{% set is_edit = row is defined and row %}

Basic Profile

{% set acc_status = form_data.acceptance_status or (row.acceptance_status if is_edit else 'pending_review') %} {% set acc_required = form_data.acceptance_required if form_data.acceptance_required is defined else (row.acceptance_required if is_edit else true) %} {% set ind_done = form_data.independence_check_completed if form_data.independence_check_completed is defined else (row.independence_check_completed if is_edit else false) %} {% set conflict_done = form_data.conflict_check_completed if form_data.conflict_check_completed is defined else (row.conflict_check_completed if is_edit else false) %} {% set kyc_done = form_data.kyc_completed if form_data.kyc_completed is defined else (row.kyc_completed if is_edit else false) %} {% set el_required = form_data.engagement_letter_required if form_data.engagement_letter_required is defined else (row.engagement_letter_required if is_edit else true) %} {% set el_received = form_data.engagement_letter_received if form_data.engagement_letter_received is defined else (row.engagement_letter_received if is_edit else false) %}

Digital Client Acceptance Workflow

Independence, conflict, KYC and engagement letter controls are completed from the client detail workflow after the client is saved. Manual ticking is intentionally disabled on this form to preserve proper AQMM and peer review evidence.

{{ acc_status.replace('_',' ').title() }}
Independence
{{ 'Completed' if ind_done else 'Declaration workflow pending' }}
Conflict Check
{{ 'Completed' if conflict_done else 'Declaration workflow pending' }}
KYC
{{ 'Verified from Permanent Documents' if kyc_done else 'Permanent document verification pending' }}
Engagement Letter
{% if not el_required %}Not required{% elif el_received %}Accepted / received{% else %}Digital OTP or manual signed upload pending{% endif %}
{% if is_edit %}

Open the client detail page to request declarations, verify KYC from permanent documents, draft engagement letter, send it to client, and approve acceptance.

{% else %}

Save the client first. The digital acceptance workflow will be available from the client detail page.

{% endif %}

Assignment & Scope

{% if form_mode == 'firm_admin' %}
{% for t in form_options.tenants %} {{ t.name }} {% endfor %}
{% elif form_mode == 'system_admin' %}
{% elif form_mode == 'partner' %}
Partner assignment is locked to your own user.
{% elif form_mode == 'consultant' %}
Consultant users cannot assign or reassign partner mappings.
{% elif form_mode == 'self_service' %}
This client is currently unassigned. Initial association to firm, branch, and partner must be done by System Admin.
{% endif %}

Used automatically for assurance engagements only when the audit firm is a partnership firm.

Client Frontend Login

{% if is_edit and row.portal_user_id %} Linked portal user already exists. Leave password blank to keep the current password, or enter a new password to reset it. {% elif is_edit %} This existing client does not yet have a linked login. Enter email and password below to create the client login now. {% else %} Creating a client will also create a frontend login using the client email and password below. {% endif %}
{% if is_edit and row.portal_user_id %}
Portal user id linked: {{ row.portal_user_id }}
{% endif %}

Compliance Applicability