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.
The CPA who walks into a meeting prepared looks like a different CPA. Revo gives every partner that prep, without the 6am scramble.
What's in the brief
Last year's return summary, current YTD vs last year, the open items the client raised, deadlines coming due, and the asks from the prior meeting.
When and where it lands
24 hours before the meeting by default. In your inbox or on Slack, whichever you read first thing in the morning. Regenerated if the meeting moves.
- 1
Read the engagement
Last return, recent emails, PMS notes, deadlines coming due. enough to walk in informed.
- 2
Pull QBO YTD
Current year-to-date vs prior year. revenue, key expense categories, balance sheet flags.
- 3
Find open threads
Unanswered emails, pending decisions, anything the client is waiting on. flagged at the top.
- 4
Draft the brief
One page, bullet form, sent to your inbox or Slack the morning of.
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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