Documentation
Business Legal Agreements
Most disputes between founders, partners, vendors and employees are not caused by bad faith. They are caused by terms that were never written down — payment, ownership, exit, confidentiality and what happens when things change.
- Commercial and financial terms reviewed by the CA-led team
- Legal drafting and review coordinated with an appropriate legal professional
- Standard documentation and custom drafting clearly separated
- Execution and stamping requirements explained before signing
- Founder & shareholder
- Employment
- Vendor & service
- NDA
Documentation support
Agreement Engagement
On quotescope-based
- Starts with
- Commercial terms
- Review
- CA-led, with legal input
- Output
- Draft for execution
- Scope
- Confirmed in writing
- Requirement discussion
- Commercial term capture
- Draft preparation
- Review round
- Revisions
- Execution guidance
Fees depend on the document, whether standard documentation or custom drafting is required, and whether negotiation support is involved.
Terms
Captured first
Draft
Purpose-built
Review
Two rounds
Signing
Guided
Professionally reviewed by CA Suraj SoniLast reviewed
Is this right for you?
Does this need to be documented?
Document it if
- money, equity or ownership is involved
- more than one person can claim credit for the same work
- confidential information or client data will be shared
- the arrangement runs beyond a single transaction
- responsibilities or deliverables could be disputed later
- an exit, termination or transfer is foreseeable
A standard document may be enough if
- the arrangement is routine and low value
- terms are identical across many counterparties
- no equity, exclusivity or long-term commitment is involved
Where an arrangement is high-value, unusual or likely to be contested, standard documentation is not the right route and we will say so.
The point of an agreement is the conversation it forces.
A good agreement is mostly a record of decisions: who owns what, who pays what and when, what is confidential, what happens on exit, and how a disagreement is handled. Most of that is commercial and financial — which is where the CA-led team works. Where the document needs legal drafting, an enforceability view or negotiation on legal terms, that is done with or referred to an appropriate legal professional rather than absorbed into an accounting engagement.
Terms before text
We capture what was actually agreed commercially before any document is drafted.
Clear professional scope
Commercial and tax terms with us; legal drafting and opinion with an appropriate legal professional.
Standard vs custom
You are told plainly which route your matter needs, and why, before you commit.
Execution guidance
Signing, witnessing, stamping and registration requirements explained before the document is signed.
Agreement selector
What do you need to document?
Pick the closest match and we will confirm whether it needs standard documentation or custom drafting with a legal professional. Availability and route differ by matter — nothing here is an offer to act outside professional scope.
- 01Ownership
Founder agreement
Roles, contribution, vesting expectations, decision rights and what happens if a founder leaves.
- 02Equity
Shareholders agreement
Rights between shareholders, transfer restrictions, reserved matters and exit provisions, read alongside the AoA.
- 03Constitution
Partnership / LLP agreement
Profit sharing, capital, admission and retirement of partners, and management authority.
- 04Information
NDA / confidentiality
What is confidential, permitted use, duration and what happens on breach — one-way or mutual.
- 05People
Employment agreement
Role, compensation structure, confidentiality, intellectual property assignment and notice terms.
- 06Supply
Vendor agreement
Scope, pricing, delivery, quality standards, payment terms and termination.
- 07Delivery
Service agreement
Deliverables, service levels, payment milestones, liability limits and change handling.
- 08Advisory
Consultancy agreement
Scope of engagement, fees, ownership of work product and confidentiality.
- 09Case-specific
Other commercial agreements
Distribution, licensing, referral or similar arrangements — reviewed for route and professional scope before we accept them.
Commercial, financial and tax terms are handled by the CA-led team. Legal drafting, legal opinion and any dispute matter are handled with, or referred to, an appropriate legal professional. Stamping and registration requirements are state-specific.
How we help
Commercial term capture
What was actually agreed — consideration, timelines, deliverables, ownership and exit — written down before drafting begins.
Financial and tax review
Payment terms, GST treatment, withholding obligations and cash-flow consequences examined in the terms themselves.
Documentation preparation
Standard documentation for routine arrangements, prepared to your facts rather than issued blank.
Custom drafting support
Where the matter is high-value or unusual, drafting is done with an appropriate legal professional.
