Pre-Assessment Questionnaire

For Chartered Accountancy Firms · Systems & Data Protection

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Confidential Intake

Let's understand your firm

This short intake helps us prepare an accurate quotation for your security assessment. All responses are kept strictly confidential and used only for engagement scoping.

~5 minutes

12 questions

Response in 1–2 business days

Firm Profile

About your practice

Firm name & primary contact*

Name of the CA firm, your full name & designation, email, and phone.

Firm size*

Helps us gauge the scope of endpoints and user accounts involved.

Services offered*

Select all that apply — indicates the types of sensitive client data you handle.

Approximate clients & sensitive records volume*

PAN, Aadhaar, bank details, financial statements, etc. A rough estimate is fine.

Systems & Infrastructure

Your technology environment

Accounting & practice-management software*

Select all in active use.

Data & infrastructure hosting*

On-premise servers, cloud, or a mix — and which providers.

On-premise only Cloud only Hybrid Not sure

Public-facing website or client portal*

Share URL(s) and briefly describe functionality (document upload, login, payment, etc.).

Security Posture

Current protections in place

Email platform & MFA status*

Email is the #1 attack vector for financial firms.

MFA enforced for all MFA on some accounts No MFA Not sure

Endpoint security & device management*

Antivirus/EDR, disk encryption, centralised device management, BYOD policies, etc.

Backup strategy*

Frequency, location (local/cloud), and when backups were last tested for restore.

Prior security incidents or assessments*

Phishing, ransomware, account compromise, data leak, or any past audit/VAPT.

Yes, we had an incident Prior assessment done Both Neither

Engagement Goals

What you want to achieve

Assessment goal & target timeline*

E.g. ICAI/DPDP readiness, client mandate, post-incident review, general hygiene. When do you want to start?

By submitting, you agree we may contact you regarding this assessment. No spam, ever.

Thank you!

Your pre-assessment questionnaire has been submitted successfully. Our team at Kavach Prime Enterprises will review your responses and reach out shortly with a tailored quotation for your security assessment.

Response within 1–2 business days