Revi is software for auditors and fiduciary firms in Switzerland. Revi SA-CH supports ordinary audits under the Swiss Auditing Standards SA-CH 2022, limited reviews under SER 2022 and audits of pension institutions, from planning to archiving, with linked audit steps instead of Excel files. Revi Treuhand combines client management, order handling and document management. The vendor also lists digital signatures, automated document requests and a protected, temporary cloud storage with two-factor authentication. Revi is delivered as an online service; a demo is available on request.
Truesoft AG, the maker of Revi, is headquartered in Zug, Switzerland, and has developed the software there since 1998; no parent company is stated. According to the vendor, Revi is operated entirely in Switzerland. Switzerland is not an EU member state but is an EFTA country with an EU adequacy decision for data protection. Because the data comprises confidential client and audit information, a European organisation should ask for the exact hosting location, the data processing agreement and the export options.