Turia Chat: Keep Every Client Conversation Tied to the Task
A client's query lands on WhatsApp, gets forwarded to a personal number, and by Monday nobody remembers who was supposed to answer it. Turia's built-in Chat keeps every conversation tied to the task it belongs to.
Last reviewed 25 August 2026
Quick Answer
Turia's Chat feature is a built-in messaging tool inside Turia's CA practice management software that keeps team conversations attached to the task, client, or engagement they're actually about, instead of scattered across WhatsApp, personal email, or phone calls. It's included on every Turia plan, alongside WhatsApp Business integration for client-facing messages and email-to-task conversion for incoming client emails.
Your Firm's Real Conversations Aren't in Your Practice Management Software
Walk into most CA offices during a filing deadline and the actual coordination is happening somewhere your task list can't see. A partner messages an associate on personal WhatsApp about a client query. A senior asks a junior for a document over a phone call. Someone forwards a screenshot into a group chat that has forty other unrelated messages in it. By the time anyone tries to reconstruct what was agreed, the thread is gone, buried, or split across three different apps.
This is the gap Turia's Chat feature is built to close. Instead of asking your team to have work conversations somewhere else and hope someone remembers to update the task, Chat keeps discussion attached to the task, client, or engagement it's actually about, inside the same practice management software your firm already uses for tasks, compliance tracking, and client records.
What Turia's Chat Feature Actually Does
Task-linked conversations
Chat threads stay attached to the task or engagement they're about.
Why it matters: Nobody has to scroll through an unrelated group to find why a decision was made.
Centralized communication
Team discussion happens inside Turia instead of splintering across WhatsApp, personal email, and calls.
Why it matters: One place to check, instead of three.
Knowledge retention
Conversations stay in the system rather than disappearing with a resigned staff member's phone.
Why it matters: New hires can read the history on a client instead of starting from zero.
Client email inside Turia
Read and reply to client emails directly inside the platform, with full task history visible alongside.
Why it matters: Faster responses without switching tabs, and no lost context between the email thread and the task.
Convert emails to tasks
Turn an incoming client email into an assigned, tracked task with one click.
Why it matters: Requests buried in an inbox don't get forgotten.
A Realistic Use Case
Consider a mid-sized firm handling a client's GST reconciliation ahead of a filing deadline. The client emails a query about a mismatched invoice. Instead of that email sitting in one partner's inbox, someone converts it into a task in Turia with one click. The associate assigned to the task has a question for the senior handling the client relationship, instead of a WhatsApp message that will scroll out of view within the hour, they post it in the task's Chat thread. The senior replies there, the answer is now permanently attached to that task, and when the associate hands the file to a colleague for review, the entire conversation, not just the final numbers, goes with it.
If the same client raises a similar query eight months later and a different team member picks up the task, the earlier discussion is still there to reference. That's the practical value: conversations become part of the firm's institutional memory instead of evaporating the moment someone's phone changes hands.
How Chat Fits With the Rest of Turia
Chat is deliberately not a standalone feature, it's one part of how Turia turns scattered communication into tracked work.
Task management
Every chat thread is anchored to a task, so discussion and work status live in the same view instead of two disconnected systems.
Email-to-task
Client emails become tracked tasks with one click, and you can read and reply to those emails without leaving Turia.
WhatsApp Business integration
Where Chat handles internal team discussion, Turia's integration with WhatsApp Business handles the client-facing side, converting client WhatsApp messages into assigned tasks.
Notice board
For firm-wide announcements that need to reach everyone rather than a specific task thread, the notice board is the better tool. Chat is for conversations tied to a specific piece of work.
Turia's client-facing side integrates directly with WhatsApp Business, so incoming client messages become tasks instead of sitting in a personal phone. For sensitive items like client portal passwords, client credentials live in Turia's encrypted Password Manager rather than being pasted into chat threads. The underlying idea across all of these: work should generate its own record automatically, instead of your team having to remember to go back and document what happened somewhere else.
100s of CA firms use Turia Practice every day
Independently reviewed by CA firms using Turia:
Real Case Studies
See how TrueMinds combined Chat, task management, and document tracking into one connected system, or how SS & Co. used built-in Chat and WhatsApp-to-task to keep a remote team aligned.
Related Guide
For the full picture of groups, mentions, remote-team support, and document security, see our guide on team collaboration software for CA firms.
Final Thoughts
Most CA firms don't lack communication tools, they have too many, none of which know what task or client a message is actually about. Turia's Chat feature isn't trying to be a better WhatsApp; it's trying to make sure that when your team talks about work, that conversation stays attached to the work itself. Paired with task management, email-to-task, and the notice board, it's one piece of a broader shift from "we'll remember to update the system later" to work that documents itself as it happens.
Frequently Asked Questions
What is Turia's Chat feature?
Turia Chat is a built-in messaging feature inside Turia's CA practice management software that keeps team conversations tied to the specific task, client, or engagement they relate to, instead of scattered across WhatsApp, personal email, or phone calls.
How is Turia Chat different from using WhatsApp for team communication?
WhatsApp conversations aren't linked to your tasks, clients, or compliance deadlines, so context gets lost and disappears if a staff member changes phones. Turia Chat threads stay attached to the task they're about, so anyone reviewing that task later can see the full discussion, not just the final outcome.
Is Turia Chat the same as Turia's WhatsApp integration?
No. Chat is for internal team conversation tied to tasks. Turia's separate WhatsApp Business integration is for client-facing communication and converts incoming client WhatsApp messages into tasks. Both are included on every Turia plan.
Can I reply to client emails from inside Turia?
Yes. Turia lets you read and reply to client emails directly inside the platform, with the relevant task history visible alongside, so you don't need to switch between your inbox and your practice management software.
Does Chat help with staff turnover and onboarding new team members?
Yes. Because conversations are stored against the task or client they relate to rather than in an individual's personal phone or inbox, new hires and colleagues picking up a file can read the relevant history instead of starting from scratch.
Which Turia plan includes the Chat feature?
Chat is included on every Turia plan, alongside WhatsApp Business integration and email integration. Turia is priced as a flat annual fee based on firm size, and every plan gets the same full feature set.
Does Turia offer a free trial to test the Chat feature?
Yes, Turia offers a 7-day free trial with no credit card required, so you can test Chat and the rest of the platform with your own team before subscribing.
Can I convert an email into a task and discuss it in Chat?
Yes. Turia lets you convert an incoming client email into a tracked task with one click, and any follow-up discussion about that task can happen in its linked Chat thread, keeping the request, the conversation, and the work status together.
Should firm-wide announcements go through Chat?
Not usually. Chat is designed for conversations tied to a specific task or engagement. For firm-wide announcements and policy updates that need to reach the whole team, Turia's notice board is the better fit.
Is client data safe when discussed in Turia Chat?
Chat conversations stay within Turia's platform rather than being spread across personal WhatsApp accounts. For sensitive items like client portal passwords, Turia recommends its dedicated encrypted password vault rather than pasting credentials into any chat thread.
Stop Losing Context Between Chats and Tasks
Start your 7-day free trial or talk to our team about migrating your firm.