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Description
PlanTRAK is a user-friendly and affordable web-based compliance management solution tailored for businesses to effectively oversee, assign, and monitor ongoing compliance obligations. This platform consolidates all necessary documents and requirements in a centralized location, ensuring everything is easily accessible. It features automated compliance schedules that generate and allocate recurring tasks to users across various facilities, which helps maintain organization and efficiency. In addition, automated reminder emails keep assigned users and managers informed about impending or overdue tasks, preventing any important responsibilities from being overlooked. It also allows for the documentation and assignment of corrective actions stemming from audits or inspections, enhancing accountability. Users can manage projects by organizing tasks related to specific goals, enabling a comprehensive oversight of progress. Ultimately, PlanTRAK empowers organizations to monitor activities at each facility, track task completion, assess performance, and make necessary adjustments to stay compliant and efficient. With its streamlined approach, businesses can focus more on their core operations while maintaining adherence to regulatory requirements.
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
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$100 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
SolutionsTRAK
Founded
2006
Country
United States
Website
www.solutionstrak.com/plantrak/
Vendor Details
Company Name
Turiabooks Technologies Private Limited
Founded
2020
Country
India
Website
turia.in/
Product Features
Compliance
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
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