WhatsApp Automation for CA Firms
Turia is WhatsApp automation software for CA firms. It turns client conversations into tracked, automated work instead of manual follow-ups.
Automate client reminders, document requests, filing updates and follow-ups on WhatsApp, while keeping every conversation connected to your firm's workflow.
Built for CA & CS Firms With Growing Teams, From 5-Person Practices to Firms Managing Hundreds of Clients
TL;DR
Turia's WhatsApp automation connects to WhatsApp Business and converts incoming client messages into tracked tasks with an owner and a due date. It supports automated reminders for GST, TDS and ITR deadlines, document requests, and status updates sent directly through WhatsApp. WhatsApp Business integration is included on every Turia plan.
Every CA Firm Sends the Same WhatsApp Messages, Every Month
Your clients already message your firm on WhatsApp. Without a shared inbox, that work sits on one person's phone, and the same conversations repeat every cycle:
Sending GST reminders
Following up for documents
Reminding clients about deadlines
Asking for pending information
Sending filing confirmations
Following up with clients who haven't responded
Repeating the same messages every month
Losing track of conversations
Automate Every WhatsApp Conversation That Moves Your CA Firm Forward
Turn repetitive communication into automated workflows so your team spends less time following up and more time delivering value.
Automated Compliance Reminders
Never miss a deadline again. Send timely reminders for GST, TDS, Income Tax (ITR), ROC and other compliance requirements.
Automated Document Requests
Request documents on WhatsApp and follow up automatically until clients share what you need.
Filing & Work Updates
Keep clients informed at every stage of the process: documents received, work in progress, filed, completed, or ready for collection.
Automated Client Follow-ups
Stop manual chasing. Set automated follow-ups for pending documents, information, responses and actions.
Payment Reminders
Automate payment reminders for outstanding invoices and keep your receivables moving.
Client Onboarding
Deliver a consistent onboarding experience with welcome messages, checklists, instructions and next steps, automatically.
Recurring Communication
Automate monthly, quarterly and yearly communication that happens for every client, every time.
Internal Team Communication
Collaborate with your team on client conversations and keep everyone aligned.
WhatsApp Business vs WhatsApp Automation with Turia
WhatsApp is great for conversations, but it isn't a WhatsApp CRM for CA firms. Turia is built on the WhatsApp Business API to turn those conversations into organized, trackable workflows for your practice.
| Capability | WhatsApp Business |  Turia |
|---|---|---|
| Business messaging | YesSend and receive messages. | YesSend and receive messages. |
| Team inbox | LimitedNo shared inbox or ownership. | YesShared inbox with ownership & assignments. |
| Automated reminders & follow-ups | LimitedNo workflow-based automation. | YesAutomate reminders, follow-ups & notifications. |
| Client records | NoClient data not connected. | YesAll conversations linked to client records. |
| Task management | NoCannot convert conversations to tasks. | YesConvert messages to tasks and track progress. |
| Compliance workflows | NoNo connection with compliance. | YesConnect communications to GST, TDS, ITR, ROC & more. |
| Document collection | ManualSend and collect manually. | Workflow-drivenRequest, track and follow up automatically. |
| Filing / work updates | ManualUpdates have to be sent manually. | AutomatedSend updates when work is completed. |
| Practice management | NoNot built for CA firm operations. | YesPart of a complete CA practice management suite. |
From WhatsApp Message to Completed Work, All in One Flow
Turia connects conversations with your clients to tasks, workflows and updates. Nothing gets missed. Everything gets done.
Client sends a message
Your client sends a message or document on WhatsApp.
Amit Sharma
Online
Bank_Statement_Apr-Jun.pdf
2.4 MB · PDF
Create or connect a task
Turn the request into an actionable task.
Create Task
Title
Collect bank statement – Apr-Jun
Client
Amit Sharma
Service
GST Compliance
Assign To
Sneha R.
Due Date
20 May 2024
Work in progress
Your team works on the task with full visibility and tracking.
