Automations Available in Turia
Smart automations that save time, reduce errors, and keep your CA firm always on track — this is your Action Center.
Convert WhatsApp Message to Task
Turn client messages into actionable tasks instantly.
Convert Email into Task
Auto convert important emails into tasks and assign them.
Convert Notice into Task
Turn IT, GST, ROC and other notices into trackable tasks.
Auto Fetch GST
Automatically fetch GST returns and data for your clients.
Auto Fetch TDS
Fetch TDS returns, challans and 26AS data automatically.
Auto Fetch IT Status and Prefilled Data
Get IT filing status, AIS, TIS and prefilled data in one click.
Notice Fetch Across IT, TDS, GST
Centralized notice fetch from Income Tax, TDS and GST portals.
Agents for Follow Up and Reminders
AI agents follow up with clients and team, and send reminders.
Compliance Reminders via WhatsApp Broadcast
Send automated compliance reminders to clients via WhatsApp Broadcast.
Task Completion Auto-Creates Invoice
Save time and bill faster — every completed task automatically creates an invoice.
Hours per week saved
15+
Reduce missed deadlines by
90%+
Improve team productivity by
40%+
Increase client satisfaction by
60%+
Focus more on advisory, grow faster
2X
Automate. Standardize. Grow.
Turia automations handle the repeatable, so you and your team can focus on what truly matters — your clients and growth.
The key question: how many hours does your team spend every week doing something a computer could trigger the moment it happens — retyping a WhatsApp message into a task, checking a portal for a notice, or manually raising an invoice for work that's already done?
For most firms, the honest answer is a lot. Task automation for CA firms exists to take that repetitive work off your team's plate — not by replacing judgment, but by handling the parts of the job that never needed a person's judgment in the first place. This is the Action Center: ten automations working quietly in the background of every task your firm runs.
None of these ten things individually feels like a big problem. Retyping one WhatsApp message into a task takes two minutes. Checking one GST portal takes five. It's only when you multiply each of those small actions across every client, every week, for a whole team, that the real cost becomes visible — and that's exactly the cost these automations are built to remove.
Every Client Message Becomes a Task, Automatically
A client's WhatsApp message asking for a document, an email requesting an update, or a notice landing in a GST or IT portal — none of these should require someone to manually open a task tool and retype what was already said. Turia converts each of them into a task on its own: a WhatsApp message to task automation captures the request the moment it arrives, email-to-task does the same for inbox requests, and notice-to-task turns an IT, GST, or ROC notice into a trackable, assignable piece of work instead of a document sitting unread in a portal.
WhatsApp, Email, and Notices → Tasks, Automatically
A client message, email, or notice arrives
It's converted into a task automatically
It's assigned, tracked, and nothing gets missed
GST, TDS, and IT Data — Fetched, Not Chased
A huge share of a CA firm's routine work is simply checking government portals for status: has this GST return been filed, is a TDS challan reconciled, what does a client's AIS or TIS actually show this quarter. Turia's auto fetch GST, auto fetch TDS, and auto fetch IT status automations pull GSTR-1, GSTR-3B, ITC summaries, TDS returns, challan details, 26AS data, and prefilled IT information directly from the source — in one click, for every client, instead of a team member logging into each portal one at a time.
Notice fetch works the same way across all three systems at once — Income Tax, TDS, and GST notices pulled into one centralized view, so a firm isn't checking three separate portals just to answer "did any of our clients get a notice this week?"
Agents That Follow Up So Your Team Doesn't Have To
Chasing a client for a missing document, or reminding them a deadline is approaching, is exactly the kind of task that's easy to postpone and easy to forget. Turia's follow-up agents handle that automatically — quietly nudging clients and team members on pending items — while compliance reminders sent via WhatsApp Broadcast let a firm message every client due for a filing at once, instead of typing the same reminder individually, client by client.
