Action items Revo runs in ProConnect Tax
Revo plugs into Intuit ProConnect to pull return state, prior-year data, and forms. drafts client emails, e-file packages, and 8879 requests scoped to the return.
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Each one runs end-to-end inside ProConnect Tax. Revo reads the trigger, pulls the right context, drafts the action, and queues it for your one-tap approval.
Client communication
Confirm 8879 received and notify the client of filing
When DocuSign signals the 8879 is signed, Revo confirms with the client, files the return, and sends the 'we're filed' note.
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.
Answer a client question on the tax return draft
Revo reads the question, opens the return in your tax software, finds the line, and drafts the explanation in plain English.
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.
Send estimated tax vouchers and reminders after a return is filed
Revo packages the four quarterly vouchers, drafts the cover note with payment instructions, and calendars the reminders. so clients never miss a date.
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.
Matter management
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.
File a tax extension before the deadline catches you
When a client flags they're late or partner pushes for extension, Revo prepares Form 4868 or 7004, files it, and confirms with the client.
Prep your note before a tax planning or return review meeting
Twenty four hours out, Revo pulls the prior return, the latest QBO snapshot, and the open threads into a one-page brief on your desk.
Drafting
Review the staff-prepared tax return before partner sign-off
Revo reads the return against prior year, the engagement scope, and your firm's review checklist. flags the gaps in the partner's voice.
Draft a tax planning note when a client mentions a life event
Home sale, business sale, marriage, inheritance. Revo recognises the trigger, pulls the prior return, and drafts a planning note before the client asks.
Run all of these inside ProConnect Tax
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