Success Story
How Axios CPA & Advisory Group Gained 90+ Hours Monthly with Revver
Client: Axios CPA & Advisory Group, LLC
Industry: Finance
Employees: 20+
Location: Miami, Florida
Departments using Revver: Finance, HR
Rene Velazquez is a CPA and owner of Axios CPA & Advisory Group, LLC, located in Miami, Florida, which offers accounting and tax services for individuals and businesses of all sizes across the industrial market. Like most public accounting firms, Axios CPA & Advisory Group faces the busiest period during tax season, managing an influx of hundreds of client documents daily.
The Challenge
Axios CPA & Advisory Group previously relied on a shared folder within their cloud server for document storage. Despite already being a paperless office, the staff still had to manually manage their filing system, including categorizing, organizing, and retrieving documents. Digitizing documents alone wasn’t enough.
“The way we were doing things before wasn’t the most efficient. Because of this, I would have had to hire more people. I’m a big believer in working smarter, not harder.”
Manually organizing documents took too much time, especially because clients rarely provided all the necessary documents at once, causing a constant influx over the course of tax season. This meant that the file organization was never fully complete, requiring staff to frequently interrupt their tasks to manually organize each file into the appropriate client folder.
The Solution
Axios CPA & Advisory Group began researching solutions that offered more than basic document storage, aiming for Intelligent Document Automation capabilities. They discovered Revver, and within just one month post-implementation, the firm experienced a transformative change. The team experienced and appreciated the platform’s robust functionalities, user-friendliness and speed to value.
Revver streamlined repetitive tax processes into low-touch, easily configurable, and automated workflows.
Velazquez refers to Revver as “magic,” emphasizing the significant impact on the firm’s operations.
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Velasquez found Revver’s implementation straightforward, allowing him to quickly train his office staff.
“Honestly, I don’t know how I did business before. The tools are so user-friendly. I’m getting things done more efficiently than I have in the last 15 years.”
Revver saves Velasquez and his staff 90+ hours per month from manually organizing files.
“Not exaggerating, I save at least an hour a day, personally. My admin is saving double the amount of time because she’s dealing with clients’ paperwork all day.”
Revver will be a permanent cornerstone of Velasquez’ career- wherever it takes him.
“If we were ever acquired or I moved to a different firm, I’m not going without Revver. It would be a dealbreaker.”
About Revver
Revver is a user-friendly intelligent document automation solution for tax and accounting firms. It seamlessly integrates tax, audit, and advisory workflows, boosting your team’s productivity through smart automation while ensuring top-notch security and compliance. More than just software, Revver offers a dedicated automation services team to help your firm optimize your processes and tech stack. The result? Increased billable hours, happier clients, and a future-ready practice that stands out in today’s fast-paced business world. Its easy-to-use tools and AI-powered features streamline processes from days to minutes. Say goodbye to lost paperwork and manual approvals. Revver ensures secure, compliant, and organized systems for quick access and reporting. Discover Revver today
