Practice Management Software for CA Firms: Work Planning & Team Coordination
Plan the week's work, coordinate your team, track compliance, manage clients and notices, and automate the follow-ups your team keeps forgetting to send.
One platform for what task software, a CRM and accounting software each handle separately, connected the way a CA practice actually runs.
500+ CA & CS Firms · 3,500+ Users · 85,000+ Clients Managed
TL;DR
Turia combines task management, a CRM for leads and proposals, compliance tracking, client management, and billing in one connected system, plus Sprint Planner for organizing work into short, coordinated cycles. Every module is included on every Turia plan.
Three Tools, None of Them Talking to Each Other
Task software manages tasks. A CRM manages leads. Accounting software manages transactions. None of them know what the others are doing:
No single view of what's due this week
Task software, a CRM and accounting software that don't talk
Compliance tracked in a separate spreadsheet
Payment follow-ups that depend on remembering
Notices sitting unnoticed in individual portals
Reports assembled by hand every month
Managers asking the team for status updates
The same workflow breaking down as the firm grows
One Platform for the Whole Practice
Turia is practice management software for CA and CS firms of any size, from a 5-person team getting started to a multi-partner firm managing hundreds of clients.
Work Planning
Prioritize, assign and track work across the week, not just today.
Client Management
One Client Master behind every task, filing and notice.
Compliance Management
GST, TDS, Income Tax, MCA and DSC tracked per client.
Notice Management
Notices assigned, tracked and resolved alongside the work.
Client Communication
WhatsApp, email and portal messages tied to the right client.
Billing
Invoices and collections connected to the work that earned them.
Automations
Payment follow-ups and deadline reminders that fire on their own.
Practice Analytics
Revenue per client and employee, from your own operational data.
Let Events Trigger the Next Action
Rule-based automation, not generative AI: a specific, configured condition fires a specific action.
Single-Purpose Tools vs One Connected Platform
Task software, a CRM and accounting software each do one job well. None of them were built to talk to each other.
| Capability | Single-Purpose Tools |  Turia |
|---|---|---|
| Task software | Tasks onlyManages tasks, nothing else. | ConnectedTasks tied to clients, compliance and billing. |
| CRM | Leads onlyManages leads and prospects. | Full loopLead through to client, task and invoice. |
| Accounting software | Finance onlyManages financial transactions. | Work-linkedBilling connected to the work performed. |
| Compliance tracking | SeparateTracked in its own spreadsheet. | IntegratedGST, TDS, IT, MCA and DSC in one place. |
| Notices | InboxesScattered across individual portals. | ManagedDetected, assigned and tracked. |
| Client communication | IsolatedWhatsApp chats disconnected from records. | ConnectedTied to the client, task or compliance item. |
| Reporting | ManualAssembled by hand from several sources. | Built inPractice analytics, always current. |
| Status visibility | Ask aroundManagers request updates verbally. | LivePractice-wide visibility in one dashboard. |
How Turia compares to other CA practice management software:
| Capability | Turia | CADashboard | Jamku | MyTasks | Finexo |
|---|---|---|---|---|---|
| Task Management | |||||
| Compliance Tracking | |||||
| Team Collaboration | |||||
| Analytics & Insights | |||||
| Billing & Invoicing | |||||
| WhatsApp Automation | |||||
| Notice Management | |||||
| Proposal Management | |||||
| Agentic Workflows |
From Planned Work to Practice Insight, All in One Flow
Every part of the practice writes to the same data, so the picture at the end is never assembled by hand.
Work is planned
Tasks are prioritized, assigned and tracked across the week.
Work This Week
14
Today
48
This Week
186
This Month
Compliance stays current
GST, TDS, Income Tax and MCA status tracked per client.
Compliance Status
Automations run
Payment follow-ups and reminders fire on their own.
Automation Rules
Payment Overdue
Compliance Deadline Approaching
Client Request Received
Practice becomes visible
Revenue, workload and status roll up into one view.
Practice Snapshot
₹9,46,000
Revenue
186
Tasks/Mo
4
Compl. Due
1
Open Notice
One Practice View
Partners see the whole firm, not scattered updates.
Prioritized Work
Know what's due today, this week and this month.
Automations That Run
Follow-ups happen without anyone remembering.
Save Time
No assembling reports from separate tools.
Standardized Process
The same workflow, whether 5 people or 50.
Built for the Way CA Firms Work
A generic project tool doesn't know about GST cycles. A generic CRM doesn't know what happens after a proposal is won. Turia does.
Work planning built in
See today, this week and this month's workload without a separate planning tool.
Workload at a glance
Prioritize, assign, execute, review and measure, all from the same board.
Today: 14
This Week: 48
This Month: 186
Automations that run themselves
An overdue payment or approaching deadline can trigger the next action on its own.
Payment
Overdue
Works for firms of any size
The same workflow scales from a 5-person practice to a firm managing hundreds of clients.
Assigned
In Progress
Completed
Replaces three single-purpose tools
Task software, a CRM and accounting software, each managing one slice of the practice, become one connected platform.
3 Tools
1 Platform
One platform for what three single-purpose tools used to do.
