CA Client Onboarding
CA Client Onboarding
Client registration and KYC documents are scattered. Extracts details, checks completeness and prepares a handoff summary. The accountant verifies.
- Category
- CA firmsCA
- App
- 17of 18
- Delivery wave
- SpecialisedWave 4 of 4
- AI
- SuggestsPeople decide
How it works
7 steps,
start to finish.
Built for cA partners, accountants and tax practices.
- 01Invite the client
- 02Collect business details
- 03Request documents
- 04Review and version
- 05Sign the engagement letter
- 06Assign staff
- 07Activate
What’s included
Client master, configurable GST, PAN and checklists, engagement types, document requests, review and audit.
AI assistance & guardrails
Extracts details, checks completeness and prepares a handoff summary. The accountant verifies.
AI output is labelled as a suggestion and can be corrected.
Works well with
Value is measured in pilots — less manual effort, faster completion, fewer exceptions. We don’t promise ROI without your data.