Track Work. Improve Outcomes. Make Smarter Decisions.
With Turia, you don’t just manage tasks — you track performance, spot bottlenecks, and take control of your firm’s growth.
One Platform.
One Source of Truth.
Teams perform better when your tasks & communication flow together
50 Challenges CA Firms Face – and How Turia Solves Them
1. Live Task Tracker
Problem: Managers constantly ask, "Who's working on what?"
Solution: Turia shows live task allocation and progress.
Outcome: You no longer need to micromanage or chase team members for updates. Everyone gets a bird’s-eye view of all tasks in real time, helping you identify bottlenecks early and ensure that nothing slips through the cracks. With live visibility, you save time, eliminate confusion, and improve productivity across your entire practice.
Track Task Progress: See who is working on what and how much progress has been made.
Identify Bottlenecks: Quickly spot tasks that are falling behind and address them proactively.
Improve Accountability: Everyone knows their responsibilities, reducing the need for constant follow-ups.
2. Smart Recurring Tasks
Problem: Manually setting the same tasks every month wastes time.
Solution: Automate task creation for GST, TDS, ITR, etc.
Outcome: By automating repetitive compliance tasks, your team can focus on high-value activities. You reduce manual errors, never miss critical deadlines, and keep your clients happy with consistent, timely service. It’s like having a virtual assistant for every recurring job.
Save Time: Automatically create monthly compliance tasks so you never have to set them up manually again.
Reduce Errors: Eliminate missed deadlines and manual mistakes with automated scheduling for GST, TDS, ITR, and more.
Boost Productivity: Free up your team to focus on high-value work instead of repetitive admin tasks.
3. Subtask Management
Problem: One big task becomes confusing without proper breakdowns.
Solution: Break larger tasks into actionable subtasks.
Outcome: Subtasks bring structure and clarity to every engagement. Your team works more efficiently with smaller, trackable milestones. This means faster turnaround, better accountability, and a smoother workflow especially during audits or complex projects.
Increase Clarity: Break down complex tasks into smaller, manageable subtasks for better visibility and control.
Speed Up Delivery: Track progress on each milestone, helping your team complete projects faster and more efficiently.
Enhance Accountability: Assign subtasks to specific team members, making responsibilities clear and reducing confusion.
4. SOPs & Checklists
Problem: Inconsistent delivery and quality.
Solution: SOPs ensure every task follows the same standard.
Outcome: Standard Operating Procedures (SOPs) and checklists create a culture of consistency. Whether it’s a junior associate or a senior partner handling the task, every step is followed accurately. This improves quality control, enhances client trust, and makes onboarding new team members a breeze.
Consistent Quality: SOPs and checklists ensure every task is completed to the same high standard, every time.
Easy Onboarding: New team members can follow step-by-step guides, reducing training time and errors.
Build Client Trust: Reliable, repeatable processes lead to better results and happier clients.
5. Proforma Invoice Creation
Problem: No clarity on estimated billing.
Solution: Send advance proforma invoices to clients.
Outcome: Proforma invoices help set clear expectations with your clients before work even begins. You avoid surprises, align on scope and pricing early, and ensure smoother collections. It’s professional, transparent, and builds long-term trust.
Set Clear Expectations: Clients know the scope and cost upfront, reducing confusion and disputes.
Streamline Collections: Advance invoices help ensure timely payments and smoother cash flow.
Build Professionalism: Sending proforma invoices demonstrates transparency and reliability to your clients.
6. Invoice Generation
Problem: Manual billing delays and errors.
Solution: Generate invoices directly from task completion.
Outcome: With invoicing built into your workflow, you ensure no billing opportunity is missed. Faster billing means quicker payments, improved cash flow, and less admin burden on your team. Plus, it enhances client satisfaction by sending clear, professional bills on time.
Faster Payments: Generate invoices instantly after task completion to speed up your cash flow.
Reduce Errors: Automated billing minimizes manual mistakes and missed charges.
Improve Client Satisfaction: Send clear, professional invoices on time for a better client experience.
7. Payment Recording
Problem: Difficult to reconcile what’s paid and what’s pending.
Solution: Record client payments against invoices in one place.
