Client Resource Center
Simple guides and tips for using our portals, tools, and apps so you can share documents, track progress, and stay connected with ease.
Understanding Our Tools
SafeSend Gather
This is how we securely collect information and documents from you, like tax organizers or questionnaires. It guides you through what we need step by step.
ShareFile Portal
Think of this as your secure storage locker. It’s where you can upload or download files anytime and keep important documents safe in one place.
SafeSend
This is how we deliver your completed tax returns for review, electronic signature, and safe storage. It makes signing and sending back documents quick and easy.
Browse Our Guides

SafeSend Gather: Our New Tax Information & Document Hub
Learn how to easily upload your tax documents with SafeSend Gather.

Accessing Your ShareFile Portal
Learn how to access Revonary's ShareFile Portal: a simple online system to manage your tax filing.

SafeSend Guide: Everything You Need to Know
Learn everything you need to know to use SafeSend: Revonary's tax preparation platform.
Still Need Help?
Our goal is to make your experience with Revonary as smooth as possible. If you don't see an answer to your question here, reach out to our team and we'll get right back to you.
Here's how you can contact us:
(914) 468 - 0400
vconnolly@revonary.com
