Answer a client question on the tax return draft
Revo reads the question, opens the return in your tax software, finds the line, and drafts the explanation in plain English.
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Most return Q&A is the partner translating tax-software output into English. Revo translates first, partner reviews, client gets a clean answer.
What Revo answers
Why the refund is smaller than last year, why a Schedule K-1 looks different, why AMT kicks in, why estimates went up. with the form line cited.
What stays human
Strategic questions ('should I switch to S-corp', 'should I do a Roth conversion'). Revo flags them and routes to a planning meeting instead of replying.
- 1
Detect the question
Revo classifies content questions vs status questions vs panic. routes accordingly.
- 2
Pull the return data
Opens the return in your tax software, finds the line, cross-checks against last year.
- 3
Draft the answer
Plain English with the form line cited if useful. partner-reviewable, send-ready.
Tools Revo touches for this action
Revo connects to your stack and pulls the context this action needs. Tap any tool to see the rest of what Revo runs there.
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