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)
Building a product of your own?
We take on a small number of builds each quarter — from zero to one and beyond.