Revver, previously eFileCabinet, targets small and mid-sized professional firms — accounting practices, insurance agencies, clinics — that need proper document control without an enterprise ECM project. Zonal OCR reads recurring document types and files them into the correct client folder automatically.
It includes role-based permissions, retention rules, audit logging, secure client sharing portals, request-and-collect workflows for chasing missing paperwork, and built-in e-signature. A predefined folder template can be applied to every new client, so structure stays consistent across the practice.
Best suited to: accounting, insurance, legal and healthcare practices that handle repetitive client paperwork and need audit-ready filing.
This vendor does not publish pricing. Request a custom quote and we will get the current rates for your team size.
Cloud file storage with shared drives, real-time collaboration and strong search.
Document management and workflow automation focused on invoices, HR and contracts.
Enterprise content management with strong records retention and process automation.
Team document storage with shared team folders, versioning and granular access roles.
