Confirm 8879 received and notify the client of filing
When DocuSign signals the 8879 is signed, Revo confirms with the client, files the return, and sends the 'we're filed' note.
Once 8879 is signed, the return wants to e-file. The handoff usually waits for partner attention. Revo collapses the wait to seconds.
What Revo does
Catches the DocuSign event, triggers the e-file in your tax software, drafts the client confirmation. logged on the engagement, no manual handoff.
What if the IRS rejects
Revo flags the rejection code and drafts the next-step note (correct + resubmit, or escalate). nothing slips between e-file and confirmation.
- 1
Receive the DocuSign event
Webhook fires when both spouses (if MFJ) have signed. Revo verifies completeness.
- 2
Trigger the e-file
Revo submits the return to the IRS via your tax software's e-file API.
- 3
Notify the client
Drafts a 'we filed your return' note with the expected refund timing if applicable.
- 4
Log to the engagement
Engagement marked filed. AR triggers invoice if the engagement is on completion-billing.
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.
Related actions
More tasks Revo can take off your plate.
Draft a proactive renewal conversation
Pull usage trends, support volume, and prior QBR notes, then draft the warm renewal opener that anticipates the customer's questions.
Draft the follow-up after a discovery call
Recap the call, restate the prospect's priorities, attach the right collateral, and propose the next step. minutes after the call ends.
Schedule a candidate interview across the panel, end to end
Revo finds slots that work for the candidate and the interviewers, sends the invite, and drafts the prep packet.
Respond to a scope or price question on an existing proposal
Revo opens the original proposal, reads the question, and drafts the answer with the right scope language and the right price tied to it.
Thank and update the CPA or attorney who referred the client
Revo finds the referral source, drafts a warm thank-you, and keeps them looped at engagement and tax-season completion.
Respond to a peer attorney asking for a referral
Revo checks your capacity, your practice fit, and your conflicts in seconds. then drafts a reply that takes the matter or makes the right hand-off.
Try this on your inbox
Free 7-day trial. Cancel anytime.