Revver (Tax Documents Folder)

Many of our clients use Revver to upload their tax documents including yearly Organizers, Annual Tax Forms, Tax POA (wet Signed) or E-File Authorization (Wet Signed).  You can also view and download your Tax Return from this folder.  This is a quick and easy way to send us your information securely.  Any documents that you can retrieve in digital form can be sent through this system. 

To get started with this system we ask that you email Teresa@cooneyfinancial.com. She will need to know which email to use. You must be a current client to utilize this system. If you chose this option on your 2024 organizer, then we are working to get you set up.  Once we set you up you will receive an email inviting you to Revver.  You then set up your password and you are all set.  For easy access, anytime you need send or retrieve tax documents you can come back to this website and login from here.

Please be aware that this system is for our tax side of the business only. If you need to send us anything investment related, then please use the secure email link below or contact the office.

https://cooneyfinancial.secureemailportal.com/s/e