Outcome: Know exactly who paid, when, and how much. Payment tracking gives you a clear picture of collections, improves follow-ups, and reduces outstanding dues. It’s like having a built-in accounts receivable assistant.
Track Collections: Instantly see which invoices are paid and which are pending for better follow-up.
Reduce Outstanding Dues: Stay on top of payments and minimize overdue accounts.
Gain Financial Clarity: Get a clear picture of your cash flow and collections at any time.
8. Email Invoices via Turia
Problem: Manually emailing invoices wastes time.
Solution: Email invoices to clients directly from Turia.
Outcome: Save time, maintain professionalism, and reduce errors by sending invoices directly through the platform. It also allows you to track delivery and client responses without switching between tools.
Save Time: Email invoices directly from Turia without switching between tools.
Reduce Errors: Automated delivery ensures invoices reach the right client every time.
Track Delivery: Monitor when invoices are sent and viewed for better follow-up.
9. Email Templates & Reminders
Problem: Manually following up for payments or documents is exhausting.
Solution: Create email templates and automate reminders.
Outcome: Reduce your follow-up time by 80%. Automated reminders ensure clients never miss due dates or invoices. You maintain professionalism and consistency across your client communications.
Automate Follow-Ups: Send payment and document reminders without manual effort.
Maintain Consistency: Use templates to ensure every client receives clear, professional communication.
Never Miss a Due Date: Automated reminders help clients stay on track, improving your collections.
10. Link Tasks to Invoices
Problem: Tasks and billing exist in silos.
Solution: Connect completed tasks to corresponding invoices.
Outcome: Get 100% visibility on what you’re billing and why. By linking tasks to invoices, billing becomes transparent and audit-proof. Clients appreciate clarity, and you ensure that all completed work is billed appropriately.
Transparent Billing: Clients see exactly what work was done and why they’re being billed.
Audit-Proof Records: Easily trace every invoice back to its completed tasks for compliance and review.
Bill Every Task: Ensure no completed work goes unbilled, maximizing your revenue.
11. Billing and Task Reconciliation
Problem: Discrepancies between work done and invoices raised.
Solution: Automatically match completed tasks with invoiced amounts.
Outcome: Ensure that every billable hour and service is accounted for. You improve revenue accuracy, reduce disputes with clients, and build confidence in your billing process. With a seamless audit trail, reconciliation becomes stress-free during reviews.
Accurate Revenue: Every completed task is matched to an invoice, so nothing slips through the cracks.
Reduce Disputes: Clients see a clear, itemized record of work done and billed, minimizing confusion.
Stress-Free Audits: Automated reconciliation provides a seamless audit trail for reviews and compliance.
12. Convert Emails to Tasks
Problem: Important client emails get lost or ignored.
Solution: Turn emails into actionable tasks with one click.
Outcome: Ensure nothing slips through the cracks. By converting emails into tasks, your team acts faster, follows up efficiently, and remains client-focused. It brings structure to communication and drives accountability across teams.
Never Miss a Request: Instantly turn client emails into actionable tasks so nothing is forgotten.
Faster Response Times: Your team can act on client needs right away, improving satisfaction.
Stay Organized: Bring structure to your inbox and ensure every email gets the follow-up it deserves.
13. Reply to Clients from Turia Email
Problem: Switching between inbox and task software slows you down.
Solution: Read and respond to client emails directly within Turia.
Outcome: Centralize your communication and cut down context switching. Everything you need—from task history to documents—is in one place when replying. You improve turnaround time and reduce email overload.
Centralized Communication: Read and reply to client emails without leaving Turia, reducing context switching.
Faster Turnaround: Respond quickly with all task and document history at your fingertips.
Reduce Email Overload: Keep all client conversations organized and linked to their respective tasks.
14. Attendance Tracker
Problem: Manual attendance registers are prone to manipulation and error.
Solution: Track check-ins and check-outs digitally.
Outcome: Gain real-time visibility into employee presence. Attendance data helps with payroll, compliance, and performance tracking. It also fosters discipline and fairness in your firm.
Real-Time Visibility: Instantly see who is present, late, or absent each day.
Accurate Payroll: Attendance data feeds directly into payroll and compliance processes.
