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Description
A powerful, simple workspace that allows you to manage your clients, jobs, documents, teams and practice. TaxDome is workflow automation software specific to the tax and accounting industry. It allows you to automate processes and have clear visibility of your work. You can either use pre-made templates (bookkeeping and tax returns, payroll, resolution, etc.) or you can create your own repeatable, customizable business processes that can take your company to the next level. Your clients will love the white-labeled portal, regardless of their age or technical skills. It's secure, easy to use and available on mobile or desktop. TaxDome supports 11 languages, so you can now offer a client portal to your non-English speaking customers. Organize your practice using one platform for both internal management (workflow, CRM, reporting) and client-facing tools (document signatures, invoicing, messages).
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
Ace Cloud Hosting
Axis LMS
CCH Axcess Tax
Calendly
Gmail
Intuit ProSeries Tax
Lacerte
Mailchimp
Microsoft Outlook
Nekton.ai
Integrations
Ace Cloud Hosting
Axis LMS
CCH Axcess Tax
Calendly
Gmail
Intuit ProSeries Tax
Lacerte
Mailchimp
Microsoft Outlook
Nekton.ai
Pricing Details
$58 per month
TaxDome is an award‑winning, end‑to‑end practice management platform built for tax, bookkeeping, and accounting firms. It unites CRM, client portals, task workflows, document management, billing, and AI‑powered automation — all in one cloud‑native hub. Notably, TaxDome has earned the Comprehensive Firm Workflow Solutions award from the CPA Practice Advisor Readers’ Choice Awards two years in a row, underscoring how deeply practitioners trust its unified workflows to power everything from client intake to engagement, billing, and delivery.
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
TaxDome
Founded
2017
Country
United States
Website
taxdome.com
Vendor Details
Company Name
Turiabooks Technologies Private Limited
Founded
2020
Country
India
Website
turia.in/
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
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
Bookkeeping
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
Collections
Expense Tracking
Fixed Asset Management
General Ledger
Payroll
Revenue Recognition
Spend Management
Tax Management
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
Alternatives
No Alternatives
