Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Oversee CPAs by identifying tasks, associated clients, and deadlines effectively. You can easily reorganize priorities and delegate responsibilities through a simple drag-and-drop interface. Utilize filters based on due dates, task status, or assignees to ensure that all tax preparers remain informed and that workflows run smoothly. Additionally, seamlessly integrate your email inbox, allowing for quick actions with just a few clicks. You can leave comments for your colleagues, tag team members for necessary actions, archive correspondence in a digital client folder, add items to your task list, or respond as usual. Tailor pre-made templates or design your own to streamline standard workflows for your team. When a task is completed, the subsequent one is automatically assigned to the appropriate tax preparer, who will see it added to their to-do list. Maintain organization for every client email, document, task, and more, right at your fingertips. You’ll have access to a comprehensive audit history, enabling you to track all activities easily, and you can also highlight crucial items by pinning them for quick retrieval. This comprehensive system enhances efficiency and collaboration within your team.

Description

Turia is a cloud-based management software tailored for Chartered Accountant practices in India. It enables these firms to efficiently oversee clients, tasks, recurring compliance duties, team operations, communication, and practice workflows, all within a unified interface. By consolidating client management, lead tracking, task oversight, recurring services, document storage, billing, and team dynamics, Turia allows CA firms to handle a vast number of clients while ensuring clarity regarding deadlines and ongoing responsibilities. The platform seamlessly integrates common communication tools such as WhatsApp and email with practice workflows, empowering teams to transform client inquiries and messages into actionable tasks. This feature significantly minimizes the likelihood of essential work being overlooked in various communication channels. Additionally, Turia facilitates compliance management for CA firms dealing with GST, Income Tax, TDS, ROC, and other regular obligations, offering a more robust solution than traditional spreadsheets. With its comprehensive capabilities, Turia enhances operational efficiency and helps firms stay organized in a fast-paced environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

Integrations

Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
Text Control
Zapier

Integrations

Amego
Flexspring
Gmail
LINK To Any
Lacerte
Microsoft 365
Microsoft Exchange
ProConnect Tax
QuickBooks Online
Quickwork
Text Control
Zapier

Pricing Details

$60 per user per month
Free Trial
Free Version

Pricing Details

$69/month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Intuit

Founded

1983

Country

United States

Website

proconnect.intuit.com/practice-management/

Vendor Details

Company Name

Turiabooks Technologies Private Limited

Founded

2020

Country

India

Website

turia.in/

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Product Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Alternatives

Bizalys Reviews

Bizalys

Bizalys Infosystem Pvt Ltd
Remindoo Reviews

Remindoo

Accotax LTD
Finexo PMS Reviews

Finexo PMS

Finexo Software Private Limited
Basil Reviews

Basil

CoralTree