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Clivanta is a platform for professional-services firms — audit, accounting, tax, and compliance practices — to collect evidence from their clients: structured, per-item, and fully audited. If your firm spends real time each period chasing clients for documents, tracking what’s outstanding in spreadsheets, and reconstructing who sent what, Clivanta replaces that with a single, auditable loop.

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The core idea

Everything in Clivanta is built around one flow: a Firm asks a Client for something specific, the client responds through a portal, the firm reviews and accepts it, and the accepted document becomes permanent evidence on the record.

Structured requests

Every ask is its own tracked request item — with instructions, a status, files, and an activity log.

Reusable procedures

Packs capture your firm’s standard requests for a service type, reused on every engagement.

Automatic reminders

Chase overdue items on a schedule — or send a manual nudge — without your team doing it by hand.

A clean client portal

Clients log in, see what’s outstanding, and upload. An audited hand-off, not an email thread.

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Who Clivanta is for

Clivanta’s first market is Cyprus audit, accounting, tax, and compliance firms — the service types (statutory audit, VAT/VIES, bookkeeping, payroll, corporate secretarial, tax) and workflows are built for how these practices actually operate.

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Next steps

Quickstart

Create your firm and send your first request in five minutes.

Glossary

Learn the core terms: Firm, Client, Engagement, Pack, Request Item, and more.