• Global Accounting Partner Onboarding Form

    Please complete this form to provide your firm's details, services, and compliance information for onboarding.

  • Primary Contact Details

  • Format: (000) 000-0000.

  • Firm Profile

  • Countries/regions served*

  • Languages supported

  • Legal and Registration Details

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  • Services Offered

  • Services Offered*

  • Industries Served*

  • Jurisdiction-Specific Capabilities*

  • Partner Coverage and Capacity

  • Jurisdictions Supported*

  • Holidays and Coverage Limitations

  • Quality and Compliance

  • Do you have a documented AML/KYC process?*
  • Which data protection and privacy standards or frameworks do you follow?

  • Do you have a written confidentiality policy?*
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  • Western-Facing Representation

  • Permission to Present Your Firm to Western Clients*
  • Permission to Use Firm Name and Logo in Marketing Materials*
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  • White-Label Presentation Preference*

  • Client Communication Model*

  • Commercial Terms

  • Accepted Currencies*

  • Client Onboarding Requirements

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  • References and Case Studies

  • Risk and Declarations

  • Declarations and consents*
  • Have you or your firm been involved in any active or resolved litigation or regulatory matters in the last 5 years?*
  • Do you confirm that you are authorized to submit this form on behalf of your firm?*
  • Do you consent to background, compliance, and due diligence checks as part of the review process?*
  • Submission date*
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  • Should be Empty: