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A Service of CPA.com an AICPA company

UNLOCK THE POWER OF RIVIO WITH THESE KEY FEATURES:


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.

RISK MANAGEMENT
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.

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.

 

Clearinghouse: Recipient Benefits


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Source Validation

Ensures financials were uploaded by a valid CPA firm

Fraud Icon

Fraud Prevention

Ensures financial documents delivered are unaltered

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Version Control

Notifies all parties when a report has been withdrawn

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Efficient Workflow Exchange

Project templates for project status tracking
Create and assign projects to client, to be fulfill by their CPA firm

 

Learn more with these short videos


Security of RIVIO
Security is a part of RIVIO's DNA, due to the numerous internal and external reviews to ensure security.

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

Eliminates Needs for 3rd Party Confirmation
Firms can now maintain their privity defense and banks have confirmation the documents are from a valid CPA firm.

 

 

How RIVIO is different than your current bank/client portal?


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.

Bank Portals

  • Designed for bank to client communications
  • Limited system controls governing document and file exchange
  • Potential to create bottle necks in workflow situations
  • Does not validate source of client provided financial documents

Financial Statement Clearinghouse

  • Designed for 3 distinct user groups with features relevant to each
  • Sophisticated controls regarding document exchange (ability to recall, limit access, etc.)
  • Master console capabilities to facilitate sharing of documents
  • Validates and authenticates the CPA firm as the source and ensures unaltered documents are provided to 3rd parties
  • Highest level of security
  • Real-time, collaborative communication

 

Take part in the era ending financial document fraud?


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.

 

PRICING


 
Basic
Professional
Enterprise*
Investors & Lenders
No Charge
No Charge
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