CPA channel

Give CPAs a cleaner client handoff without charging the CPA seat.

Revestor turns CPA collaboration into a landlord-paid growth loop: owners organize records, CPAs review cleaner exports, and free CPA access reduces client back-and-forth.

Product proof

The growth promise maps to shipped Revestor workflows.

CPA viewer access can stay free while landlords pay for the workflow and exports.

Investor plan creates the paid reason: multi-property support, all-year exports, and collaboration.

Exports reduce client back-and-forth by grouping records by property and tax year.

Support-first messaging avoids promising tax advice or filing outcomes.

Questions answered

Search intents this page is built to satisfy.

CPA collaboration software for rental property clients
rental property client portal for CPAs
landlord CPA export software
Airbnb tax records for CPA clients

Workflow

How the Phase 2 loop works inside Revestor.

Invite

Owner invites the CPA into the portfolio.

The account remains owner-paid while the CPA gets a cleaner view of records and export readiness.

Review

CPA sees organized records, not scattered files.

Transactions, receipts, documents, REPS logs, mileage, and property context are grouped by tax year.

Expand

The CPA channel compounds through client workflows.

A good handoff gives CPAs a reason to recommend the same workflow to other landlord clients.

CPA-safe framing

Revestor organizes facts. It does not promise tax outcomes.

Revestor is a record-keeping and tax-readiness platform. Use these pages to identify record gaps, then review tax positions with a qualified CPA.

Common questions

Who pays for CPA collaboration?

The recommended Phase 2 model is landlord-paid access with a free CPA viewer seat, so professionals can review without becoming the buyer.

Does Revestor replace a CPA portal?

No. Revestor focuses on rental property records and CPA-ready export context. It can complement the CPA firm’s existing document and tax workflow.