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.
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'Did you get my W-2?' is the question every CPA answers fifty times a day in February. Most of the work is the lookup, not the writing. Revo handles both.
Where Revo looks
Inbox attachments, the client portal, prior emails, even forwards from the spouse. so the reply is anchored in receipts, not memory.
What the client gets
A short reply confirming receipt with dates, listing what's still outstanding, and proposing the next step. partner-reviewable, send-ready.
- 1
Detect the question
Revo recognises 'did you get my W-2', 'forward the K-1 again', and similar inbound. classifies and routes.
- 2
Search every source
Inbox attachments, the client portal folder, prior emails. so you don't have to flip between tools.
- 3
Draft the reply
Confirms receipts with dates, lists what's still outstanding, proposes the next step. always partner-reviewable.
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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
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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.
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