Client Portal

Learn More About Revver

We offer a secure, web-based, client portal that will enable us to share confidential, tax, and financial information. This portal is called REVVER - an easy-to-use application for our clients that also integrates with our tax program and document management systems.

Using this application will replace emailing files as attachments. Our clients are able to use the application completely free of any charge.

Please note, REVVER is not a document storage system. Your tax returns will be retained in the portal for three years. You have to responsively download and save your tax return and other documents to your hard drive. You can keep the information as long as you want.

We highly encourage you to use REVVER if you have access to the internet and a working email account. Since identity theft is rapidly rising, it's not safe to email personal financial information containing confidential, personal data including social security numbers and account numbers.

Setting up REVVER is quite easy. You need to read and sign the Client Portal Agreement. You can bring it on the day of your tax appointment or send us the completed Agreement by mail or email.

After receiving the Agreement, our team will create a guest user account. You will get an email from REVVER that will prompt you to create your log in and password.

To upload information, click and drag a document from your computer into your REVVER folder. To download information, right-click a document already in your drawer, and choose "Download.”