85,000+ clients managed by 500+ accounting firms
Agentic practice management for accounting firms
- Saves up to 600 mins every month
- 14-day free trial · no card
Our AI agents chase client documents, schedule recurring GST, TDS and ITR work, follow up on unpaid invoices and flag every deadline before it slips — so your team spends its time on the work itself.
We run the entire practice
From first enquiry to paid invoice — leads, proposals, clients, tasks and billing, with email, WhatsApp and a client portal keeping every conversation on the same record.
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01 · Leads
Capture every enquiry, follow up on time
Enquiries from your website, calls and referrals land in one pipeline. Assign an owner, set the next follow-up and see at a glance which prospects are ready for a proposal.
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02 · Proposals
Proposals that turn straight into work
Build a proposal from your service catalogue and send it for acceptance. The moment a client says yes, their record, services and recurring tasks are set up for you.
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03 · Clients
One record for every client
Services, contacts, documents, tasks and invoices all hang off the same client record. Add clients one by one with tailored templates, or bulk-import your whole base by CSV.
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04 · Tasks
Recurring compliance that assigns itself
Set the schedule once — monthly GST, quarterly TDS, annual ITR — and FinnDesk creates the tasks for every client, assigns owners and escalates before a due date slips.
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05 · Billing
Invoice from closed work, not from memory
Completed tasks queue up for billing on their own. Raise an invoice in a click, send the payment request to your client and reconcile as the money comes in.
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06 · Email
Every client email, filed where it belongs
Connect your firm’s mailbox and each thread lands on the right client record. Turn a request into a task in one click, so nothing gets lost in someone’s inbox.
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07 · WhatsApp
Collect documents on WhatsApp, on autopilot
Send templated requests from your firm’s WhatsApp number. FinnDesk tracks who has replied, follows up on schedule and saves every file to the client record.
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08 · Client Portal
A private portal for every client
Clients sign in to upload documents, review drafts, download filed returns and settle invoices — without another “can you resend that?” email.
Agents that do the work for you
The repetitive work that eats your team's week runs on its own — giving your firm back up to 600 minutes every month for advisory and growth.
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Collects client documents
Requests what each return needs over WhatsApp and email, chases what is missing and files every upload to the client record.
Chasing 12 clients for Q2 bank statements
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Sends reminders
Nudges clients and staff ahead of every GST, TDS and income-tax due date, on the channel each person actually reads.
48 reminders queued for the 20th
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Follows up on work
Watches every open task, pings the owner when it stalls and flags a deadline before it slips — not after.
3 tasks flagged at risk this week
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Delivers completed filings
Sends acknowledgements, filed returns and reports to the client the moment the work is marked done.
9 filings delivered today
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Follows up on payments
Reminds clients about outstanding invoices on a polite schedule until they are paid, then reconciles them.
$4,250 outstanding · 6 reminders sent
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Monitors attendance
Tracks who is in, flags late arrivals and exceptions, and keeps timesheets ready for payroll.
11 of 12 in · 1 late
See FinnDesk running a practice
A guided, click-through tour of attendance, client work and communication — about two minutes, no sign-up.
Connected to the tools you already use
Conversations flow in, invoices and payments sync out — and every client record in FinnDesk stays complete.
Communication · in
Gmail 
WhatsApp Finance · out
Zoho Books 
QuickBooksComing soon 
XeroComing soon 
StripeComing soon 
Google Calendar What customers are saying
FinnDesk is the global edition of Turia, trusted by 500+ accounting firms.
- 5.0 on Product Hunt
- 4.9 on Google
- 4.6 on SoftwareSuggest
- 4.2 on Techjockey
“I have been using Turia practice management software for the past two years. I am extremely happy with the software and would highly recommend it to other Chartered Accountants and Professionals.”
“The task management module has completely transformed how we handle compliance work. Every filing, every deadline is tracked. We haven't missed a single ITR deadline since onboarding.”
“Turia streamlined our operations from client management, task management and team collaboration. It's a really handy tool for a CA/Accounting firm, with a fast, responsive support team.”
“Billing used to take two days every month. Now closed tasks queue automatically and we raise invoices in minutes. We recover around $500 in unbilled work every quarter that we simply used to miss.”
“The WhatsApp integration alone saved us hours every week. Clients get automated reminders and documents arrive on the record — not buried in someone's personal chat.”
“Switching from spreadsheets to FinnDesk felt like moving from accounting on paper to Tally. The onboarding team set up our recurring compliance schedules in one call.”
“Turia streamlined our operations from client management, task management and team collaboration. It's a really handy tool for a CA/Accounting firm, with a fast, responsive support team.”
“Billing used to take two days every month. Now closed tasks queue automatically and we raise invoices in minutes. We recover around $500 in unbilled work every quarter that we simply used to miss.”
