About JLK & Co
JLK & Co is a multi-disciplinary chartered accountancy and advisory firm based in Vijayawada, established on 5 March 2020. The firm manages 2,235 clients with a13-member team of Chartered Accountants, Cost and Management Accountants, a Company Secretary and a consulting actuary — serving clients across direct tax, indirect tax, internal audits and special engagements.
The firm's stated focus is on better compliance management and good corporate governance. With 2,235 clients and 13 team members, client communication is not a peripheral activity — it is a daily operational challenge. Every client has a question, a document to submit, a status update to receive, a reminder that needs to go out before a deadline. At that volume, the question is not whether communication matters. It is whether it is centralised or scattered.
JLK & Co at a Glance
2,235
Clients
13
Team
Vijayawada
City
2020
Est.
About Turia's Practice Management Software for Chartered Accountants
Turia is a cloud-based practice management platform built for Indian CA and multi-disciplinary advisory firms. Its client communication module connects WhatsApp Business API, email, client portal and internal team messaging — and stores the full communication history per client, so any team member can pick up a thread without asking the client to repeat themselves.
Definition
Practice management software for chartered accountants is a platform that centralises client communication, task management, compliance tracking and billing for CA firms — connecting WhatsApp, email, client portal and team chat into one system so no message, document request or follow-up falls through the cracks.
It is built for CA firms where clients communicate across multiple channels simultaneously — a WhatsApp message from one client, an email query from another, a document request raised on the portal from a third — and each interaction needs to be tracked against the client record regardless of which team member handled it. For a 13-member firm managing 2,235 clients like JLK & Co, it replaces personal phone numbers, individual email inboxes and informal group chats with a centralised hub where every client interaction is logged, searchable and visible to the whole team from the client's record.
For a firm like JLK & Co — 2,235 clients, 13 professionals, multiple service lines — the core design principle of Turia's communication module is that every client interaction is stored in one place, regardless of which channel it happened on. A WhatsApp message from a client is logged in the same place as their email and their portal update. The team sees the full picture. Nothing lives on a personal phone.
The Challenge: Client Communication Scattered Across WhatsApp, Email and Individuals
The challenge for a 13-member firm managing 2,235 clients is not finding people to do the work. It is knowing where every client conversation stands — and making sure nothing slips.
When a client sends a WhatsApp message to a team member's personal number, that conversation lives on one phone. When a follow-up email goes from one partner's inbox, it lives in that inbox. When a document request is communicated verbally or over a group chat, there is no record that anyone can find later. When a client follow-up is needed, someone has to remember to do it — or it simply does not happen.
For JLK & Co, this was the structural problem: important client communication scattered across WhatsApp, personal email accounts and individual team members. There was no single place where the firm could see the status of every client conversation, every document request, every pending follow-up.
WhatsApp on personal phones
Client conversations locked to individual numbers — invisible to partners and colleagues
Email in personal inboxes
Client emails scattered across individual inboxes with no shared visibility or tracking
Follow-ups from memory
Pending document requests and follow-ups tracked in people's heads — or not at all
The result: follow-ups were missed. Clients sent the same message twice. Partners had no visibility into what had been communicated and what was still pending. For a firm where missing a client's tax deadline has real financial and legal consequences, this was not acceptable.
How Turia's Practice Management Software Solved Each Gap for JLK & Co
JLK & Co adopted Turia's practice management platform and configured three capabilities that directly addressed the communication challenge.
WhatsApp Business API — one official number
All outbound client messages, reminders and updates go from a single official WhatsApp Business number connected to Turia — not from individual phones. Every conversation is logged in the client's profile. Partners can see any client's full WhatsApp history without asking a team member.
Client portal — clients self-serve
JLK & Co's clients log in to their own portal to view their documents, check task status and respond to document requests. This removes the need for clients to message the team for every update — reducing inbound WhatsApp and email significantly, and freeing the team from repetitive status queries.
Internal team chat with @mentions — no WhatsApp groups
Team members discuss client work inside Turia, not over WhatsApp group chats or email threads. @mentions ensure the right person is notified on any client thread. The conversation is attached to the client's record — so any team member can pick up context instantly.
The Client Communication Workflow at JLK & Co
This is how a client follow-up flows through Turia for JLK & Co — from the client's first message to the closed-out task with full communication history stored.
- 01
Client sends a message or request
The client sends a WhatsApp message, email or portal message. Turia logs it automatically against the client record — regardless of which channel the client used.
- 02
Team creates a task or document request
A team member converts the client's request into a Turia task or formal document request, assigns it to the right person and sets a due date.
- 03
Turia sends automated reminders
If the client hasn't submitted a requested document or responded, Turia sends an automatic reminder over WhatsApp or email — no manual chasing required from the team.
- 04
Client responds via any channel
The client responds over WhatsApp, email or the client portal. Every response is logged in Turia and attached to the client's communication history — regardless of the channel.
- 05
Team closes the loop — history stored permanently
The team member closes the task or document request in Turia. The full communication thread — all messages, documents and responses — stays permanently in the client's record.
Features JLK & Co Uses in Turia
Every feature below addresses a specific gap in how JLK & Co's client communication worked before Turia — and how it works now.
WhatsApp Business API
All client messages, reminders and document requests from JLK & Co go over an official WhatsApp Business number connected through Turia — not personal phones. Every conversation is logged automatically against the client record, so the full thread is always visible to any team member.
Email Integration
Client emails are sent and tracked per client from within Turia. The team can respond to queries, send documents and issue follow-up emails without switching tools — and every email stays attached to the client's communication history.
Client Portal
JLK & Co's clients log in to their own portal to view documents, track work status and respond to document requests. This removes the need for clients to message the team for every update — and significantly reduces inbound WhatsApp and email volume.
Internal Team Chat & Mentions
Team members discuss client work inside Turia, not over WhatsApp group chats. @mentions notify the right person on any client thread. The conversation stays attached to the client record — so any colleague can pick up context without asking someone to repeat themselves.
Document Requests & Automated Reminders
When the team needs a document, a formal request is raised in Turia. If the client hasn't responded, automated reminders are sent over WhatsApp or email — no one on the team needs to follow up manually.
Communication History
Every WhatsApp message, email, portal update and internal note is stored in the client's communication history. The record is permanent, searchable and available to any team member — so nothing is lost when a colleague is on leave or a client needs context from months ago.
Try Turia
CA practice management built for client communication
WhatsApp Business API, email, client portal, team chat — all connected. Built for CA and multi-disciplinary advisory firms in India.
Start free trial →What JLK & Co Says About Turia
CA Lakshman from JLK & Co, Vijayawada shares how Turia's practice management software changed how the firm manages client follow-ups, document requests and team communication across 2,235 clients.
CA Lakshman
JLK & Co · Vijayawada
Results: Practice Management Software for Chartered Accountants in Action — 2,235 Clients, Zero Missed Follow-Ups
Since adopting Turia's practice management software, JLK & Co has centralised all client communication across WhatsApp, email, portal and internal team chat — for a 13-member team managing 2,235 clients.
2,235
Clients
All client communication centralised in Turia — WhatsApp, email and portal in one record per client
13
Team members
Internal team chat and @mentions keep the team aligned without WhatsApp groups or email threads
4
Channels unified
WhatsApp, email, client portal and internal chat all logging to one place
Zero
Missed follow-ups
Automated reminders chase clients for documents so the team does not have to follow up manually
Frequently Asked Questions
What is practice management software for chartered accountants?
How does Turia's WhatsApp integration work for CA firms?
Can CA firm clients access documents and updates through Turia?
How does Turia prevent missed follow-ups across 2,000+ clients?
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