{"id":31102,"date":"2026-01-27T09:33:02","date_gmt":"2026-01-27T04:03:02","guid":{"rendered":"https:\/\/carajput.com\/blog\/?p=31102"},"modified":"2026-01-27T09:45:37","modified_gmt":"2026-01-27T04:15:37","slug":"ca-firm-sop-on-advertising-branding-promotion","status":"publish","type":"post","link":"https:\/\/carajput.com\/blog\/ca-firm-sop-on-advertising-branding-promotion\/","title":{"rendered":"CA FIRM SOP ON ADVERTISING, BRANDING &#038; PROMOTION"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_88 counter-hierarchy ez-toc-counter ez-toc-light-blue ez-toc-container-direction\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Page Contents<\/p>\n<label for=\"ez-toc-cssicon-toggle-item-6abd1ac15c91c\" class=\"ez-toc-cssicon-toggle-label\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #000000;color:#000000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #000000;color:#000000\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/label><input type=\"checkbox\"  id=\"ez-toc-cssicon-toggle-item-6abd1ac15c91c\"  aria-label=\"Toggle\" \/><nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/carajput.com\/blog\/ca-firm-sop-on-advertising-branding-promotion\/#ICAI_ISSUES_NEW_CODE_OF_ETHICS_FOR_CA_FIRM_SOP_ON_ADVERTISING_BRANDING_PROMOTION_EFFECTIVE_1_APRIL_2026\" >ICAI ISSUES NEW CODE OF ETHICS FOR CA FIRM : SOP ON ADVERTISING, BRANDING &amp; PROMOTION : EFFECTIVE 1 APRIL 2026:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/carajput.com\/blog\/ca-firm-sop-on-advertising-branding-promotion\/#PERMITTED_ACTIVITIES%E2%80%94DOS_AS_PER_ICAI_NEW_CODE_OF_ETHICS\" >PERMITTED ACTIVITIES\u2014DO\u2019S AS PER ICAI NEW CODE OF ETHICS<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/carajput.com\/blog\/ca-firm-sop-on-advertising-branding-promotion\/#PROHIBITED_ACTIVITIES%E2%80%94DONTS_AS_PER_ICAI_NEW_CODE_OF_ETHICS\" >PROHIBITED ACTIVITIES\u2014DON\u2019TS AS PER ICAI NEW CODE OF ETHICS<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/carajput.com\/blog\/ca-firm-sop-on-advertising-branding-promotion\/#Approval_control_mechanism_during_after_Branding_Promotion_for_CA_Firm\" >Approval &amp; control mechanism during &amp; after Branding &amp; Promotion for CA Firm<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/carajput.com\/blog\/ca-firm-sop-on-advertising-branding-promotion\/#CA_FIRM_RESPONSIBILITY_ACCOUNTABILITY\" >CA FIRM RESPONSIBILITY &amp; ACCOUNTABILITY<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/carajput.com\/blog\/ca-firm-sop-on-advertising-branding-promotion\/#DISCIPLINARY_ACTION_AGAINST_THE_CA_FIRM\" >DISCIPLINARY ACTION AGAINST THE CA FIRM\u00a0<\/a><\/li><\/ul><\/nav><\/div>\n<h2><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-24879\" src=\"https:\/\/carajput.com\/blog\/wp-content\/uploads\/2023\/07\/Ca-da.-1.jpg\" alt=\"ICAI has unveiled a new logo\" width=\"901\" height=\"901\" srcset=\"https:\/\/carajput.com\/blog\/wp-content\/uploads\/2023\/07\/Ca-da.-1.jpg 554w, https:\/\/carajput.com\/blog\/wp-content\/uploads\/2023\/07\/Ca-da.-1-300x300.jpg 300w, https:\/\/carajput.com\/blog\/wp-content\/uploads\/2023\/07\/Ca-da.-1-150x150.jpg 150w\" sizes=\"auto, (max-width: 901px) 100vw, 901px\" \/><\/h2>\n<h2><span class=\"ez-toc-section\" id=\"ICAI_ISSUES_NEW_CODE_OF_ETHICS_FOR_CA_FIRM_SOP_ON_ADVERTISING_BRANDING_PROMOTION_EFFECTIVE_1_APRIL_2026\"><\/span><span style=\"color: #000080;\"><strong>ICAI ISSUES NEW CODE OF ETHICS FOR CA FIRM : <\/strong>SOP<strong> ON ADVERTISING, BRANDING &amp; PROMOTION : EFFECTIVE 1 APRIL 2026<\/strong>:<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The Institute of Chartered Accountants of India has issued a press release dated 12 December 2025, and for chartered accountant firms\u2014as<em> per the ICAI Code of Ethics, effective 1 April 2026\u2014the following<\/em> conclusion is drawn for CA &amp; CA firms:<\/p>\n<p><span style=\"color: #000080;\"><strong>OBJECTIVE OF NEW <em>ICAI CODE OF ETHICS:<\/em> <\/strong><\/span>To ensure that all advertising, branding, promotional, and communication activities of the firm are ethical, professional, ICAI-compliant, and consistent with the dignity and independence of the chartered accountancy profession.