Review of counterparty drafts
Where you have received a document, commercial and financial terms are reviewed and the risks explained.
Revisions
A structured revision round so the final version reflects what both sides intend.
Negotiation support
Support on commercial and financial terms during negotiation, within the agreed scope.
Execution support
Guidance on signing, witnessing, stamping and registration requirements applicable to your document and state.
Who this service is for
Co-founder teams
Where contribution, ownership and exit terms have been discussed but never recorded.
Companies issuing or transferring shares
Where rights between shareholders need to sit alongside the constitutional documents.
Partnership firms and LLPs
Constitution documents on admission, retirement or a change in profit sharing.
Businesses hiring
Employment terms, confidentiality and intellectual property assignment done properly at the outset.
Businesses contracting with vendors or clients
Where payment terms, deliverables and liability need to be clear on both sides.
Businesses reviewing a counterparty draft
Where a document has been received and the commercial and financial risks need examining.
Readiness check
Is your arrangement ready to be documented?
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Getting started
Let's get the basics in place.
- 01
Have the parties agreed the commercial terms in principle?
- 02
Is consideration and the payment schedule settled?
- 03
Is it clear who owns the work product or intellectual property?
- 04
Have you agreed how the arrangement can be ended?
- 05
Is confidentiality or exclusivity part of the arrangement?
- 06
Have you received a draft from the other side?
Your score is only a starting point. A short consultation can confirm your proposed structure, name strategy and documentation before filing begins.
0/6
0%
Getting started
Let's get the basics in place.
- Requirement
- Commercial terms
- Draft
- Review
- Revisions
- Execution
What we need from you.
- Names, addresses and constitution of each party
- Entity registration documents, where a company, LLP or firm is a party
- Authorised signatory details and authority to sign
How an agreement gets done.
Six steps from requirement to signature.
- 01Start
Requirement
What you need documented, who the parties are and what the document has to achieve.
- 02Terms
Facts & commercial terms
Consideration, timelines, deliverables, ownership, confidentiality and exit terms captured in writing.
- 03Draft
Draft
Document prepared through the appropriate route — standard documentation or custom drafting.
- 04Review
Review
Draft reviewed with you, and financial and tax terms examined in detail.
- 05Revise
Revisions
Changes incorporated after your comments and any counterparty feedback.
- 06Execute
Execution support
Signing, witnessing, stamping and registration requirements confirmed and guided.
Terms agreed but nothing signed?
Get it documented before it is tested.
Scope
What an agreement engagement typically includes.
- 01
Requirement discussion
IncludedWhat the arrangement is, who is involved and what has already been agreed.
- 02
Commercial term sheet
IncludedThe agreed terms captured in writing before drafting begins.
- 03
Financial and tax review
IncludedPayment structure, GST and withholding implications of the terms.
- 04
Draft preparation
IncludedDocument prepared to your facts, in the appropriate route for the matter.
- 05
Review round
IncludedDraft discussed with you clause by clause where needed.
- 06
Revisions
IncludedOne revision round included; further rounds scoped as required.
- 07
Execution guidance
IncludedSigning, witnessing, stamping and registration requirements explained.
- 08
Custom legal drafting
On requestWhere the matter requires drafting by a legal professional, arranged and scoped separately.
- 09
Legal opinion / enforceability view
On requestProvided by an appropriate legal professional, not as part of a CA engagement.
- 10
Negotiation support
On requestParticipation in negotiation on commercial and financial terms, scoped by time involved.
- 11
Dispute or litigation matters
On requestNot within this engagement. Referred to an appropriate legal professional.
We are explicit about scope. Where a matter requires legal drafting, an enforceability opinion or representation in a dispute, it is handled with or referred to an appropriate legal professional rather than treated as accounting work.
Agreement pricing
Fees depend on the document, whether standard documentation or custom drafting is required, how many parties are involved and whether negotiation support is needed. We confirm route and fee in writing before starting.
Professional fee
On quotescope-based
Fees are quoted in writing after a scope review. Government / statutory fees at actuals.
Professional fee
MYFINTAX feeBased on the document, drafting route, number of parties and revision or negotiation involvement.
Statutory amounts
StatutoryStamp duty, notarisation and registration charges are state-specific, payable at actuals and not included in the professional fee.