“The WhatsApp integration alone saved us hours every week. Clients get automated reminders and documents arrive on the record — not buried in someone's personal chat.”
“Switching from spreadsheets to FinnDesk felt like moving from accounting on paper to Tally. The onboarding team set up our recurring compliance schedules in one call.”
“I have been using Turia practice management software for the past two years. I am extremely happy with the software and would highly recommend it to other Chartered Accountants and Professionals.”
“The task management module has completely transformed how we handle compliance work. Every filing, every deadline is tracked. We haven't missed a single ITR deadline since onboarding.”
“The WhatsApp integration alone saved us hours every week. Clients get automated reminders and documents arrive on the record — not buried in someone's personal chat.”
“Switching from spreadsheets to FinnDesk felt like moving from accounting on paper to Tally. The onboarding team set up our recurring compliance schedules in one call.”
“I have been using Turia practice management software for the past two years. I am extremely happy with the software and would highly recommend it to other Chartered Accountants and Professionals.”
“The task management module has completely transformed how we handle compliance work. Every filing, every deadline is tracked. We haven't missed a single ITR deadline since onboarding.”
“Turia streamlined our operations from client management, task management and team collaboration. It's a really handy tool for a CA/Accounting firm, with a fast, responsive support team.”
“Billing used to take two days every month. Now closed tasks queue automatically and we raise invoices in minutes. We recover around $500 in unbilled work every quarter that we simply used to miss.”
Simple pricing that grows with your firm
One predictable annual price, with plans for firms of every size. Start small, scale as you grow, and never worry about hidden fees.
Basic
For small firms just getting started
- Up to 10 users
- Unlimited clients
- All features included
- 14-day free trial
Starter
For small and growing practices
- Up to 20 users
- Unlimited clients
- All features included
- 14-day free trial
Growth
Ideal for growing accounting firms
- Up to 30 users
- Unlimited clients
- All features included
- 14-day free trial
Professional
For large accounting practices
- Up to 40 users
- Unlimited clients
- All features included
- 14-day free trial
Enterprise
For enterprise-level firms
- Up to 50 users
- Unlimited clients
- All features included
- 14-day free trial
Need more than 50 users? Contact us for a custom plan →
Accounting practice management, answered
What is accounting practice management software?
It is the system an accounting firm runs its own operations on — clients, recurring compliance work, deadlines, team workload, documents, billing and client communication — as opposed to the software you use to keep a client's books. FinnDesk brings all of that onto one client record, so partners can see what is due, who is on it and what is still unbilled.
How is FinnDesk different from accounting software like Tally, Zoho Books or QuickBooks?
Accounting software keeps the ledger. FinnDesk runs the practice around it: which returns are due for which client, who is preparing them, which documents are missing and what has been billed. It sits alongside your ledger tools rather than replacing them, and syncs invoices and payments with Zoho Books, QuickBooks and Xero.
Which firms is FinnDesk built for?
CA firms, accounting and audit practices, tax consultants and bookkeeping firms — from a two-person practice to teams of fifty and more. The workflows are built around recurring statutory work such as GST, TDS, ITR and ROC filings, but you can define any service your firm offers.
How does FinnDesk handle recurring compliance work?
You define the schedule once — monthly GST, quarterly TDS, annual ITR — and FinnDesk creates the tasks automatically for every client on that schedule, assigns owners, and escalates reminders if deadlines approach without progress.
Can we collect documents from clients automatically?
Yes. FinnDesk sends templated document requests over WhatsApp and email, tracks which clients have responded and which have not, and follows up automatically on a schedule you configure. The documents land on the client record, not in someone's inbox.
How does billing work for an accounting practice?
Each service carries its fee, so completed tasks queue up for invoicing on their own. You raise the invoice in a click, send the payment request to the client and track collections — which means month-end no longer involves reconstructing what was done and never billed.
Do we need all fifteen modules from day one?
No. Most accounting firms start with task management and billing — the two places where work most visibly falls through the cracks — and turn on other modules as they need them. Because everything shares one client record, there is nothing to migrate when you expand.
How quickly can our firm go live?
Most firms import their client list by CSV and have task management running within the same week. A full rollout with recurring compliance schedules and billing templates takes two to four weeks, most of which is configuring your specific workflow rather than waiting.
Is our clients' data secure and access-controlled?
Data is encrypted in transit and at rest. Access is role-based — partners, managers and staff see only what they should. IP allow-listing lets you restrict login to your office network or VPN, and every record change carries an audit trail.
Still have a question? Talk to us
Your practice, running on one set of records.
Start with compliance task management and billing. Add the rest when you are ready — it is all one system, one login, one bill.
14-day free trial · No credit card · Setup in under 10 minutes