Get the client's written consent before the firm uses an AI tool on its data, with limits stated.
Scope / period: ___ | Prepared by: ___ | Reviewed by: ___ | Date: ___
To be signed by the client before the firm uses any AI tool on its data. It explains in plain words what is used, where it goes and who is responsible. Have the wording checked against the firm's confidentiality duties, the client's own agreements and the current data protection law, including the Digital Personal Data Protection Act, 2023 and its rules as in force. This form is not legal advice.
This template follows the format published by the Institute of Chartered Accountants of India (ICAI) in the AASB Audit Working Paper Templates (June 2023), the authoritative reference for Indian statutory-audit documentation. Fill in your firm’s letterhead and the engagement details on the form above, click Download Word file, and you’ll get a fully formatted .docx ready to use.
Everything is generated in your browser and on a stateless API endpoint — no account, nothing stored on our servers. We’ll ask for a work email once before your first download so we can send you the file and the occasional relevant update; after that, downloads on this device are instant. Edit freely in Word, Google Docs or Pages before sending to your client.