Variable scope
VariesCustom legal drafting, legal opinion, extended negotiation and any dispute matter are scoped separately with the appropriate professional.
No outcome of a negotiation or dispute is promised. Enforceability of any document depends on its terms, execution and the law applicable to the arrangement.
Standard documentation vs custom drafting
| Parameter | Standard documentation | Custom drafting & reviewHigher-stake matters |
|---|---|---|
| Suited to | Routine, repeatable, lower-value arrangements | High-value, unusual or contested arrangements |
| Basis | Established documentation adapted to your facts | Drafted for the specific commercial arrangement |
| Professional involvement | CA-led team on commercial and financial terms | Drafting and review with an appropriate legal professional |
| Negotiation | Not typically involved | Supported on commercial and financial terms |
| Turnaround | Short | Longer, and dependent on both parties |
| Cost profile | Lower | Scoped to the matter |
We tell you which route your matter needs before you commit, rather than fitting a significant arrangement into a standard document.
Documents sit alongside the structure they belong to.
Founder and shareholder terms depend on the entity, its constitution and its cap table. Keeping documentation with the same team that handles those avoids contradictions.
- Company Registration
- Accounting
- GST
- GST Returns
- TDS
- Income Tax
- ROC Compliance
- Trademark
- Startup India
- Virtual CFO
What goes wrong most often
Nothing in writing between founders
Verbal splits hold until contribution, time or direction changes. Then there is no record of what was agreed.
Downloaded templates used unchanged
Generic documents often refer to arrangements you do not have and omit the terms that matter to yours.
Payment terms left vague
Undefined milestones and due dates are the most common source of commercial disputes and cash-flow strain.
Intellectual property never assigned
Without express assignment, ownership of work created by employees or contractors can be contested.
Signing without checking stamping
Stamping and registration requirements are state-specific and cannot be fixed casually after execution.
Ignoring the exit clause
How an arrangement ends is the clause most likely to be needed, and the one most often left out.
Why MYFINTAX
CA-led judgement
Your position is reviewed by a Chartered Accountant, not simply pushed through a portal form.
End-to-end responsibility
One team from documentation and filing to the notices and compliance that can follow.
Transparent scope
You know what is professional fee, what is statutory and what varies before you commit.
Business-first advice
Advice is given against your actual operations, not as a generic default.
Continuity
Accounting, GST, TDS, payroll, ROC and CFO support sit in the same ecosystem when you need them.
“MYFINTAX has been a true partner in our compliance journey. From GST filings and ROC annual returns to trademark registration, everything is handled professionally and on time. Their proactive approach has helped our creative brand stay protected and compliant.”
Snehal Tripathi
Director, Roboto Studio Pvt Ltd
“Our export compliance, IEC, and legal structuring were managed end-to-end by MYFINTAX. Their expert guidance on Startup India registration and tax exemption eligibility was particularly valuable for our global trade operations.”
Shweta SK Tirkey
Director, ArchAngel Exim Private Limited
“As a financial services business, MYFINTAX's assistance with DPIIT recognition, income tax filings, and trademark protection gave us the right support for our growth journey. Their team understands the nuances of regulatory compliance and startup taxation and provides practical guidance whenever required.”
Nitin Nashine
Director, GISA Insurance Brokers Limited
Private Limited Company Registration
Where the arrangement needs an entity behind it.
View company registrationFAQs
Business Legal Agreements — questions founders ask
Still unsure? A short call with a Chartered Accountant is usually faster than reading one more page.
Business Agreements
Write down what everyone thinks was agreed.
Tell us what the arrangement is and who is involved. We will confirm the route, capture the commercial terms and prepare the document for execution.
CA Suraj Soni · Chartered Accountant · Founder, MYFINTAX
Content reviewed for current regulatory and procedural relevance on .
Commercial, financial and tax terms are reviewed by the CA-led team. Legal drafting, legal opinion, enforceability advice and any dispute or litigation matter are handled with, or referred to, an appropriate legal professional. Stamping and registration requirements are state-specific and confirmed for your case.
Content is for general informational purposes and does not constitute case-specific professional advice. Requirements, fees and processing depend on your facts and current Government procedure.