Send the tax return draft to the client for review
Revo packages the return PDF, drafts a clear cover note explaining the highlights, and sends it via portal or email. the moment staff signals ready.
.svg.png)
The window between 'return ready' and 'sent for client review' is where tax-season days disappear. Revo collapses it to minutes.
What's in the cover note
Refund or balance due, the why-it-changed vs last year, anything notable (estimated payments, carryforwards, AMT), and the next step (sign 8879, send payment).
Where it lands
Portal upload by default, with email notification. Partner reviews the cover before send. logged on the engagement so chase happens automatically.
- 1
Pull the return
Revo packages the PDF from your tax software, plus any required schedules and attachments.
- 2
Draft the cover
Highlights, refund/balance due, next step. partner's voice, no boilerplate.
- 3
Send and track
Portal upload + email notification. logged on the engagement, chase happens if client stalls.
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.
.svg.png&w=96&q=75){kind=small}
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.
Try this on your inbox
Free 7-day trial. Cancel anytime.