File a client-sent document into the right portal folder, automatically
When a client emails a W-2, 1099, or K-1, Revo recognises the client and the doc type, files it in the portal, and acknowledges receipt.
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Tax-season inbox is mostly attachments. Revo files every one to the right client and the right folder, names it your firm's way, and acknowledges. all in one move.
How Revo knows what's what
Sender match against the client list, OCR on the doc to detect type (W-2, 1099, K-1, brokerage, mortgage interest), filing season tagging.
Where it lands
TaxDome, Karbon, Canopy. whichever portal you use. With your firm's naming convention, in the right tax-year subfolder.
- 1
Identify the client
Revo cross-references the sender, the prior-year client list, and any forwarded threads.
- 2
Classify the doc type
OCR detects W-2, 1099, K-1, brokerage, mortgage interest. tags the right tax-year folder.
- 3
Save into the portal
Drops the file into the right client subfolder, named to your firm's standard.
- 4
Acknowledge the client
A one-liner back: 'Got it, filed under [client]. Thanks.' No more silent inboxes.
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