Client Management for CA Firms
Messy spreadsheets and scattered files make it hard to stay on top of client needs. With Turia’s Client Module, you have a crystal-clear view of every client.
Features of a Client Management Software
Master Data
Store key client info business type, registration, GSTIN, contact person, and currency, all structured and accessible at a glance.
Contacts & Groups
Manage multiple stakeholders and group companies effortlessly never lose track of who’s who.
Services & Fees:
Map services to each client with defined pricing and frequency make billing and service delivery frictionless.
DSC & License Tracker
Keep digital signatures and licenses updated with reminders before they expire.
Task History & Notes
View past interactions, add comments, and ensure continuity across your team.
Document Movement Tracker
Know what’s sent, what’s received, and what’s pending without email follow-ups.
All Your Client Information in one place.
Turia gives your team the visibility and clarity they need to serve clients better every single day. No more searching. Just doing.
Faster Execution of Tasks
Your team can access client data instantly GSTIN, addresses, phone numbers, SLA terms without wasting time or switching between tools.
Everything from tasks to documents is linked to the right client reducing context-switching, manual follow-ups, and wasted time.
Set follow-up reminders so no lead falls through the cracks
No more searching. Just doing.
Turia gives your team the visibility and clarity they need to serve clients better every single day.
Stronger Client Relationships - When your team always has the right info, they can deliver faster responses, more personalized service, and a consistently professional experience.
Smoother Handoffs - When a new employee joins or someone takes over a client, they can hit the ground running with full visibility of services, deadlines, documents, and communication history.
Better Context Setting - When your team opens a task, they instantly see relevant client details helping them execute faster and make fewer mistakes.
View Our Pricing
No hidden charges. Plans that grow with your CA firm..
Benefits of using Client Management Software for CA firms
No more searching through emails, spreadsheets, or WhatsApp chats to get basic client info. Turia’s Client Module gives your team a single source of truth always up-to-date and easy to access.
Work Smarter, Not Harder
Linked tasks, invoices, and files mean your team sees the full picture reducing back-and-forth and saving hours every week.
All Client Data, Always at Your Fingertips
No more scattered spreadsheets or endless searches. Turia stores every detail contact info, GSTINs, fees, group structure in one place, accessible anytime by your team.
New Staff? Instant Client Context
Onboard new employees faster. With complete client history and documents in one view, your team can pick up work without asking for handovers or chasing details.
Stay in Control of Access
Activate/deactivate clients, set visibility rules, and manage document permissions all with just a few clicks. Security and privacy, built right in.
Get Insights That Matter
With visibility into total clients, growth rate, and inactivity, plan your team capacity, billing projections, and client engagement strategy smarter.
Know Your Growth - See how many new clients were added this month measure marketing effectiveness, referral success, or seasonality in demand.
Track Active Relationships - Quickly see how many clients have been active recently stay focused on those with ongoing work, filings, or compliance needs.
Spot Dormant Clients - Easily identify clients who haven't interacted in 90 days follow up, re-engage, or offer value-added services to bring them back.
Discover Actionable insights across your firm with Analytics
Let data drive your decisions
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Free 14 days trial
Exclusive Support
No Fees
Questions & Answers
Browse through these FAQs to find answers to commonly asked questions.
1. What is the pricing for Turia?
Turia Practice is priced at Rs 100 per user per month, providing full access to all features and updates.
2. Is there a free trial available for Turia Practice??
Yes, we offer a 15-day free trial, allowing you to explore all the features and see how Turia can benefit your audit firm before committing.
3. Can I cancel my plan anytime?
Yes, for any reason, if you do not find Turia Practice suitable for your firm, you can cancel it anytime and we wont charge you any more.
4. Does Turia Practice offer customer support?
Yes, Turia provides dedicated onboarding support to assist with helping you set up.
5. Is my data secure on Turia Practice?
Absolutely! We prioritize data security with end-to-end encryption and 2 factor authentication to keep your data safe.
6. Can Turia Practice be integrated with other tools?
Yes, Turia seamlessly integrates with Gmail, Outlook, Calendar, Zoho Books, Tally, and payment gateways to centralize your audit firm's workflow.
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