First CA practice management ERP in India to embed the WhatsApp Business automation natively into compliance workflows
Turia, a Bangalore-based practice management software company for Chartered Accountants and Company Secretaries in India, has launched an integrated WhatsApp automation module inside Turia Practice, its flagship CA firm ERP. The feature makes Turia the first CA practice management software in India to embed the Official WhatsApp Business API natively, enabling automated GST filing reminders, TDS deadline alerts, shared team inboxes, and real-time client notifications without any third-party tool.
The feature is live for CA firms across India.
Why CA Firms Need WhatsApp Automation Software
CA firms in India spend 30–40% of operational time on manual client follow-ups, chasing purchase data, sending GST reminders, and requesting documents before every filing deadline. WhatsApp is the primary communication channel for CA-client interactions, yet no CA practice management software had integrated it properly.
The result: documents arrive on personal phones of articles, critical messages get buried, firms have no audit trail, and partners spend hours on follow-ups that should never require human effort.
What Turia’s WhatsApp Automation Does
The module operates across three layers:
Shared team inbox. All client WhatsApp messages arrive on a single registered business number not personal phones. Every message auto-converts into a trackable ticket, visible to partners, managers, and articles simultaneously. A complete conversation history is maintained for every client.
Automated compliance reminders. Purchase data requests go out on the 5th, GSTR-1 reminders on the 8th, GSTR-3B alerts on the 16th, TDS payment reminders on the 5th — all triggered automatically by the compliance calendar. No manual scheduling. No follow-up calls.
Task completion notifications. When a filing is marked complete inside Turia, the client is notified on WhatsApp automatically filing confirmations, challan delivery, acknowledgements without anyone manually sending a message.
Firms implementing this have reported 70–90% reduction in manual follow-up time, with clients responding to WhatsApp reminders 3–5x faster than email.
Intelligent Client Communication for CA Firms
Turia’s WhatsApp automation module transforms how CA firms manage client communication and compliance follow-ups. Instead of relying on personal WhatsApp numbers or scattered email threads, firms can manage all client interactions directly inside their CA practice management software. Automated GST reminders, document requests, filing confirmations, and payment follow-ups are delivered instantly on WhatsApp, ensuring faster responses from clients and significantly reducing manual follow-up effort for accounting teams.
Turia’s WhatsApp automation module is live and available for CA firms across India. Onboarding includes WhatsApp Business API registration, compliance reminder configuration, and team inbox setup.
About Turia
Turia is a Bangalore-based bootstrapped SaaS company building practice management software exclusively for CA and CS firms in India. Turia Practice is a full-featured ERP covering task management, client management, compliance tracking, document management, team collaboration, and integrated WhatsApp communication.
