Send the engagement packet after a tax or accounting consult
Revo bundles the engagement letter, intake organizer, and invoice link, sends it in the partner's voice, and tracks signature.
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The day between consult and engagement is where firms lose 20 percent of new business. Revo turns it into 20 minutes.
What lands in the client's inbox
Engagement letter via DocuSign, the right intake organizer (1040 organizer, biz organizer, bookkeeping intake), the retainer invoice. plus a warm cover from the partner.
What happens if the client stalls
Revo follows up at 3 days and 7 days. If still no response, it escalates to the partner. no engaged client should slip through the seam.
- 1
Pull the artifacts
Engagement letter for this engagement type, the right organizer, retainer invoice from your billing system.
- 2
Draft the cover note
A short, warm welcome that sets expectations. partner's voice, with the next step spelled out.
- 3
Send and track
Email goes out. Revo watches for engagement-letter signed and intake completion, follows up if the client stalls.
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Related actions
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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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