Promote Fairness: Digital tracking fosters discipline and transparency across your team.
15. Geo Location of Attendance
Problem: Employees mark attendance remotely or dishonestly.
Solution: Capture employee location during check-in.
Outcome: You gain confidence in the accuracy of your teams attendance. Whether they're working from client sites or remotely, geo-tagging brings transparency and ensures accountability.
Location Verification: Know exactly where employees check in, whether at the office, client site, or remotely.
Prevent Dishonest Marking: Geo-tagging ensures attendance is genuine and not manipulated.
Boost Accountability: Employees are more responsible when their location is transparently tracked.
16. Mobile App (iOS & Android)
Problem: Team productivity drops when working remotely or on the move.
Solution: Access all of Turias features via a mobile app.
Outcome: Empower your team to manage tasks, attendance, documents, and communication from anywhere. You boost responsiveness, agility, and overall efficiency, especially for field staff and partners on the go.
Work Anywhere: Manage tasks, attendance, and documents on the go from your mobile device.
Stay Connected: Communicate with your team and clients, even when out of the office.
Boost Productivity: Empower field staff and partners to stay responsive and efficient from anywhere.
17. Leave Management
Problem: Leave tracking is chaotic and leads to staffing gaps.
Solution: Manage leave applications, approvals, and balances in one system.
Outcome: Plan work allocation better, prevent overlapping leaves, and ensure team availability. Transparent leave policies improve employee satisfaction while keeping operations smooth.
Prevent Staffing Gaps: Plan work allocation with full visibility into team availability.
Transparent Leave Balances: Employees and managers always know how much leave is available and taken.
Improve Satisfaction: Fair, clear leave policies keep your team happy and operations smooth.
18. Leave Approvals & Balances
Problem: Employees don’t know how many leaves they have or when it’s approved.
Solution: Automatically calculate and show leave balances and approval status.
Outcome: Clear communication avoids conflicts, supports better planning, and keeps your team informed. It reduces back-and-forth emails and makes HR processes more efficient.
Instant Leave Status: Employees see approvals and balances in real time, reducing confusion.
Better Planning: Managers can approve or reject leave requests quickly, keeping teams staffed.
Reduce HR Workload: Automated calculations and notifications save time for everyone.
19. Employee Load Dashboard
Problem: Some employees are overburdened while others are underutilized.
Solution: View task load distribution across the team.
Outcome: Allocate work fairly and avoid burnout. A balanced workload improves morale and ensures that deadlines are met without compromising quality.
Fair Work Allocation: Distribute tasks evenly to avoid overburdening any team member.
Spot Bottlenecks: Instantly identify who is overloaded and who can take on more work.
Boost Morale: Balanced workloads keep your team motivated and help meet deadlines.
20. Calendar View of Tasks
Problem: It’s hard to visualize deadlines and task distribution across time
Solution: See all tasks and deadlines on a calendar.
Outcome: Spot upcoming peaks in workload, reschedule tasks if needed, and better manage time. This visual planning helps you stay proactive instead of reactive.
Visualize Deadlines: See all tasks and due dates at a glance to avoid last-minute rushes.
Plan Ahead: Spot busy periods and reschedule tasks for better time management.
Stay Proactive: Use the calendar view to anticipate workload peaks and keep projects on track.
21. Pending Aging Tasks
Problem: You don't know how long tasks have been pending.
Solution: View aging reports showing how overdue each task is.
Outcome: You stop guessing and start acting. Aging tasks help you prioritize what’s stuck, follow up with responsible staff, and take corrective measures before clients notice delays. You build a reputation for reliability and avoid last-minute chaos during deadlines.
Prioritize What Matters: Instantly see which tasks are overdue and need urgent attention.
Follow Up Effectively: Aging reports help you chase the right tasks and staff, reducing delays.
Build Reliability: Address pending work before clients notice, strengthening your reputation.
22. Monthly Task Creation Trends
Problem: There’s no visibility into task volume growth.
Solution: Track how many tasks are created each month.
Outcome: Identify seasonal trends, service demand spikes, and workload planning needs. This gives partners and managers the foresight to hire, reschedule, or automate services based on data instead of gut feeling.
