Move from QuickBooks to a platform built for your firm’s growth.
Native QuickBooks migration brings your clients into a full-service accounting platform with built-in tax resolution tools, connected payments, and financial insights that support additional paid services.
Simplify everyday accounting and give your firm more ways to earn beyond the annual tax return—with training and support to help you make the transition.
The Financial Scorecard, in a real conversation.
- Native QuickBooks Online and Desktop migration
- Built-in tax resolution
- Connected payments
- Advisory insights
Native QuickBooks migration. A clear path to your next platform.
Moving accounting systems is a major decision. REVREX has QuickBooks migration built in, with a transition scoped around each client’s setup and your firm’s workflow.
- Bring your QuickBooks clients with you.
- Support for QuickBooks Online and Desktop gives your firm a direct migration path.
- Map the accounts around the business.
- Review account mapping, reporting needs, and industry-specific chart-of-accounts requirements before the move.
- Agree on the scope before you start.
- Identify the data, validation requirements, onboarding, and support each client needs so your team knows what the transition involves.
QuickBooks Online & DesktopMore ways to earn from the relationships you’ve already built.
Your clients need help throughout the year. REVREX connects the accounting foundation with services your firm can offer as those needs arise.
Tax resolution built in
Expand your tax-resolution practice with automated preparation tools and structured workflows that simplify the work. Help more clients address tax problems while creating another source of service revenue.
Payments under your brand
Offer a white-label payment program through REVREX Pay and participate in ongoing revenue from the processing your business clients already need. Connected payment information also supports reconciliation and cash-flow reviews.
Explore REVREX PayAdvisory at your level of involvement
Use financial statements, scorecards, and business ratios to build paid services around your expertise, income goals, and available time. Start with monthly financial reviews or develop deeper cash-flow, profitability, and exit-planning engagements.
Explore the REVREX Advisory SystemConnect payments to the books—and to your firm’s income.
Through our SoftPoint partnership, REVREX Pay connects payment processing with accounting workflows. Your clients gain a clearer view of their money, while your firm gains an additional revenue opportunity.
- Reduce manual posting.
- Create and post deposit-based journal entries to the connected accounting system using predefined allocation rules.
- Find settlement differences.
- Match bank deposits against submitted card-payment batches and flag discrepancies for review.
- See what arrived—and what is still due.
- Review paid amounts, unsettled transactions, and processing fees.
- Simplify daily accounting.
- Consolidate settlement activity into daily journal entries while retaining supporting transaction detail.
- Support the way clients get paid.
- Explore in-person, online, recurring, digital-wallet, and industry-specific POS options through available merchant solutions.
Participating firms can earn revenue on the merchant accounts they introduce. Available capabilities, eligibility, and program terms are reviewed before enrollment.
Payments that post to the books.
Deposit-based journal entries, matched to card batches.
Everything your firm needs, in one platform.
Migration, privacy, and tax resolution come first—followed by accounting control, invoicing, REVREX Pay, and reporting. Open any group to see its features.
Native QuickBooks Migration
Supports QuickBooks Online and Desktop. We review each client’s setup, account mapping, and validation requirements before agreeing on the transition scope.
Secure Data and Client Control
REVREX does not sell your firm’s or clients’ data, use it for advertising, or provide access to third-party affiliate partners. Connections support client needs and operate with the client’s knowledge.
Tax Resolution Automation
Automated tools and structured workflows simplify tax-resolution work, helping your firm serve more clients and grow a profitable practice.
Turn financial insight into a service clients value.
The Financial Scorecard and RexScore™ help your team focus client conversations on the numbers that deserve attention.
Use that shared view to discuss profitability, cash flow, operating trends, and the factors influencing business value. The REVREX Advisory System adds the training and service framework to help your firm turn those conversations into ongoing engagements.
Valuation outputs are directional planning estimates.
Your client relationships. Your professional control.
Your team reviews the information, resolves exceptions, and determines what is ready to share.
REVREX does not sell your firm’s or clients’ data, use it for advertising, or provide access to third-party affiliate partners. Connections support client needs and operate with the client’s knowledge.
See what your firm could build with REVREX.
Bring your current QuickBooks setup, the clients you want to move first, and your growth goals. We’ll review the migration scope and identify where tax resolution, payments, or advisory could fit your practice.