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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.
Turia SalesforceTuria'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 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!
Salesforce is a powerful customer relationship management (CRM) platform, and I have been using it for business for several months now. Overall, I am pleased with the functionality and capabilities it provides.
Pros: 1. Full customization - Salesforce allows you to adapt the system to any business needs. There are a huge number of customization tools, which makes it universal for different industries. 2. Powerful analytical tools - The platform provides excellent analytics and reporting capabilities. You can easily track the effectiveness of marketing campaigns, analyze customer behavior and build forecasts. 3. Interface - Despite the huge number of functions, the interface is quite intuitive and does not cause difficulties in mastering. Configuration and data management are easy to organize. 4. Integrations - Salesforce supports many integrations with other services and platforms, which simplifies work and allows you to use it in conjunction with other business solutions.
Cons: 1. High cost - Salesforce can be expensive for small companies. The subscription price, plus additional costs for customization and support, can quickly become significant. 2. Steep learning curve — The sheer amount of functionality can make it difficult for newcomers to get their head around the platform. It takes time to master all of the features. 3. Sometimes feature-heavy — For smaller businesses, some of the features in Salesforce can be redundant and not always necessary. This can cause confusion as you work.
Overall, Salesforce is a great platform for larger organizations and businesses that need to effectively manage customer data and automate processes. However, for smaller businesses, the cost and complexity can be a barrier. However, if your business is growing, Salesforce is a powerful tool for growth and scaling.
Based on our record, Salesforce seems to be more popular. It has been mentiond 62 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.
Pletra Technology is a prominent Salesforce Implementation and Development company with the expertise needed to drive Salesforce-powered change in your enterprise. Using the Salesforce.com platform effectively, our consultants can help clients provide innovation and value from customer operations. Source: about 3 years ago
Maybe I'm just paranoid, but this thing screams "phishing link" to me. Why is this not a subdomain of flhmsv.gov ? Why is it a dot com?? I'd heard things about there being malicious links inserted into legit websites through either a hack or browser malware. Just going to force.com also redirects to salesforce.com , which... doesn't answer any questions at all. Is it just... Like this, or is there something... Source: about 3 years ago
I noticed when I click on manage cookies there is salesforce.com and a few others that I am not sure what they are trying to do but I am sure they have nothing to do with trading. Source: about 3 years ago
Hello! I'm aware that Tableau can capture email activity with EAC. However, I'm looking to add a report within a Salesforce Dashboard. I've attempted to create a report on email messages following the resource on Salesforce.com. But, the results were minimal (657 all-time emails? Since 2017.) For clarity, not for List Emails, just 1-1 sent through Salesforce. Source: over 3 years ago
It is a fintech company so I do not expect them to, for example, profit much from selling clothes, or posters with my work on it. However, they are interested in the style of branding, illustration and general design of this website https://salesforce.com/ which uses a lot of colourful and playful imagery / illustrations. Source: over 3 years ago
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