Spot Trends: See how task volume changes month to month for better forecasting.
Plan Resources: Anticipate busy seasons and adjust staffing or automation accordingly.
Data-Driven Decisions: Use real numbers to guide hiring, rescheduling, and service offerings.
23. Monthly Task Completion Report
Problem: It’s unclear how productive your team really is.
Solution: See how many tasks were completed each month.
Outcome: Track performance over time and motivate your team with visible progress. Spot underperforming months and dig deeper into causes. Better insight = better decisions.
Track Team Performance: See how many tasks are completed each month to measure productivity.
Motivate Progress: Use visible results to encourage your team and celebrate achievements.
Spot Issues Early: Identify underperforming months and investigate causes for improvement.
24. Task Status Workflow
Problem: No standard lifecycle for tasks = confusion.
Solution: Use built-in task statuses like Pending, In Progress, Sent for Review, Overdue, and Completed.
Outcome: Everyone is aligned. No more confusion about what’s been done, what’s due, and who’s responsible. You create a smooth, collaborative workflow where reviews are prompt and deadlines don’t get missed.
Clarity for Everyone: Built-in statuses show exactly where every task stands—no confusion.
Smoother Collaboration: Reviews and handoffs happen faster with clear task progress.
Never Miss a Deadline: Overdue and pending statuses keep your team on track.
25. Task Feedback & Ratings
Problem: There’s no mechanism to assess work quality.
Solution: Rate and give feedback to employees on each completed task.
Outcome: Regular feedback helps employees improve and builds a culture of accountability. It also gives managers data to base appraisals on, rather than vague impressions.
Continuous Improvement: Regular feedback helps employees grow and refine their skills.
Accountability: Ratings and comments create a culture of responsibility and recognition.
Data-Driven Appraisals: Use feedback history to inform promotions and rewards.
26. Client Ratings
Problem: Difficult clients slow you down and hurt morale.
Solution: Let staff rate clients after every engagement.
Outcome: Identify high-maintenance or difficult clients and set boundaries. Over time, you shape a client base that respects your process, pays on time, and engages constructively. Happy team = better service.
Identify Difficult Clients: Spot high-maintenance or slow-paying clients with staff ratings.
Shape Your Client Base: Focus on clients who respect your process and pay on time.
Boost Team Morale: Reduce stress by setting boundaries with challenging clients.
27. Top 10 Revenue-Generating Services
Problem: You don’t know what services bring in the most revenue.
Solution: View reports of top 10 services based on revenue contribution.
Outcome: Focus on what works. Double down on high-ROI services and reconsider low-margin ones. It helps you make strategic decisions for firm growth.
See What Works: Instantly identify your most profitable services by revenue.
Focus Your Efforts: Double down on high-ROI offerings and reconsider low-margin ones.
Drive Growth: Use data to make strategic decisions for your firm's future.
28. Revenue Trends Dashboard
Problem: Revenue and collections are tracked manually and irregularly.
Solution: Automatically track total sales, collections, and outstanding amounts over time.
Outcome: Get clarity on your financial health. Know where you stand today and plan better for tomorrow. You can also share accurate financials with investors or partners easily.
Monitor Financial Health: Track sales, collections, and outstanding amounts in real time.
Spot Revenue Trends: See how your income changes month to month for better planning.
Share Insights Easily: Provide accurate financials to partners or investors with confidence.
29. Client-Wise Sales Report
Problem: No insight into which clients contribute most to revenue.
Solution: View sales trends by client.
Outcome: Identify top-paying clients and nurture those relationships. Also spot clients who need pricing revision or strategic upsell opportunities. You start managing your firm like a business.
Identify Top Clients: See which clients contribute most to your revenue.
Spot Upsell Opportunities: Find clients who could benefit from more services or pricing adjustments.
Strengthen Relationships: Focus on nurturing your most valuable clients for long-term growth.
30. Client-Wise Collections Report
Problem: Collections are unpredictable and scattered.
Solution: Track collections by client.
Outcome: Stay proactive with follow-ups. Know which clients delay payments and which ones pay consistently. You can set smarter payment terms and reduce cash flow gaps.
