Triage an IRS notice the client just forwarded
Revo reads the notice, classifies it (CP2000, CP14, audit selection), checks the return, and drafts a plain-English reply with the next step.
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Clients panic when an IRS letter shows up. The CPA who responds calmly within an hour keeps the client. Revo writes that response.
How Revo classifies
OCR the notice header, extract notice code (CP2000, CP14, CP504, audit notice), parse response deadline, cross-reference the issue against the filed return.
What the client reads
What the notice means in plain English, what we'll do about it, the deadline, and a calming line: 'this is routine, we handle it'.
- 1
Read the notice
Revo OCRs the IRS or state notice, extracts code + deadline + issue.
- 2
Classify and cross-check
CP2000, CP14, audit, ID verification. cross-references the filed return for the disputed item.
- 3
Draft the reply
Plain English explanation + recommended next step (response letter, payment, audit prep).
- 4
Flag escalations
Audit notices, levy letters, or anything time-sensitive escalates to the partner immediately.
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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