How does your firm share key financial documents with clients? Often, firms and private companies rely on methods which can be unsecure and inefficient for sharing information such as mail, email and hand delivery. Information exchanged this way can pose a greater risk of fraud, among other issues as there isn’t way to confirm its source and authenticity.
Now your firm can share information with private business clients easily and efficiently that they can then retrieve and share with third-party users such as lenders and investors – all in a secure platform, RIVIO.
Join us for a webinar where you will learn how RIVIO can benefit your firm with greater controls, collaboration and protection. During the webinar we’ll share and discuss:
- An overview and live demo of the RIVIO platform
- Marketplace problems
- Different use cases for RIVIO
Speaker: Shawn Martin, Account Manager, CPA.com