Spot Payment Delays: Instantly see which clients pay late and who pays on time.
Improve Cash Flow: Proactively follow up with clients who have outstanding balances.
Set Smarter Terms: Use collection history to adjust payment terms and reduce risk.
31. Client-Wise Outstanding Report
Problem: You don’t know how much each client owes you.
Solution: View real-time outstanding balances client-wise.
Outcome:Gain control over your receivables. With client-wise outstanding visibility, your finance team can follow up more strategically, prioritize high-value recoveries, and avoid awkward conversations. You no longer have to chase down payments blindly or rely on outdated Excel sheets. Better cash flow means more capital to reinvest in your firm’s growth.
Know Who Owes What: Instantly view outstanding balances for every client.
Prioritize Collections: Focus your follow-ups on high-value or overdue accounts.
Strengthen Cash Flow: Reduce payment delays and reinvest faster in your firm's growth.
32. Employee Reimbursements
Problem: Manual reimbursement claims are messy and prone to delays.
Solution: Allow employees to submit and track reimbursements within Turia.
Outcome:Create a transparent, organized, and fair reimbursement process. Employees feel valued when their expenses are acknowledged promptly. You reduce paperwork, speed up approvals, and build a culture where people are not afraid to spend for client work. Finance teams love the accuracy and auditability it brings.
Faster Reimbursements: Employees submit and track claims easily, speeding up approvals.
Reduce Paperwork: Digital records keep everything organized and audit-ready.
Boost Employee Trust: Prompt reimbursements show your team their expenses are valued.
33. Bulk Task Reassignment
Problem: When an employee is on leave or exits, task reassignment becomes chaos.
Solution: Reassign all tasks in bulk from one person to another.
Outcome: Save hours of manual reassignment. Maintain business continuity even during attrition or leaves. Your clients stay unaffected, and your team keeps running like a well-oiled machine. You show professionalism and reliability, even in transitions.
Faster Reassignments: Reassign tasks in bulk with just a few clicks.
Maintain Continuity: Ensure no tasks fall through the cracks during transitions.
Show Professionalism: Handle employee transitions smoothly and efficiently.
34. Employee Onboarding Documents
Problem: New joiners start without the right paperwork or guidance.
Solution: Collect onboarding documents digitally within Turia.
Outcome: Streamline hiring. Collect ID proofs, resumes, NDAs, and more, all in one place. It saves HR time, reduces follow-ups, and ensures compliance. New employees feel welcome and prepared, which boosts retention and early productivity.
Paperless Process: Collect ID proofs, resumes, and NDAs digitally for easy access and compliance.
Save HR Time: Reduce manual follow-ups and speed up onboarding for new employees.
Boost Retention: Make new hires feel welcome and prepared from day one.
35. Client Master Data
Problem: Client data is scattered across emails, drives, and Excel.
Solution: Store and manage all client info centrally.
Outcome: Find what you need in seconds—PANs, GSTNs, contact info, addresses, and even group companies. You build trust with clients by retrieving details quickly and serving them efficiently. It also ensures data is clean, secure, and easily accessible to authorized staff.
Centralized Information: Store all client data—PANs, GSTNs, contacts, and more—in one place.
Quick Access: Retrieve client details instantly to serve them efficiently.
Data Security: Keep sensitive information clean, secure, and accessible only to authorized staff.
36. Service Level Agreements (SLA)
Problem: No formal tracking of what’s promised to clients.
Solution: Define SLAs for each service and client.
Outcome: You move from promises to clearly defined deliverables. SLAs ensure both teams and clients are aligned, reducing scope creep and confusion. It improves professionalism, accountability, and client satisfaction.
Clear Deliverables: Define exactly what is promised to each client and by when.
Reduce Scope Creep: SLAs keep both teams and clients aligned, minimizing confusion.
Boost Professionalism: Formal agreements improve accountability and client satisfaction.
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37. Client-Specific Rate Cards
Problem: You lose money by applying the wrong rate or forgetting custom pricing.
Solution: Maintain unique rate cards for each client.
Outcome: Bill correctly, every time. With rate cards stored per client, your invoicing becomes consistent and accurate. It avoids revenue leakage, builds client trust, and gives your team confidence when quoting.
