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CPA.com | RIVIO

A secure way for firms to exchange genuine and tamper-free documents

Confidently share audit reports, SOC reports and other sensitive documents

About CPA.com Firm Verification

RIVIO enables a secure exchange of financial documents using digital signatures, ensuring information originates from an authenticated source. Through RIVIO, CPA firms embed a verified badge and digital signature to confirm the firm’s licensing status and protect documents from altercation in transit.

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CPA.com Firm Verification: Trust in the Source and Document

Trust the Source

A third party verifies that the firm has the proper credentials to produce the financial report and digitally signs the document. Based on the peer review status, one of two badges is inserted. Once the recipient receives the document, if the digital certificate is intact, the document was created by a properly licensed accounting firm and originates from a trusted source.

Trust the Document

The document is digitally signed by the firm or by a partner of the firm. Once the recipient receives the document, if the digital certificate is intact, the file has not been altered since it was signed. This provides assurance that the document you receive is the exact version issued by the firm and has remained unchanged in transit.

Trust the Source

Verify that the firm is properly licensed to generate this type of report.

Verify the Document

Verify that the document has not been altered in transit.

Protect Privity Defense

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

If a firm is not Peer Reviewed If a firm is Peer Reviwed
Tax
Preparation
Compilation
Review
Audit
If a firm is not Peer Reviwed
Tax
Preparation
Compilation
Review
Audit
If a firm is Peer Reviwed

Protect the Privity Defense

The digital certificates remain embedded in the document, no matter how it’s shared or forwarded. This means the firm can securely share documents with their client, the client can pass them along to any third party, and the firm maintains privity by not distributing the document directly to that third party.

Protect the Privity Defense

Get Started Today with CPA.com Firm Verification

Third-Party applications that support CPA.com Firm Verification

Contact Circit

Modernizing the exchange of secure documents

Company financial information is still exchanged through outdated, unsecured methods, creating serious risks for lenders, investors, and CPA firms. Explore why authenticated, source-driven documents are becoming essential and how emerging technology, regulatory pressures, and real-world fraud cases are accelerating the need for change.

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Modernizing the exchange of secure documents

FAQ

Frequently
Asked Questions

Please visit the Circit information page at resources.circit.io/en-us/firm-verification.