Turia
Turia Case Studies

How CA Firms Run Better with Turia

Real stories from CA and CS firms that use Turia's practice management software to manage clients, compliance, billing and team workflows — at scale.

01· Client Management
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Chennai Audit · Chennai, Tamil Nadu

How CA Siva Raj manages 6,000+ clients with Turia

Chennai Audit manages more than 6,000 clients across tax, audit, GST, corporate law and business advisory. This is how Turia became the firm's centralized client management platform.

6,000+clients on one platform
Client ManagementZoho Books IntegrationWhatsApp Automation
By CA Siva Raj.GRead case study →
02· WhatsApp Automation
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Nikhil Dhadd & Co · Maharashtra

How Nikhil Dhadd & Co Turned WhatsApp Client Requests Into Trackable Tasks With Turia

Nikhil Dhadd & Co manages 1,100+ clients with a 20-member team in Maharashtra. In 2025, the firm set up Turia's WhatsApp automation to convert every client message into a tracked task and deliver final documents back to clients over WhatsApp.

1,100+client messages converted to trackable tasks
WhatsApp AutomationWhatsApp-to-TaskCA Practice Management
By Nikhil DhaddRead case study →
03· Task Management
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Girish Shah & Associates · India

How Girish Shah & Associates Manages 1,000+ Tasks With Turia

Girish Shah & Associates manages 600+ clients with a 13-member team, creating 1,156+ tasks in a single month. This is how Turia's task management software handles assignment, priorities, recurring tasks, overdue tracking and partner visibility across the firm.

1,156+tasks created in a single month
Task ManagementRecurring TasksPartner Visibility
By Charmi ShahRead case study →
05· Client Communication
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JLK & Co · Vijayawada

How JLK Associates Manages Client Follow-Ups and Updates With Turia

JLK & Co manages 2,235 clients with a 13-member team in Vijayawada. Turia's practice management software for chartered accountants centralises WhatsApp, email, client portal and team chat — so every client follow-up, document request and update is tracked in one place.

2,235clients with centralised communication
Client CommunicationWhatsApp Business APIPractice Management
By CA LakshmanRead case study →
07· Billing & Practice Operations
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NRSR & Co · Manipal, Karnataka

How NRSR & Co Manages Client Work, Billing and Practice Operations With Turia

NRSR & Co — Turia's first-ever customer since February 2022 — manages 2,000+ clients with a 40-member team across Manipal and Bengaluru. Turia's practice management software for CA connects the full business lifecycle: client onboarding, task management, billing and payment collection in one platform.

2,000+clients — full lifecycle from onboarding to payment
Billing & InvoicingPractice ManagementRecurring Compliance
By CA Shrinidhi RaoRead case study →
06· Notice Management
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Sangaranarayanane & Co · Puducherry

How Sangaranarayanane & Co Manages Income Tax, GST and TDS Notices End-to-End With Turia

Sangaranarayanane & Co manages 1,300+ clients with a 40-member team and 4 partners in Puducherry. Turia's notice management software for CA firms connects the entire workflow — notice logged, converted to task, assigned to team, resolved and billed — in one system.

1,300+clients with connected notice-to-invoice workflow
Notice ManagementIncome Tax NoticesTask-to-Invoice
By CA Sangaranarayanane.SRead case study →
04· Compliance Tracking
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Padmanabhan Ramani & Ramanujam · India

How Padmanabhan Ramani & Ramanujam Manages GST, TDS and IT Compliance for 550+ Clients With Turia

Padmanabhan Ramani & Ramanujam manages 550+ clients with a 12-member team. Turia's CA office management software auto-fetches compliance data from GST, TDS and Income Tax portals directly — creating a single source of truth and zero missed filings.

550+clients with zero missed filings
Compliance TrackingPortal Auto-FetchCA Office Management
By CA S RavikumarRead case study →

More case studies coming soon

We publish a new case study every month.

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