Solution Vertical
Accounting Document Management
As a business accounting firm for countless different clients, incorporating advanced accounting document management software is crucial for efficiently handling document-dependent work and delivering superior customer outcomes.
Why Revver
The Ultimate Accounting Document Management Tool
Automate your accounting processes with Revver’s advanced accounting document management software. Effortlessly and securely manage all your accounting work for each client.
- Get document-driven work out of email and into a secure, client hub for collaboration
- One system for multiple clients to keep different clients’ data separated and secure
- Compliance tools for government and industry regulations with retention controls
- Optimize audit workflows with detailed reports and versioning for streamlined auditing
- Complete mobility—work anytime, anywhere, with all documents at your fingertips
Core Use Cases
EVERYTHING YOU NEED FOR WORKING WITH AND RETAINING CLIENTS
Make onboarding new clients and managing current ones easier than ever.
Key Features
EVERY TOOL YOU NEED FOR BETTER ACCOUNTING
Revver’s accounting document management software will help keep your clients’ finances organized and provide better tools for collecting and organizing their accounting documents.
Collaboration Hub
A secure and organized hub for collaborating and sharing all document-dependent work with clients and partners.
Automated Storage Structure
Never do the same work twice. Create templates for your folder structure that includes security, governance, and workflow settings.
Document Requests
Send a document request to coworkers and clients that contains a clear upload location. Once uploaded, the document is automatically filed to its proper location.
Integrated eSignature
Request signatures from anyone, anywhere with just a click of a button to complete all of your important documents.
Secure Sharing
Share documents securely with clients and colleagues within Revver. End sharing vital financial information over email.
Impact
IMPACT ACROSS THE ORGANIZATION
Revver’s practicality doesn’t just end in document management for accounting. Implement better document management in all aspects of your business.
Audit Workflow and Assurance
Audit and Assurance
Grant auditors access to the required databases through a secured hub. Versioning histories for every document and folder catalogs every action taken, including which user did it and when. A full audit report for the entire system is also accessible by admins.
Legal
Legal
Automate every step of the contract lifecycle with Revver’s streamlined data collection and document routing. Maintaining compliance is completely simplified for all those in legal-minded roles.
Taxes
Taxes
Accelerate tax preparation with accurate and organized folders for each client. Make document requests for essential files and even identify what specific forms are missing and need to be uploaded. Set governance rules for deadlines to inform both you and clients.
Financial Reporting
Financial Reporting
Keep vital data and access to applications secure with Revver’s admin tools and protocols that are easy to implement. Furthermore, you can create and store IT documentation in a secure and organized manner.
“Very pleased with the software and equally pleased with the support and follow up. I probably wouldn’t be using the product as extensively as I am if it wasn’t for the support group…”
G2 User in Finance
“[Revver] has given our [accounting] business the ability to store, scan, and easily retrieve tax and bookkeeping documents for future retrieval and printing needs. It has reduced physical document storage substantially and has never let us down when retrieving client documents. Never crashes, is affordable, and the solution for the financial services market.”
G2 User in Finance
“I own a financial advisory firm. While I have an excellent CRM system, [Revver] lets me organize and store important client and personal documents. They're secure and accessible from any online device. We went paperless four years ago. I wanted to eliminate my clients' personal information which I have acquired over the last thirty years.”
G2 User in Finance
Perspective
HOW ACCOUNTING FIRMS CAN OVERCOME GROWTH PLATEAUS
Blog
How Accounting Firms Can Overcome Growth Plateaus
Overhead is part of running a business, however, it can quickly get out of control and become more and more of a primary expense to the company. Manual processes contribute to overhead costs, especially as the company grows. Learn ways to decrease overhead and become more profitable.
