north.eclivia.in
CPA firm engagement platform
North
North helps CPA firms run engagements, share progress with clients, and keep partners informed without spreadsheets, status meetings, or clunky workflow tools. One workspace for templates, step timelines, document uploads, and a branded client portal.
- Role-scoped views for admins, partners, caseworkers & clients
- Templates for 1040, 1120-S, 1065, audit, advisory & bookkeeping
- Engagements, documents & client-ready updates in one place
- Optional North AI add-on (classification, drafts, risk narrations)