Email Automation for CA Firms
Turia is email automation software for CA firms. It turns client emails into tracked, automated work through one shared team inbox instead of scattered personal ones.
Convert emails into tasks, automate GST, TDS and Income Tax reminders, and keep every client conversation connected to your firm's work, right inside the Gmail or Outlook you already use.
Built for CA & CS Firms With Growing Teams, From 5-Person Practices to Firms Managing Hundreds of Clients
Trusted by 500+ CA & CS firms across India
PSDP & ASSOCIATES
Chartered Accountants
R N H & Co LLP
Chartered Accountants
JJ ASSOCIATES
Chartered Accountants
BPP & CO.
Chartered Accountants
VERMA & CO.
Company Secretaries
PPA & ASSOCIATES
Chartered Accountants
AJITH & ASSOCIATES
Chartered Accountants
SS & CO.
Chartered Accountants
MRO & ASSOCIATES
Chartered Accountants
NRSR & CO.
Chartered Accountants
PARTH BHATT & CO.
Company Secretaries
INDIA STARTUP SERVICE
Consultants
PSDP & ASSOCIATES
Chartered Accountants
R N H & Co LLP
Chartered Accountants
JJ ASSOCIATES
Chartered Accountants
BPP & CO.
Chartered Accountants
VERMA & CO.
Company Secretaries
PPA & ASSOCIATES
Chartered Accountants
AJITH & ASSOCIATES
Chartered Accountants
SS & CO.
Chartered Accountants
MRO & ASSOCIATES
Chartered Accountants
NRSR & CO.
Chartered Accountants
PARTH BHATT & CO.
Company Secretaries
INDIA STARTUP SERVICE
Consultants
TL;DR
Turia's email automation connects to Gmail or Outlook and converts incoming client emails into tracked tasks. It supports automated GST, TDS and Income Tax deadline reminders and keeps email conversations linked to the client and task they belong to. Email Integration is included on every Turia plan.
Client Emails Shouldn't Depend on One Person's Inbox
Your firm already runs on email: GST notices, document requests, ITR queries. Without a shared system, that work is scattered across as many inboxes as there are people who've ever replied to a client:
Client emails sitting unread in one person's inbox
Retyping email requests into a separate task tool
No record of who's handling a client's email
Sending the same GST and TDS reminder emails manually
New enquiries going cold without a follow-up
Partners needing inbox logins to check client history
Forwarding important emails and hoping nobody forgets
Losing context when a team member goes on leave
Turn Client Emails Into Tasks
Turia is email-to-task automation for CA firms. Any email can be converted into a tracked task in one click, with the original thread staying attached so nothing gets retyped or lost.
- Convert any email into a task without leaving the inbox
- The original email thread stays linked to the task automatically
- Link a follow-up email to a task that already exists
- Whoever picks up the work sees the exact request, not a summary
Client Email
Task Created
One Shared Inbox for Your CA Firm
A shared inbox for CA firms puts one reception desk in front of the whole practice, connected to the Gmail or Outlook account your firm already uses, so nothing about how clients email you has to change.
- Everyone works from the same connected inbox, no forwarding required
- Every email routed through the firm's address is visible to the whole team
- No password sharing, each person connects their own account
- Handoffs stay painless when a team member is on leave
Gmail
Outlook
Front Desk
Shared Turia Inbox
Automate GST, TDS & Income Tax Email Reminders
Automated email reminders for GST, TDS and Income Tax go out the moment a deadline approaches or a task changes state, instead of a team member drafting the same message for the tenth time that week.
- Reminders tied to each client's actual filing status, not a broadcast
- Automatic confirmation once a return is filed
- Works alongside GST, TDS, ITR and ROC compliance workflows
- One less recurring task on your team's monthly checklist
GST Filing
Reminder
Works With the Email Your Firm Already Uses
Gmail integration for CA firms and Outlook integration for CA firms both connect the same way. Your firm's existing email address stays exactly as it is, and Turia sits on top of it as the shared layer your team actually works from.
- No new email address for clients to learn
- Each team member connects their own Gmail or Outlook account
- Clients keep emailing the address they already have
- The difference is entirely on your firm's side of the inbox
Gmail
Outlook
Turia
Keep Every Client Conversation Connected to the Work
As client communication software for CA firms, every email stays connected to the client record and the task it created, including new enquiries captured through email-to-lead automation, so conversation history isn't fragmented across whoever happened to reply.
