What plan is right for your firm?

RIVIO Clearinghouse provides a way for CPA firms to securely exchange financial documents with private company clients and add value by enabling clients to distribute those financial documents to lenders, regulators, and other stakeholders.

RIVIO is offered with different levels of functionality to meet the unique business needs of CPA firms, from a sole proprietorship to accounting firms with multiple offices and hundreds of employees. Use the information below to identify the level that best meets your business needs. As your business grows, or your needs change, you can always upgrade to a different level.

The monthly fee (billed annually) for all levels, includes access to the secure online platform and core functionality that includes email notifications and alerts, contact management, batch document upload and document recall/withdrawal. In addition, firms are provided with resources and support to help ensure success with the platform.