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

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SafeSend Gather: Our New Tax Information & Document Hub

Learn how to easily upload your tax documents with SafeSend Gather.

SafeSend Gather: Our New Tax Information & Document Hub
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Accessing Your ShareFile Portal

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

Accessing Your ShareFile Portal
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SafeSend Guide: Everything You Need to Know

Learn everything you need to know to use SafeSend: Revonary's tax preparation platform.

SafeSend Guide: Everything You Need to Know
Get In Touch

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

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“Revonary” is the brand name under which Revonary Accountants & Advisors, LLC and Grossbach Zaino & Associates, PC provide professional services. Revonary Accountants & Advisors, LLC and Grossbach Zaino & Associates, PC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Grossbach Zaino & Associates, PC is a licensed independent CPA firm that provides attest services to its clients, and Revonary Accountants & Advisors, LLC provide tax and business consulting services to their clients. Revonary Accountants & Advisors, LLC is not a licensed CPA firm. The entities falling under the Revonary brand are independently owned and are not liable for the services provided by any other entity providing services under the Revonary brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Revonary Accountants & Advisors, LLC and Grossbach Zaino & Associates, PC.