Accurate Billing: Apply the right rates for every client, every time—no more revenue leakage.
Build Client Trust: Consistent pricing avoids disputes and strengthens relationships.
Empower Your Team: Give staff confidence when quoting or invoicing with clear rate cards.
38. Document Movement Tracker
Problem: Physical files get misplaced or delayed during transit.
Solution: Log and track the movement of documents in and out.
Outcome: Build a secure, trackable chain of custody for all physical documents. Know who took what, when, and where it is. This prevents loss, improves accountability, and reassures clients that their confidential data is handled professionally.
Full Visibility: Instantly see the current location and status of every document in your workflow.
Accountability: Track who accessed or moved each file, reducing the risk of loss or misplacement.
Enhanced Security: Maintain a secure chain of custody for sensitive documents, reassuring clients and meeting compliance needs.
39. Client Grouping
Problem: Managing group companies becomes a hassle.
Solution: Group related clients under a common umbrella.
Outcome: Streamline reporting and coordination for corporate groups. View group-level billing, compliance, and outstanding statuses. It simplifies communication and strengthens relationships with high-value clients who operate multiple entities.
Unified Reporting: View consolidated billing, compliance, and outstanding statuses for all group companies in one place.
Streamlined Coordination: Simplify communication and task management across related entities.
Stronger Relationships: Deliver a premium experience to high-value clients by managing their group structure efficiently.
40. DSC Register with Expiry Alerts
Problem: You realize too late that a client’s DSC has expired.
Solution: Maintain a DSC register with automated expiry alerts.
Outcome: Never delay a filing again due to expired DSCs. Turia alerts your team well in advance so renewals happen on time. You avoid embarrassing last-minute calls to clients and ensure 100% compliance continuity. Clients love that you’re proactive.
Never Miss a Renewal: Automated alerts ensure DSCs are renewed before expiry, preventing last-minute emergencies.
100% Compliance: Maintain uninterrupted filing and regulatory compliance for all clients.
Proactive Client Service: Impress clients by reminding them of renewals in advance—no more embarrassing lapses.
41. You miss license renewal dates and face penalties.
Problem: Track all client licenses and get timely reminders.
Solution: Maintain a DSC register with automated expiry alerts.
Outcome: Whether it's Shop & Establishment, FSSAI, or trade licenses, Turia ensures you never miss a renewal deadline. You stay compliant, avoid late fees, and your clients start trusting you as a proactive compliance partner. You also eliminate the manual burden of tracking expiry dates across Excel sheets or notebooks.
Timely Reminders: Get automated alerts for every license renewal—no more missed deadlines or penalties.
Stay Compliant: Ensure all client licenses (Shop & Establishment, FSSAI, trade, etc.) are always up to date.
Build Client Trust: Clients rely on you for proactive compliance—no more last-minute scrambles or late fees.
42. Password Manager
Problem: Storing client login credentials on sticky notes or Excel is risky.
Solution: Securely store all client portal passwords in one vault.
Outcome: Ensure secure and easy access to client logins for platforms like GST, MCA, IT, etc. Only authorized team members can access them. You reduce risk, increase operational speed, and maintain professionalism. Plus, during audits or urgent filings, you're never scrambling to find the right password.
Secure Storage: Safely store all client portal credentials in one encrypted vault—no more sticky notes or spreadsheets.
Controlled Access: Only authorized team members can access sensitive passwords, reducing risk and ensuring accountability.
Faster Operations: Instantly retrieve the right login during audits or urgent filings—no more scrambling for credentials.
43. To-Do Lists for Personal Organization
Problem: Employees forget non-client internal tasks or personal reminders.
Solution: Maintain individual to-do lists within Turia.
Outcome: Give your team a way to stay organized beyond official tasks. From following up on client calls to preparing internal reports, personal to-dos reduce mental clutter and improve focus. Everyone works smarter, not harder.
Stay Organized: Keep track of personal and internal tasks alongside client work—nothing falls through the cracks.
Boost Productivity: Prioritize and complete important to-dos, improving focus and efficiency.
Reduce Stress: Clear mental clutter by managing reminders and follow-ups in one place.
