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.
Document Management for Accounting Firms
For accounting firms, staying on top of documents is essential, but managing them manually can be time-consuming, error-prone, and costly. Revver’s document management solution takes the hassle out of document handling, enabling firms to streamline operations, reduce errors, and free up more time for billable work. Whether you’re handling audits, financial records, or client communications, Revver’s advanced tools make it easier to organize, access, and securely share critical documents. With Revver, your firm can focus on delivering high-value services to clients while staying compliant and audit-ready.
Compliance & Security
Handling sensitive financial data requires strict adherence to industry regulations, and Revver ensures that your firm stays compliant with key standards like SOC 2 and GDPR. Revver employs enterprise-grade encryption, multi-factor authentication, and permission-based access to keep client data secure. Whether you’re managing tax returns, audit files, or financial records, Revver’s comprehensive security features ensure that your documents are protected from unauthorized access. With native audit logging, every document interaction is recorded, allowing firms to maintain a complete and transparent history of their document management activities. This level of security and transparency not only keeps your firm compliant with industry regulations but also provides peace of mind during audits and reviews.
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.
Industry-Specific Use Cases
Revver is designed to handle the unique document management needs of accounting firms, providing solutions that streamline key workflows and enhance client service.
- Tax Preparation: During tax season, the influx of documents can be overwhelming. Revver automates document intake, categorization, and secure storage, enabling firms to focus on preparing accurate tax returns efficiently. Smart tagging and workflows ensure that documents are organized and easy to find, reducing the time spent searching for the right files.
- Audits: Auditors require access to a vast array of documents, often on short notice. With Revver, firms are always audit-ready, thanks to automated audit trails and secure, organized document storage. Revver simplifies the audit process by providing detailed logs of document interactions, ensuring that all changes are documented and easily accessible.
- Client Management: Managing client engagements can be complex, especially when handling large volumes of documents. Revver automates document requests, provides secure client portals, and ensures that all client communications are stored in a centralized, easily accessible location. This improves client service and reduces the risk of lost or misplaced documents.
Key Features of Revver’s Document Management for Accountants
- Automation: Revver’s automation tools eliminate repetitive, manual tasks, allowing accountants to focus on strategic work. For example, when preparing financial statements, workflows can automate document routing, approvals, and notifications, reducing human error and ensuring tasks are completed on time.
- Smart Tagging and OCR: Revver’s smart tagging system, powered by advanced optical character recognition (OCR), automatically categorizes documents, making retrieval effortless. During tax season, for instance, you no longer have to spend hours sorting through client files. Simply upload the documents, and Revver will handle the rest, cutting search time from minutes to seconds.
- Audit Trails: Built-in audit trails allow accounting firms to track every action taken on a document. From creation to final approval, every interaction is logged, ensuring compliance and offering transparency. This is particularly valuable during audits, where auditors can easily verify the integrity of your records.
- Secure Sharing and Collaboration: Revver enables secure, encrypted document sharing via portals and guest access, perfect for collaborating with clients without the risks associated with unsecured email attachments. For example, you can share tax returns and financial reports through secure links, ensuring that sensitive data remains protected.
- Version Control: With Revver’s version control, you can easily track and manage multiple iterations of a document, ensuring that previous versions are stored and accessible. This is essential during financial statement preparation, where changes must be tracked meticulously for accuracy and compliance.
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.
Integrations with Accounting Software
Revver seamlessly integrates with leading accounting software and cloud services, ensuring that your document management processes work harmoniously with your existing systems. Key integrations include:
- QuickBooks: Sync client records and financial documents directly from QuickBooks, making tax preparation and bookkeeping more efficient.
- Xero: Automatically route documents into the correct client files based on preset rules, eliminating the need for manual sorting.
- Salesforce: Manage client documents from your CRM, ensuring that all client interactions and financial records are centralized and easily accessible.
- Practice Management Software: Revver integrates with practice management tools, ensuring that your document management processes are fully connected and that no critical information is lost during engagement management.
These integrations allow firms to maintain a unified view of client documents, streamline workflows, and minimize errors, resulting in better client service and improved operational efficiency.
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.