- Every email linked to the client's record automatically
- New enquiries captured as leads without manual re-entry
- A partner can review client conversations without asking the team
- Context travels with the client, not with one person's inbox
Email Automation vs Manual Email Handling
None of this requires switching away from Gmail or Outlook. It's the same inbox, with a shared, task-connected layer on top of it.
| Capability | Manual Email Handling |  Turia |
|---|---|---|
| Client email ownership | NoScattered across personal inboxes. | YesOne shared inbox with visible ownership. |
| Email to task conversion | ManualRetype the request into a task tool. | AutomatedConvert in one click, thread stays linked. |
| Compliance reminders | ManualDrafted and sent by hand, every cycle. | AutomatedSent automatically for GST, TDS & ITR. |
| New enquiry capture | ManualRe-typed into a CRM, if at all. | AutomatedEmail-to-lead automation captures details. |
| Team visibility | NoNeeds individual inbox logins. | YesCentralized visibility, no password sharing. |
| Gmail / Outlook compatibility | YesYour existing inbox provider. | YesWorks with the same Gmail or Outlook account. |
| Client conversation history | FragmentedSplit across whoever replied. | ConnectedLinked to the client's record automatically. |
| Practice management integration | NoDisconnected from firm operations. | YesPart of a complete CA practice management suite. |
Built for the Way CA Firms Work
Generic email tools aren't designed around the day-to-day operations of a CA practice. Turia is.
CA-specific workflows
Built around recurring compliance, filing and client-service email, not generic office email.
GST Filing
Reminder
Connected client data
Email sits alongside the client information your team already needs.
Less manual follow-up
Automate repetitive reminders and requests that consume your team's time.
Client Email
Task Created
Centralized visibility, no shared passwords
Partners see every client conversation without logging into individual inboxes or asking for status updates.
Assigned
In Progress
Completed
Scale without scaling inbox chaos
As your client base grows, your team shouldn't need more personal inboxes to keep track of client email.
100 Clients
1,000+ Clients
Automation handles the inbox. Your team handles relationships.
Connect Email Automation to the Rest of Your Practice
Email automation is one part of Turia's CA practice management software with email integration built in. Explore the other modules it connects to inside your practice.
Task Management
Every email converted into a task is tracked and assigned like any other piece of work.
Learn moreCompliance Management
Tie automated email reminders to real GST, TDS and Income Tax deadlines.
Learn moreClient Management
Keep every email connected to the client record it belongs to.
Learn moreWhatsApp Automation
Extend the same automated reminders and updates to client WhatsApp.
Learn moreNotice Management
Track GST and Income Tax notices from receipt through resolution.
Learn moreCA Practice Management Software
See how email automation fits inside Turia's complete practice management suite.
Learn moreFrequently Asked Questions
How can CA firms automate client emails?
CA firms can automate client email by moving from personal inboxes to one shared team inbox connected to Gmail or Outlook. Turia lets any email be converted into a tracked task in one click and sends automated reminders for recurring compliance work, instead of team members manually drafting the same messages.
What is email-to-task automation for CA firms?
Email-to-task automation is the ability to convert a client email directly into a tracked task without retyping it. As email to task software for CA firms, Turia keeps the original email thread linked to the task it creates, so whoever picks up the work sees the exact client request.
What is a shared inbox for chartered accountants?
A shared inbox for chartered accountants is a single connected inbox the whole team works from, instead of client email being scattered across individual Gmail or Outlook accounts. As shared inbox software for CA firms, every team member connects their own account, and email routed through the firm's address becomes visible to everyone with access.
Can GST reminder emails be automated?
Yes. Automated email reminders for CA firms cover GST, TDS and Income Tax deadlines, sent as a filing deadline approaches and again once a return is filed, based on each client's actual task status rather than a generic broadcast to every client.
Does Turia integrate with Gmail and Outlook?
Yes. Turia supports both Gmail integration and Outlook integration for CA firms. Your firm's existing email address stays the same. Turia connects to the account your team already uses rather than requiring a new one.
How can I track client emails and follow-ups?
Client emails and follow-ups can be tracked by converting relevant emails into tasks and keeping the thread linked to that task. A shared inbox also gives partners visibility into what's been said and what's still pending without asking each team member for a status update.
What is the best email management software for chartered accountants?
The right email management software for CA firms, also known as email management software for chartered accountants, connects to the Gmail or Outlook you already use, turns client emails into tasks with one click, and automates recurring compliance reminders, without requiring your firm to switch email providers.
Do team members need to share their email passwords for a shared inbox to work?
No. Each team member connects their own Gmail or Outlook account individually. The shared inbox layer gives the firm centralized visibility into client email without anyone handing over personal login credentials.
Is email automation suitable for small CA firms and solo practitioners?
Yes. A shared inbox is useful even for a two- or three-person practice, since it prevents client email from depending on one person's inbox. The same setup scales as the firm adds team members and clients, with plans sized for practices of any size.
Independently reviewed by CA firms using email automation with Turia:
Stop Losing Client Emails in Twenty Different Inboxes
Your team shouldn't have to remember whose inbox a client's request landed in.
Let Turia turn every email into tracked, automated work, while your team focuses on the work that matters.
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