Practice

Client Onboarding Checklist for CA Firms

By KaryiQ Team · February 2026 · 5 min read

First impressions matter. A structured onboarding process sets the tone for the entire client relationship and ensures you have all the information needed to serve them properly.

Essential Onboarding Information

Entity details (type, CIN/LLPIN, date of incorporation). PAN and all GSTINs. Director/partner details with DINs. Registered and corporate office addresses. Bank account details. Portal login credentials (GST, IT, MCA). Previous filing history. Service agreement and fee structure.

Document Checklist

PAN card, Aadhaar of directors, certificate of incorporation, MOA/AOA or LLP agreement, GST certificate, bank statements (last 6 months), previous year ITR acknowledgements, and any pending notices or demands.

Digital Onboarding with KaryiQ

KaryiQ Practice client creation form captures all onboarding data in one go. Sub-sections for addresses, GSTINs, directors, services, and credentials. Document upload with categorization. Everything searchable and accessible to assigned staff.

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