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Client-master onboarding is limited to legal/KYC records and permanent documents. Engagement-specific AQMM formalities are managed from each engagement according to its existing Assurance / Non-Assurance classification.
Upload PAN, registration/constitution records, authorised-person KYC, bank proof and other standing documents. The checklist adapts to the client’s legal constitution.
Open Onboarding DocumentsCreate or open an engagement to complete the applicable acceptance, independence, conflict, engagement-letter, evidence, review and closure requirements. The existing engagement classification remains the single source of truth.
Assign Service / Create Engagement