RevRex
Client Onboarding
Onboarding Portal
For CPA firms
Onboard clients without chasing paperwork.
Sign up, get your private invite link, and every client who completes the checklist lands in your queue — documents organized, scored, and ready.
- ✓A private invite link you send to every client
- ✓A dedicated, encrypted document library for your firm
- ✓A readiness queue that tells you who to onboard first
Firm sign in →New firm? Access is by invitation — RevRex sends your firm a private signup link.
For clients
Invited by your CPA?
Use the private link they sent you to start your onboarding. It takes about 15–20 minutes, and you can save and return anytime.
✓A few business basics — entity type, EIN, fiscal year
✓Your banks, cards, and the tools you use day to day
✓Recent statements and prior records, uploaded securely
Already started? Sign in to continue.
Powered by RevRex · Encrypted in transit and at rest · Full audit trail