For audit · accounting · tax · compliance firms
Stop chasing clients over email. Collect evidence that's actually audited.
Clivanta runs the request-and-response loop between accounting, audit, tax and compliance firms and their clients — structured, per-item, fully audited evidence collection.
14-day trial · no card required
Everything the request loop needs
The request-and-response loop
Ask clients for exactly what you need, per item, with instructions and sample formats. Every ask carries its own status, files, and audit trail.
Packs & groups
Reusable, firm-level procedures for each service type. Spin up a new engagement and the standard requests are already there.
Automatic reminders
Chase overdue items without lifting a finger — or send a manual nudge. Clients can acknowledge and pause; nothing gets lost.
Counterpart portal
Clients log in, see what's outstanding, and upload. A clean, audited hand-off — no more email attachments and version chaos.
Evidence, not just files
Accepted documents become permanent evidence on the engagement record, with reviewer identity and timestamps.
Built for Cyprus firms
Audit, accounting, tax, payroll, corporate secretarial — the service types, jurisdictions and workflows you actually use.
Built for how firms actually work
Engagements group into periods, periods pull from reusable packs, and every request is tracked from draft to accepted evidence. Your team sees one worklist; your clients see one clear list of what's still missing.
- ✓ Multi-tenant & audited from day one
- ✓ Per-item status, comments, and version history
- ✓ Role-based access for partners, managers, staff
- ✓ Immutable activity log for every engagement
Simple, per-firm pricing
See full pricing →Small practices getting started.
Growing firms with packs + AI.
Established multi-team firms.
DPA, SLA, dedicated support.
Book a demo
See Clivanta on your firm's workflow. We'll be in touch within one business day.