claude

Client Onboarding — Claude for CA

Client onboarding assistant for CA firms — engagement letters (SA-210), fee proposals, KYC checklists, and client communication.

2 on GitHubby EurthTech | Mentored by CA Butchi Babu, Gorantla Associatesv1.0.0updated 1 month ago

Not in a marketplace yet, so it loads for one session with --plugin-dir.

Plugin Client Onboarding — Claude for CA in eurth/claude-for-ca. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (3)

  • engagement-letter

    Draft Engagement Letter and Terms of Engagement as required by SA-210 (Agreeing the Terms of Audit Engagements). Covers statutory audit, tax audit, GST audit, internal audit, accounting, and advisory engagements. Includes scope, fee, billing terms, client responsibilities, and limitation of liabilit

  • kyc-checklist

    Generate KYC (Know Your Customer) checklist for new clients. Covers individual, company, partnership firm, trust, and LLP KYC requirements. Includes PMLA (Prevention of Money Laundering Act) compliance checklist for CAs. When onboarding a new client. Use to generate the KYC document checklist, colle

  • review

    Client onboarding dispatcher — overview and skill navigator

View source on GitHub

Problems found in this repo's manifests

  • .claude-plugin/marketplace.json: a plugin entry has no "name"
  • .claude-plugin/marketplace.json: a plugin entry has no "name"
  • .claude-plugin/marketplace.json: a plugin entry has no "name"
  • .claude-plugin/marketplace.json: a plugin entry has no "name"
  • .claude-plugin/marketplace.json: a plugin entry has no "name"

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