Turia

What Is Turia?

Turia is a CA practice management solution for Chartered Accountants and Company Secretaries. It keeps client details, service history, and documents together, reducing reliance on spreadsheets or shared folders.

Recurring Goods and Services Tax (GST), Tax Deducted at Source (TDS), and Income Tax work can be managed as tasks with assigned owners and deadlines. Billing, proposals, and team workload are also handled in Turia, giving partners a clearer picture of the firm's day-to-day work. It connects leads, proposals, clients, services, tasks, compliance, communication, billing, payments, and reporting in one workflow.

What Is Turia Best For?

One of Turia’s core capabilities is its centralized client database, where teams can access client details, documents, credentials, tasks, and compliance information from one record. This matters for CA firms because authorized staff can work from the same client information, reducing duplicate records and making client-related work easier to track.

How Much Does Turia Cost?

Turia pricing starts at ₹117/user/month. The platform also offers the following plans:

• Starter: ₹83/user/month
• Growth: ₹71/user/month
• Professional: ₹52/user/month
• Enterprise: ₹49/user/month

Turia’s optional Notice Management module costs ₹5,000 for 10,000 credits, with each GST, TDS, or Income Tax portal sync using one credit.

The price range below is an estimate for budgeting purposes only:

• Implementation And Onboarding: ₹15,000–₹75,000/one-time - Covers firm configuration, user setup, workflow customization, compliance task configuration and administrator training (Approx. $54–$268)
• Data Migration And Client Records: ₹10,000–₹75,000/one-time - Covers transferring client information, existing task records, documents, registers and other practice data into Turia (Approx. $36–$268)
• WhatsApp And Communication Automation: ₹4,000–₹25,000/month - Covers higher-volume WhatsApp messaging, automated client reminders, broadcasts, document requests and related communication workflows (Approx. $14–$89/month)
• Advanced Automation And Analytics: ₹25,000–₹1,50,000/year - Covers enhanced workflow automation, reporting, dashboards, agentic workflows and additional practice-management capabilities (Approx. $89–$536/year)

Disclaimer: The pricing is subject to change.

Turia Integrations

Turia software integrates with various platforms, such as:

• WhatsApp Business
• Gmail
• Outlook

How Does Turia Work?

Here is how you can get started with Turia after logging in:

• Review the main dashboard to view tasks, deadlines, and client status at a glance
• Set up client records with PAN, GSTIN, and service details
• Assign recurring GST, TDS, and Income Tax tasks to team members
• Connect WhatsApp Business and email to turn client messages into tracked tasks
• Track DSC and license expiry dates using the respective registers
• Generate proforma and final invoices, record payments, and manage billable work
• Review team workload, attendance, leave, collections, and outstanding amounts through the relevant dashboards

Who Is Turia For?

Turia software is designed for accounting, tax, audit, and compliance professionals, including:

• Chartered accountants
• Company secretaries
• Tax consultants
• Audit firms
• CA and CS firms

Turia Use Cases

Based on Turia's current capabilities, we have identified key scenarios where the software is a good fit for CA firms, company secretaries, and related professional practices:

CA Firms Consolidating Client Communication From WhatsApp

CA firms receiving client queries, document requests, and follow-ups through WhatsApp may struggle to ensure each request reaches the right team member. Turia's WhatsApp-to-task capability converts client messages into assigned, deadline-tracked tasks. This gives firms a structured way to move client requests from WhatsApp into their existing task workflow without relying on manual handoffs.

Firms Managing DSC Expiry And Statutory Notice Deadlines

Professional practices managing DSC renewals alongside recurring statutory work need to track multiple client-specific deadlines. Turia's DSC Register records expiry dates, custodians, and renewal status, while its Notice Management capability helps teams organize government notices through resolution. These tools give firms dedicated records for monitoring time-sensitive client requirements instead of tracking them separately.

Multi-Service Consultancies Centralizing Operations Beyond Core CA Work

Professional practices handling multiple client services may need to coordinate documents, licenses, timesheets, attendance, and reimbursements alongside their core work. Turia brings these operational activities into one practice management platform, with dedicated tools such as Document Inward & Outward, License Tracker, Timesheet Tracking, and Team Management. This helps firms manage supporting office processes alongside client and compliance work.

Company Secretary Firms Moving Off Manual Work Allocation

Company Secretary practices that previously relied on manual, in-person work assignment describe an easier transition to remote and hybrid staffing after adopting Turia. Reviewers note being able to allocate work to team members working from home within days of onboarding. This use case fits CS firms managing time tracking, client modules, and invoicing needs alongside standard secretarial compliance work.

Is Turia Right For You?

Looking for one system to manage clients, compliance work, billing, and team tasks without switching between spreadsheets and WhatsApp? Turia is built for Indian CA and CS firms that handle recurring work and need a clear way to track tasks, deadlines, and notices.

The software runs on AWS-hosted infrastructure and includes backups and two-factor login. It also follows the Digital Personal Data Protection Act, 2023.

Plans support teams from 5 to 60 users, so it can work for smaller practices as well as larger CA firms. Turia is used by firms including PSDP & Associates, R N H & Co LLP, and JJ Associates to manage their practice operations.

Still not sure if the platform is right for you? Contact us at (661) 384-7070, and we will help you make the best decision regarding Turia features and more.