to the right person with a clear owner.
Recurring tasks
Set up tasks that repeat on their own schedule.
Checklists
Break a task into steps that can be checked off.
Subtasks
Split larger work into smaller, trackable pieces.
Document requests
Request documents from a client directly on a task.
Task statuses
Track where every task stands, at a glance.
Deadlines
Set due dates so nothing slips through the cracks.
Aging tasks
See which tasks have been open the longest.
Calendar view
View tasks and deadlines laid out on a calendar.
Workload visibility
See how much work is on each team member's plate.
Bulk reassignment
Reassign several tasks at once when workloads shift.
One Live View
See every task across the firm in one place.
Nothing Missed
Deadlines and aging work stay visible.
Less Re-Creation
Recurring tasks set themselves up again.
Balanced Workloads
Reassign work in bulk when priorities shift.
Let recurring work create itself
CA firms perform the same work every month, quarter and year.
Turia's rule-based automation helps turn recurring workflows into repeatable processes.
Less repetitive administration.
Automate what should be automatic, without losing control over the work.
Automate the triggers that create work
Recurring task automation
Generate repeat work for GST, TDS and Income Tax automatically.
Workflow rules
Configure rules that move work forward on their own.
Automated reminders
Trigger reminders automatically as deadlines approach.
WhatsApp-to-task
Turn a client's WhatsApp message into a tracked task.
Email-to-task
Turn a client email into a tracked task.
Task routing
Send a task to the right person automatically.
Workflow triggers
Configure events that automatically start a workflow.
Client email → Task created → Team member assigned → Deadline tracked → Reminder sent
WhatsApp message → Task → Owner → Follow-up
Save Time
Stop recreating the same tasks every cycle.
Rule-Based
Runs on configured triggers, not AI guessing.
Fewer Missed Deadlines
Reminders fire before a due date is missed.
Stay in Control
Every automated task stays visible to your team.
Keep recurring compliance work on track
GST, TDS, Income Tax and MCA/ROC work creates recurring deadlines across hundreds of client engagements.
Turia helps CA firms organize that work into structured, trackable workflows.
Compliance becomes a workflow.
Not a spreadsheet you have to remember to update.
Structure recurring compliance work
Recurring compliance tasks
Regenerate compliance work automatically on its own cycle.
GST workflows
Track GST filings and deadlines across every client.
TDS workflows
Track TDS deposits and returns across every client.
Income Tax workflows
Track Income Tax filings and deadlines across every client.
MCA/ROC workflows
Track corporate compliance work across every client.
Deadline tracking
See every compliance deadline in one place.
Document requests
Request the documents a filing needs from the client.
Team assignment
Assign compliance work to the right team member.
Client-wise visibility
See every client's compliance status at a glance.
Nothing Recreated
Recurring filings regenerate on their own.
Deadlines Visible
See every due date across every client.
Client-Wise Status
Know exactly where each client's compliance stands.
Clear Ownership
Every filing has an assigned owner.
Never lose track of a client notice
Notices require attention, ownership and timely response.
Turia's separate Notice Management add-on automatically fetches GST, TDS and Income Tax government notices and helps firms manage the resulting work.
Nothing falls through the cracks.
Every notice gets an owner, a deadline and a tracked response.
Handle every notice from receipt to resolution
Automatic notice detection
Automatically fetch GST, TDS and Income Tax government notices.
GST notices
Detect and track GST notices as they're issued.
TDS notices
Detect and track TDS notices as they're issued.
Income Tax notices
Detect and track Income Tax notices as they're issued.
Owner assignment
Assign a notice to the right team member to handle.
Response deadline tracking
Track the deadline to respond to each notice.
Automatic Detection
Notices are fetched automatically, not manually checked.
Clear Ownership
Every notice is assigned to someone accountable.
Response Tracked
See the deadline and status for every notice.
Full Coverage
GST, TDS and Income Tax notices, all in one place.
Turn conversations into accountable work
Important client requests often arrive through WhatsApp and email.
Turia connects communication with your firm's work management.
Work doesn't disappear into an inbox.
Every important message can become a tracked, accountable task.
Connect every channel to real work
WhatsApp Business integration
Connect your firm's WhatsApp Business account to Turia.
WhatsApp-to-task
Turn a client's WhatsApp message into a tracked task.
Client communication
Message clients directly without leaving Turia.
Reminders
Send reminders to clients over WhatsApp.
