DocuSign
Revo prepares Form 8879 and engagement packets, fires the e-sign request through DocuSign, and tracks signature events back to the engagement.
What It Is
Revo connects to your DocuSign workspace to automatically sync context, updates, and data into your intelligence layer.
What It Unlocks
Revo prepares Form 8879 and engagement packets, fires the e-sign request through DocuSign, and tracks signature events back to the engagement.
Tasks Revo runs in DocuSign
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.
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.
Client communication
Send the renewal proposal to the customer
Revo turns renewal conversation outcomes into a structured renewal proposal. ready for partner review and DocuSign.
Internal coordination
Welcome and hand off to CS after signature
When DocuSign confirms signature, Revo drafts the customer welcome, posts a clean handoff to CS, and updates the CRM.
Matter management
Send the contract for e-signature after verbal agreement
Revo prepares the contract from the proposal, fires DocuSign, and tracks signature events back to the CRM.
Internal coordination
Approve an external partnership or contract
Revo cross-checks the contract against past deals, surfaces precedent risk and legal flags, and routes for sign-off.
