Task Management for CA Firms

Turia gives your firm a powerful, structured way to manage every client deliverable from recurring tasks, sub-task to ad hoc compliance tasks.

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Features of a CA Task Management Software

Centralized Compliance Dashboard
Built-in AI for Task Creation

Just tell Turia AI what you want “Create a task for IT Filing, assign to Ramesh, due next Friday” and it’s done.

Filing History Tracking
Real-Time Status Tracking

See what’s pending, delayed, or completed broken down by client, service, or team member. No more chasing updates.

Automated Reminders & Alerts
Smart Reminders & Nudges

Never miss a deadline. Team members and reviewers get automatic reminders ahead of due dates.

Automated Reminders & Alerts
Complete Visibility Across the Firm

View every task across all clients from a central dashboard — track workload, progress, and bottlenecks instantly.

Automated Reminders & Alerts
Automate Recurring Work

Save time with recurring task templates for ITRs, GST, audits, and more. Set once, track forever, no follow-up stress.

Automated Reminders & Alerts
Assign & Prioritize With Clarity

Easily assign tasks to team members, set due dates, add priority labels, and track completion — all in one place.

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Automate Recurring Workflows

Turia’s Recurring Task engine ensures that your repeat tasks monthly GST filings, quarterly TDS, annual ROC are automatically created, assigned, and tracked without manual effort.

Reduce manual admin. Improve consistency. Automate compliance.

Auto-assign and notify — Tasks are auto-assigned to the right team member every cycle

Set it once, and forget it — Configure your recurring frequency (monthly, quarterly, yearly)

No more missed filings — Built-in reminders keep you ahead of due dates and penalties

Break Work Down. Deliver Without Gaps.

Every compliance task, whether it’s a GST filing, ROC annual return, or audit is made up of smaller moving parts. Turia lets you define, assign, and track every sub-step so nothing slips through the cracks.

  • Sub-Tasks for Clarity - Break big tasks into actionable subtasks with clear responsibilities, deadlines, and progress tracking.

  • Checklists for Consistency - Standardize service delivery across your team. Whether onboarding a new client or completing a TDS return, checklists ensure every step is followed every time.

  • SOPs for Scalability - Attach Standard Operating Procedures to tasks so that even new team members can execute with confidence, without repeated training.

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Benefits of using Task Management Software for CA firms

Turia’s Task Management Software brings structure, speed, and accountability, so your team can focus on delivery, not firefighting.

Analytics
Save 10+ Hours Weekly

Recurring tasks, SOPs, and automated reminders mean less manual follow-up, fewer missed deadlines, and more high-value output from your team.

Client Master
Improve Accountability

Know who’s responsible for what, by when. With status updates and audit trails, nothing slips through the cracks even when team members change.

Task Management
All Tasks, Linked & Invoiced

Every task is connected to a client, service, invoice and deadline—so you can see what’s due, what’s done, and what needs follow-up in real time.

Billing and Collection
Insights & Reporting

Get instant reports on task completion, turnaround times, billing tie-ins, and team load to optimize operations and keep clients happy.

Track Timesheet. Improve Profitability.

Timesheets are no longer just for attendance they’re your key to accurate billing, better resource planning, and data-driven team performance.

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  • Track hours by task, service, and client - See how your team spends time on GST filings, audits, payroll, or calls so you can price better, plan smarter, and avoid burnout.

  • Improve Team Visibility - Managers can view timesheets across team members, helping identify bottlenecks, reallocate tasks, or coach underperformers early.

  • Easy Reminders & Auto-Fill - Smart nudges ensure consistent entries. For repetitive tasks, autofill reduces manual work and improves adoption.

Discover Actionable insights across your firm with Analytics

Let data drive your decisions

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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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