Email integration
Connect your firm's inbox to Turia.
Email-to-task
Turn a client email into a tracked task.
Reply from Turia
Reply to client emails directly from Turia.
Email templates
Use templates for the emails you send most.
Automated reminders
Send automatic reminders over email.
Message to Task
Convert WhatsApp and email into tracked work.
Automatic Reminders
Reminders go out over the channel clients use.
Client Communication
Message clients without leaving Turia.
Nothing Lost
Every request stays connected to its task.
Connect your practice work with billing
Manage billing workflows without losing visibility into the work behind the invoice.
Know what's billed and what's outstanding.
Billing stays connected to the work behind every invoice.
Manage billing from proforma to payment
Proforma invoices
Send a proforma before raising the final invoice.
Billable time
Track billable time against the work performed.
Expenses
Record expenses incurred while serving a client.
Final invoices
Generate the final invoice once work is approved.
Payment recording
Record payments as they're received from clients.
Client-wise collections
See collections broken down by client.
Outstanding reports
See what's still outstanding, across every client.
Multi-Billing Organizations
Bill through multiple entities within one firm.
Full Visibility
See what's billed, paid and outstanding.
Proforma to Invoice
Move billing forward without re-entering data.
Client-Wise View
See collections broken down by client.
Multi-Entity Billing
Bill through more than one organization.
Know your team's capacity
Running a CA firm means managing people as well as deadlines.
Turia gives partners and managers visibility into team availability and workload.
See who's available and who's overloaded.
Move work to where the capacity actually is.
See your team's capacity at a glance
Attendance
Track attendance for your entire team.
Leave management
Manage leave requests and balances in one place.
Leave approvals
Approve or decline leave requests directly in Turia.
Timesheets
Track time logged against tasks and clients.
Employee reimbursements
Manage employee expense reimbursements.
Employee workload
See how much work is on each person's plate.
Task allocation
Assign work based on who has capacity.
Bulk task reassignment
Move several tasks to a new owner at once.
Sprint Planner
Plan and track work in short, focused sprints.
Workload Visibility
See capacity across the whole team.
Attendance & Leave
Track attendance and approve leave in one place.
Fast Reassignment
Move tasks in bulk when priorities shift.
Reimbursements Handled
Manage employee expenses alongside work.
Give clients a better way to work with your firm
Instead of exchanging information through scattered emails and messages, give clients a dedicated portal for communication and document exchange.
A more organized client experience.
Without adding another disconnected system to manage.
Give clients a dedicated place to work with you
Client access
Give clients a secure, dedicated login.
Document exchange
Exchange documents with clients in one place.
Work/status visibility
Let clients see the status of their work.
Centralized client communication
Keep client communication in one connected place.
Dedicated Access
Clients get their own secure login.
Document Exchange
Share files without scattered email threads.
Status Visibility
Clients see progress without asking.
One Connected Channel
All communication stays in one place.
Keep important client information where your team can find it
Registers and credential storage for the documents and access details your team relies on every day.
Less searching, fewer missed renewals.
Better control over sensitive client information.
Keep documents and credentials organized
Document Movement Tracker
Track physical and digital file movement between the office, employees and clients.
DSC Register
Track DSC information and expiry dates.
License Register
Track client licenses and renewal dates.
Password Manager
Securely store client-related credentials.
Everything Tracked
Files, licenses and credentials in one place.
Renewal Alerts
Stay ahead of DSC and license expiry dates.
Secure by Design
Credentials stored with controlled access.
Easy to Find
Stop searching folders and shared sheets.
Run your CA practice with data, not guesswork
Turia gives partners and managers visibility into the operational and financial performance of the practice.
Know where time and revenue are going.
Run the practice on data instead of guesswork.
Turn practice data into clear reporting
Task workload
See how work is distributed across your team.
Pending and aging work
See what's overdue and how long it's been open.
Task completion
Track how much work is actually getting done.
Revenue
See revenue across the whole practice.
Collections
Track how much of what's billed has been collected.
Outstanding amounts
See what's still owed, across every client.
Client-wise revenue
Break revenue down by individual client.
Service-wise revenue
Break revenue down by service line.
Employee-wise revenue
See revenue generated per team member.
Workload trends
See how workload is shifting over time.
Practice-Wide View
Revenue, collections and workload in one place.
Client & Service Breakdown
See performance by client and by service.