This matters most in the days right before a deadline, when a firm might need to reach fifty clients with the same message about the same filing. Sending that manually means fifty individual messages, typed by hand, with fifty chances to accidentally skip someone. A broadcast removes that risk entirely — one message, sent once, reaching everyone who needs it.
Task Completion Creates the Invoice — No Extra Step
This is the automation that closes the loop between work and money: the moment a task is marked complete, Turia automatically creates the corresponding invoice. No separate billing step, no end-of-month scramble to remember what was actually finished and never invoiced. As invoice tracking automation, it means a firm bills faster simply because the invoice already exists the moment the work does.
What Ten Automations Actually Add Up To
None of these ten automations is dramatic on its own — each one just removes a small, repetitive step. But firms running all ten together report saving upwards of 15 hours a week, reducing missed deadlines by more than 90%, and improving team productivity by over 40%. Client satisfaction climbs by 60%+ simply because updates and reminders reach clients before they have to ask, and firms report growing roughly twice as fast once the team's time shifts from repetitive ops to actual advisory work.
Manual Ops vs the Turia Action Center
Every one of these ten things can be done by hand. The cost is the hours it takes, every single week, forever.
| Manual Ops | Turia's Action Center |
|---|---|
| Client messages and emails manually re-typed into tasks | WhatsApp, email, and notices convert into tasks automatically |
| GST, TDS, and IT status checked portal by portal, client by client | Data auto-fetched from all three in one click |
| Follow-ups and reminders sent manually, client by client | Agents follow up automatically; broadcasts reach everyone at once |
| Invoicing is a separate step someone has to remember | Task completion creates the invoice automatically |
| Team's time goes to repetitive ops, not advisory work | Firms report growing roughly 2x faster once ops are automated |
Easy Rules to Remember
Risky, Better, and Safest
Where This Connects
These automations are most useful tied to the rest of the practice — see how they connect to task management for CA firms, WhatsApp automation, and compliance management software. For what this costs per user per month, see Turia's pricing, or hear from firms already using it in our client testimonials.
Frequently Asked Questions
What is task automation for CA firms?
Task automation for CA firms means routine work — converting messages into tasks, fetching portal data, sending reminders, raising invoices — happens automatically instead of being done by hand, event by event.
Can WhatsApp messages and emails really become tasks automatically?
Yes. A client's WhatsApp message or email is converted directly into a task, assigned and tracked, without anyone retyping the request into a separate tool.
Does Turia auto-fetch GST, TDS, and Income Tax data?
Yes. GSTR-1, GSTR-3B, and ITC summaries are auto-fetched for GST; TDS returns, challans, and 26AS for TDS; and filing status, AIS, TIS, and prefilled data for Income Tax — all in one click per client.
Can notices from multiple portals be tracked in one place?
Yes. Notices from Income Tax, TDS, and GST portals are fetched into one centralized view, instead of checking each portal separately.
How do the follow-up agents work?
Agents automatically follow up with clients and team members on pending items and reminders, and compliance reminders can be sent to every due client at once via WhatsApp Broadcast.
Does completing a task really create an invoice automatically?
Yes. The moment a task is marked complete, its corresponding invoice is created automatically — no separate billing step to remember.
What kind of impact do these automations actually have?
Firms running these automations together report saving 15+ hours a week, reducing missed deadlines by 90%+, improving team productivity by 40%+, and growing roughly 2x faster as more time shifts from ops to advisory work.
Is this suitable for a growing CA firm?
Yes. The more clients and team members a firm has, the more time these automations save — see Turia's pricing for plans that fit firms of any size.
Do I need to set these automations up individually for each client?
No. Once configured, each automation applies across your whole client base automatically — a new client added to the firm is covered by the same automations without extra setup.
Can I see which tasks were created automatically versus manually?
Yes. Tasks created by an automation — from a converted WhatsApp message, email, or notice — are tagged as such, so a manager can always tell how a task originated.
Automate. Standardize. Grow.
With Turia's task automation for CA firms, the repeatable work runs itself — so you and your team can focus on what truly matters: your clients and growth.
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