Revver automates document-centric work and enables document-work collaboration. It is built for financial service organizations, insurance companies, and back-office departments across many industries, including healthcare, manufacturing, social care, IT, and many others.
Revver automates document-centric work and enables document-work collaboration. It is built for financial service organizations, insurance companies,...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
OfficeTools provides everything you need to run your tax and accounting practice from a single solution.

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Starting from

Not provided by vendor

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.4 /5
(899)

Ease of Use

4.2/ 5

Features

4.2/ 5

Customer Service

4.4/ 5

Value for Money

4.2/ 5

Overall rating

4.1 /5
(198)

Ease of Use

3.7/ 5

Features

3.9/ 5

Customer Service

3.8/ 5

Value for Money

3.7/ 5

Total features 68

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Content Library
  • Content Management
  • Contingency Billing
  • Contract/License Management
  • Customizable Branding
  • Customizable Invoices
  • Customizable Templates
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Digital Asset Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Signature
  • Email Management
  • Employee Management
  • Encryption
  • Expense Tracking
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • For Accountants
  • For CPA Firms
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • HIPAA Compliant
  • Hourly Billing
  • Information Governance
  • Invoice Creation
  • Invoice History
  • Messaging
  • Metadata Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Monitoring
  • Multi-Party Signing
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Project Accounting
  • Project Billing
  • Project Time Tracking
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Staff Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Template Management
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Two-Factor Authentication
  • Version Control
  • Workflow Configuration
  • Workflow Management

Total features 48

  • API
  • Access Controls/Permissions
  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
  • Appointment Management
  • Approval Process Control
  • Approval Workflow
  • Archiving & Retention
  • Audit Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Business Process Automation
  • CRM
  • Calendar Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Content Library
  • Content Management
  • Contingency Billing
  • Contract/License Management
  • Customizable Branding
  • Customizable Invoices
  • Customizable Templates
  • Data Security
  • Data Storage Management
  • Data Synchronization
  • Digital Asset Management
  • Document Automation
  • Document Capture
  • Document Classification
  • Document Generation
  • Document Management
  • Document Review
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Electronic Signature
  • Email Management
  • Employee Management
  • Encryption
  • Expense Tracking
  • File Conversion
  • File Management
  • File Recovery
  • File Sharing
  • File Transfer
  • Financial Management
  • For Accountants
  • For CPA Firms
  • For Tax Practices
  • Forms Management
  • Full Text Search
  • HIPAA Compliant
  • Hourly Billing
  • Information Governance
  • Invoice Creation
  • Invoice History
  • Messaging
  • Metadata Management
  • Mobile Access
  • Mobile Payments
  • Mobile Signature Capture
  • Monitoring
  • Multi-Party Signing
  • Offline Access
  • Online Invoicing
  • Online Payments
  • Optical Character Recognition
  • Payment Processing
  • Project Accounting
  • Project Billing
  • Project Time Tracking
  • Recurring/Subscription Billing
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Single Sign On
  • Staff Management
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Tax Calculation
  • Template Management
  • Third-Party Integrations
  • Time Tracking
  • Timer
  • Timesheet Management
  • Two-Factor Authentication
  • Version Control
  • Workflow Configuration
  • Workflow Management
  • APX e-Invoicing
  • Docusign
  • HRIS
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud
  • APX e-Invoicing
  • Docusign
  • HRIS
  • Lacerte Tax
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word
  • QuickBooks Online Advanced
  • Salesforce Sales Cloud