<\/p>\n<p><strong><span style=\"color: #000080;\">SCOPE OF <em>ICAI CODE OF ETHICS<\/em>:<\/span> \u00a0<\/strong>This SOP applies to Partners &amp; Directors, Qualified staff &amp; managers, Articles &amp; interns, marketing\/IT\/social media handlers, External agencies engaged by the firm<\/p>\n<h2><span class=\"ez-toc-section\" id=\"PERMITTED_ACTIVITIES%E2%80%94DOS_AS_PER_ICAI_NEW_CODE_OF_ETHICS\"><\/span><span style=\"color: #000080;\"><strong>PERMITTED ACTIVITIES\u2014DO\u2019S AS PER <em>ICAI NEW CODE OF ETHICS<\/em><\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Professional Information Sharing Staff may share the firm name, constitution &amp; ICAI registration number, Services offered (Audit, Tax, Advisory, Consulting, etc.), Areas of expertise, Office addresses &amp; contact details, educational qualifications &amp; professional memberships and Information must be true, factual, verifiable &amp; up to date<\/li>\n<li>Digital &amp; Online Presence: Permitted platforms include the firm&#8217;s website, Google Business Profile, LinkedIn, X (Twitter), Facebook, Instagram, and email newsletters &amp; client alerts. The following are allowed content: compliance updates &amp; tax alerts, educational posts &amp; explainers, Articles, blogs, webinars &amp; presentations, &amp; General awareness posts (Budget, GST, ITR, FEMA, etc.)<\/li>\n<li>Promotion of Non-Assurance Services: A CA firm staff may promote tax advisory &amp; representation, consulting &amp; business advisory, valuation, forensic &amp; due diligence services &amp; GST, FEMA &amp; international taxation. Subject to independence restrictions for audit clients.<\/li>\n<li>Thought Leadership &amp; Knowledge Sharing: Encouraged activities Writing articles &amp; technical notes, speaking in seminars, webinars &amp; panel discussions, &amp; publishing FAQs, guides &amp; newsletters. Client confidentiality must always be preserved.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"PROHIBITED_ACTIVITIES%E2%80%94DONTS_AS_PER_ICAI_NEW_CODE_OF_ETHICS\"><\/span><span style=\"color: #000080;\"><strong>PROHIBITED ACTIVITIES\u2014DON\u2019TS AS PER <em>ICAI NEW CODE OF ETHICS<\/em><\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>CA Firm No Misleading or Exaggerated Claims: CA firm Staff shall not use \u201cBest \/ No.1 \/ Top CA Firm.\u201d \u201cGuaranteed tax savings\/refunds\/success\u201d and \u201c100% compliance assurance\u201d and no guarantees or exaggerated statements under any circumstances.<\/li>\n<li>No Comparison with Other Firms: CA Firm No comparison of fees, size, success rate, or experience. &amp; No direct or indirect criticism of other CA firms or professionals.<\/li>\n<li>CA will have no improper client references: CA firm Do not disclose client names or logos without written consent. No testimonials suggesting audit or tax success and No case studies revealing client identity<\/li>\n<li>No Aggressive Solicitation: All or part of the contents must not be cold calling or mass messaging with sales pitches, pressure tactics to onboard clients, or commission-based client sourcing or referral fees.