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Client onboarding dispatcher — overview and skill navigator
Mit Codex oder Claude installieren Kopieren Sie diesen Prompt, fügen Sie ihn in Codex, Claude oder einen anderen Assistant ein und lassen Sie die Skill-Seite prüfen und installieren.
Basierend auf der SOC-Berufsklassifikation
MSME / Udyam registration advisory. Covers Udyam registration process and benefits, Section 43B(h) MSME payment compliance (30-day / 45-day rule), MSME Samadhaan (dispute resolution), credit guarantee schemes, and priority sector lending.
Advisory CA dispatcher — overview and quick navigation
Year-round tax planning for individuals and businesses. Covers old vs new regime comparison, Section 80C-80U deductions, business expenditure planning, timing of income/expenditure, HUF planning, family tax planning, and year-end tax saving strategies. Also covers corporate tax planning (MAT, ITAT favourable precedents).
Assist with bank branch audit and Long Form Audit Report (LFAR). Covers NPA classification, income recognition, advances review, concurrent audit findings, stock audit, and LFAR questionnaire responses. Covers RBI guidelines on income recognition and asset classification (IRAC).
Clause-by-clause review of CARO 2020 (Companies Auditor's Report Order 2020). Covers all 21 clauses — fixed assets, inventory, loans, compliance, fraud, related parties, internal controls, and more. Generates draft reporting format for each clause. Identifies which clauses need "adverse remarks" and helps draft qualified paragraphs.
Internal audit planning and reporting. Covers risk-based internal audit plan, process-level audit (procurement, payroll, cash, revenue cycle), control testing, Internal Audit Report (IAR) drafting, and follow-up on prior period recommendations.
| name | review |
| description | Client onboarding dispatcher — overview and skill navigator |
| when_to_use | Start of a client onboarding workflow |
| effort | low |
| model | claude-haiku-4-5 |
| allowed-tools | ["mcp__memory_bank__list_clients","mcp__memory_bank__get_firm_profile"] |
NEW CLIENT ONBOARDING STEPS
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Step 1: KYC Documents Collection → /client-onboarding:kyc-checklist
Step 2: Draft Engagement Letter → /client-onboarding:engagement-letter
Step 3: Get EL signed + advance fee paid
Step 4: Register in memory bank → /cold-start:add-client
Step 5: Set up compliance calendar
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/client-onboarding:kyc-checklist → KYC documents checklist + PMLA compliance
/client-onboarding:engagement-letter → SA-210 engagement letter + fee structure