Every action Revo runs for Accountants

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.

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.

Reply when a client asks 'have you received my document?'

Revo searches your inbox and client portal, finds every receipt of the docs the client mentions, and drafts the reply. seconds, not minutes.

Send the monthly close package to the client when staff signals done

Revo packages the financials, the management memo, and the action items, and sends it in the partner's voice. the moment the close clears.

Send the tax return draft to the client for review

Revo packages the return PDF, drafts a clear cover note explaining the highlights, and sends it via portal or email. the moment staff signals ready.

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.

Respond to a new prospect inquiry, qualify them, schedule the consult

Revo replies to the prospect, classifies the engagement type, checks partner capacity, and books the consult on the calendar.

Triage an IRS notice the client just forwarded

Revo reads the notice, classifies it (CP2000, CP14, audit selection), checks the return, and drafts a plain-English reply with the next step.

Answer a client's 'where do I code this?' bookkeeping question

Revo opens QuickBooks or Xero, checks how similar transactions were coded before, and drafts the answer in your firm's voice.

Send estimated tax vouchers and reminders after a return is filed

Revo packages the four quarterly vouchers, drafts the cover note with payment instructions, and calendars the reminders. so clients never miss a date.

Respond to a peer CPA asking for a referral or coverage

Revo checks your capacity, your practice fit, and your specialty alignment. then drafts a reply that takes the work or makes a hand-off.

Schedule a client meeting that just got requested, end to end

Revo reads the request, checks your calendar against the client's pattern, proposes three slots, and sends the invite when they pick.

Send the engagement packet after a tax or accounting consult

Revo bundles the engagement letter, intake organizer, and invoice link, sends it in the partner's voice, and tracks signature.

Respond to a client asking if their tax return is done or filed

Revo reads your tax software and PMS, finds the return status, and drafts the answer in your voice. before the client refreshes their inbox.

Draft the month-end close update for clients

Pull the close numbers, list the variances worth flagging, and draft the personalised email to each client. with the source files attached.

Send the Form 8879 e-sign request the moment a return is approved

Revo prepares Form 8879 from the return, sends it via DocuSign, and tracks signature so the partner doesn't have to chase.

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.

File a tax extension before the deadline catches you

When a client flags they're late or partner pushes for extension, Revo prepares Form 4868 or 7004, files it, and confirms with the client.

Prep your note before a tax planning or return review meeting

Twenty four hours out, Revo pulls the prior return, the latest QBO snapshot, and the open threads into a one-page brief on your desk.

Resolve flagged transactions a bookkeeper kicked up to the partner

Revo reads the flagged transaction, checks how similar ones were coded before, and proposes the answer with the reasoning.

Review the staff-prepared monthly close before it goes to the client

Revo reads the close package against prior months and the client's coding standards, flags the gaps, and returns redlined comments in the partner's voice.

Review the staff-prepared tax return before partner sign-off

Revo reads the return against prior year, the engagement scope, and your firm's review checklist. flags the gaps in the partner's voice.

Draft a tax planning note when a client mentions a life event

Home sale, business sale, marriage, inheritance. Revo recognises the trigger, pulls the prior return, and drafts a planning note before the client asks.