<\/li>\n<li>CA firm No Content Harming Professional Dignity: It is to be noted that all or part of the content must not be Sensational advertisements, Meme-based or viral content affecting seriousness, Influencer-style promotion, or content that compromises independence or ethics<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Approval_control_mechanism_during_after_Branding_Promotion_for_CA_Firm\"><\/span><span style=\"color: #000080;\"><strong>Approval &amp; control mechanism during &amp; after Branding &amp; Promotion for CA Firm <\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li>Mandatory Approval: All advertisements, posts, emails, brochures, and website content must be reviewed by a designated partner\/ethics committee &amp; approved before publication.<\/li>\n<li>Disclaimer Requirement: All public content should include a disclaimer such as \u201cThis information is for general guidance only and does not constitute professional advice.\u201d<\/li>\n<li>Record Maintenance: The CA firm maintains records of advertisements published, social media campaigns, email communications &amp; agency agreements. (Minimum retention: 8 years or as decided by the firm)<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"CA_FIRM_RESPONSIBILITY_ACCOUNTABILITY\"><\/span><span style=\"color: #000080;\"><strong>CA FIRM RESPONSIBILITY &amp; ACCOUNTABILITY<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table style=\"height: 447px;\" width=\"842\">\n<thead>\n<tr>\n<td><strong>Role<\/strong><\/td>\n<td><strong>Responsibility<\/strong><\/td>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Partners<\/td>\n<td>Final compliance &amp; oversight<\/td>\n<\/tr>\n<tr>\n<td>Managers<\/td>\n<td>Content verification<\/td>\n<\/tr>\n<tr>\n<td>Marketing\/IT<\/td>\n<td>Execution as approved<\/td>\n<\/tr>\n<tr>\n<td>Staff &amp; Articles<\/td>\n<td>Strict adherence<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><span class=\"ez-toc-section\" id=\"DISCIPLINARY_ACTION_AGAINST_THE_CA_FIRM\"><\/span><span style=\"color: #000080;\"><strong>DISCIPLINARY ACTION AGAINST THE CA FIRM\u00a0<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Any violation of this SOP may result in internal disciplinary action, withdrawal of access to digital platforms, &amp; reporting to ICAI, if required. CA or CA firm ignorance of rules shall not be a defense. Effective from 1 April 2026: This SOP shall be reviewed annually or upon any ICAI amendment. Advertising is now permitted, but ethics, dignity &amp; independence remain non-negotiable. Every staff member represents the profession first, the firm second.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ICAI ISSUES NEW CODE OF ETHICS FOR CA FIRM : SOP ON ADVERTISING, BRANDING &amp; PROMOTION : EFFECTIVE 1 APRIL 2026: The Institute of Chartered Accountants of India has issued a press release dated 12 December 2025, and for chartered accountant firms\u2014as per the ICAI Code of Ethics, effective 1 April 2026\u2014the following conclusion is &hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10206,1],"tags":[10419],"class_list":["post-31102","post","type-post","status-publish","format-standard","hentry","category-ca-firm","category-others","tag-ca-firm-sop"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.2 - aioseo.com -->\n\t<meta name=\"description\" content=\"Best CA Firm, No. 1 CA Firm, Top CA Firm, Guaranteed tax savings CA firm, Tax Refunds CA Firm, 100% compliance assurance CA Firm, chartered accountant firms, CA\" \/>\n\t<meta name=\"robots\" content=\"max-image-preview:large\" \/>\n\t<meta name=\"author\" content=\"Rajput Jain &amp; 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