What CA Firms Say About Running on Turia
“Turia is so easy to use and with a few clicks, I am able to track, measure, and improve my firm's productivity. I would definitely recommend Turia to other Audit firms.”
Ajjarapu & Associates
Audit Firm, Vizag
“Turia - CA Practice Management Software streamlined our operations from client management, task management and team collaboration. It's really handy tool for CA/Accounting firm. They also have a fast responsive support team.”
Sree Kuttan
Chartered Accountant, Kerala
“We've been using Turia Practice for the past 2 months, and it has made our work much easier. It's simple to use and features like time tracking, client modules, task management and invoicing are all in one place. It saves us a lot of time every day and keep a track of tasks. The support team is also quick and helpful whenever we have questions.”
Shanell
Company Secretary, Mumbai
What Does Turia Cost?
Turia has five plans priced by firm size, each with a 7-day free trial and no credit card required. Every plan includes the full feature set.
Basic
Up to 5 users
₹6,999/yr
Starter
Up to 10 users
₹9,999/yr
Growth
Up to 20 users
₹16,999/yr
Professional
Up to 40 users
₹24,999/yr
Enterprise
Up to 60 users
₹34,999/yr
Prices exclusive of 18% GST. Notice Management is available as an optional paid add-on on every plan. See Turia's full pricing for a complete feature breakdown.
Explore Every Part of the Practice
Each module below is documented in full on its own page, and all of them write to the same practice data.
Client Management
The Client Master behind every piece of work.
Learn moreTask Management
How individual work gets assigned and tracked.
Learn moreCompliance Management
How statutory work is tracked per client.
Learn moreNotice Management
How notices are detected and resolved.
Learn moreWhatsApp Automation
How client updates go out automatically.
Learn moreEmail Automation
How the same automation extends to email.
Learn morePractice Analytics
How partners understand the practice.
Learn moreTestimonials
More CA firms already running on Turia.
Learn moreFrequently Asked Questions About Practice Management Software for CA Firms
What is practice management software?
Practice management software is a system that helps a professional services firm manage its day-to-day operations, clients, work, deadlines, team and finances, from one connected platform instead of spreadsheets, individual memory and separate tools.
What is practice management software for CA firms?
Practice management software for CA firms brings client management, task and workflow management, compliance tracking, notices, team coordination, communication and billing into one system built around how chartered accountancy practices actually work.
How does practice management software help CA firms?
It replaces scattered spreadsheets, WhatsApp messages and individual memory with a structured view of what work exists, who owns it, when it is due and how the practice is performing, so partners and managers do not have to ask for status updates.
What can a CA firm manage with Turia?
A CA firm can manage clients, tasks and recurring work, GST/TDS/Income Tax/MCA compliance, notices, team workload, WhatsApp and email communication, billing and practice analytics, all connected to each other.
Can Turia manage client information?
Yes. Client information, documents, tasks and communication stay connected to the client record. See Turia's client management software for CA firms for the full client view.
Can Turia manage tasks and recurring work?
Yes. Tasks can be created, assigned, checklisted and reviewed, and recurring work for services like GST and TDS can be generated automatically. See Turia's task management software for CA firms for the full task workflow.
Can Turia track GST, TDS and Income Tax compliance?
Yes. Compliance deadlines are connected to clients, tasks and team members so managers can see what is due, who owns it and what still needs attention. See Turia's compliance management software for the full compliance workflow.
Can Turia manage notices?
Yes. Notices are connected to the client record, an assigned task, an owner and a response deadline. See Turia's notice management software for the full notice workflow.
Can Turia automate WhatsApp and email reminders?
Yes. Client requests and reminders can be automated over WhatsApp and email. See Turia's WhatsApp automation and email automation for CA firms for the full communication workflow.
Can Turia connect billing with practice management?
Yes. Completed work connects to invoices, payments and outstanding collections, reducing the gap between delivering work and getting paid.
Can partners see team workload and practice performance?
Yes. Practice analytics surface open tasks, overdue work, compliance status, outstanding payments and team workload, so partners can see how the practice is performing without asking each team member individually.
What is a Sprint Planner in practice management software?
A Sprint Planner shows a team what to prioritize today, this week and this month, alongside a live team scorecard of assigned, in-progress, completed and overdue work, rather than just a flat list of everything that is pending.
Can Turia automate routine practice workflows?
Yes, within limits. Automation agents can trigger actions like a payment follow-up, a compliance deadline reminder, or turning a client request into a task. Exact agent behavior depends on what is configured and live for your firm.
Is Turia suitable for growing CA firms?
Yes. Turia is built for firms that have outgrown tracking work from memory and spreadsheets and need shared visibility across clients, team and practice performance as they scale. See Turia's pricing for plans that fit firms of any size.
Independently reviewed by CA firms running their practice on Turia:
Run Your Whole Practice From One Place.
Plan the work, track compliance and notices, manage clients, and let automations handle the follow-ups nobody has time to remember.
No credit card required • 7-day free trial • Instant Setup
Comparing Options
See how Turia stacks up feature-by-feature on the CA practice management software comparisons hub.