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.
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Peer referrals are the highest-quality pipeline a firm has. Revo makes sure they don't sit cold for three days during tax season.
What gets checked first
Your capacity, your specialty (1040 vs biz vs audit vs advisory), licensing across needed states, and any conflicts. four checks before any reply.
When you can't take it
Revo proposes a trusted colleague from your network, drafts the warm hand-off, and tracks the relationship. so the peer's next referral still comes to you.
- 1
Read the request
Revo classifies the engagement, the urgency, and the specialty required.
- 2
Check your fit
Capacity, specialty, multi-state licensing, conflicts. four checks before any reply goes out.
- 3
Pick the right move
Take it, refer it, or clarify first. each gets its own draft.
- 4
Send the reply
Warm, partner-voiced, and either books a slot or hands off cleanly with the colleague's contact.
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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
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.
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