Flow — CA application & onboarding

Summary

A practicing CA applies via the marketing landing, completes a 4-step onboarding (credentials, bank, pricing, DPDP), waits for admin approval, and lands in the CA portal.

Audience

CA

Entry

marketing-landing-ca → "Become a CA" CTA.

Steps

#	Step	Surface	Notes
1	CA sign-up	auth-ca-sign-up	Email + ICAI membership number
2	Magic-link verify	auth-verify-email	Same as end-user verification
3	Credentials	CA onboarding credentials (no wiki page)	Upload ICAI cert, PAN, govt ID, selfie — step 1 of 2026-06-10-ca-onboarding-four-steps
4	Bank for payout	CA onboarding bank (no wiki page)	Penny-drop verification — step 2 of 2026-06-10-ca-onboarding-four-steps
5	Pricing per category	ca-portal-pricing	CA sets prices per ca-category-consultation / ca-category-itr-filing / ca-category-notice-defence; free-form, no platform floors
6	DPDP attestations	CA onboarding DPDP (no wiki page)	Confidentiality + no off-platform solicitation — step 4 of 2026-06-10-ca-onboarding-four-steps
7	Pending review	CA onboarding pending (no wiki page)	"Admin reviewing your application"
8	Admin approves	admin-moderates-ca-application	See admin-moderates-ca-application flow; CA receives approval email
9	CA portal home	ca-portal-clients	First-time empty state until first client; CA can also be queued in ask-ca-stream

Exit

CA is listed on the marketplace, can accept hires, and has payout banking configured.

Escapes

• Clarification requested by admin: auto-email asks for specific items (fresh selfie, KYC call, etc.); CA returns to onboarding step indicated.
• Rejection: CA notified via email; 90-day reapply cooldown — see admin-moderates-ca-application.
• Abandons mid-onboarding: draft persists; can resume.

Sources

• .context/wiki/flows/* § "Flow 7 — CA application & onboarding (CA-facing)"