44. Lead Management Module
Problem: You lose leads because there's no structured follow-up.
Solution: Capture, assign, and track leads in one place.
Outcome: Convert more prospects into paying clients. With lead stages, reminders, and status updates, no inquiry goes cold. Your team becomes sales-ready, and you gain visibility on your pipeline. This helps you forecast growth and double down on what’s working.
Never Lose a Lead: Capture and assign every inquiry so nothing slips through the cracks.
Structured Follow-Up: Use reminders and lead stages to ensure timely, consistent engagement.
Pipeline Visibility: Track lead status and forecast growth with real-time sales insights.
45. Access Control & Roles
Problem: Not every employee should see everything.
Solution: Define user roles and permissions.
Outcome: Protect sensitive data and enforce accountability. Partners, managers, and juniors only see what they need. You reduce the risk of errors, maintain privacy, and build a secure workplace culture. It’s especially critical for firms with growing teams and multi-location setups.
Data Security: Restrict access to sensitive information based on user roles and permissions.
Role-Based Access: Ensure each team member only sees what they need—nothing more, nothing less.
Compliance & Accountability: Meet privacy standards and track who accessed what, when.
46. 20+ Ready-Made Reports
Problem: Generating reports takes hours and drains your team.
Solution: Access a library of reports on tasks, billing, revenue, and more.
Outcome: Make faster, data-driven decisions. Whether you want to track top services, pending tasks, or overdue collections, Turia gives you the insights instantly. You save hours every week and spot opportunities or issues early. Partners and managers become truly data-empowered.
Instant Insights: Access 20+ pre-built reports on tasks, billing, revenue, and more—no manual work needed.
Save Hours Weekly: Generate complex reports in seconds, freeing your team for higher-value work.
Data-Driven Decisions: Spot trends, opportunities, and issues early to drive firm growth.
47. Multi-Billing Organizations
Problem: Managing multiple entities’ billing in one place is confusing.
Solution: Handle invoices separately for each entity.
Outcome: Whether you run a CA, CS, or consulting firm under different names, you can manage billing for all under one login. It keeps accounts clean, avoids intermixing, and improves client-specific focus. A dream come true for diversified practices.
Separate Billing: Manage invoices for each entity independently—no more confusion or intermixing.
Clean Accounts: Keep financials organized for every business line or brand under one login.
Ultimate Flexibility: Perfect for firms with multiple practices or diversified services.
48. Action Center for Approvals
Problem: Approvals are missed because they’re spread across systems.
Solution: See all pending approvals in one dashboard.
Outcome: Whether it’s task reviews, reimbursements, unpaid invoices, or leave requests—get it all in one actionable view. You become a faster, more decisive leader. Bottlenecks vanish, and your team keeps moving without delays. It brings structure to your daily routine.
Unified Approvals: See all pending approvals—tasks, invoices, reimbursements, and more—in one dashboard.
Faster Decisions: Take action quickly and keep your team moving without delays or bottlenecks.
Stay in Control: Bring structure to your daily routine and never miss an important approval again.
49. File Sharing & Collaboration
Problem: Sharing files through email leads to version confusion.
Solution: Share files securely within Turia.
Outcome: Centralize document sharing and storage. Everyone accesses the latest version, and audit trails show who uploaded or downloaded what. It reduces risk, saves time, and gives clients a professional experience.
Centralized Storage: Share and store all files in one secure place—no more email attachments or lost documents.
Version Control: Everyone accesses the latest file version, eliminating confusion and rework.
Audit Trails: Track who uploaded, downloaded, or edited each file for full accountability.
50. Built-in Chat for Team Collaboration
Problem: Work conversations are lost across WhatsApp, email, and calls.
Solution: Collaborate directly inside Turia’s chat module.
Outcome: Keep all communication contextually tied to the task or client. No more jumping between tools. You save time, reduce miscommunication, and preserve institutional knowledge. New joiners can pick up where someone left off—because the chat history is always available.
Centralized Communication: Keep all work chats tied to tasks and clients—no more scattered messages.
Reduce Miscommunication: Collaborate in real time and preserve context for every conversation.
Knowledge Retention: Chat history is always available, so new team members can get up to speed instantly.
