How SS & Co. Solved Remote Work Challenges with Turia
A Bengaluru Company Secretary firm was skeptical about switching platforms with a partly remote team, until the shift paid off within a week.
Last reviewed 25 August 2026
Quick Answer
SS & Co., a Company Secretary firm in Bengaluru, was managing tasks and team coordination through emails, calls, and spreadsheets, which became a bottleneck once part of the team started working remotely. After switching to Turia, the firm got clear task allocation with owners and deadlines, work-hour visibility without micromanaging, a Notice Board for coverage planning, real-time collaboration through Chat and WhatsApp-to-task, and a Client Portal so clients could check status without calling in.
Why Change Felt Difficult
For years, SS & Co. had been managing tasks and team coordination through emails, calls, and spreadsheets. That worked well enough in a traditional office, but became a bottleneck the moment part of the team started working from home.
Task allocation was unclear
Assigning work over email led to confusion about who owned what.
Tracking hours was difficult
There was no structured way to see how work was actually progressing when people weren't in the same room.
Coverage planning was a hassle
With no shared view of who was free or stretched thin, last-minute gaps disrupted the workflow.
Collaboration was slow
Remote team members had to wait for updates instead of seeing them instantly.
A Shared System for a Remote Team
Onboarding for a firm of this size typically takes anywhere from a few days to about a week, and within that first week the team had effortlessly adapted to the platform.
1. Clear task allocation
Tasks assigned to team members with clear owners and deadlines, status tracked in a shared real-time view, and recurring tasks set up for routine compliance work so nothing depended on a manager remembering to re-assign it.
2. Work-hour visibility without micromanaging
Team members logged time against tasks directly from their own dashboard, and managers could see workload and progress across the team without constant follow-up calls.
3. Coverage planning with fewer surprises
The Notice Board flagged coverage changes to the whole team in one place, and open tasks could be reassigned in the same task view the moment a gap showed up.
4. Real-time collaboration
Task progress updated directly in the shared workspace, documents attached to tasks cut down on email back-and-forth, and built-in WhatsApp-to-task and Chat gave the team instant updates without separate group chats.
5. Client-facing visibility without extra calls
The Client Portal, included on every Turia plan, let clients check status updates and shared documents directly instead of routing every question through whichever team member was reachable that day.
"I was hesitant to use any office management software initially, as trying something new would mean changing to a new process and a new online platform. However, after trying it for a week, I realized it was very easy to allocate work to my team even if they were working from home."
SS & Co., Company Secretaries, Bengaluru
What really stood out for SS & Co. beyond the product itself was support: quick responses, and Turia acting on feedback rather than filing it away. Read more on our testimonials page.
Key Takeaways for Other CS & CA Firms
Assign and track tasks in one place instead of across email threads.
Give managers real visibility into hours and workload without micromanaging.
Use a shared Notice Board to plan around absences and coverage gaps.
Lean on responsive support when you're changing how a whole team works.
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Frequently Asked Questions
Does Turia support Company Secretary firms, or only Chartered Accountants?
Turia is built for both. Firms like SS & Co. use the same task management, timesheets, Notice Board, and Client Portal that CA firms use, since the day-to-day coordination challenges, assigning work, tracking hours, and keeping clients updated, are largely the same across CS and CA practices.
How does a remote or hybrid team assign and track work in Turia?
Work is assigned through a shared task management view with clear owners, deadlines, and status, plus recurring tasks for routine compliance work. Everyone, in the office or remote, sees the same live view instead of relying on email threads.
How long does it typically take a firm to get set up on Turia?
Onboarding usually takes anywhere from a few days to about a week, depending on firm size and how much historical data needs to be migrated. SS & Co.'s team was comfortable using the platform within its first week.
Can clients see the status of their work without calling the firm?
Yes. The Client Portal, included on every Turia plan, lets clients check the status of their filings and access shared documents directly, which reduces the number of status-check calls a team has to field.
What problems was SS & Co. facing before switching to Turia?
Task allocation over email was unclear about who owned what, there was no structured way to track hours once part of the team went remote, coverage planning for absences was a hassle, and remote collaboration was slow because updates weren't visible in real time.
How does Turia help with coverage planning when someone is unavailable?
The Notice Board is used to flag coverage changes to the whole team in one place, and open tasks can be reassigned directly in the task view the moment a gap shows up, instead of being discovered days later.
Is Turia only useful for fully remote teams?
No. SS & Co. runs a hybrid setup, and the same shared task board, timesheets, and Client Portal work equally well for teams that are fully in-office, fully remote, or a mix of both.
What did SS & Co. say about switching to Turia?
The firm was initially hesitant to change processes and adopt a new platform, but after a week of use found it easy to allocate work to a team working from home, and credits responsive support for making the transition low-risk.
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