A client DPDP risk screener lets a CA firm quickly gauge a client's exposure under the DPDP Act 2023 by looking at how much personal data they collect, whether they have any consent and notice practices, and whether they handle sensitive categories like health, financial or children's data. High-volume, low-maturity clients face the greatest risk of a Data Protection Board penalty. A CA firm can use this screener during a review meeting to open a DPDP advisory conversation and recommend the right first engagement.
Run this on any client in under a minute. Get their DPDP exposure level and the advisory service that fits — a ready opener for your next client meeting.
A CA firm does not need a full audit to spot which clients carry real DPDP risk. Three signals do most of the work: how much personal data the client holds, whether any of it is sensitive, and how mature their existing consent and security practices are. A client with high data volume and no privacy notice is a very different risk than a small trading business — and the screener surfaces that gap in the time it takes to run through a client review.
The value for the firm is that the screener converts a compliance obligation into a concrete advisory conversation. Instead of a vague warning about the DPDP Act, you can tell a client exactly where they sit and what the sensible first step is. That specificity is what turns a discussion into a fixed-fee engagement.
Once you have a client's exposure level, the recommended service almost picks itself: high-exposure clients need a readiness assessment, moderate clients need a documentation pack, and lower-risk clients need a light review plus a retainer as they scale. Presenting it this way — tiered and priced — makes it easy for the client to say yes and easy for your firm to deliver consistently.
Firms that do not want to build delivery capability from scratch can plug into Niti Bharat's CA referral partnership: you run the screener, recommend the engagement, and we handle specialist delivery at fixed prices (₹75K–₹3.2L), with your firm earning a 15 percent commission and keeping the client relationship. It is the fastest way to act on a screening result without hiring.
A printable screening sheet, a client-facing exposure summary template, and a script for turning the result into a fixed-fee DPDP engagement.
One real DPDP development explained in plain English, one practical how-to, one number from our own assessment data. Nothing else — no daily noise, no sales pitch.
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