Aging Work Visible
Spot overdue and stalled work early.
Team Performance
See revenue and workload by employee.
Manage the office behind the client work
Turia also supports the operational side of running a CA office.
Run the office, not just the client work.
Operational tasks stay organized alongside client delivery.
Run the operational side of your office
Attendance
Track attendance for your entire office.
Leave management
Manage leave requests and balances.
Visitor Management
Log and track visitors to your office.
Document Movement Tracker
Track files moving between office, staff and clients.
Employee reimbursements
Manage employee expense reimbursements.
Timesheets
Track time logged across the team.
Internal Notice Board
Share internal announcements with your team.
Approvals
Route approvals through the right people.
Access control and roles
Control who can see and do what in Turia.
Visitor & Access Control
Manage who comes in and who can access what.
Files Tracked
Know where every document physically is.
Internal Communication
Share announcements from one notice board.
Structured Approvals
Route approvals through the right people.
Built Around Indian CA Firm Workflows
Turia is designed around recurring professional and compliance work performed by Indian CA firms.
GST
Recurring GST work, tasks, deadlines and client follow-ups.
TDS
Recurring TDS workflows, assignments and deadlines.
Income Tax
Organize recurring Income Tax work and client requirements.
MCA / ROC
Track recurring corporate compliance work across clients.
Your Firm's Work, Connected From Lead to Payment
Instead of treating every function as a separate tool:
Turia connects the workflows that make up a CA practice, giving partners and teams context from the beginning of a client relationship through ongoing work, billing and practice reporting.
Replace Fragmented CA Office Workflows With One System
Less Excel
Centralize client and practice information instead of maintaining disconnected spreadsheets.
Less WhatsApp chaos
Turn relevant messages into trackable work.
Less follow-up
Use recurring tasks, reminders and workflow automation.
More visibility
See clients, work, deadlines, workload and billing from one platform.
Everything Your CA Firm Needs in One Platform
| Capability |  Turia |
|---|---|
| Client Management | |
| Lead Management & CRM | |
| Proposal Management | |
| Task Management | |
| Recurring Tasks | |
| Task Automation | |
| Compliance Management | |
| Notice Management | Add-on |
| WhatsApp Integration | |
| Email Integration | |
| Client Portal | |
| Billing & Invoicing | |
| Attendance & Leave | |
| Timesheets | |
| Practice Reporting | |
| Document Movement | |
| DSC Register | |
| License Register | |
| Password Manager | |
| Visitor Management |
Frequently Asked Questions
What is Turia?
Turia is a CA practice management software platform for Chartered Accountant firms in India. It connects client management, lead management, task management, compliance work, communication, billing, team operations and practice reporting.
What features does Turia have?
Turia includes client management, CRM and lead management, proposal management, task management, recurring tasks, compliance management, billing, team management, attendance and leave, Client Portal, document management, reporting and workflow automation.
Is Turia suitable for CA firms?
Yes. Turia is designed specifically for team-based CA firms and professional practices in India and has a minimum of five users.
Can Turia manage GST and TDS work?
Yes. Turia supports recurring GST and TDS workflows, tasks, deadlines, assignments and client-related work.
Does Turia have task automation?
Yes. Turia supports recurring task automation, workflow rules, reminders, WhatsApp-to-task and email-to-task.
Does Turia have CRM?
Yes. Turia includes CRM capabilities for CA firms, including lead tracking, lead scoring, pipeline stages, follow-ups, quotations, proposals and lead-to-client conversion.
Does Turia have proposal management?
Yes. Turia supports proposal management for CA firms, including sending proposals, follow-ups and conversion of successful leads into clients.
Does Turia have a Client Portal?
Yes. Client Portal is included on every Turia plan.
Does Turia support WhatsApp?
Yes. Every Turia plan includes WhatsApp Business integration and WhatsApp-to-task workflows.
Does Turia have billing and invoicing?
Yes. Turia supports proforma invoices, billable time, expenses, final invoices and payment recording.
Does Turia have attendance and leave management?
Yes. Attendance and leave management are included on every Turia plan.
Is Notice Management included?
Notice Management is available as a separate paid add-on for automatically fetching GST, TDS and Income Tax government notices.
Built for CA Firms
Run Your CA Practice From One Connected Platform
Manage clients, tasks, compliance, communication, billing and your team with Turia.
7-day free trial · No credit card required · Plans for 5 to 60+ users