Important Update to RIVIO The RIVIO Clearinghouse, the platform you’ve been using to securely share sensitive information, will transition from a standalone website to a set of features embedded into third party applications, such as file sharing tools and customer portals. As part of this change, on January 14, 2026, the RIVIO Clearinghouse located at https://secure.rivio.com will be decommissioned and will no longer be accessible going forward.
Learn more
 

Focus on trust: A secure platform for sensitive document exchange

CPA.com

RIVIO

Embed Trust into Financial Information Exchange

RIVIO facilitates secure exchange of audit reports, SOC reports, and other sensitive documents through the use of digital signatures. RIVIO ensures that documents are genuine and tamper-free and from a trusted source. It's all about trust.

Advancements in Encryption and Digital Signatures Allow:

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Trust in the Source
Verify the firm is properly licensed to generate this type of report.

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Trust in the Document
Verify that the document has not been altered in transit.

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Privity Defense
Eliminates the need to send client documents to 3rd parties.

RIVIO's Peer Review and Double Digital Certificates Put the Trust Back Into Trusted Documents

RIVIO Verified

Trust the Document

The document is digitally signed either by the firm or by a partner of the firm.

If the digital certificate is intact, the file has not been altered since having been signed by the firm.

Trust the Source

A 3rd party authorized by CPA.com verifies that the firm has the proper credentials to produce certain type of financial reports and digitally signs the document.

If the digital certificate is intact, the document was created by a legitimate accounting firm.

Verified badges: Peer review status

Tax
Preparation
Compilation
Review
Audit
If a firm is not Peer Reviewed
If a firm is Peer Reviewed
At the Engagement Review level
At the System Review level
 

Frequently Asked Questions

  • General FAQs
  • How long will the current RIVIO Clearinghouse platform remain active?
    The current RIVIO Clearinghouse platform and any projects within it will be available through January 14th, 2026.
  • Why is RIVIO transitioning?
    With many recent advancements in encryption and digital signature technology, a standalone clearinghouse is no longer required to share documents securely.
  • Is there any further action I need to take?
    No. CPA.com has spoken with or notified all accounting firms, their clients, and 3rd party recipients of this change.
  • Can I download my data from the RIVIO Clearinghouse?
    Yes, you can download your data at any time between now and January 14th, 2026, by following the steps below.
    1. Login to secure.rivio.com.
      1. If you need to reset your password you can do so by clicking, “Need help signing in?” and enter your email address for a reset link to be sent. Please check your spam and junk folders. If it has not gone through, check with your company’s IT to ensure that customer.support@rivio.com is whitelisted.
    2. Once logged in, you can click on the “All” tab to view your projects.
    3. Any documents needed can be downloaded by clicking on the project title and then the download icon of a cloud with an arrow.

      RIVIO screenshot
  • What if I have additional questions that are not covered here?
    Contact CPA.com at customer.support@rivio.com.
  • FAQs specific to accounting firms
  • How and when can I get started with Embedded RIVIO?
    You can start using Embedded RIVIO with Circit on December 1st, 2025. Contact Circit at www.circit.io/contact-us immediately.
  • Do I have to learn how to use new software?
    Embedded RIVIO will be available to you directly within tools you already use, such as PBCs, customer portals and file-sharing platforms — making the process more seamless and efficient.
  • How will Embedded RIVIO work?
    Through Circit, your firm will be able to embed and encrypt a RIVIO badge into sensitive documents that certifies the firm has gone through the AICPA’s Peer Review process. Then, you will be able to share these documents with your clients through whatever means you prefer, and your clients will be able to forward these documents to third parties such as banks, investors, or regulators.
  • FAQs for entities other than accounting firms
  • Do all RIVIO users, including examiners, know about this change?
    Yes. CPA.com sent notifications and developed collateral for various agencies to distribute to the appropriate parties.
  • Can credit unions, private businesses, and recipients sign up for the new Embedded RIVIO?
    Embedded RIVIO is intended for firm use only. You will still benefit from your accounting firm’s use of the RIVIO capabilities, but your organization will no longer need to access a specific RIVIO tool. Accounting firms will use the RIVIO capabilities to embed and encrypt a RIVIO badge into sensitive documents that certifies the document is the legitimate author of the document and the firm has the proper certifications.
  • What does it mean if the firm I work with transitions to Embedded RIVIO?
    The accounting firm will send your audit report by email or other secure file sharing tools. No need to access a separate system to retrieve files or badges.
  • What if I want the firm I work with to start using Embedded RIVIO?
    Your firm should contact Circit at www.circit.io/contact-us.

Need help? Just send an email to customer.support@rivio.com