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.
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Every tax return goes through six states (drafted, partner-reviewed, sent for review, 8879 out, 8879 signed, e-filed). Clients don't know any of them. Revo translates.
How Revo finds the state
Reads the return record from your tax software, cross-references the engagement in the PMS, checks DocuSign for signing status. one snapshot, no tab-flipping.
What the client reads
Plain English. 'Your return is in partner review and we expect to send for your signature Wednesday.' no jargon, no code letters.
- 1
Recognise the question
Revo classifies status requests vs questions on content vs panic emails. routes accordingly.
- 2
Pull the return state
Reads from ProConnect, Lacerte, Drake, or UltraTax. plus PMS engagement and DocuSign.
- 3
Draft in your voice
Translates the state into plain English with the specific date for the next step.
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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