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Turia Practice is a cloud-based practice management software built specifically for Chartered Accountant (CA) firms in India. It helps CA firms manage clients, tasks, recurring work, compliance, documents, communication, billing, timesheets and team operations from one connected platform.
Turia supports workflow automation for recurring tasks, reminders, WhatsApp-to-task, email-to-task and Agentic Workflows. CA firms can maintain client master data, service history, documents, DSC records, licenses, passwords and client-related tasks in one place. The platform also provides Client Portal, compliance management, timesheet tracking, invoicing and practice reporting.
Turia is designed for CA firms that want to replace disconnected spreadsheets, folders, emails and messaging-based workflows with a structured cloud-based system for managing their practice.
PipedrivePipedrive is recommended for small to medium-sized businesses (SMBs) and sales teams seeking a straightforward, affordable, and efficient tool to manage and improve their sales operations. Particularly, it suits teams that prioritize visual sales pipelines and require an easy learning curve.
Turia's answer:
Turia is primarily built for Chartered Accountant (CA) firms in India, including small, growing and large practices. It is designed for CA firms that manage multiple clients, recurring compliance work and teams, and need a structured system to manage client information, tasks, documents, communication, billing, timesheets and workflows. Turia is particularly useful for firms looking to replace spreadsheets, manual follow-ups and disconnected tools with cloud-based CA practice management software.
Turia's answer:
Turia is built using React, Node.js, PostgreSQL and Amazon Web Services (AWS). Data is protected using 256-bit encryption, with daily automated backups to support data protection and recovery.
Turia's answer:
Turia is designed specifically for Indian CA firms and combines practice management, client management, compliance tracking and workflow automation in one cloud-based platform. Unlike tools that focus mainly on tasks, accounting or CRM, Turia connects client requests, tasks, recurring work, compliance, documents, communication and team operations. It also supports WhatsApp-to-task, email-to-task, automated reminders and Agentic Workflows, helping CA firms reduce manual follow-ups and manage work more systematically as their client base and team grow.
Turia's answer:
Some of Turia's larger CA firm customers include:
NRSR, Manipal — 40+ team members and 1,000+ clients Joseph Rajaram, Chennai — 60+ team members and 1,000+ clients BrightBridge Advisors LLP, Delhi — 40+ team members and 1,000+ clients Ken & Co, Bangalore — 40+ team members and 1,000+ clients S. Venkatram & Co. LLP, Chennai — 100+ team members and 1,000+ clients
These firms use Turia to manage large client portfolios and coordinate work across their teams. Turia helps them centralize client information, manage and assign tasks, automate recurring workflows and reminders, track compliance-related work, manage documents and improve visibility across their practice.
Turia is designed to support CA firms ranging from small practices to large, multi-team firms managing hundreds or thousands of clients.
Turia's answer:
Turia is a cloud-based practice management software built specifically for Chartered Accountant (CA) firms in India. It brings client management, task management, recurring work, compliance tracking, document management, billing, timesheets, team operations and communication into one platform. Turia also connects everyday CA firm workflows with WhatsApp-to-task, email-to-task, automated reminders and Agentic Workflows, helping firms manage client requests and recurring work without relying on disconnected spreadsheets, emails and messaging tools.
Turia's answer:
Turia was built to solve the everyday operational challenges faced by growing Chartered Accountant (CA) firms in India. CA firms often manage clients, tasks, compliance deadlines, documents, billing and team communication across separate spreadsheets, folders, emails and messaging platforms. As firms grow, these disconnected workflows make it harder to track work, follow up with clients and maintain visibility across the practice.
Turia was created as a cloud-based CA practice management software that brings these workflows together in one platform. It helps CA firms manage clients, assign and track tasks, automate recurring work, manage compliance, connect WhatsApp and email communication with tasks, and improve visibility across their teams.
Today, Turia is used by CA firms ranging from small practices to firms with 100+ team members and 1,000+ clients, with the product continuing to evolve around workflow automation, compliance management and the changing technology needs of modern CA practices.
We adopted Pipedrive for our sales team because we were looking for a CRM that was sales focused and didn't come with all the other unnecessary features and complexity of other solutions. We have been very happy with Pipedrive and our sales team consistently have good things to say about it. More importantly though our sales team do actually add and update the data which had been a problem with our previous CRM which was too complex and cumbersome to get regular useage. The reporting functionality is good too and I can get a clear view on deals and where they are up to.
Pipedrive has made our business much more efficient in following up deals. Keep track of deals, meetings, mails and phone calls all in one place. We can quickly follow up on offers and used Pipedrive's automations and API to integrate our Vizito trials directly into Pipedrive.
It offers the most flexibility while maintaining an easy-to-use interface and their support is superb!
Keep up the great work!
All alternatives are good but we prefer Pipedrive because of its great customization and most fit for company/business development.
We have been utilizing Turia for the past two years, right from its inception, and it has been an integral part of our operations. What sets Turia apart is its outstanding customer support. Whenever we have a query, we receive personalized one-on-one assistance, ensuring that our concerns are addressed promptly and effectively. Turia has proven to be an invaluable asset to our startup. The exceptional customer support, coupled with essential features like client ID and password saving, document storage, checklist management, and robust security measures, have significantly contributed to our operational efficiency. With its reasonable pricing, Turia stands out as a top-notch choice for emerging firms. We wholeheartedly recommend Turia to fellow startups seeking a reliable and cost-effective solution.
As a Chartered Accountant, I’ve been using Turia Practice Management Software for several months now, and it has truly transformed the way I manage my CA firm. The intuitive interface and seamless integration of task management, compliance tracking, and team collaboration features make it a must-have for any busy CA firm. The software has streamlined our workflows, helping us stay on top of tax compliance, GST filings, and bookkeeping tasks with ease. I highly recommend Turia Practice for any Chartered Accountant looking to improve efficiency, reduce administrative burden, and boost team productivity. It’s a game-changer for managing complex accounting processes!
Based on our record, Pipedrive seems to be more popular. It has been mentiond 2 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I feel like Microsoft could offer a more robust CRM than what's present with 'Contacts' under Outlook, and pretty easily. Something like Pipedrive... I mean it could syncronize all the datapoints that local Microsoft programs already have access to: mail, contacts, projects, teams, and LinkedIn. Source: almost 4 years ago
Pipedrive → our CRM for tracking leads, tasks, conversations, and deals. We chose Pipedrive because it does a good job of providing an intuitive and relatively simple CRM while still having enough features to track our sales conversations. Pricing is accessible. Source: over 4 years ago
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Cone Propose - Cone offers a proposal software which automates proposals, invoicing, client billing and payments all in a single platform. Automate your sales journey today!
SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
