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UNLOCK THE POWER OF RIVIO WITH THESE KEY FEATURES:


CPA FIRMS

IMPROVED COMPLIANCE
RIVIO enables CPA firms to improve their level of compliance to financial statement withdrawal, AUP’s restricted distribution, as well as enhance firms privity defense and more. Utilizing the RIVIO platform to exchange information provides the confidence they are complying with the profession's standards to the best of their ability. Additionally, it provides the ability to truly transform private company audits, such as EDGAR is for publicly traded organizations. Profession experts, such as CPA Practice Advisor believe RIVIO will truly transform the accounting profession.

RISK MITIGATION
Designed to mitigate risk, the platform authenticates you, the CPA firm, as the source of the uploaded financial documents. In parallel, RIVIO lets your clients set permissions on who can access their documents, keeping them in control of who can access their documents, and maintaining your privity defense.

EFFICIENT DIGITAL EXCHANGE
RIVIO allows, you the CPA Firm, to streamline your financial document exchange workflow with your clients and their lenders/investors. Through the platform, clients can forward you requests for documents, they have received so all parties can track, open, and complete tasks in the system. No longer do you, your clients, or the recipients of these documents have to use email or other third party systems, to track down status and location of needed documents.

CONTACT US

AccountingToday | TOP NEW PRODUCTS 2016

From Accounting Today February 3, 2016 © 2016 SourceMedia, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

Learn more with these short videos


End the Era of Forged Reports
CPA firms are now protected from their clients altering reports for their financial gain when using RIVIO.

Management of Restricted Use Reports
With RIVIO, only users who has been approved to view a restricted use report can see it in the system.

The Privity Defense
RIVIO protects a CPA firms’ privity defense.

 

 

How Does RIVIO Differ from the current client portals we offer our clients?


We are aware that your firm is already offering your clients access to a portal, where you deliver their completed documents to them. Unlike our current portals, RIVIO provides your clients a single login to communicate with all financial stakeholders.

 

THERE ARE MANY ADDITIONAL USE CASES/APPLICATIONS OF RIVIO, WHICH INCLUDE:

  • SOC
  • Dodd Frank
  • REIT
  • HIPAA
  • Investor Backed Companies
  • Tax Document Distribution
  • Not for Profit
  • Broker Dealer
  • K1 Distribution

 

ADDITIONAL USE CASES: SOC


Issues: There are a variety of difficulties organizations involved with the distribution of SOC reports. These issues include but are not limited to:

  • Clients maintaining control of SOC distribution and reporting
  • High volume distribution request from large service providers
  • Requesting SOC reports from multiple service providers

 

HOW RIVIO SOLVES THE ISSUES


PROBLEM


An efficient and accurate way to distribute and track SOC reports


An efficient way to delivery to multiple recipients

Responding to high volume of requests

Identify requestors as appropriate recipients


An efficient way to request SOC reports from multiple providers

A centralized location to store SOC reports from service providers

SOLUTION


Control Document Distribution and Tracking


Distribution Lists

Visibility of Request Status

Project Templates


Document Request scheduling

Secure Document Repository

BENEFITS


Clients are in control of requesting and distributing documents to 3rd party users


Customized distribution lists

Enhanced tracking capabilities

Ability to send a project to multiple individuals


Automatic request deployment

A centralized location for all SOC reports

 
 

PRICING


 
Basic
Professional
Enterprise*
CPA FIRMS
No Charge
$600/year
Tiered Pricing
Firm Clients
Up to 5
Unlimited
Unlimited
Firm Users
1
3
Unlimited
Templates and Project Sharing
X
X
X
Contact Management
X
X
X
Document Withdrawal
X
X
X
Basic Level Onboarding, Training, & Support
X
X
 
Access to RIVIO Community and Dedicated Account Management
 
X
X
SEC Independence Safeguard
 
 
X
Restricted Use Report Feature
 
 
X
Enterprise Level Onboarding, Training, and Support
 
 
X
Multi-user Shared Environment (Future Release)
 
 
X
Role-based Permissions (Future Release)
 
 
X

* All firms with more than 20 CPAs