Finexo PMS

Turia is a cloud-based CA Practice Management Software built specifically for Chartered Accountant firms in India. It helps CA firms manage clients, tasks, recurring compliance work, team operations, communication and practice workflows from one connected platform. Turia centralizes client management, lead tracking, task management, recurring work, service management, document storage, billing and team operations. CA firms can manage hundreds or thousands of clients while maintaining visibility into deadlines, responsibilities and ongoing work. The platform connects everyday communication channels such as WhatsApp and email with practice workflows. Teams can convert client requests and communications into actionable tasks, helping firms reduce the risk of important work getting lost across chats and inboxes. Turia also supports compliance tracking for CA firms managing GST, Income Tax, TDS, ROC and other recurring obligations. Instead of relying only on spreadsheets.

Engager.app is cloud-based practice management software for UK accountants and bookkeepers, built by accountants and bookkeepers to automate the firm, simplify task management, and increase profitability. It brings workflow, task management, client communication, engagement letters, proposals, pricing, e-signatures, checklists, forms, time tracking, dashboards, document templates, and a branded client portal into one connected platform. Engager helps firms ditch the chaos with smarter tools and sharper workflow, letting teams stay on top of deadlines, assign work in seconds, visualize work through Kanban boards, and let automated reminders handle the chasing so nothing gets missed. Its automated admin works 24/7, chasing records, reminding clients, and following up automatically, reducing awkward emails and wasted time. Firms can generate professional, compliant Letters of Engagement in minutes using custom templates and automation.