INVESTORS & LENDERS
SIMPLFYING CLIENT INFORMATION REQUESTS
RIVIO assures you that the information you requested, from your clients, was provided by their CPA firm, when required. The clearinghouse tracks your requests and performs notifications in a single platform, reminding clients and firms of their outstanding requests. Additionally, to further increase your efficiencies, the platform provides the capability to set up project templates to ensure consistency in document request for typical engagements.
A SECURE PLATFORM
The clearinghouse is powered by Confirmation.com's renowned platform, and has undergone over 120 security audits, and is trusted by over 13,000 audit firms and 3,000 banks. This leaves users confident that their files are being shared with the utmost security in mind. Furthermore, the underlying platform has been SOC audited, which exemplifies the type of security that goes into the creation of the product.
The platform ensures that the financial documents provided to lenders/investors are unaltered, and were uploaded by a valid CPA firm. RIVIO was designed to improve private business financial information, and provide a source for original financial documents. Simultaneously, the platform keeps CPA firms in compliance with distribution rules and regulations.
Ensures financials were uploaded by a valid CPA firm
Ensures financial documents delivered are unaltered
Notifies all parties when a report has been withdrawn
Efficient Workflow Exchange
Project templates for project status tracking
Create and assign projects to client, to be fulfill by their CPA firm
RIVIO is not seen to replace the way in which you conduct communication and document exchange with your clients. Our vision is that the clearinghouse will enhance your communications and improve your operations, while simultaneously providing you with the confidence that the files you request, were truly produced by your client’s CPA Firm.
Financial Statement Clearinghouse
Do you want to be part of something special? Join us, and utilize RIVIO in order to help be a part of the era of eliminating financial fraud. Let's bring integrity to financial document exchange.
* All firms with more than 20 CPAs