Task #T-1256
In ProgressBank statement received
Amit Sharma · 14 May, 10:32 AM
Data verified
Sneha R. · 15 May, 11:25 AM
GST return prepared
Rohit K. · 18 May, 04:30 PM
Filing & review
Sneha R. · 19 May, 02:00 PM
Client update & send
Automatic client update
Once work is updated or completed, the client is notified automatically.
Amit Sharma
Online
GSTR3B_Apr-Jun.pdf
184 KB · 05:46 PM
Nothing Gets Missed
Every message is captured and converted into action.
Full Team Visibility
Know who is doing what and what's completed.
Workflow Driven
Communication flows with your processes.
Save Time
Automate repetitive follow-ups and status updates.
Happier Clients
Timely responses and updates build trust and satisfaction.
Built for the Way CA Firms Work
Generic WhatsApp automation tools aren't designed around the day-to-day operations of a CA practice. Turia is.
CA-specific workflows
Built around recurring compliance, accounting, tax and client-service workflows.
Connected client data
Communication sits alongside the client information your team already needs.
Less manual follow-up
Automate repetitive reminders and requests that consume your team's time.
Document
Reminder
Better team visibility
Know what clients are asking, who is responsible and what needs to happen next.
Assigned
In Progress
Completed
Scale without scaling admin
As your client base grows, your team shouldn't have to manually send more and more messages.
100 Clients
1,000+ Clients
Automation handles the volume. Your team handles relationships.
Connect WhatsApp Automation to the Rest of Your Practice
WhatsApp automation is one part of Turia's CA practice management software. Explore the other modules it connects to inside your practice.
Task Management
Turn WhatsApp requests into tracked, assigned tasks your team can act on.
Learn moreClient Management
Keep every conversation connected to the client record it belongs to.
Learn moreCompliance Tracking
Tie WhatsApp reminders to real GST, TDS and Income Tax deadlines.
Learn moreNotice Management
Track GST and Income Tax notices from receipt through resolution.
Learn moreEmail Automation
Extend the same automated reminders and updates to client email.
Learn moreBilling & Invoicing
Move from a completed task to an invoice without leaving Turia.
Learn morePricing
See what WhatsApp automation costs per user, per month.
Learn moreTestimonials
Hear from CA firms already running WhatsApp automation with Turia.
Learn moreFrequently Asked Questions
What is WhatsApp automation for CA firms?
WhatsApp automation for CA firms is the use of automated workflows to handle repetitive client communication such as reminders, document requests, follow-ups, filing updates and payment notifications. Turia connects these communications with your firm's client, task and workflow data.
Can CA firms automate GST and tax reminders on WhatsApp?
Yes. CA firms can use automated WhatsApp communication for recurring compliance workflows, including GST, TDS, Income Tax and other client reminders, subject to the capabilities and WhatsApp messaging policies applicable to the firm's setup.
Can Turia automatically request documents from clients?
Turia can be used to structure document requests and follow-ups as part of your client workflow, helping your team reduce repetitive manual communication.
Can multiple employees manage client communication?
Turia is designed to give CA firms shared visibility into client communication, allowing teams to work together rather than keeping important client conversations with a single employee.
Can WhatsApp conversations be connected to tasks?
Yes. Turia's workflow connects client communication with actionable work, allowing teams to turn requests into tasks and track them through completion.
Can Turia send compliance and filing updates through WhatsApp?
Turia can connect client communication with compliance and service workflows so clients can receive relevant reminders and updates. The exact automation available depends on the configured workflow and WhatsApp setup.
Does Turia work with WhatsApp Business?
Turia supports WhatsApp-based client communication and automation for CA firms. The exact integration and messaging capabilities depend on the WhatsApp Business setup being used.
Independently reviewed by CA firms using WhatsApp automation with Turia:
Stop Chasing Clients. Start Automating.
Your team shouldn't spend its day remembering who needs a reminder, who hasn't sent a document and who needs an update.
Let Turia automate the repetitive communication, while your team focuses on the work that matters.
No credit card required • 7-day free trial • Instant Setup