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.
Every tax-season day, partners chase 8879 signatures. Revo prepares the form, fires the DocuSign, watches for signed, and chases on schedule.
What Revo prepares
Form 8879 with the AGI, refund/balance due, ERO PIN, and signing fields pre-placed. spouse signing field included if MFJ.
How chase works
Day 1, Day 3, Day 7. Revo sends polite reminders in the partner's voice. on Day 10 it escalates to the partner. signed signatures stop the chase automatically.
- 1
Pull the return data
Revo opens the return in your tax software, extracts AGI, refund/balance due, ERO PIN.
- 2
Prepare the 8879
Populates Form 8879 with the right fields. spouse signing field included if MFJ.
- 3
Send and track
DocuSign envelope to the client. chase reminders pre-set. partner gets notified on signed.
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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